Basware Purchase-to-Pay 18.10 New Features


Contents

1 Introduction

This document contains descriptions of new features in Basware Purchase-to-Pay 18.10 and its maintenance releases.

2 Procurement

2.1 Export list of purchase documents to Excel from the Documents search in Edge

Module(s): Purchase
Feature ID: ALUSTA-5539
Release: P2P 18.10
Feature Implementation: Feature is in use automatically

Now it is possible to export the search results of Edge Purchase Documents search as an Excel spreadsheet. After making a search for purchase requisitions, purchase orders or goods Receipts, the user can click the Export results button. The file download starts automatically. Depending on the browser, the user is presented with an option to open or save the file or go to the folder where the file was downloaded. 

The supported export file format is .xlsx. The exported file will contain the same columns as the search page with some additional columns.

2.2 Making requisition on behalf of other user in Edge

Module(s): Purchase
Feature ID: ALUSTA-347
Release: P2P 18.10
Feature Implementation: Feature is in use automatically

A buyer can now make requisitions on behalf of another user. The buyer can define to whom to create the purchase requisition in Edge Purchase. This is done with the new Change owner functionality which is available in the Your requisition page. The functionality is available when the buyers has the "Create purchase requisition for other users" user right.

2.3 Show dynamic budget allocation in purchase requisitions in Edge

Module(s): Purchase
Feature ID: ALUSTA-32198
Release: P2P 18.10
Feature Implementation: Feature is in use automatically

Basware P2P supports dynamic budgets where a requisition consumes a budget when its coding is set as described in the budget rules. Also Edge now supports dynamic budgets. Every line can either consume a budget or not belong to any budget. Requisitions that go above the budget total cannot be approved.

This feature is in use automatically if you already have budgets in use.

Module(s): Purchase
Feature ID: ALUSTA-33784
Release: P2P 18.10
Feature Implementation: Feature is in use automatically

The users can now see a list of related documents in the purchase requisition, purchase order, and good receipt details views in Edge. The users can view the details of a related document by clicking a link to the individual document. If the user does not have the right to view the related document, the document is listed without a link to the document details.

2.5 Collaboration for purchase orders

Module(s): Purchase
Feature ID: ALUSTA-36510
Release: P2P 18.10
Feature Implementation: Feature is in use automatically

The purchase orders have been enhanced to include discussions. All discussions related to a purchase order document are now available in the purchase order details page.

The user can navigate to the discussions from a link in the notification email, from the notification widget, or from the notification center.

The user can view, start, and reply to discussions. The user who started the discussion can edit the discussion participants. Other participants can leave the discussion. Users, who have the right to view a purchase order, can reply to any discussion even if they were not invited to that discussion by another user.

2.6 Personal users' purchase order tasks in Edge

Module(s): Purchase
Feature ID: ALUSTA-31960
Release: P2P 18.10
Feature Implementation: Feature is in use automatically

Now in Edge Tasks > Purchase orders a user that has the "Manage own purchase orders" right gets an order task in Edge on an XML order when order sending has failed or supplier has rejected the order. The order approver also gets a task if the order requires approval. Tasks appear, based on urgency, in the Home page, task list, and purchase order specific task list. The task has header data, lines summary, and task-specific actions.

2.7 Purchase requisition allocation split in Edge

Module(s): Purchase
Feature ID: ALUSTA-32183
Release: P2P 18.10
Feature Implementation: Feature is in use automatically

Requisition's coding can now be split to number of different allocations in Edge. The percentage of each split can be adjusted. Since coding defines the budget that a requisition consumes (if budgets are enabled), different splits can belong to different budgets.

3 AP Automation

3.1 Automatic fill up coding difference sum

Module(s): Invoice Automation
Feature ID: ALUSTA-43257
Release: P2P 18.10
Feature Implementation: Basware consultant work is needed

When a user creates a new coding row to an invoice in Edge, the coding sum can be automatically added to that row. If the generated coding row is the first one, then the full invoice sum is added to the coding row. If there are already coding rows and a user creates a new coding row, then the remaining sum is added to the new row.

This feature is enabled by default.

3.2 Differences in the coding panel

Module(s): Invoice Automation
Feature ID: ALUSTA-36405
Release: P2P 18.10
Feature Implementation: Basware consultant work is needed

In Edge there are three new standard difference field (Gross, Net, and Tax differences). For new installations, these will come visible by default. Current customers need to configure them visible (in screen settings). Only new invoices will have values in these new fields.

Note: The current header difference is still needed if the invoice needs to stop in the process in case the invoice is not fully coded.

3.3 Recipient selection search support for middle initials

Module(s): Invoice Automation
Feature ID: ALUSTA-19051
Release: P2P 18.10
Feature Implementation: Feature is in use automatically

This feature enables user search with the middle name on user screens as well as in all user pickers. For example:

Changes are made in all pickers throughout the interface along with the user search screen in P2P Administration, which will enable the search of users using their middle initials/name. 

Module(s): Invoice Automation
Feature ID: ALUSTA-25040
Release: P2P 18.10
Feature Implementation: Feature is in use automatically

Hyperlink fields are now available in Edge.The hyperlink field is shown as a clickable link to user. Hyperlinks are used for example to show invoice images from external systems.

Note that the link content depends on the configuration. 

3.5 Faster goods receipt search using restricted search criteria

Module(s): Match Orders
Feature ID: ALUSTA-43463
Release: P2P 18.10
Feature Implementation: Basware consultant work is needed

Now it is possible to restrict the search for goods receipts in the Basware P2P Manual Matching view. The user is able to set one to four goods receipt fields at a time as search criteria. By default, the most commonly used fields are selected: order number and delivery note number. When the user changes the field selection, the system will remember this over sessions.

4 General

4.1 P2P language support - Estonian

Module(s): Invoice Automation
Feature ID: ALUSTA-44062
Release: P2P 18.10
Feature Implementation: Feature is in use automatically

Estonian language is now supported in Basware Purchase-to-Pay. A user can select Estonian as the UI language from User settings when the Estonian language has been installed to the customer environment.