2.1 Contract search and view in Edge

Module(s): Purchase
Feature ID: ALUSTA-48282
Release: P2P 19.6
Feature Implementation: Feature is in use automatically

It is now possible to search and view contracts that are imported to Basware P2P also in Edge.

2.2 Control state into use in Purchase Professional Tools

Module(s): Purchase
Feature ID: ALUSTA-51490
Release: P2P 19.6
Feature Implementation: Feature is in use automatically

The Purchase Professional Tools list view (Procurement > Requisitions and orders) settings are stored to the control state in the new list view. The settings are stored per user. This means that when the user the re-organizes the columns, pins column position and so on, these settings are saved. When the user logs into the system again and navigates to the Purchase Professional Tools list view, the selections are exactly like the user set previously.

2.3 Hiding reverse action from a goods receipt if an invoice has been matched to it

Module(s): Purchase
Feature ID: ALUSTA-45353
Release: P2P 19.6
Feature Implementation: Feature is in use automatically

The reverse goods receipt document functionality has been enhanced. Earlier, the reverse goods receipt action was hidden from the goods receipt document if the respective purchase order document was closed. From this release onward, reversing a goods receipt will not be possible also when an invoice has been matched to the goods receipt document.

After matching has been performed, the user will not be able to reverse the goods receipt document.

 

2.4 Purchase Edge document search enhancements - purchase requisitions

Module(s): Purchase
Feature ID: ALUSTA-4396
Release: P2P 19.6
Feature Implementation: Feature is in use automatically

The document search function for purchase requisitions, purchase orders, and goods receipts has been enhanced. Earlier it was only possible to search by keyword across all header fields. Now it is possible to select any of up to four header- and line-level fields to search by. As the user adds criteria, the search results are narrowed down instead of expanded, which improves the precision of document search. For each search, users can select to view their own documents or all documents. Their own documents filters the search results to only include documents for which they are the owner. All documents also includes any document on which the user has taken some action, such as reviewing, approving, or commenting.

It is important to note that users that can perform the finalize action on documents can no longer see those documents from the document search. They must have the user rights to access Purchase Professional Tools to view and take action on these documents. 

2.5 Purchase document links from the export XML file

Module(s): Purchase
Feature ID: ALUSTA-49537
Release: P2P 19.6
Feature Implementation: Feature is in use automatically

Now P2P Purchase produces automatically a link to a corresponding document in the export XML file. The link drills, after login, directly to the corresponding document in Edge Search, provided that the user has rights to see the document. The requisition’s export XML has a link drilling to the corresponding requisition in Edge requisition details. The purchase order’s export XML has a link to the corresponding order in Edge order details and links to each receipt document in Edge goods receipt details. This way, it is easy to drill and manage a specific document without searching.

2.6 Receiving goods for other users from purchase order in Edge

Module(s): Purchase
Feature ID: ALUSTA-52979
Release: P2P 19.6
Feature Implementation: Feature is in use automatically

Earlier, all goods receiving tasks were shown in the Edge task list. Now, only user’s own goods receiving tasks are shown in the task list. Those users who have rights to receive goods for others, can now receive goods for other users from purchase orders’ Documents view. In the purchase orders documents is shown a new Goods receipts panel which shows all the open receiving tasks in that purchase order.

2.7 Improvements to Attachments and Related documents panels in Edge

Module(s): Purchase
Feature ID: ALUSTA-51367
Release: P2P 19.6
Feature Implementation: Feature is in use automatically

The Attachments and Related documents panels are renewed and they now have a better scalability for different screen resolutions and they are in line with the design of other panels. In purchase documents, the Related documents panel now shows also the total sum for requisitions and orders.

 

2.8 External webshop data management in Edge

Module(s): Purchase
Feature ID: ALUSTA-47812
Release: P2P 19.6
Feature Implementation: Feature is in use automatically

Starting from this release, a professional user with the “Manage External webshops” user right is able to configure external webshops in Edge. The user can access the External webshops page from the gear icon next to the user’s name on the right hand side. 

The user can configure a new webshop with the Create button. 

