Submit a Change Request for Basware Scan & Capture
If you want to request any change in the current Basware Scan & Capture configuration or rules, please fill the following Scan_&_Capture_Change_Form. Share this CR form as an attachment while submitting the request to Basware Support - Basware ServiceNow contact form.
Below are the examples of requests/modifications which are categorized as change request for an existing S&C customer:
- New Unit Addition.
- Adding new source to a unit (add PO Box, add Cloudscan, add BSCS email, etc).
- Adding new header field.
- Adding new validation rule for an existing field.
- Modifying validation rule for an existing field.
- Adding/removing new keywords for an existing field.
- Delete/Remove a unit.
- Delete/Remove a source for a unit (remove PO Box, remove Cloudscan, remove BSCS email, etc).
- Delete/Remove a field.
- Any other which require configuration change at S&C and/or SVG update.
You would need to refer to your “Specification and Validation Guide” in order to fill the above CR form. In case you do not have the latest S&C SVG, please contact Basware Support, asking to share the latest version of the SVG for your company (please specify the region as well in case there are multiple SVGs).
If you have the latest SVG, please fill the CR form with the complete details of the change, together with the screenshot of affected sections of the SVG. Also, please provide the proposed changes for these affected sections (what should the SVG look like after this change). You can contact your CSM for assistance, if applicable.
Every change is first implemented in test environment and we would need you to share few test invoices, of top suppliers, for UAT.
Below are few templates/example CR forms for common change requests, for reference: -
New Unit Addition:
Need following prerequisites before proceeding further:
1. CR form should have information about the new unit in a similar format, like for existing units in the unit matrix section of the SVG.
2. Scan Partner/cloud scan id/Email ID which are to be configured as source.
3. Extract files for new unit records, if applicable.
4. Test invoices of top suppliers for implementation and UAT. These can be provided at the time of testing if not readily available.
New Header Field Addition
Need following prerequisites before proceeding further:
1. CR form should contain the new field’s description and other information in a similar format like for existing fields in the 'Invoice capture fields and validation rules' section of the SVG.
2. XML Mapping tag corresponding to which this field value should be delivered by Basware e.g
3. Extract file, if it’s supposed to use as source of Header field.
4. Test invoices of top suppliers for implementation and UAT. These can be provided at the time of testing if not readily available.
Supplier Matching Rule Change
Need following prerequisites before proceeding further:
1. CR form should contain screenshots of the current validation rule for supplier search and new highlighted rulings for supplier search.
2. Updated extracts as per new ruling, if applicable.
3. Test invoices of top suppliers for implementation and UAT. These can be provided at the time of testing if not readily available.