The release is scheduled for Wednesday, February 3.
Notification, Validation and Workflow: Ability to Create Rule Based on Missing Data
The Add/Edit Notification, Add/Edit Transaction Validation, and Add/Edit Workflow pages have been updated to allow administrators to create rules based on missing data. In the operator drop down, a “Not Specified” option will appear. When this operator is selected, the corresponding value field will be grayed out because the rule is based on the absence of the value. For example, a Validation rule could be created to flag a transaction as invalid if the transaction is missing an external note.
Labeling for Email Notifications Generated from Training Environment
Any emails generated from the Training environment will now be prefaced with the word “Training” to assist users in distinguishing ongoing test data from live Production transactions. For example, if a transaction is created in the Training environment and sent for approval, the subject line of the notification will read “Training - Review and Approve: <Transaction Number> -<Transaction Name>."
Adding Items to Transaction when Approval Is Rejected
When a cart is converted to a transaction, items will be added to any open transactions in Checkout as long as the supplier, catalog, release method and Ship-To details match. Previously, this rule excluded active transactions in Checkout with a status of “Approval Rejected.” This enhancement allows items to be added to a transaction that has been rejected by an approver.
Support for Multiple Versions of Non-Catalog Supplier Template
The Non-Catalog Supplier upload validation process has been modified to accept multiple template versions. This change allows an entity to continue using a particular template version after new features are rolled out. Previously, a file would fail validation if an outdated template version was uploaded.
When downloading a Non-Catalog Supplier Template, a pop-up window will display links to all acceptable template versions.
Additional Characters Permitted for User Unique ID
For entities who configure a unique identifier for each user in Add/Edit User, the Unique ID field has been modified to allow previously restricted characters, such as @, #, / and so forth.
PunchOut Catalog Shopping Experience – Multiple Windows
If a user opens multiple PunchOut catalog sessions from the Shop page, each session will now open in a separate browser window. Previously, the new PunchOut catalog session would overwrite the browser window opened earlier.
Sorting by Supplier Name on Workbench Pages
Supplier (A-Z) and Supplier (Z-A) options have been added to the Sort By drop-down menu on the Checkout, Approve, Manage, Receive and Invoice tabs. This enhancement allows users to sort transactions by Supplier Name in ascending or descending order.
- Auxiliary Field information was previously cut off in transaction line item detail when an approver did not have the edit privilege.
- Resolved issue where some transactions in Checkout would inadvertently go into a Waiting state after an update was made.
- User no longer receives duplicate notifications if a transaction is rejected and edited by an approver when an entity is configured to automatically reject edited transactions.