When the user selects the desired webshop from the list view, the details panel is shown on the right hand side where the user can edit the configuration.

2.9 Handling purchase orders where sending failed due to unreachable email server

Module(s): Purchase
Feature ID: ALUSTA-50919
Release: P2P 19.6
Feature Implementation: Feature is in use automatically

Error handling has been improved to handle a situation where email purchase order’s sending fails due to an unreachable email server. In this case, a resend task is created for the user and the failed sending is reported in the order’s history.

3.1 Alusta changes to Dynamic discounting support in P2P

Module(s): Invoice Automation
Feature ID: ALUSTA-50242
Release: P2P 19.6
Feature Implementation: Basware consultant work is needed

When the Basware Dynamic Discount functionality is enabled and a contract with a supplier has been signed, the Dynamic Discount functionality will be in use in P2P.

In Workplace’s Professional mode, an AP clerk can view which invoices are eligible for discount, on both the invoice list and in invoice details. They can also view discount-related entries from the invoice history.

All invoices in the Dynamic Discount program can be searched in the Search page’s Advanced search with the Invoices in Dynamic Discount program filter.

Transfer:

Invoices in the Dynamic Discount program are set to the Waiting for discount state after the transfer action is performed.

• Invoices in Automatic Dynamic Discount program are set to wait for the discount credit memo. Discount credit memo should be arriving quite soon after the transfer. The waiting invoices can be found with the Waiting for discount filter. When the discount credit memo arrives, both the invoice and the discount credit memo are transferred together to the ERP.

• Invoices in On demand Dynamic Discount program are set to wait for the supplier request for early payment. The waiting invoices can be found with the Waiting for discount filter. If the supplier requests for an early payment, a discount credit memo will be automatically generated to that invoice. Invoice may be waiting for the supplier request until the last payment date or due date. When the discount credit memo arrives, both the invoice and the discount credit memo are transferred together to the ERP. If the supplier will not request for an early payment, then invoice is released from the Waiting for discount state on the last payment date or due date and transferred to ERP without any discount.

Discount credit memo:

When the discount credit memo arrives to P2P, it is validated and linked to the original invoice. After that the coding from the original invoice is copied to the credit note, with the sums according to the available discount. 

Link between the discount credit memo and invoice can be found from the Related documents tab.

Approvers and reviewers can view the available Dynamic Discounts both on their task list and in invoice details.

Invoice in automatic Dynamic Discount program:

For invoices in the automatic Dynamic Discount program, the user can also view the Discount schedule. The discount schedule shows the possible available discounts per payment dates, according to the contract signed with the supplier. This means that the invoice must reach the payment before the defined date to receive the discount according to the schedule.

Invoice in on demand Dynamic Discount program:

In the Documents view, the invoices in the Dynamic Discount program are highlighted.

3.2 Validation rule for payment term

Module(s): Match Orders
Feature ID: ALUSTA-18500
Release: P2P 19.6
Feature Implementation: Basware consultant work is needed

Now it is possible to validate if the payment terms set in the invoice and the purchase order are equal. The system is able to prompt a warning message if the matched purchase order has a different payment term. If the validation result has been set as an error, the system prevents the match activity until the payment term is changed to equal. Taking this new feature in use requires changes to the order matching parameters in Configuration Tool.  

Failure in the validation rule can be also visualized in the Matching Tracker similarly to the other order matching validation rules.

3.3 Total invoice difference validation rule

Module(s): Match Orders
Feature ID: ALUSTA-34955
Release: P2P 19.6
Feature Implementation: Basware consultant work is needed before customer can take into use

Already in previous versions, the system was able to validate the price difference between an invoice and a matched purchase order line or a matched goods receipt. Now the system is able to track the overall price difference across all matched purchase order items within an invoice. This way, small differences can be allowed within individual matches and you can limit the cumulative difference at the same time when an invoice is based on multiple purchase order items. Taking this new feature in use requires changes to the order matching parameters in Configuration Tool. 

The visualization of this validation rule is developed later for Edge personal users who review and/or approve the price differences in Edge.