When changing password, a stronger password is required. Your password must contain:
At least 12 characters
At least 3 of the following:
Lower case letters (a-Z)
Upper case letters (A-Z)
Numbers (0-9)
Special characters (e.g. !@#$%^&*)
New Filter Option "No Updates" is added under the "Update Types" filter
This filter brings up POs that do not have any proposals on them.
Use Case: Planners want to see all POs that have Date changes and all other POs that don’t have any changes. Previously when Planners filter POs by “Supplier Proposed Date” filter, it only shows POs with Date proposals and hides all POs that don’t have any proposals. So they have to remove the “Supplier Proposed Date” filter to see no-change POs. Now they can select “Supplier Proposed Date” and “No Updates” filters together and can work on all their POs.
Links to Attachment Pages:
PO modals that display links for Purchase Order and Order History now also display links for any type of attachments they have: PO, item, or supplier (depending on the way the SourceDoc was linked). The links are displayed in a single dropdown titled “Attachments”, which when clicked displays the links in the above order.
A separate link exists for each attachment type, and they only appear if that type exists on that PO line. They are displayed using the same logic as the paperclip icons on the PO table, and link to the same pages in SourceDocs.
External Vendors:
If buyers have “PO Reports” disabled for external vendors, those suppliers will not have the “Print PO” option on the PO Table. Despite the name this option has always controlled the Print action, and will be renamed in a future update.
Suggested Suppliers Page is Deprecated:
The “Suggested Suppliers” page is no longer in the application. In a future update, we will be replacing it with a filter on the External Vendors page.
IA:
IA Table UI Upgrade on July 17 (Available Sooner by Request)
We will officially sunset our current UI (only on the IA table, no changes on other pages) and move all customers to our upgraded UI on July 17. No work is required from users, and support docs are already updated and available for reference. If your company wants these upgrades sooner, please have your admin contact us and we will get them enabled.
Source and From Email are new available field on the Pending Processing tab and Invoice Dashboard. This will provide details on how an invoice was received into SourceDay, whether it was emailed in by a supplier or uploaded through the user interface.
Invoice Summary Charge updates
Accountants are now able to set a threshold on Invoices Summary charges to prevent auto-voucher. This will allow users to prevent invoices that contain overall summary charges greater or equal to the defined threshold from auto-vouchering in SourceDay. This rule will give accounting the ability to manage these invoices in the Matched tab, before they are sent for vouchering. To review Auto-Vouchering Rules click here.
Report Updates
The Vouchered report has been updated to include both PO backed invoices and Non PO Invoices. If any invoice was vouchered through SourceDay, then it will be contained within this report.
