NEXT 202447 - November 2024
Releasedate: November 19, 2024
About this release
*Invoice Overview Available: Suppliers can now easily view the status of their invoices through the Supplier Portal. This includes details on approvals, payments, and outstanding amounts.
*Integration with Proquro Invoice Overview: It is now possible to automatically upload data into the invoice overview using the third-party connection with Proquro. This ensures a more efficient and error-free process.
General
Fixes
- Various text corrections have been implemented.
- Several layout improvements have been made.
Dashboards
Fixes
- Fixed an issue that prevented renaming queries or making them available to all users.
- Changed the sorting of open E-Signing requests so that the requests that have been open the longest are shown first.
Vendors
New
- Performance Improvements: Optimizations have been implemented to speed up the loading of the complete overview of contacts and the process of adding suppliers to an information request.
- Enhanced Search Functionality in Project Compliance: It is now possible to search by project name within Project Compliance. This search feature is available in the Active, Archive, and Templates tabs.
- Contact Sorting Update: The sorting of contacts has been adjusted so that empty values are now displayed last instead of first. The sorting of the complete overview of contacts remains unchanged.
Fixes
- Fixed an issue where it was not possible to add a location in a supplier request (Supplier Data Portal) from the client portal.
- Fixed an issue where it was not possible to save an information request template.
- Fixed an issue where emails sometimes did not contain content when content should be present.
- During vendor synchronisation, it is now checked whether the vendor already exists in the system.
- It could happen that two columns of vendor references were shown. When trying to hide one column, sometimes both columns were hidden or the column remained unchanged. This has now been corrected.
Supplier Portal
New
- *Invoice Overview Available: An invoice overview is now available in the Supplier Portal, allowing suppliers to easily view the status of their invoices.
- *Integration with Proquro invoice view: It is now possible to load data into the invoice overview via the 3rd party connection with Proquro.
Fixes
- Improved Proportions: The logo is now better proportioned thanks to new size settings.
Contracts
New
-
- Performance Improvements: Editing of contract products has been optimised for better performance.
- Extended Workflow functionality for E-sign: The workflow for the e-sign process has been improved. In case of a negative result or automatic stop, the ‘creator’ now receives an e-mail notification to review the process. This feature is now available for the e-signing process.
- Multi-select Functionality: The Cost Centre field is now a multi-select field, making it possible to enter multiple cost centres.
- Improvements in Contract Products Screen
- Search Functionality Improved: It is now possible to search by contract reference and contract name in the Contract Products screen.
- Visual Enhancement: a scroll bar has been added for better user experience.
*Xtendis connection
Additions to Xtendis Connection
-
- It is now possible to no longer include the DossierID in outgoing messages.
- The contract number is now included in the Document Tag.
- The Internal Reference field may now be left blank.
Fixes
- Searching and filtering is now possible when an & is used in the search/filter term.
Admin
New
- Improvement of ‘Positive’ and ‘Negative in workflow settings’ : The ‘positive’ and ‘negative’ options e.g. ‘reject’ and ‘approve’ in workflow settings have been improved.
- Colour indication: It is now possible to set a colour indication for these statuses.
- Improved supplier information requests: It is now possible to specify which documents suppliers can proactively request via an information request. Moreover, additional workflows have been added to ensure that these requests reach the right person.
DORA
New
Expansion and modifications to DORA Reporting
-
- Tab B_99.01 added: Tab B_99.01 (Assessment of the ICT services) has been added to the DORA report.
- Removal of DUNS due to it not being included.
- Export fields adjusted: The codes LEI, CoC and VAT are merged into two columns, with a priority added: 1) LEI -> 2) CoC -> 3) VAT.
- Supplier selection: In specific tabs, the supplier directly linked to the contract is now used, instead of the Supply Chain.
- Value display: ‘True’ and ‘False’ are now shown in lowercase for the DNB upload.
- Date format: All dates are now displayed in year-month-day format.
- Incorrect code translations have been corrected.
New fields and improvements in Contract Details (Contracts) and Vendor Details (Vendors)
- The field 'Type of code to identify the recipient of subcontracted ICT services ’ has been added to contract details. Choices: LEI code, Company Registration number and VAT number.
