Contents

• 1 Introduction
• 2 Procurement
  
  • 2.1 Update questions on published DPS questionnaires
  • 2.2 Enable new document details view for all users of Purchase Professional Tools
  • 2.3 Goods receipt advanced search - removed criteria “Ordered gross total” and “Received gross total”
  • 2.4 Users can save data with validation errors on purchase order lines
• 3 AP Automation
  
  • 3.1 AP Pro - Reason for rejection added to invoice and spend plan history
  • 3.2 Conditional approval support for invoice row approval
• 4 Platform
  
  • 4.1 Accessibility improvements for personal users

2.1 Update questions on published DPS questionnaires

Module(s): Marketplace
Feature ID: ALUSTA-100628
Release: P2P 22.11
Feature Implementation: Feature is in use automatically

Previously, it was not possible to edit or add questions to a published questionnaire in the Dynamic Purchasing System (DPS). If the user needed to make a change to the questionnaire, they had to delete it and create a new one. Now, users can make changes to published DPS questionnaires. 

Users can edit existing questions with the following limitations:

• Questions cannot be reordered
• Questions cannot be deleted
• Item options can be added but not deleted. 
• The question type cannot be changed. For example, a single-select question cannot be changed to multi-select.
• Questions cannot be set as required if they were not already required when the questionnaire was first published. 

Users can add new questions with the following limitations: 

• New questions can only be added after the existing questions. 
• New questions cannot be set as required

For more information on the Dynamic Purchasing System, see the 21.8 new feature announcement in the Basware Knowledge Base.

2.2 Enable new document details view for all users of Purchase Professional Tools

Module(s): Purchase
Feature ID: ALUSTA-78882
Release: P2P 22.11
Feature Implementation: Feature is in use automatically

The legacy details view for purchase professional tools users has now been removed. When viewing requisitions, orders, and goods receipts from the Procurement tab, all users will now have the new details view enabled. The option to switch to the legacy details view has been removed from the More Actions menu. 

With this change, a known issue now exists where professional users cannot see the notification widget while working in the Procurement tab. As a workaround, please access the notifications widget and notifications center from the Home, Tasks, or Documents tab. This issue will be fixed in release 22.12.

2.3 Goods receipt advanced search - removed criteria “Ordered gross total” and “Received gross total”

Module(s): Purchase
Feature ID: ALUSTA-99346
Release: P2P 22.11
Feature Implementation: Feature is in use automatically

In order to improve the performance of goods receipt advanced search, the fields Ordered gross total and Received gross total have been removed. If users have saved searches that use these fields, we recommend that the users update those saved searches to use different criteria.

This change only applies to users who are searching for goods receipts from the Procurement section of Basware P2P.

2.4 Users can save data with validation errors on purchase order lines

Module(s): Purchase
Feature ID: ALUSTA-91653
Release: P2P 22.11
Feature Implementation: Feature is in use automatically

When editing purchase orders, previously users could not save their changes to the Lines panel if there were any data validation errors. Now, users can save their changes in the Lines panel even if there are data validation errors. Validation errors must be corrected before the purchase order is updated to the supplier and data is sent to matching.

3.1 AP Pro - Reason for rejection added to invoice and spend plan history

Module(s): Invoice Automation
Feature ID: ALUSTA-72931
Release: P2P 22.11
Feature Implementation: Feature is in use automatically

Approvers select the reason for rejection from a predefined list when rejecting an invoice. They can also enter an optional comment to give additional information. 

Previously when invoices and spend plans were rejected, the reason for rejection was not shown in the document history. Now, the rejection reason and any additional comment left by the approver are shown in the document history. 

3.2 Conditional approval support for invoice row approval

Module(s): Invoice Automation
Feature ID: ALUSTA-53347
Release: P2P 22.11
Feature Implementation: Basware consultant work is needed

Now, users can be informed if they can only conditionally approve an invoice. Conditional approval can occur when the user's approval limit is exceeded. Informing the user of conditional approval helps the user understand the process and enables the user to go back and forward the task to another user who can approve the task directly.

The enhancement applies to row level and header level invoice tasks, in simple view and professional view (configured in user settings). The enhancement must first be enabled using a new tenant setting: ApprovalLimitDialog (available after release 22.11.2). Contact Basware Support to activate this dialog for your organization. 

4.1 Accessibility improvements for personal users

Module(s): Invoice Automation, Purchase
Feature ID: ALUSTA-100706
Release: P2P 22.11
Feature Implementation: Feature is in use automatically

In Basware P2P for personal users, we have made accessibility improvements to the purchase tasks list view, purchase documents list view and contracts search list and details pages. Improvements have been made in the following areas:

• Voice reader functionality added for organization input field, calendar widget, and criteria field category selection labels
• Focus movement improved after pressing any button on the page (Show more, Search, Add Criteria, Remove Criteria, Sort list) 
• When navigating with keyboard, the table structure now announces cell associated headers and rows
• Changed an outdated design pattern from filter list to a more current one
• Added a callout when navigating to a document’s details page