Release 5.18 introduces loads of great new features and updates including a new invoice preview screen, the ability to change Buyers on orders, drag and drop attachments, an audit trail of transaction changes, W9 updates for US customers and more!
Invoice Preview Screen
With the introduction of our invoice inbox and extraction module it has become ever more important that your AP team can view and validate the information on the invoice document before sending it through matching.
This release introduces a new Invoice Preview screen to allow users to view the invoice document on screen and search for the correct supplier and/or order.
Max Decimal Quantities
Some customer finance systems such as Banner limit the number of decimal places acceptable in the order quantity, which in turn can cause integration errors when Unimarket sends across purchase orders. To fix this we have added the ability to configure the decimal places in the quantity to match your finance system.
Requisition, Order and Invoice Change History
To provide better visibility of changes to requisitions, orders and invoices we have added an Event History option in the Actions menu which can be used to display a history of changes such as state changes, buyer changes and approval changes. This is available to Buyers, the Invoicing Role and Administrators.
For US customers we have updated the W9 form completed by your suppliers to reflect the IRS changes. We have also provided additional help to make it easier for suppliers.
Copying Another Buyer's Order
o date Buyers could only copy their own orders. However in a purchasing environment where Sharing is enabled and Buyers work in a central team it makes more sense if they can copy each others orders. For example a Browser may need any Buyer in the team to re-order items for them.
To make this possible we now give the Copy option to any Buyer that can see the order.
Change the Buyer on Orders and Blanket Orders
Orders and Blanket Orders can have a life span beyond the Buyer that originally created them such as if that person has left the organisation or now works in a new team.
This release adds the ability to change the Buyer on an order and a blanket order so that you can pass ownership of the order over to a new Buyer. The new Buyer will get all future notifications and be able to receive, edit and complete all the other actions the original Buyer could do. We also keep a history of the change in the new Change History introduced in this release.
Change the Buyer on Incomplete Requisitions
Similar to changing Buyers on orders, you may also need to change the Buyer on an incomplete requisition. An example would be when a Browser assigns a requisition to a Buyer who is away. To help this scenario we have made it possible for Browsers and Buyers to reassign their Incomplete Requisition to another Buyer as long as it has not been sent for approval.
Drag and Drop Attachments
To make upload of attachments quick and easy we have added drag and drop capability. Its also possible to attach multiple documents at once and we provide an indicator of which attachments are internal and which are shared outside your organization.
We are working on improvements to the catalog upload for suppliers, a contract upload for the Contracts module and a new Bill To filter for the order and invoice pages.