|Release 5.7 includes improved functionality around contract workflow task assignment, a new (optional) role to allow buyers to submit invoices against their orders, and a refreshed search results screen.|
Release 5.7 is available in Demo for review and will be in Production on Monday the 10th of April.
Contract Management Workflow Task Assignment
We have updated the Contract Management workflow functionality so that an approver in the workflow can assign a person or group for peer review as the next step, rather than needing to send back to the initiator to manage the workflow for ad hoc review.
For a help article with additional information on Contract Workflow, click here.
Create Buyer Invoices Role
Customers have highlighted the need for a way to reduce the work of entering invoices into the system within Accounts Payable. To help, we have added a new Create Buyer Invoices role that, when assigned to a buyer, gives them the ability to process invoices against only their orders. The new role allows the buyer to use the Invoice Order and Enter Invoices processes to initiate the electronic matching process, similar to the Create Invoices role. Invoices are then subjected to matching, and exceptions can be managed by Accounts Payable. These options are only available to users with the new role so it can be tightly controlled.
New Search Results Screen
We have refreshed the search results screen to make it clearer and to better display supplier matches based on Supplier Search Terms at the top of the screen. There are also minor, almost unnoticeable, tweaks made to allow for future enhancements like comparing products or services from the search results.
Upload for Organization Unit Account Code Rules
We have added an upload/download feature for account codes rules on organization units so they can be quickly created and updated. The rules allow account codes to be restricted by organization unit so that users only see the account codes relating to their organization units.
- We have improved the tax number validation and made it possible for suppliers to be invoiced without a having a tax number
- We have improved the layout of the Payment tab for suppliers
- Suppliers can now register the same username/email address to more than one store
Our invoice extraction tool is getting very close. We look forward to demonstrating this exciting new feature at our U.S. Users Conference later this month!