Release 5.20 introduces Shopping Lists to help you compare items, improvements to the Invoice Inbox, and the ability for users to set themselves as Out of Office. We have also included an update on what went out in 5.19.
Many customers have requested a way to easily search and shortlist items for comparison. To achieve this we have added the commonly used approach of Shopping Lists (sometimes called Wish Lists) which allow you to search and add items to a list for comparison. Shopping Lists can also be saved from the shopping cart and reused which replaces our existing Templates capability.
Invoice Notifications for Orders in Outstanding Receiving
When users have orders with outstanding receiving tasks, the system does not currently send an additional notification when an invoice was received. This has the potential for users to miss critical invoices coming in. To solve this, we now send your buyer's a notification whenever an invoice is processed and requires them to receive the order.
Reassign Invoices Pending Acceptance
Currently invoices assigned to buyers for acceptance must be rejected and resubmitted if they have gone to the wrong buyer. To make this more efficient, we have added flexibility so that invoices can be reassigned by your Accounts Payable team without the need to reject them first.
Out of Office
When browsers send incomplete requisitions to buyers, there is currently no way to tell if the buyer is away. This means that incomplete requisitions can just sit with a buyer unattended.
To improve this, we have added a new Out Of Office setting on the User menu so you can set yourself away, and (as before) make yourself unavailable for approvals. Users that are away will display with an away icon and return date in all user-selection menus including the requisition reassign function, invoice assignment and anywhere a user is selected.
We continue to make ongoing improvements to the Invoice Inbox and our invoice extraction capabilities. In this release we have made the following improvements to ensure that invoice exceptions are notified early in the process so that invoice processing is efficient.
- We have added the ability for the invoice extraction process to pick up the shipping amount on invoices.
- We now display a warning if the supplier found on an extracted invoice is not enabled in the community.
- We generate an inbox alert if the scanned invoice number is a duplicate.
- We have fixed issues with Transaction Runs not triggering when daylight saving starts.
- We have added the ability to display tax codes on invoice lines.
We continue to work on catalog loading improvements for suppliers which will make way for a better catalog review and approval process. We are also working on a bulk close for orders and approvals rules by suppliers and tags.
Alongside these changes we are in the process of updating the overall design of Unimarket to keep it fresh and user friendly. The new design will modularise the key areas of the application so that your users can focus on the the area they work most in such as purchasing, invoicing or contract management.