2.1 Change next approver to purchase requisition when approving it in Edge

Module(s): Purchase
Feature ID: ALUSTA-5529
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

In Edge, the purchase approver can now change the next recipient of a purchase requisition that is in approval on header or line level.

2.2 Enhanced workflow panel for purchase requisition and goods receipt

Module(s): Purchase
Feature ID: ALUSTA-22845
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

The workflow panel for purchase requisitions and goods receipts has been enhanced to better express the time flow. Also, it now includes the user avatars to help the user to easily recognize the workflow participants.

2.3 Goods receipt task lines paging in Edge

Module(s): Purchase
Feature ID: ALUSTA-15385
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

Goods receipt task lines are now paged in the task details view in Edge in order to load the details view faster. The lines panel displays 10 lines in a single page and users can navigate between the pages.

2.4 Purchase order’s change limit

Module(s): Purchase
Feature ID: ALUSTA-2445
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

Now manage own purchase orders and manage purchase order user rights have change limit value attached. This way the user right limit defines how much (absolute value) the user can increase the purchase order total (email/XML order) from original approved total (purchase requisition) when either accepting supplier changes or saving buyer counter offer. By default both limits will have value zero and need to be adjusted to allow the increase of existing order totals.

Manage own orders limit applies to the user’s own orders while manage purchase order limit applies to others than the user’s own purchase orders. When the user does not have sufficient limit, the system prevents the user from saving the purchase order. The system also indicates the user about the insufficient limit so the user can continue editing the purchase order.

Example: The original total was 3 000. The user increased it by 300 to 3 300. Since the user only had 100 change limit, the user cannot save changes.

2.5 Type serial number when reversing the goods receipt

Module(s): Purchase
Feature ID: ALUSTA-22348
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

If product serial number has been configured for My tasks > Goods receipt view, then product serial numbers are also available in the Reverse Goods Receipt view. When reversing the goods receipt as a whole, all originally received product serial numbers are considered as reversed/returned. When reversing goods receipt line, the user can edit the product serial numbers to match with the returned goods. Product serial numbers are part of goods receipt export in case of reverse goods receipt as well.

2.6 Select unit of measure from the list on free-text form

Module(s): Purchase
Feature ID: ALUSTA-19257
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

If quantity unit list is configured in Configuration tool, the same selection list is now available on free-text form in Workplace client as well as in Edge.

3.1 Document type and name added to the task list

Module(s): Invoice Automation
Feature ID: ALUSTA-17738
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

The name and icon of a document type are now shown in the task list to help users recognize them.

3.2 Filter out deleted goods receipts in goods receipt search

Module(s): Invoice Automation
Feature ID: ALUSTA-23931
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

Now the basic search for goods receipts in Matching view filters out goods receipts that are marked as deleted at the time of order import. The search also excludes received services that are marked as deleted. The deleted items can be searched using a new parameter in the advanced search for goods receipts.

3.3 Related documents support in Edge

Module(s): Invoice Automation
Feature ID: ALUSTA-3441
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

Invoice reviewers and approvers can now see a list of related documents in the invoice details view in the Edge client. Clicking the link shows details of the related invoice. Links to other related documents than invoices are disabled at the moment.

3.4 Transfer invoices for many company codes as batch

Module(s): Invoice Automation
Feature ID: ALUSTA-5946
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

The Transfer action has been enhanced by making it possible to transfer multiple companies’ invoices at once. Earlier it was only possible to transfer one company’s invoices at a time.

If companies have different transfer parameters in use, then those are grouped by company in the Select Transfer Parameters dialog.

3.5 Show number of items for search results in manual matching

Module(s): Match Orders
Feature ID: ALUSTA-12777
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

Now it is possible to see the number of items present in the list also when viewing purchase orders and purchase order items in the Matching view.

3.6 Task list improvements

Module(s): Match Plans
Feature ID: ALUSTA-16012
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

The expand/collapse panel of a payment plan task has been enhanced in the Edge client. Now the panel is more compact and easier to read.

4.1 Analyze invoice risk to be paid late and payment outcome history on AP Financial dashboards

Module(s): Analytics
Feature ID: ALUSTA-19644
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

The former AP Financial: Payments dashboard has now been divided into two dashboards: Upcoming Payments (for handling to-be-paid invoices) and Past Payments (for analyzing the outcomes and process of paid invoices). Both new dashboards are equipped with new features.

Upcoming Payments:

• Recognition of invoices in a high risk of being paid late using historical invoice performance, helps to avoid late payment
• Select able invoice dimensions help to categorize payable invoices
• All the existing features from Payments

Past Payments:

• New measures especially dedicated to analyze invoice origin’s effect on available payment time
• The whole life cycle of invoice shown from issuing the invoice until it is paid
• Quick way to compare payment outcome and invoice processing of different suppliers, organizations and analyze bottlenecks

4.2 Enable dashboard creation and publish in webedit

Module(s): Analytics
Feature ID: ALUSTA-23218
Release: P2P 17.5
Feature Implementation: Feature is in use automatically

P2P Analytics has been now updated to Tableau 10.1 version, which enables dashboard creation in web edit. Users can now create and publish dashboards containing many worksheets.

• Dashboard creation and publishing enabled in web edit. Dashboards can be created and published the same way as worksheets.
• Two new data sources added to replace InvoiceCodingRow: CodingRowCustom and CodingRowMain. The new data sources do not contain header level data. Header level data can be used through blending the data sources with InvoiceHeader.

5 General