Basware Purchase-to-Pay 22.8 New Features


Contents

1 Introduction

This document contains descriptions of new features in Basware Purchase-to-Pay 22.8 and its maintenance releases.

2 Procurement

2.1 Additional settings introduced for punchout agreements

Module(s): Marketplace
Feature ID: ALUSTA-98021
Release: P2P 22.8
Feature Implementation: Feature is in use automatically

Audience: Product Manager users who have Integrated Shopping Experience enabled

Previously when an external webshop item was added to a purchase requisition and the requester needed to edit that item, the requester had to delete the entire external webshop order from the requisition and re-add them from the webshop. 

Now, two new settings can be activated for your punchout agreements to make this process easier for requesters:

A new setting, Requisition validity (days), has also been added where you can set how many days a purchase requisition with the external webshop’s items on it can be valid. If the validity time passes and the purchase requisition is not approved and ordered, the requester must order the items again. 

These settings can be found from Product Manager > Agreements > Open any punchout agreement. 

2.2 Delivery costs from external webshops are now shown with the items in the shopping basket

Module(s): Marketplace
Feature ID: ALUSTA-98022
Release: P2P 22.8
Feature Implementation: Feature is in use automatically

Audience: Customers

There is now a dedicated “Delivery” section that shows the delivery cost of items coming from external webshops in the shopping basket. Previously, the shipping costs from external webshops were shown as separate items in the basket.

2.3 Exported agent agreements now contain VAT territory

Module(s): Marketplace
Feature ID: ALUSTA-98018
Release: P2P 22.8
Feature Implementation: Feature is in use automatically

Audience: Buyer administrators who manage agent agreements

If a VAT territory is set for an agent agreement and displayed in the user interface, it is now also included in the exported Super Content Loader file when exporting it from the Manage Agreements page. This field was previously blank and didn’t provide any value.

To export agent agreements to Super Content Loader format, open the agreement and click the Super Content Loader Export button.

 

The VAT Territory is in the Item Data sheet of the workbook. 

2.4 Views can now include view-specific product categories

Module(s): Marketplace
Feature ID: ALUSTA-98020
Release: P2P 22.8
Feature Implementation: Feature is in use automatically

Audience: Buyer administrators

Buyer administrators can now create categories that are associated with specific views. When a buyer administrator opens a view from Product Manager > Views, there is now a new section Categories where specific product categories can be created and linked to that view. The categories are then visible on Marketplace landing page for those user groups with access to that view. If there are already categories set up at the organizational level (Product Manager > Categories), the organization categories are merged with the view-specific categories. 

2.5 ZIP files can be uploaded using the Loader

Module(s): Marketplace
Feature ID: ALUSTA-98019
Release: P2P 22.8
Feature Implementation: Feature is in use automatically

Audience: Buyer administrators, suppliers

 If you have compressed a large import file into a ZIP file, you can upload the ZIP file straight to the Loader at Product Manager > Loader > Upload files

The import only works if the ZIP contains a single file, such as the Super Content Loader Excel. Loader does not support uploading multiple files as a ZIP. Make sure that the format of the uploaded file matches the selected mapping before uploading. 

2.6 Marketplace items grouped by type on purchase requisition and purchase order pages - External webshop items

Module(s): Purchase
Feature ID: ALUSTA-94910
Release: P2P 22.8
Feature Implementation: Feature is in use automatically

Earlier, personal users could view bundle items and Amazon Business webshop item types grouped together on the  purchase requisition and purchase order  screens. Now, personal users can also view a separate item type for external webshop items that were ordered from Marketplace. 

Items from the same external webshop are grouped together on the  purchase requisition and purchase orders screens in Documents and Tasks. Depending on the agreement settings in Marketplace, the following restrictions may apply to the external webshop items: 

The example below shows purchase requisition lines from two different external webshops: Techium and TechnoFocus. The items from Techium have an expiration date, but the items from TechnoFocus do not. 

 

2.7 Advanced search for purchase requisitions in Purchase Professional Tools

Module(s): Purchase
Feature ID: ALUSTA-60192
Release: P2P 22.8
Feature Implementation: Feature is in use automatically

Users of purchase professional tools can now use advanced search to find purchase requisitions. Advanced search allows users to search purchase requisition based on either header data or coding data with up to 10 criteria. 

To access advanced search, first click any purchase requisitions status in the status chart, then click Advanced search

To add search criteria, click Add criteria. By setting up search criteria and clicking Save, users can save their search and easily run it again later by clicking View saved searches and selecting it from the list. 

3 AP Automation

3.1 Improved organization tree in Data Management

Module(s): Invoice Automation
Feature ID: ALUSTA-95144
Release: P2P 22.8
Feature Implementation: Feature is in use automatically

In Data Management, the organization tree component has been enhanced. This component can be found in pages like the spend plan reapproval settings. Now, the tree loads more organizations at once, making it easier to navigat for users in large organizations. Also, selecting an organization in the tree no longer collapses the tree.

 

3.2 Include contract numbers in Open PO Accrual report

Module(s): Invoice Automation
Feature ID: ALUSTA-95394
Release: P2P 22.8
Feature Implementation: Basware consultant work is needed

It is now possible to have the contract number of each order included in the open PO accrual report. The report lists the orders that have not yet been matched with an invoice.

Contact Basware Support to enable this feature.

4 Platform

4.1 Upload large PDF invoice files in the user interface

Module(s): Platform
Feature ID: ALUSTA-93528
Release: P2P 22.8
Feature Implementation: Feature is in use automatically

Previously, customers could not add large PDF invoice files or images, such as 2,000+ pages, via the Basware P2P user interface. The tool that converted the invoice files to images would time out and the process would fail.

Now, these large invoices can be added via the UI as well. If a PDF invoice file has fewer than 1,000 pages, it is converted automatically to an invoice image in P2P. The invoice image is then used in the Edge Personal user interface. If a user is viewing a PDF with 1,000 pages or more in the Edge Personal interface, it is not shown as an invoice image and the user can instead download the original PDF file.

In AP Pro, PDF invoices of all sizes are displayed as before as PDFs, not converted images.