Summary:

This article is to clarify how to request change to the report content from the new matching feature of "PO accrual report" which is available in Alusta 22.2 release. 

For this new feature, customer must be able to view the purchased and received items in manual matching view that they are liable to pay. From the report a customer is able to detect if listed liabilities are still valid and take required actions with the expired liabilities. Normally purchase order lines and goods receipts that remain available for matching yet, this is no longer expected are matched with an internal invoice that results referenced order items to be fully matched.

The columns in the report are configurable.

The default order of the fields in the open PO report is expected to be following:

• Status (Not matched, Partly matched)
• Quantity to match
• Quantity Unit (OrderLine.UnitCode)
• Net Sum to Match
• Currency (PO line or PO header if missing from line)
• Purchase order header
  
  • Organization element code
  • Organization element name
  • Supplier code
  • Supplier name
  • Purchase order number
• Purchase order line
  
  • Line number (row index)
  • Line quantity
  • Line net sum
• Goods receipt
  
  • Receipt number
  • Receipt item number
  • Received quantity
  • Received net sum
• Account Code
• Account Name
• Cost Center Code
• Cost Center Name
• Source system
• External Order Code
• External Order Line Code
• External Receipt Code     

If customer wants to add or remove columns from the report or adjust the order of the column, customer can request a service from custome service portal as a change request. And it is billable work. 

Instructions:

1, Log in to https://basware.service-now.com/bw?id=bw_csm_index and click on "Request a service" from the menu bar.

 

2, Choose the "Custom Change Request" form

 

3, Fill in the change request. 

• Fill in Account. Value is your business account in ServiceNow
• Fill in Business Service. Value is Invoice 
• Fill in Short Description. Value is "Request to change open PO report columns and content". Please keep the same short description so we can track the incoming tickets better
• Fill in Long description. Value is the exact details you need to adjust for the report columns and content. 

 

4, After you have filled in all the details and verifiy the form content. You can click "Order Now" button at the end of the form to submit the request. Our CR manager will contact you after evaluating the request. 

 

Additional Information:

P2P - matching : what to do when built-in open PO accrual report stops working because of the limit, BWKB0017978