Basware Purchase-to-Pay 22.1 New Features


Contents

1 Introduction

This document contains descriptions of new features in Basware Purchase-to-Pay 22.1 and its maintenance releases.

2 Procurement

2.1 Tasks - Dashboard and Agreements

Module(s): Marketplace
Feature ID: ALUSTA-92924
Release: P2P 22.1
Feature Implementation: Basware consultant work is needed

Tasks are notifications to users about various events on which they may need to take some action. The tasks are shown in the Dashboard.

By default, the user will see the 5 latest tasks. The user can click any task to view the task details and perform any required actions. By clicking View all tasks, the user can see all of their pending tasks on the Tasks Dashboard. 

At the moment the tasks are generated for the following purposes:

Tasks are automatically removed from the list after two weeks. After a task is removed, it is not retrievable. 

2.2 Prevent contract spend collection for contracts imported using AnyERP

Module(s): Purchase
Feature ID: ALUSTA-92434
Release: P2P 22.1
Feature Implementation: Feature is in use automatically

Earlier it was possible to enable contract spend collection for contracts in the contract document import by using either the Contracts API (OpenAPI) or AnyERP. In order to maintain data integrity, spend collection can no longer be set when importing contracts using AnyERP. Contract spend collection can only be enabled when using the Contracts API.

3 AP Automation

3.1 AP Pro manual matching - Search toggle enhanced to show all PO items

Module(s): Match Orders
Feature ID: ALUSTA-90815
Release: P2P 22.1
Feature Implementation: Feature is in use automatically

In AP Pro manual matching, the toggle that previously searched all fully matched and unmatched PO items has been enhanced. The toggle is now named “Show all PO items”. When it is enabled, the user can search all unmatched, fully matched, canceled, and closed PO items. With this enhancement, the user can have all PO items visible from one action, instead of needing to use Advanced search in these cases.

3.2 Batch selection and returning to the list

Module(s): Invoice Automation
Feature ID: ALUSTA-92265
Release: P2P 22.1
Feature Implementation: Feature is in use automatically

In AP Pro, users can select many invoices and open them all as a batch. Now when the user returns to the AP Pro dashboard after opening invoices as a batch, the invoices that they selected and opened are still selected. This makes the workflow more efficient for users if they still need to find those invoices or perform some action on them. 

3.3 Personal Manual Matching now enabled by default

Module(s): Match Orders
Feature ID: ALUSTA-88406
Release: P2P 22.1
Feature Implementation: Feature is in use automatically

In Edge, Personal Manual Matching is now enabled by default for all customers. The feature is controlled by a tenant setting “PersonalManualMatching” and is set to True by default. 

As before, administrators must grant users the personal user right “Manage invoices in order matching” before they can perform personal manual invoice matching tasks.

4 Platform

4.1 BT Import - PDF invoice image conversion based on page count

Module(s): Platform
Feature ID: ALUSTA-90861
Release: P2P 22.1
Feature Implementation: Feature is in use automatically

Previously, customers could not import invoices with BT import if they had large PDF invoice files, such as 2000+ pages. The tool that converted the invoice files to images would time out and the import would fail. 
Now, these large invoices can be imported with BT Import. If a PDF invoice file has fewer than 1000 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 more than 1000 pages 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.