10.5.0 Release Features and Functionality (May 2020)
Platform Module
Contract Price Added as a Condition in Request Approval Rules
Support for Contracts is extended to include Contract Price as an available condition in configuring Request Approval Rules for line items. This expansion allows a straightforward implementation of Contract Compliance at the Request stage of the procurement workflow.
Request Approval Rule Configured for Contract Price
See Documentation Topics:
Shipping Location Added to Request Approval, Invoice Approval, and Reconciliation Lookup Tables
The BuyerQuest platform supports the assignment of Request Approvers, Invoice Reconcilers, and Invoice Approvers based on Shipping Location. The addition of this selection criterion in document rules provides greater flexibility in assignment of these key roles.
Look Up Approval Rule Based on Shipping Location
See Documentation Topics:
Request Approval Lookup Rules and Lookup Table
Request Approval Lookup Rule Import
Request Approval Lookup Rule Export
Invoice Approval Rule Management
Invoice Reconciliation Rule Management
ERP Purchase Order Number Added to Invoice and Credit Memo Creation, Grids, and Details
Invoices and Credit Memos created from imported Purchase Orders will feature the ERP Purchase Order Number in Create and Details pages. The ERP PO Number will also be displayed and searchable on the Invoice Grid to help easily locate, access, and manage these key documents.
ERP Purchase Order Number Searchable in Invoices Grid
See Documentation Topics:
Create Invoices and Invoice Grid
Create and View Credit Memos
Configuration to Allow Imported Purchase Orders to be Sent to ERP
Expanded integration capabilities allow imported Purchase Orders to be sent from the BuyerQuest system to an external ERP. This addition provides buying organizations with the means to flexibly configure their processes and retain complete records within internal systems.
See Documentation Topics:
Invoice Status Updates of Denied and Validated Failed Added to Invoice Integration
The BuyerQuest system integrates with ERP systems via cXML to receive and process both Rejected and Validation Failed statuses in Invoice Status Updates. Rejected status translates to Denied when displayed in the Invoices Grid and Details.
Header-level Comments included in an Invoice Update Status transmission are displayed in the Additional Information section of the Invoice. The Invoice History is updated with Denied and Failed Validation entries to provide a comprehensive workflow record.
Status Update email notifications of Denial or Validation Failure are also sent to the Supplier and Buyer Contact.
History Displays Invoice Status Updates: Denied and Validation Failed
See Documentation Topics:
Create Invoice and Invoices Grid
Invoice Status Update - cXML Integration
Invoice Emails
Invoice Failed ERP Validation Status Workflow and Failed Invoices Grid
BuyerQuest Invoice workflow includes the ingestion and processing of Invoice Failed Validation Status from an ERP and maintains a Failed Invoices Grid for efficient Invoice workflow management.
This expanded workflow supports email notification for Invoices failing ERP validation and allows permissioned access to the Failed Invoices Grid for viewing, editing, and resubmission to the ERP.
Failed Invoices Grid
See Documentation Topics:
BuyerQuest Document Status and Workflows
Invoice Configuration: Invoice Notifications
User Permissions (ACL)
Failed Invoices Grid and Details
Create Invoice and Invoices Grid
Invoice Emails
Invoice Reconciliation Exceptions Cleared when New Receipt Created
BuyerQuest supports clearing of Invoice Reconciliation Exceptions when additional receipts are created against a Purchase Order.
Buying organizations have the option to configure the re-evaluation of Reconciliation Rules when a new Receipt is created to either Auto Clear Only or Auto and Manually Clear. The re-evaluation, when configured, will apply to both Receipts imported from an external system and those created in the BuyerQuest system.
When the system auto clears an Invoice Exception, the Invoice History displays the details of that change and an email notification is also sent to the Reconciler.
Configuration of Rule Re-evaluation upon Receipt Creation
See Documentation Topics:
Invoice Reconciliation Rule Management
Receipts Import
Receive Purchase Order
Reconcile Invoices and Handle Exceptions
Create Invoice and Invoice Grid
Invoice Emails
Fields Added to Purchase Order and Invoice Transaction Reports and Receipts Exporter
Reporting enhancements in the BuyerQuest system feature the inclusion of the ERP Purchase Order number in the Transaction Purchase Order and Invoice Reports, and also in the Receipts Export from an ERP.
See Documentation Topics:
Receipts Export
Purchase Order Transaction Report Export
Invoice Transaction Report Export