Contents

• 1 Introduction
• 2 Procurement
  
  • 2.1 Editable recipient for SmartOrders when using Order REST API
  • 2.2 Navigate to payment plans from Procurement
  • 2.3 Purchase Professional Tools split view - Lines and Budgets tabs
  • 2.4 Purchase requisition import up to 200 lines
  • 2.5 Quick navigation among tasks for Edge personal users
  • 2.6 Reverse all items on goods receipt
  • 2.7 Option to notify supplier of changes to Basware Network orders
• 3 AP Automation
  
  • 3.1 Column filters available in Data Management
  • 3.2 AP Pro interface now the default, and enabled by tenant setting
  • 3.3 Enter a value outside of the lookup list in AP Pro
  
  
  • 3.4 AP Pro and power users - Automatically generate invoice image
  • 3.5 Manual Matching - Refresh purchase order information
  • 3.6 Manual Matching - Support for advanced validation using anyERP
  • 3.7 Payment plans in AP Pro
  • 3.8 Select sum type while requesting payment plans in Edge

• 4 Analytics
  
  • 4.1 Basware Analytics Web-edit documentation
• 5 Platform
  
  • 5.1 Application groups in user management
  • 5.2 Enhanced visibility to login reasons
  • 5.3 Slovak and Lithuanian languages available

2.1 Editable recipient for SmartOrders when using Order REST API

Module(s): Purchase
Feature ID: ALUSTA-77602
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

When sending SmartOrders using Order REST API integration, users previously could not change the recipient’s email address because the recipient email was part of the supplier data in P2P administration.

Now, SmartOrders have been improved so that the user can change the recipient’s email address as normal when creating the purchase requisition. This causes minor changes to supplier data for those suppliers that receive SmartOrders via Order REST API or anyERP integration.

2.2 Navigate to payment plans from Procurement

Module(s): Purchase
Feature ID: ALUSTA-73653
Release: P2P 20.12
Feature Implementation: Basware consultant work is needed

Payment plan management is now possible for professional users in the Edge user interface! By default, payment plans are handled as part of the Accounts Payable solution. However, it is possible to instead view, create, and manage payment plans from Procurement instead. This may fit more naturally into your existing organization’s processes. To access payment plans from Procurement, please contact Basware Support. 

For information about managing payment plans in Edge, see the related new feature description under the AP Automation section. 

2.3 Purchase Professional Tools split view - Lines and Budgets tabs

Module(s): Purchase
Feature ID: ALUSTA-70242
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

When viewing purchase documents in Purchase Professional Tools, buyers can now see the following information for their selected document while using Split view.

• Lines - information about all items on the purchase document 
• Budgets - a list of all budgets that are affected by the purchase document

To see these panels, users must first click the Split View icon.

Additional document information will be added to the split view in future releases.

Lines tab

Budgets tab

2.4 Purchase requisition import up to 200 lines

Module(s): Purchase
Feature ID: ALUSTA-76797
Release: P2P 20.12
Feature Implementation: Basware consultant work is needed

When importing purchase requisitions from external systems, the maximum number of rows on one imported purchase requisition was previously limited to 100. This is now increased to 200 rows.

2.5 Quick navigation among tasks for Edge personal users

Module(s): Purchase
Feature ID: ALUSTA-71540
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

Personal users often have many purchasing and receiving tasks to handle at one time. Previously, users were always taken back to the task list after doing each task, which significantly increased their handling time. Now, when the user completes a task, they are taken straight to the next task instead of back to the task list. Users can also use the arrows to navigate easily to the previous or next task within the same document type: purchase requisitions, purchase orders, or goods receipts. 

The new navigation is supported for purchase requisition, purchase order, and goods receipt tasks that are opened from the Tasks list or the Home page. 

2.6 Reverse all items on goods receipt

Module(s): Purchase
Feature ID: ALUSTA-77205
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

Users can now choose to reverse all received items on a goods receipt document. This help users more easily reverse goods receipts with many items on them, instead of needing to reverse each item separately. 

