Release 3.2.0 has been placed into the Demo environment today for customer testing and will be released into Production on Monday 5 December.
Improved Create Invoices Screen
We have improved the Create Invoice screen to make the process quicker and make it possible to submit consolidated invoices. We have also added a Reference field that can be used to populate a scanned document number or any relevant document reference. This can then be passed to an external system via integration.
As part of the new Create Invoice process, users select Create Invoice, complete the header details and then add the desired orders to the invoice. We’ve also added the ability for the user to quickly create another rather than going to the View invoices screen each time.
Create an Invoice:
Search for applicable orders to add to the invoice:
Add and Remove Users from a Blanket Order
We have added the ability for a Blanker Order owner or an administrator to add and remove users from the Available To section of a Blanket Order. This allows the community to change who has access to the Blanket over time as needed.
Issues Resolved this Release
- Enter does not search in popups
- Improved spacing of Action links on top-right
- Error changing the quantity of a Purchase Request
- Invoice matching quantity issue with Threshold is used
Up-coming Functionality (Currently in Testing for Release 3.3)
Unimarket has completed Change Order functionality to allow users to modify an order after it has been approved and sent to the supplier. Given the complexity and the constraints around some supplier’s ability to process change orders, we have put rules in place. All Lite suppliers will automatically have Change Orders enabled as there is no integration and Premium suppliers must opt-out if they do not wish to accept changes.
This feature can be enabled or disabled with your community depending on if your organization wishes to allow orders to be changed. Unimarket can also setup change orders to use Order Versions or Cancellation / New Order Number. Please discuss with Unimarket which process should be used as your ERP / Finance system may have specific requirements. We will also disable this functionality be default as customer integration will need to be tested individually.
Community Customizable Forms
The Community can define custom forms for use during the non-catalog order process. These allow additional information to be captured and appended to the Purchase Order. Examples are Travel Forms, Sole Source forms, Contract for Services etc. If the Community has defined forms they will be available from within the first step of the non-catalog order process.