- The field 'Country of origin ’ has been added to contract details.
- When selecting a supplier that is already registered in Vendor Management, data can only be changed in Vendor Management.
AP Automation
New
- Ability to Import Suppliers from Vendor Management to AP Automation: From now on, it is possible to import suppliers from Vendor Management into AP Automation. This ensures that suppliers can be managed centrally and data is always up-to-date.
- Permissions company-specific: The permissions smartscan:can_use_servicerequest has been made company-specific and can now be set at the company level.
Type: Generic (1), Company-specific (2)
Permission | Type | Application | Can be configured | Activities |
|---|---|---|---|---|
| smartscan:can_use_servicerequest | 1,2 | Smartscan | Yes, only when AP Automation is enabled | May create servicerequests |
Infor LN CE
- Ability to Import Purchase Orders from the PCS module: From now on, it is possible to import PCS-related purchase orders into ISPnext.
*Twinfield
- Twinfield link extension: Export of Contract numbers in Invoices: For customers using the Twinfield link, it is now possible to export contract numbers in cost lines. This new feature makes it easier to enter specific contract information directly into Twinfield, ensuring a more efficient and accurate invoicing process.
Fixes
General
- Previously, an invoice with a line without VAT could not qualify for autocoding when it should have. This issue has now been resolved.
- When an invoice had multiple order numbers and supplier recognition active, it could occur that the supplier was not recognised. This only occurred when the order number was leading for recognising the supplier. This has been resolved.
- When surcharge fields were deactivated from the screen configurations, it could occur that the VAT amounts were not displayed correctly after reloading the page. This has been resolved.
- When an invoice was split, not all dimensions were always included from the header to the split invoice. This has been resolved so from now on these invoices can be processed properly again.
- In specific cases, a warning could appear on a line where it did not apply. This has been resolved.
Exact online
- For larger files, the import could get stuck due to the correct consideration of Exact import limits. This has been resolved with an error message, allowing the import to continue
- Fixed an issue where an error occurred when payment dates were offered without an invoice number.
Infor LN CE
- It could happen that payment appointments were not processed correctly, this also resulted in deleted appointments being imported. This has been resolved.
Procurement
New
- *Price indexation in the Purchase Order screen: From now on, it is possible to request a price indexation update in an active purchase order.
- Improved Look and Feel of Generated Purchase Orders: Several improvements have been made to the look and feel of the generated purchase orders. The following elements have been added:
- Page numbers
- Footer
- Localisation
- Improved column width for clearer layout
- Improvements in suggestion text: Improvements have been made to the suggestion text so that it is now clearer what can be entered in the field.
- *Purchase requisitions with lines from different Companies: When a purchase requisition contains lines with different companies, this no longer results in separate purchase orders unless the validation ‘Validate company between header and lines’ is enabled.
- *Importing orders from other ERP systems or integrations: From now on, it is possible to import orders from other ERP systems or integrations into the Procurement solution. By default, only Procurement orders are displayed, but this new functionality allows customers to easily add additional orders from external sources.
- Permissions company-specific: The permissions below have been made company-specific and can now also be set at the company level.
Type: Generic (1), Company-specific (2)
Permission | Type | Application | Can be configured | Activities |
|---|---|---|---|---|
| procure:can_use_purchase_request | 1,2 | Procurement | Yes, only when Procurement is enabled | May make a purchase request |
| procure:can_use_goods_receipt | 1,2 | Procurement | Yes, only when the GoodsReceipt workflowable of Procurement is enabled | For everyone who has to perform some action on a goodsreceipt |
| procure:can_use_purchase_order | 1,2 | Procurement | Yes, only when the PurchaseOrder workflowable of Procurement is enabled | May make a purchase order |
Fixes
- In specific cases when a purchase request contains multiple suppliers, items are removed and then the request is converted to an order, it could happen that an incorrect e-mail address was shown in the ‘Recipient’ field. This has been resolved.
*Please note that this functionality can be activated through additional configuration and may be an extension of the licence. If you wish to use this functionality, please contact your account manager.