The Reverse all action is available on all goods receipts for personal and pro users. It is shown on all goods receipt documents that have more than one received item.

2.7 Option to notify supplier of changes to Basware Network orders

Module(s): Purchase
Feature ID: ALUSTA-56195
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

Earlier, if a user made any changes to a Basware Network purchase order, they had to send the changed order to the supplier, who could confirm or reject the changes. Sending the updated order was sometimes confusing to the supplier, if the user had only updated fields that had no effect on the supplier. 

Now when a user edits a Basware Network purchase order, they can select whether or not to send the changed purchase order to the supplier. If a user only changes information such as account codes or some internal information fields, they do not need to notify the supplier of these changes. 

3.1 Column filters available in Data Management

Module(s): Config Tool
Feature ID: ALUSTA-69126
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

In all Data Management pages, users can now use filters for all columns in the tables. The filters work for many types of data, such as text, numbers, date fields, or selection fields. 

Some examples of column filters are shown below. 

3.2 AP Pro interface now the default, and enabled by tenant setting

Module(s): Invoice Automation
Feature ID: ALUSTA-77562
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

AP Pro, the modern HTML5 user interface for AP clerks is now activated by default based on tenant settings. AP Pro’s invoice-, as well as payment plan-administration is now available to all relevant user groups.

Due to AP Pro becoming the default user interface, customers now automatically gain access to all of its new features and improved functionality.

3.3 Enter a value outside of the lookup list in AP Pro

Module(s): Invoice Automation
Feature ID: ALUSTA-76487
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

The lookup lists’ usability has been enhanced in invoice details view in AP Pro, advanced search in AP Pro, update header data bath action in AP Pro, and in Edge’s semi-professional invoice details view. If a lookup list’s error behavior is set to “none” in configuration, then the users can enter values that are outside of the lookup list without getting an error message. The user can confirm the selection either by pressing Enter or Tab from keyboard or by clicking the Use link with the mouse. Earlier, it was not possible to confirm selection with the mouse.

This feature allows users to use values that are not already configured in the lookup list when needed.

3.4 AP Pro and power users - Automatically generate invoice image

Module(s): Invoice Automation
Feature ID: ALUSTA-2928
Release: P2P 20.12
Feature Implementation: Basware consultant work is needed

Often, users are required by their organization’s business practices to submit invoices with an invoice image attached. If an invoice image does not already exist from the supplier, it is helpful for the user to be able to generate the invoice image automatically from the invoice data. 

Customers can now configure the application so that before sending an invoice to validation the user must add an external image to an invoice, or the system generates the invoice image automatically. A new tenant setting has been added called “GenerateInvoiceImage.” By default, the setting is set to “False” and users do not have an option to generate an invoice image.

However, when the new tenant setting “GenerateInvoiceImage” is set to “True,” if a user tries to send an invoice with no image, they have an option of either adding an image manually or generating an image automatically. 

If the user clicks Add manually, they can select an image from their device to attach to the invoice. If the user clicks Generate image, the system generates an invoice image, and shows a preview of it. When the user clicks Send to validation, the generated invoice image is attached to the invoice and the invoice is sent to validation. The user can also choose to download a PDF of the invoice image. 

3.5 Manual Matching - Refresh purchase order information

Module(s): Match Orders
Feature ID: ALUSTA-42825
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

When performing manual matching from AP Pro, a user can now select any purchase order item and click Refresh purchase order. This action imports the latest purchase order information from an external ordering system. 

By default, a purchase order can be refreshed once every 10 minutes. The duration of this “cool-off” period can be customized in your organization’s tenant settings by contacting a Basware consultant.

