For our November product release notes, key updates focus on streamlining workflows, enabling self-service options, and enhancing data visibility. Professional users gain greater autonomy, suppliers can now check invoice statuses independently, and administrators of Marketplace have greater control over their business users' experience. To see the full list of releases, visit here.
Invoice Automation Module Updates
Professional User Right: Manage Invoice Header Level Tasks
Feature Implementation: Automatically available
Professional users now have a new user right, "Manage invoice header level tasks in the workflow," enabling them to add, edit, delete, and forward invoice header tasks for invoices in workflow status.
Key Features:
- Automatic assignment to users with the "Manage invoices in workflow" right.
- Control access by manually removing this right in P2P Administration if needed.
Key Benefits:
- Enhanced Efficiency: Professional users can independently manage header-level tasks, streamlining workflows and reducing bottlenecks.
- Improved Control: Automatic assignment simplifies setup, while customizable permissions ensure only authorized users handle sensitive tasks.
- Reduced Errors: Restricting access to trusted users minimizes unauthorized changes and aligns tasks with organizational policies.
- Greater Flexibility: Users can dynamically address workflow tasks, improving responsiveness to exceptions and changes.
Suppliers Can Now Check Invoice Status
Feature Implementation: To enable, please contact your Basware consultant or Basware Support.
A new service allows suppliers to check their invoice status without prior registration or authentication.
Key Features:
- Search Criteria: Invoice number, date, and gross total.
- Statuses Displayed: Approval, Ready for Payment, Paid, Rejected, Disputed, Processed.
- Self-Service Advantage: Reduces AP team workload by offering direct URL access for suppliers.
Key Benefits:
- Improved Supplier Experience: Suppliers can easily check invoice status without the need for registration or authentication, streamlining their access to crucial information.
- Self-Service Efficiency: A direct URL allows suppliers to independently access the service, reducing the reliance on the AP team for status inquiries.
- Comprehensive Status Updates: Displays key statuses, including Approval, Ready for Payment, Paid, Rejected, Disputed, and Processed, providing suppliers with clear and actionable insights.
- Reduced AP Workload: By empowering suppliers to retrieve status details on their own, AP teams can focus on more critical tasks, enhancing overall productivity.
Marketplace Module Updates
Improved Catalog Management for Product Managers
Feature Implementation: Automatically available
Suppliers may provide a single pricelist to multiple buyers. In such cases, the buyer organization may not want to display all items from the supplier in the Marketplace. Currently, the Product Manager admin must manually exclude unwanted items from the pricelist.
To streamline this process, an Item Filters functionality has been introduced in Organization and Agent agreements. This functionality allows the buyer organization to control which items are displayed to end users in the Marketplace by filtering them based on a range of UNSPSC codes.
The Product Manager admin can define the UNSPSC code range for the items they want to display. Items that fall within the specified range will be shown in the Marketplace, while those outside the range will be excluded.
Key Benefits:
- Efficient Management: Streamline control over supplier items displayed in the Marketplace by filtering them based on UNSPSC codes.
- Customizable Filters: Add up to 10 UNSPSC code ranges in the Item Filters section to tailor item visibility.
- Improved User Experience: Publish agreements to ensure end users see only the relevant, filtered items in the Marketplace.
Expired Filter for Agreements
Feature Implementation: Automatically available
A new "Expired" filter has been added to the Manage Resources page for improved agreement management.
Filter Options:
- Expired: Displays agreements past their validity.
- Available: Shows active agreements.
- Added: Displays both added and expired agreements.
Key Benefits:
- Streamlined Agreement Management: The "Expired" filter allows group administrators to quickly identify agreements past their validity, ensuring better oversight.
- Enhanced Filtering Options: Filter agreements by status—Expired, Available, or Added—for more precise and efficient management.
- Improved Usability: Simplifies the process of managing agreements, saving time and reducing complexity for administrators.
Reporting Module Updates
New Column: Business Status in Transaction Reports
Feature Implementation: Automatically available
A new "Business Status" column has been added to inbound and outbound transaction reports, as well as their respective rejection reports.
Key Enhancements:
Outbound Rejection Reports: "Delivery status" and "Business status" fields indicate issues such as "Undelivered" or "Rejected."
Improved Data Inclusion: Outbound reports now display data based on creation or modification dates, ensuring a comprehensive view of document delivery status within the specified timeframe.
Key Benefits:
- Enhanced Reporting Accuracy: The new "Business Status" column provides clear insights into issues like "Undelivered" or "Rejected" in transaction and rejection reports.
- Improved Data Visibility: Outbound reports now include creation and modification date details, offering a comprehensive view of document delivery statuses.
- Streamlined Issue Identification: Administrators can quickly pinpoint delivery and business status challenges, improving decision-making and response times.
See the Full List of Releases
