This section will show all notes, both from ERP and those created in SourceDay from "Note Only" action on the PO Table
PO History
When Buyer proposes a change, the reason column on the PO History page explains what field changed - ex: Buyer Proposed Date, Qty
Changes are also highlighted in the page in their respective columns.
Password Requirements
Password requirements are updated to be more secure. These requirements are now shown in the Change Password page. Note: You don't have to change your password at this point, but if you need to change it, the new password requirements are enforced.
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. !@#$%^&*)
Reports
Tab Export and Shipments Export reports on the reports page only allows CSV. PDF option is not available going forward. PDF files cannot display all columns due to limited width. To create a clean experience we will only be supporting CSV as the export option.
External Vendors
When the "Users" column is clicked on, we've added a new column to the table of users that is shown: "Platform Activation Date"
Platform Activation Date is the date that a user from this Supplier was fully onboarded to SourceDay after being Activated
This date is accurate as far back as 2018-06-26
IA:
Invoice Automation Flag Updates:
This invoice may have been over-invoiced.
There is a quantity on this invoice that exists on another invoice within SourceDay. This flag is used to highlight where either a duplicate voucher or an invoice that is greater than the PO quantity is found.
This invoice was vouchered outside of SourceDay
After the invoice was created, the Vouchered Quantity on the PO was updated such that it appears that the invoice was actually vouchered outside of SourceDay and manually vouchered in the client’s ERP system.
Vendor defined on the invoice does not have an enabled invoice template
This flag is displayed when the vendor associated to the PO that the invoice is created against does not have an active Invoice Template in SourceDay.
Invoice summary charges are greater than the maximum configured value
This flag is used to highlight to the accountant that the summary charge on the invoice is preventing the invoice from being auto-vouchered; even though the invoice could be matched.
Additional Invoice Automation Alert Messages
Mismatch between voucher and gross totals
This alert displays when the difference between Voucher Total and Gross Total on the invoice are outside of the threshold defined.
Mismatch between material cost and net total
This alert displays when the different between Material Cost on the PO and Net Total on the invoice are outside of the threshold defined.
Tax present on a tax exempt invoice
Appears when the PO is marked as “Tax Exempt” and there is a tax found on the invoice.
Fee or discount is non-zero, but does not have an associated GL Code
Alerts the user that a value was captured for an Invoice Summary Charge that does not have an associated GL code to push the charge to.
Dynamic GL Code modification
GL Code is added to the Tax/Charge/Discount popup within the Invoice Automation dashboard.
