10.4.0 Release Features and Functionality (April 2020)
Platform Module
BuyerQuest Accepts Non-Purchase Order Based cXML Invoices and Credit Memos
The BuyerQuest system accepts non-PO based Invoices and Credit Memos in cXML. This new capability provides a robust integration point with external systems and extends powerful spend management capabilities to all categories of spend. The BuyerQuest platform offers the same status, workflow, history, notifications, and actions as for Purchase Order-based Invoices and Credit Memos.
See Documentation Topics:
Invoice Inbound - cXML Specification
Non-PO Based Invoice and Credit Memo Configuration
Create Invoice and Invoices Grid
Inbound cXML Purchase Orders and Invoices Accommodate Comments and Attachments
Comments and attachments are enabIed on Inbound cXML Purchase Orders and Invoices at both the header and line levels. Both will be displayed on Purchase Order and Invoice detail pages, as well as downloaded pdfs. Comments and Attachments will also be transmitted to suppliers via cXML or emails. The addition of this key information on inbound documents provides complete communication throughout the procurement workflow.
Example: Attachments and Comments on Inbound Purchase Order
See Documentation Topics:
Purchase Order Inbound from ERP - cXML Specification
Invoice Inbound - cXML Specification
Imported Purchase Order Grid and Details
Create Invoice and Invoices Grid
Purchase Order Emails
Integration with OCR Systems to Receive Scanned Paper Invoices in cXML
The BuyerQuest system accommodates an integration with OCR systems to receive submissions of OCR invoices in cXML format. Supplier Information in the OCR invoice is validated and the Invoice Information and History sections indicate OCR submission.
Example: Invoice Information Displaying OCR Submission Method
See Documentation Topics:
Invoice Inbound - cXML Specification
OCR Invoice Integration
Create Invoice and Invoices Grid
Full Support for Import of cXML Receipts, Imported Receipts Grid, and Details
The BuyerQuest platform fully supports imports of cXML quantity-based Receipts from external systems for downstream payables processing. This expanded capability broadens the platform's capacity for integration with external systems and its support for a broad spectrum of procurement processes.
Required values are validated on import and a Receipt document record is accessible upon successful creation in the BuyerQuest system. The import allows additional Receipt-specific extrinsics in the cXML file. Imported Receipts are listed in the Related Records of their associated Purchase Orders.
An Imported Receipt Grid is accessible from the BuyerQuest main menu and is similar to the existing Receipts Grid. Imported Receipts are available for access for three-way matching during Invoice Reconciliation. The Receipt Details page for an Imported Receipt features the same History and Actions available as for existing Receipts.
Example: Imported Receipts Grid
See Documentation Topics:
Receipts Integration
Receipt Inbound - cXML Specification
Imported Receipts Grid and Details
Receive Purchase Order
Additional Fields in OK2Pay Export Files
Buying organizations and their procurement processes will benefit from an expansion of data included in OK2Pay export files. The revamped OK2Pay Export from the BuyerQuest system offers comprehensive information, with additional fields included for Buyer information, Shipping and Billing details, Approver details, Product Information, Accounting information, and others.
The OK2Pay Export includes both Purchase Orders created in the BuyerQuest system and Purchase Orders imported from external systems.
See Documentation Topics: