11.9.0 Release Features and Functionality (September 2021)
Platform Module
Accounting Validation Configurable for Accounting Groups
Buying organizations benefit from a configuration allowing them to specify whether an Accounting Group is included or excluded from Accounting Combination validation.
The BuyerQuest system offers the Validated in Accounting Combination column in the Manage Accounting Groups grid - offering options to govern validation of individual Accounting Groups. Options are Yes, No, and Yes when Populated. No is the default value.
Accounting will be validated for Accounting Groups that are specified as Yes or Yes when populated at Checkout and in display and actions for Requests, Purchase Orders, Invoices and Credit Memos.
Example: Validation Configuration for Accounting Groups
See Documentation Topics:
Manage Accounting Groups and Values - to configure Validated in Accounting Combination Field
Valid Accounting Combinations - for display of Accounting Groups configured to be Validated in Accounting Combination
Accounting Combinations Import
Valid Accounting Combinations Export
For display and description of Accounting Details on procurement documents:
Create Invoice and Invoices Grid
Related Records Include Additional Detail
Documents in the Related Records list displayed in document details pages include more supplier and status information, in addition to offering consistent information across documents.
Some of the changes include the addition of the Supplier name to Purchase Orders, Invoices, Credit Memos Receipts, and ASNs.
Example: Related Records in Document Details Page
See Documentation Topics:
Related Records and Document History
Web Form Fields May be Included in Transferred Cart XML/OCI
BuyerQuest offers the ability to specify whether a Web Form field is included in the POOM/OCI Response in the Punchout Cart Transfer.
The option to specify inclusion of Web Form fields provides greater flexibility to buying organizations needing to review key information from Web Forms.
The Send Field Data to ERP in Cart Transfer option is available for any Field Data gathered in a Web Form.
Example: Configuration of Web Form Field - Option to Send Field Data to ERP in Cart Transfer
See Documentation Topics:
Web Form Setup - to configure Field Data to be sent in Cart Transfer
Punchout to BuyerQuest - OCI Inbound and Outbound
Punchout to Supplier cXML - Punchout Setup Request (POSR) and Punchout Order Message (POOM)
ASN Export Report Includes Request Title and Ship to Address Email
The ASN Export has been expanded to include the Request Title and Shipping Address Email to provide this key data to buying organizations for reference and management.
The additional fields are also available to the GoodData Business Intelligence module to provide more detailed information for use in analytics and spend management.
See Documentation Topics:
Payables Module
Notification to Supplier when Invoice is Paid
BuyerQuest increases transparency in the payables process with the addition of an email notification to a Supplier when an Invoice moves from OK2Pay status to Paid status.
The notification from the BuyerQuest system provides an actionable update to the Supplier and provides an alert for shipping, increasing efficiency in the delivery workflow.
See Documentation Topics:
Invoice Emails - for an example
Email Notification Management - to configure notifications for paid invoices