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12.7.0 Release Features and Functionality (July 2022)

BuyerQuest 12.6.0, released in June 2022, included three new features.

Allow Users to Partial mass Update Accounting at Checkout

What is New

Previously the users did not have the ability to select which accounting groups they wanted to mass update on the checkout page. They could only mass update all accounting groups. A new configuration has been added to allow users to have the flexibility to select one or more accounting group values to be mass updated on the checkout page.

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How To Turn Feature On

Configuration by the Admin is needed in order to use the Partial Mass Update feature. Below are the steps needed for configuration.

  1. Login as Admin

  2. Access the Control Panel and click on Show Menu

  3. On the left-hand side of the screen go to: Users > Manage User Permissions > Checkout and Transfer Cart Permissions

  4. Once in Checkout and Transfer Cart Permissions check the checkbox next to “Edit Select Header Accounting” as seen below

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See Documentation Topics:

       Create a Request at Checkout

Enhance Approval Email Security

What is New

New configuration has been added to enhance email approval security for forwarded to the other person's Approval Emails. This allows the system to verify the intended approver is approving/denying the document. The System will approve/deny documents only if the intended user is approving/denying document.

When the configuration is enabled clicking “Approve” or “Deny” button in the approval email will automatically populate an email reply. Simply click send to perform the requested action.

How to Turn Feature On

The Enhanced Approval Email feature must be turned on by the Administrator in the Control Panel in order to use this feature. The steps to switch this feature on are listed below.

  1. Login as Admin

  2. Access the Control Panel and click on Show Menu

  3. On the left-hand side of the screen go to: System Administration > Settings and Configuration > Manage System Configurations

  4. Once in Manage System Configurations click on Requests & Approvals on the bottom left-hand side of the screen and then select General Configuration just beneath it

  5. Once on the General Configuration page select Enhanced Approval Email

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6. Select “Yes” for “Enhanced Approval Email” and fill out the form with the necessary information.

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7. Please ensure that the Email that is entered is configured to allow side applications to access it (IMAP access). Provided password should be an app password generated for this Email.

Include Admin User's Name in Document History for Actions Performed in the Admin Panel

What is New

Document history for invoices, credit memos, and purchase orders have been enhanced to include the admin user name when actions are performed against a document from within the Admin Panel. This includes actions such as approve, deny, or any other status updates.

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How To Turn Feature On

No configuration is necessary for this feature. Once the upgraded to version 12.7.0 all new invoices, credit memos and purchase orders will include the admin user name for actions performed within the Admin Panel. Please note, that no previous documents will have this enhancement.