Procurement

Purchase Tools for Power users - Document details enhancements

#Purchase

Release: 24.12

We have significantly improved the usability for business users who perform many and complex purchase tasks on a daily basis (power users). The power users have a desktop optimized view for viewing and managing purchase tasks (purchase requisitions, purchase orders, and goods receipts). As part of the Tools for Power users, we are introducing new page views on task details which look very similar to our existing AP Pro invoice task details pages.

Together with a significantly improved usability, the Tools for Power users introduce several new functionalities for a well-rounded user experience. For instance, the task detail views now have tabs for each task section - allowing users to pin a tab as read-only, while they continue to modify the other tabs.

To enable the view, select Professional view from User settings Views in desktop mode.

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The new detail views enable you to view documents in a split view while simultaneously accessing the list view. This functionality allows for quicker and more efficient actions on documents.

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Additionally, you can now pin tabs as read-only while you continue to edit and save other tabs for a better view of the tasks.