2.1 Recently used values in Edge invoice coding selection lists

Module(s): Invoice Automation
Feature ID: ALUSTA-3478
Release: P2P 16.5

Recently used values are now available in the selection lists in the invoice coding view. Recently used values are filtered according to the lookup list configurations. The last 5 values are stored and they are device-specific.

2.2 Automatic invoice escalation settings

Module(s): Invoice Automation
Feature ID: ALUSTA-2881
Release: P2P 16.5

Automatic forwading of invoice tasks has been enhanced. Now the automatic task forwarding can be configured to be calculated based on the task creation date. Earlier, the calculation was always based on the invoice cash date and due date. As a result, tasks could pend for a long time if the invoice cash date and due date were in a distant future. The calculation method can now be configured in Basware P2P Administration.

Moreover, styling of e-mail notifications related to automatic forwarding has been harmonized with other e-mail notifications.

2.3 Disabling forwarding during the invoice workflow in Edge

Module(s): Invoice Automation
Feature ID: ALUSTA-3446
Release: P2P 16.5

The Edge client now contains a process parameter for disabling the forwarding of tasks in invoice workflow during approval or review.

2.4 Duplicate invoice check

Module(s): Invoice Automation
Feature ID: ALUSTA-2891
Release: P2P 16.5

The duplicate invoice notification has been enhanced in the Invoice Details view. Now users can open the View Duplicate Invoices pop-up panel from the notification and easily view a list of all related duplicate invoices. Users can also drill down to details of a duplicate invoice by clicking the invoice number field.

Duplicate invoice checking has also been enhanced by introducing new parameters in the Basware P2P Configuration Tool. These parameters define how the system recognizes duplicate invoices. Moreover, it is now possible to configure which actions include the duplicate invoice check. These settings are now entity-specific. Earlier, there were only two organization-specific options for recognizing duplicate invoices and duplicate invoice checks could not be configured for different actions.

2.5 In Edge, the approval limit of an invoice is checked when approval has been performed

Module(s): Invoice Automation
Feature ID: ALUSTA-5357
Release: P2P 16.5

In the Edge client, an error message about exceeding the approval limit is shown after a user has attempted the approval action.

2.6 Task name is shown for the task in Edge

Module(s): Invoice Automation
Feature ID: ALUSTA-6692
Release: P2P 16.5

The name of the currently active task is now shown both in the task list view and in the document details view. This makes it easier for the user to see the difference between the tasks.

The document type is now indicated by an icon in the list view. 

2.7 External tax calculation for invoices in Edge

Module(s): Invoice Automation
Feature ID: ALUSTA-3475
Release: P2P 16.5

External tax calculation is now available for invoices in the Edge client. When this feature is used, the system calculates taxes for the invoice in an ERP and adds the tax and other related changes to the invoice. This feature is available only if it has been configured and enabled.

2.8 Send invoice back to manual matching when there is approval after matching

Module(s): Invoice Automation
Feature ID: ALUSTA-9310
Release: P2P 16.5

The Send to manual matching action has been enhanced when there is an approval activity after purchase order matching in the invoice process. A previous approval will be ignored and new approvals will be required when the invoice is manually sent to workflow for approval. This approval will not be treated as a duplicate approval task. This feature is applicable for both header and row approvals.

3.1 Budget details view

Module(s): Purchase
Feature ID: ALUSTA-7018
Release: P2P 16.5

The budget data in the P2P system is now made visible also by providing a detailed budget view. The user can open the detailed budget view by selecting a budget or a number of budgets in the budget list view and clicking the Open Selected button.

The view provides a view to the budget data and to the data related to the budget in question. The presented budget data consists of three sections: the header data related to the budget itself, the listing of the budget rules of the budget in question, and finally the budget lines listing all the information the system has on the elements consuming the budget.

3.2 Forward my header approval task to another user from the task list view when approving purchase in Edge

Module(s): Purchase
Feature ID: ALUSTA-7178
Release: P2P 16.5

In Edge, the purchase approver can forward the purchase requisition to another user for approving from the my tasks list. The purchase approver can add comments to the forwarded purchase requisition.

3.3 Return the whole purchase requisition (header level) with comments from the task list view when approving a purchase in Edge

Module(s): Purchase
Feature ID: ALUSTA-7714
Release: P2P 16.5

In Edge, the purchase approver can return the purchase requisition back to owner from the my tasks list when completing approving tasks. The purchase approver can add comments to the returned purchase requisition.

3.4 Permission code support for Edge Shop

Module(s): Purchase
Feature ID: ALUSTA-760
Release: P2P 16.5

Previously, Edge Shop did not resolve approvers for purchase requisition lines as configured in the Advanced User Rights table. Now, approvers are resolved for each line according to the rules in the Order now dialog. The user can also override the line-specific default approvers by selecting a single approver for all the lines. 

