Acknowledge and Non-Cancelable modals no longer have the “Accept Buyer Changes” toggle, since there are no buyer changes to accept.
Print PO:
When printing from the PO table, if there are multiple selections users can specify whether they want separate PDFs for each selection or a single PDF which contains all selections.
PO Table Navigation:
Users can now navigate between tabs without waiting for the current search to complete.
AP:
Flag Invoices when Template is Not Enabled
SourceDay is now capable of flagging invoices, with a warning flag, when the Vendor defined on the invoice does not have an enabled invoice template. If an invoice is flagged with the warning, "Template is not enabled for supplier", then the invoice will not be auto-vouchered; so that the AP clerk can give this invoice a review prior to submitting the invoice to their respective ERP for vouchering.
Emailed Invoices Error Handling
Error handling on Emailed Invoices has been updated to provide the following errors:
If the vendor does not have Email Invoices Enabled, then reply to the sender that they have not been enabled to send invoices to SourceDay.
If there are no valid attachments, then notify the sender that SourceDay was unable to identify a valid Invoice.
Non PO Invoices
AP Clerks can now update PO based invoices to Non-PO Invoices from the Pick Line modal. Please reach out to support if you would like to enable this functionality.
RFQ:
PDF Export Includes Bid Submissions:
Buyers can now export an RFQ as a PDF that includes all submissions from suppliers
Supplier Contact Emails Cannot be Edited once an Account is Created:
Avoid confusion with suppliers. Contact emails are not editable after the vendor has created an account with their email. Buyers may still delete and create new contacts
Improved Excel Export of RFQ Items for Vendors
Vendors can now download a much improved Excel sheet of requested items from an RFQ. This new Excel shows directions for responding, highlights which cells should be filled out, and is overall much simpler to understand
Pre-Load Useful Templates to New Buyer Accounts
When a new buyer company is created in RFQ, we'll now pre-load 2 useful templates that can be used and/or referenced for quicker buyer onboarding!
