Change Order – Ability to modify received transactions
Two settings have been added to the Change Order Settings screen in Entity Administration: Quantity – Unreceived Transactions and Quantity – All Transactions.
Change Order Settings
The Quantity – Unreceived Transactions setting will be checked by default if Quantity changes are currently enabled for Change Orders. This setting will allow an item quantity to be modified via Change Order as long as no receipts exist against the transaction.
If Quantity – All Transactions is enabled, an item quantity can be modified via Change Order even if receipts exist for the transaction. Edits to the quantity via Change Order will not affect the receiving history.
Please contact Customer Support if you’d like more information regarding Change Orders.
Invoice – Automatically trigger integration to GL/ERP system after receipts are made
When receipts are made in the Receive tab, the system will automatically queue the corresponding invoice – if one exists – for posting to the GL/ERP system as long as all items on the invoice have a Match Status of Success. This change only applies to invoices posted electronically by suppliers through the ESM Solutions Hub. Any invoices created manually will not post to the GL/ERP until the Pay button is selected.
Invoice – Automatically reject electronic invoices referencing credit card purchases
If a supplier submits an invoice to the ESM Solutions Hub referencing a purchase order with payment form set to Credit Card, the invoice will be automatically rejected back to the supplier. The invoice will not be visible on the Invoice tab, and no posting will be made to the GL/ERP system.
User Invitation email – Profile screen
The user invitation email has been modified to indicate the user may have to complete information in the Profile screen upon initial login to the system.
User Invitation Email