It should be noted that in this release all the purchase requisition line data or coding line data fields are not supported as permission code fields.

3.5 Free-text forms lookup lists in Edge

Module(s): Purchase
Feature ID: ALUSTA-754
Release: P2P 16.5

Edge Free-text forms can now be configured to include fields displayed as selectable lists for the Shop users. The lists can have interdependencies, that is they act as lookup lists. Only the following purchase requisition’s invoicing fields are included as in Workplace:

1. Cost center (default)
2. Project (default)
3. Account (default)
4. Business unit (additional dedicated)
5. Profit center (additional dedicated)
6. Budget (additional dedicated)

Only the following field dependency relationship for lists is supported but fields can be left out from the dependency hierarchy:

Organization unit - Cost center - Business unit - Profit center - Project - Account.

Now also the default values for Supplier, Account, and Tax code fields are set according to the category-specific configuration. The possible values for these fields are filtered when the user changes the category selection.

3.6 Forward my receiving task to another user on header level from the task list view when receiving purchases in Edge

Module(s): Purchase
Feature ID: ALUSTA-7927
Release: P2P 16.5

In Edge, the purchase receiver can forward the receiving task to another user from the my tasks list. The purchase receiver can add comments to the forwarded receive task.

3.7 Budget rule view

Module(s): Purchase
Feature ID: ALUSTA-7019
Release: P2P 16.5

The budget rule data in the P2P system is made visible to the user by providing a detailed budget rule view in the form of a list of rules. 

The rule view, being part of the budget details view, has the organization of the budget and the budget rule dimensions as the sortable and filterable columns of the list view. This enables the finding of a certain rule easy. 

5.1 Procurement supplier performance dashboard

Module(s): Analytics
Feature ID: ALUSTA-3055
Release: P2P 16.5

One new dashboard, Supplier Quality, has been created under the Procurement reporting area.

Contents of the dashboard and sheet titles are as follows:

• Monthly Active Suppliers: Shows the number of suppliers per month of the order creation date as line graph
• Summary of Quality Metrics: Introduces the metrics that assess the quality and performance of the supplier. Quality metrics can be calculated based on total value or per purchase order, selected from the parameter above the chart. The color coding of the quality metrics is reflected throughout the dashboard. 
  • Original price equals final price
  • All lines received
  • All lines received by the confirmed delivery date
  • All lines based on a contract
• Sheet to sort the organization or suppliers’ countries with a set of measures: The title of the sheet reflects the dimension and measure selection. The selected dimension and measure can be broken down to parts based on a second dimension. The parts are reflected with different colors.
• Supplier Rank within Category: Suppliers can be sorted within purchase categories. Five levels of categories are supported. Sorting and rank are based on either order value or volume. This allows the user to dictate the rank shown per the deepest level of category viewed with a parameter.
• Quality Metrics by Supplier: Takes the same quality metrics as introduced in the second bullet point, but displayes them per supplier name.
• Quality Metric Trends: Shows the same quality metrics as lines on a chart. This enables studying the development of the metric. Time is based on the order creation time.

5.2 Potential discounts

Module(s): Analytics
Feature ID: ALUSTA-3065
Release: P2P 16.5

This feature affects the AP Financial module and its two dashboards: Payments and Cash Forecast.

Changes in the Payments dashboard:

• The Max. (maximum) available discount field added to the Invoices due view (the summary on upper left hand side and a more detailed horizontal bar chart in the middle) and to the related invoices list, which have been adjusted to changes.
• The maximum available discount shows the amount of discount available (and also, when applicable, the date related to that discount) if the invoice is paid now. The date is necessary as the discount ages or becomes unavailable if paid later. This aging or availability of the discount is shown more closely in the Cash Forecast dashboard. The discount takes into account the dynamic or cash discount, whichever is larger.

Changes in the Cash Forecast dashboard: 

Two new sheets:

• Discounted Invoices: Shows the number of invoices with available discounts and without any available discounts. The number field can be clicked to filter the dashboard with invoices related to the available discounts.
• Discount Availability: Shows the availability or aging of the discounts in day brackets. Each day bracket shows how many days are left to get the shown discount. The brackets are:
  • Max. available discount (right now)
  • If paid within 3 days
  • If paid within 7 days
  • If paid within 14 days
  • If paid within 30 days
  • If paid after 30 days (meaning discounts are available for more than 30 days)

Changes in both Payments and Cash Forecast dashboards:

Two parameter controls and filters:

• Net or gross totals: Controls whether the totals (either company or invoice currency) are shown based on net or gross total
• Paid invoices: Controls what kind of invoices are shown:
  • Invoices without a payment date
  • Invoices with a payment date
  • Both kind of invoices (the All option). This is used mostly in the Cash Forecast dashboard. Note that the invoice status also affects which invoices are shown.