NEXT 202347 - November 2023
Release date: 22 november 2023
About this release
New Supplier Portal
The homepage of the Supplier Portal has been given a makeover. The layout is now more in line with our Client Portal. The start page now has clear indicators showing which actions need to be completed.
You now also have the option to make your contact details visible on the home page, so that suppliers know where to go with substantive questions.
In the coming releases, the Supplier Portal will be further updated with the new layout.
Surepay
From now on it is possible to link with Surepay. Via this link you can verify the bank account number and the name of your supplier and have them adjusted where necessary.
General
New
- The homepage of the Supplier Portal has been given a makeover. The layout is now more in line with our Client Portal. The start page now has clear indicators showing which actions need to be completed.
You now also have the option to make your contact details visible on the home page, so that suppliers know where to go with substantive questions. Example:
The image, all text and contact details are self-definable.
Bugfixes
- Various text corrections have been made.
- Various layout corrections have been made.
Vendors
New
- A new link is available: Surepay. This link can be set up in Admin > General settings > 3rd party integrations. With Surepay, a bank account and supplier name combination can be checked and changed if necessary.
- The edit log now has an 'Action' column showing the action performed. This makes it easier to search for a specific action.
- It is now possible to link categories to Supplier Portal messages (Vendors > Supplier Portal > Supplier Portal messages). When one or more categories are linked to a message, the message is only visible to suppliers who are also linked to at least one of those categories.
- Overviews now take into account the sequence numbers entered for contacts so that they are shown in the desired order.
- The 'Description' field has now been added to the document overview: Vendors > Documents.
- Adding, editing, and deleting bank accounts are now tracked in the edit log.
Contracts
New
- The planning graph (Contracts > Planning > Graph) has two new filters: 'My planning as a contract owner' and 'My planning as a client'. When you select one of these filters, you will only see contracts to which you are linked as a contract owner/client.
- A document in an E-Signing request now always retains its own original file name. Previously, files were automatically renamed to a name that was not easily recognizable to the user.
- The overview in the contract detail tab 'Subcontracts' is equipped with 'Excel' and 'Columns' functionality.
- When linking a main contract we no longer show the contract id, but the contract ref.
- When archiving and deleting suppliers, you will now be informed via a pop-up about the consequences for existing contracts.
- Adding standard products (available in Admin > Contracts settings > Contract products) in a contract is now done via the 'Products' button at the bottom of the addition form.
AP Automation
New
Added possibility to upload company logo
Via 'Setup' → 'Platform' → 'Company settings' → 'Details' it is possible to upload a logo. The logo can, for example, be used to display the company logo on Procurement purchase orders that are going to be sent.
For more information please see: Company settings
*Documentation open API's available
The API documentation is now also digitally available. With the help of a detailed manual and example messages it is possible to easily realise the API or use the documentation as a reference. For the online documentation ISPnext makes use of Swagger. For more information please see: API documentation
*The API documentation is only applicable for customers that work with an open API.
*API extended with Webhook
The standard API is extended with a Webhook that makes sure to infrom about events such as the invoice status where the ERP system can act upon. For more information please see: API documentation
*Webhook is only applicable for customers that work with the open API.
SAP
Automation of 2-way match invoices with purchase orders*
When invoices contain a special 2-way match order, it is now possible to automatically check whether the purchase order has already been received. As a result, from now on, 2-way match invoices for which the goods have not yet been received will automatically be placed in the 'wait for goods' step and invoices for which the goods have already been received will be forwarded to the next step for matching or approval.
Dimensions expanded for importing with routing purposes*
From now on it is possible to use Plant (LINEPLANT) from the internal order for the routing of invoices.*
*Purchase orders without order lines
From now when purchase orders do not contain order lines the purchase order will be read correctly and accepted. This only Vanaf heden worden inkooporders zonder orderregels ook correct ingelezen en geaccepteerd. This only applies to customers who run SAP orders via Data Transfer (DTS).
Infor LN on Premise
Support special cost items*
From now on we support special costs in AP Automation for Infor LN on Premise.
Setup route on planner*
The field 'Planner' for logistic lines is added for the routing of PO related invoices.
PCS Module*
De PCS module is added for Infor LN on Premise. This addition makes it possible to post costs on a specific project.
JD Edwards / 4.5
Copy masterdata from ISP4.5 to AP Automation*
From now on it is possible to copy masterdata from ISP4.5 to AP Automation for an easier transiton.
Fixes
General
- From now on it is no longer possible to add a coding template when the vendor is not chosen on the invoice.
- *From now on, when an invoice contains order lines with different types (for example debit and credit) that differ from the type in the header, the types are not automatically changed to the type in the header when the invoice is saved.
- When an Excel export was requested, for example with a large number of complex invoices, this previously resulted in an error. This has been resolved.
- Fixed an issue where it was not possible to export the logistics lines when the PO lookup was empty.
- Fixed an issue where it was no longer possible to update or add Supplier settings from the invoice detail screen.
- Previously, when a user had multiple permissions for different permission groups, the user was displayed duplicated under the 'Advisor', 'Controller', 'Purchaser' and 'Contact Person' field on the invoice header.
D365F&O
- For invoices with large numbers of order lines, sometimes not every order line was recognized correctly. This has been solved by making goods receipt numbers more unique.
INFOR/DTS
- Previously when EUR was the standard currency, it was not included in the flat file from the ERP, which resulted in the standard currency being seen as outdated. This has now been resolved.
M3 Cloud
- Invoices with only third party charges previously resulted in a crash or incorrect processing, this has now been resolved.
Procurement
New
Contract matching improvements*
When a free request is made via the Contract Management module, the vendor field will now automatically be filled with the data known from the contract.
- When a vendor is searched for and adjusted, it is also automatically adjusted in the free request.
- If the supplier field is already filled, from now on a warning message will be displayed instead of an error message.
Possibility to use bundles
From now on it is possible to use the functionality 'Bundles' in Procurement.
Under Setup → Vendors → Bundles it is possible to add and manage the bundles.
- It is possible to add a new bundle by using the 'Add' button. In addition, it is possible to manage the parts lists by clicking on the bundle.
- It is possible to select a company under 'Company' and then add various items under 'Items'.
- The bundle can then be selected in Procurement when searching for a product.
- The bundle is then visible in the shopping cart by adding it.