NEXT 202411 - March 2024

Release date: March 13, 2024

About this release

Custom fields for contacts

From now on we support custom fields for contacts. You can add fields to your supplier contacts as desired to register additional information.

All changes are explained in the release notes below.

General

Fixes

Various text corrections have been made.
Various layout corrections have been made.

Dashboards

Bugfixes

A bug that prevented some query reports from loading has been resolved.

Spend

New

The category tree in Spend > Categories now remembers the opened position of the category tree when you return to this overview later. After a complete refresh of the web page, the order is reset.

Vendors

New

Our 'free fields' functionality is now supported with contacts. You can now add fields to your contacts yourself via Admin > Vendors settings > Contact person settings. Fields you add here are visible with the supplier contacts in the Vendors module. In addition, they are also shown in the information requests from the supplier.
Explanations entered in vendor custom fields are now also shown on the custom addition form.
[Information request] If there are multiple questionnaires in an information request, the order is determined by the order set in the survey templates.
[Information request] It is no longer mandatory to link a workflow to an information request template.
[New supplier data] When assessing submitted requests, you can now use the Chamber of Commerce and D&B link to supplement data. The functionality appears as soon as a valid number has been entered in the Chamber of Commerce and/or DUNS number fields.

Bugfixes

The change log in some cases showed note-related lines on all contracts instead of just the contract the note is associated with. This has now been corrected.

Contracts

New

The sorting of the list of contract templates is now a-z based on the template name.

AP Automation

New

*Link additional costs to logistic lines

From now on it is possible to link additional costs to logistics invoices. Thereby it is possible to have an additional cost line follow the logistic route. This functionality requires configuration, for more information please contact ISPnext.

From Additional costs
- From an additional cost line it is possible to select the logistic line from the dropdown 'Logistic line'. Note that the values are limited to only the selected logistic line.

image-2024-3-6_14-45-10 (1).png

- When not making use of a logistics line, the field will also not be displayed.

From the Lines

It is possible to add an additional cost line to the logistic lines.
- The line must first be selected.
- Via the icon the additional cost line can be added.

- If the line is not selected, the action cannot be performed.

For more information please see: Link additional costs to logistic lines

Quick access to filtered overviews

From now on it is possible to quickly navigate to filtered views via Quick Access blocks. Besides that, a filter named 'Overdue' including 'overdue' and 'almost overdue' invoices has been added.

To show the filtered overview, first choose for example "My activities" or "Open invoices", the filtered overview will be based on this setting.
Then by clicking once on the quick access block the filtered overview willl be shown.
To return to the invoice overview, the quick access block can be clicked again.
By clicking on another quick access block the filtered view can be switched immediately to another one. Please note that only category filters (such as 'my activities') and the 'Overdue' filter can be combined with other quick access blocks. Outside of this exception, only one 'quick access' block can be slected at a time and combining is not possible.

By clicking on the image-2024-3-5_9-1-25 (1).png icon it is possible to specify which quick access blocks will be shown in the invoice overview. When the quick access filter is checked it will be shown in the invoice overview as a block.

Automatic coding of vendors with always the same coding lines

From now on, it is possible to automatically code invoices of vendors that always have the same coding lines.

Under 'Setup'→ 'Vendors'→ 'Vendor settings' it is possible to set up automatic coding for the vendor by checking 'automatic coding'.

Providing a coding template is required to code automatically. This functionality can only be used if a maximum of one coding template is available. When no coding template is available or there is a recognition error the invoice will have to be coded manually.
In the invoice overview you can see under 'activity' when the invoice is in the step 'Automatic coding'. (Designation may vary per setup).

image-2024-3-5_13-16-26 (1).png

Request an Accrual report without adjusting the posting period

From now on it is possible to create an Accrual report without having to adjust the posting period first.

D365F&O

*Possibility to make use of Header charges

From now on it is possible to work with header charges that have been included in the order from D365F&O. This functionality requires configuration, for more information please contact ISPnext.

It is possible to automatically match the header.
The following header order charges are supported:

Proportional
Fixed
Percentage

Dimension values automatically filled on header

From now on the header of the invoice can be filled automatically with values from the E-invoice UBL2.1 XML.

PO lookup for detail mapping

From now on the PO lookup can be used for detail mapping of UBL2.1 XML invoices.

AX2012

Posting date sent with a reversed posting

From now on, when an invoice is reversed, the posting date will be sent and used. This works the same way as the registration and booking log.

SAP

*Use of Catchweight possible

From now on it is possible to import and export the Catchweight.

Infor LN on premise

From now on, when a PO number is manually assigned to an invoice it is possible to retrieve the VAT country and VAT code from the Infor LN purchase order.

Fixes

General

When a user with vendor setting permissions wanted to add a vendor setting where the vendor and company already had an inactive setting it gave an error message. From now on updating the vendor setting is not possible and will be shown in the invoice actions.

D365F&O & AX2012

The calculation of surcharge line field fields was previously not performed correctly. This has now been resolved.
Fixed an issue where a difference in VAT always led to a mismatch of a logistics invoice.

SAP

When a 2-way/special-2-way order was updated in SAP after receipt in AP Automation, the changes were not included in AP Automation, this is now fixed.

Fixed an issue where the bank account number was not always showing in the invoice header.

DTS

When a posting period was closed overnight and an invoice was still waiting for a response from the ERP, an error occurred when the invoice was moved to the next workflow step. This has now been resolved.

Procurement

New

Icons added and enriched for 'my recent requests' status.


	The purchase order or purchase request is Completed.
	The purchase order or purchase request is Rejected.
	The purchase order or purchase request is Active.
	The purchase order or purchase request is Still To Place, the purchase order has not yet been sent to the supplier. his step is not yet active.
	The purchase order or purchase request is Still To Place, the purchase order has not yet been sent to the supplier.
	The purchase order or purchase request is Placed.
	The purchase order or purchase request has not yet been Received. This step is not yet active.
	The purchase order or purchase request has been Received. This step is active.
	The purchase order or purchase request has been Partially Received. This step is active.
	The purchase order or purchase request is To be invoiced, this step is not yet active.
	The purchase order or purchase request is To be invoiced, this step is active.