PO:
- Supplier Reports
- Suppliers now have access to a new layout on the Reports tab, as well as two new reports: Tab Export and Shipments Tab Export.
- Each report can be run on demand, and there is also new functionality available:
- Users can choose to be notified by e-mail when the report is complete. The email will contain a link to download the report from the email.
- Users can schedule the report to automatically run on a recurring basis, by selecting the "Scheduled Report" option and specifying the frequency in days/weeks/months/years and the initial date the report should run.
- All users can see recurring reports that are scheduled in this way in the new Scheduled Reports section, as well as the report settings and user who created the report.
- To learn more click here.
AP:
- Non PO Invoices
- AP Clerks now have the option to send a PO based invoice that is displayed on the Pending Processing tab to the Non-PO Invoice workflow.
- General Updates
- Needs Review - users are now able to sort by the following fields on Needs Review.
- Invoice Number, PO #, Part #, Invoice Date, and Vendor Name.
- Enable Supplier Email Delivery - AP Admins can only enable Invoice Email Delivery if the Invoice Template has been set up for the Vendor. The checkbox is disabled until the Supplier is assigned to an Active Invoice Template.
- Needs Review - users are now able to sort by the following fields on Needs Review.
RFQ:
- Revise Published RFQs
- With the new items revisions workflow, buyers can make changes to the items on an RFQ without needing to close it out.
- Buyers can make as many revisions to the RFQ's items as they'd like, and publish the changes so that suppliers can submit an updated quote
- Learn more about the changes CLICK HERE