2022-12-01 Release Notes – SourceDay

PO:

PO Notes:
- Buyers can now add PO Notes using the "Note Only" action. These notes will be displayed in PO Notes Pages.
- "PO Notes" column is now visible on the PO table for all buyers and suppliers.
- Buyers and Suppliers can access "PO Notes" page by clicking on the Notes button available in the PO Notes Column for each PO line.
- PO Tab Export will have this newly added Note under the "Last Note" column.
  - Learn more about when to use notes versus messages
  - Learn more about how a buyer can create a note

Non-PO Invoice Filters
- Users are now able to filter the records on the Non-PO Invoices tab based on Status and Where I'm Approver.
  - Filtering by Status
    - Incomplete
    - Seeking Approval
    - Approved
    - Rejected
    - Submit In Progress
    - Submit Failed
    - Submitted to ERP
    - Failed
    - Show me how to filter results by status for Non PO
  - Filtering by "Where I'm Approver" allows the user to filter Non-PO Invoices where the current logged in user is assigned as an approving user to the Non-PO Invoice.
    - Show me how to filter results where I am the approver
Invoice Date vs. Matched Date
- Accountants are now able to configure which date is sent to the ERP as the Invoice Date. There is a new setting that can be enabled to send whichever date is greater between Invoice Date and Matched Date. The Matched Date is the date that the invoice was matched within SourceDay.
  - Show me how the matched date functionality works

Bulk Project Update
- Buyers are now able to update the associated project for multiple RFQs from the Request dashboard. Learn more by checking out the Project Folders Documentation
Project Column on Request Dashboard
- Buyers can now see which Project RFQs are associated with from the request dashboard. Check out the new column for "Project"
Create a new RFQ without a project
- Don't have a project yet, but still want to create a new RFQ? No problem. Buyers don't need to select a project to create new RFQs