3.6 Manual Matching - Support for advanced validation using anyERP

Module(s): Match Orders
Feature ID: ALUSTA-4557
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

Manual matching in AP Pro now supports advanced validation using anyERP. If the validation results in a warning, the user can still choose to process the invoice. If the validation results in an error, the user must fix the error before processing the invoice. 

3.7 Payment plans in AP Pro

Module(s): Match Plans
Feature ID: ALUSTA-79415
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

Payment plans are now available in AP Pro. Professional users can create and manage all types of payment plans in the HTML5-based user interface. 

The new user interface is found in Accounts Payable > Payment plans by default. To access the payment plans, the user must have the professional user right “View payment plans.”

The new interface offers many new features compared to the Workplace interface. These new features make payment plan administration more efficient and offer new possibilities to automate invoice processing:

• The status graphs provide a quick overview of the payment plans in different processing phases. One graph also shows how many payment plans are going to expire within 1, 2, 3, 4, 5, or 6 months. This helps users identify expiring payment plans early enough to take the right action. 

• Users can select from three different views. The split view allows editing payment plans directly without needing to drill down to the payment plan details view.

• Users can create and manage both gross and net types of self-billing payment plans.

• Users can enter either percentages or fixed sums in the budget-based payment plans’ coding rows.

• The new interface offers more configuration possibilities. For example, the header data panel is now configurable, so it is possible to add or remove fields, define mandatory fields, and change the order of fields. A Basware consultant is required to make these changes. The configuration changes will affect only the new user interface
  
• Users can search for payment plans by coding dimensions using advanced search. 

• Users can save advanced search criteria and use them later. 

• The user can remove many payment plans as a batch action. 

• If an invoice is routed to the workflow after automatic payment plan matching has failed, users can select if the action is required by only one of the receivers. 

Activation 

The payment plans are available in AP Pro by default. It is possible to disable this feature from the tenant settings.

3.8 Select sum type while requesting payment plans in Edge

Module(s): Match Plans
Feature ID: ALUSTA-73326
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

When requesting a payment plan, it is now possible to select the Sum type of “net” or “gross.” This way, users can request either type of payment plan easily. Earlier it was only possible to request payment plans with sum type “gross.”

4.1 Basware Analytics Web-edit documentation

Module(s): Analytics
Feature ID: ALUSTA-79847
Release: P2P 20.12
Feature Implementation: Basware consultant work is needed

In this release of the Analytics Solution Reference Guide, a new section containing detailed custom reporting guidelines has been introduced. 

The documentation covers the following areas

• fundamentals of web-edit
• web-edit visualization best practices
• web-edit calculations basics, details, and advanced practices

This documentation will help users discover the power of data visualization by giving detailed descriptions of the various functionalities available in web-edit and instructions on how to use them.

You can request a copy of the new features guide from your consultant, or contact Basware Support. 

5.1 Application groups in user management

Module(s): P2P Admin
Feature ID: ALUSTA-76001
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

Customers that use Basware API for user data import will now see user’s application groups in Basware Purchase-to-Pay user management. Application groups are read-only in P2P and they can be defined in the imported user data to restrict which Basware services a specific user has access to.

5.2 Enhanced visibility to login reasons

Module(s): P2P Admin
Feature ID: ALUSTA-48068
Release: P2P 20.12
Feature Implementation: Customer can take into use

SaaS Three customers sometimes request the Basware personnel to document a login reason each time they log in to the service. Earlier, the customer administrators needed to be on the root level of the organization to view the logged login reasons of the whole organization. Now a new, more specific user right has been added to administrator rights: “View full login history”. By granting this new user right to the customer’s administrators, they can view the login history of the whole organization independent of the organization level they are in.

5.3 Slovak and Lithuanian languages available

Module(s): Platform
Feature ID: ALUSTA-78476
Release: P2P 20.12
Feature Implementation: Feature is in use automatically

Slovak and Lithuanian languages are now supported in Basware Purchase-to-Pay. A user can select Slovak or Lithuanian as the user interface language from the User settings.