Contents

Source to Contract (S2C)

General

Vendors

Contracts

Spend

DORA

Procure to Pay (P2P)

General

AP Automation

Procurement

General

New

Procurement Value Management - Improvements for export, workflows and reporting

Several improvements have been made in Procurement Value Management to make working with events, workflows and reports more efficient.

The export functionality has been made available on multiple tables, including event overviews and results in objectives. This allows the user to export exactly the data that is visible, including tags and active filters.

Additionally, a new setting has been added per workflow step to determine whether predefined users are automatically linked when a workflow starts.
This provides more control without losing the convenience of existing workflow templates.

The behaviour of the result report has also been refined: the table now adjusts the number of rows based on visible dimensions such as owner and company, reducing duplication and making totals more readable.

Finally, various improvements have been made in filtering, notifications and read-only workflow steps;
for example, filtering on active workflows is faster thanks to a dropdown, owners receive an email upon full approval or rejection, and data modifications are prevented during a read-only step.

Together, these adjustments provide clearer reports, more flexible workflow management and a more user-friendly experience when analysing and handling procurement processes.

Budget Management - Improved import options for financial dimensions and budgets

The import process for financial dimensions and budgets has been expanded and now supports both adding and updating data.

For financial dimensions, a new import process [Admin>Data import 2] is available, allowing cost types, cost centres, cost carriers, projects and free dimensions to be imported in bulk via a new import button in Admin.
The system applies this import intelligently: existing records are updated based on the reference and new records are added when the reference does not yet exist.

For budgets, the import process has been adjusted so that existing budgets can be updated based on the budget reference. Only fields present in the import file are overwritten; other values remain unchanged. Dimension updates fully replace existing links, after which a recalculation is automatically performed. A help text in the form clarifies the update behaviour.

These adjustments reduce manual maintenance, simplify bulk management and ensure consistent financial structures within ISPnext and connected systems.

Budget Management - Detail tables now show calculated values

The detail tables in Budget Management now fully correspond to the values used in the budget consumption block. All lines for commitments, invoices and circulation are aligned with the calculation logic, including situations where order lines and invoice lines are partially matched, thus reducing hard commitments. The calculated results are delivered directly from underlying systems to the interface, ensuring the tables always display exactly the same values as those used in the budget space calculation.

This adjustment prevents confusion and ensures a fully consistent view of budget space, commitments and consumption.

Budget Management - Budget calculation takes VAT setting into account

The budget check in the shopping cart now respects the configuration for VAT from the Budget API.
All budget amounts, such as maxAmount, budget space and commitments, are now calculated based on the configured VAT logic. When incl. VAT is set, amounts are treated as including VAT; when excl. VAT is set, they are processed as excluding VAT.

This adjustment ensures accurate validation that aligns with the budget definition within the organisation and prevents requests from being incorrectly assessed as sufficient.

Source to Contract (S2C)

General

• Various text corrections have been made.
• Various translation corrections have been made.
• Various layout corrections have been made.
• Various performance improvements have been made.

New

Make action buttons visible when opening corrupted files

Fixes

Vendors

Fixes

Contracts

New

Correct Dutch number notation and VAT calculation in contract finances

The financial tab in contracts now applies the correct Dutch number notation and calculates amounts with VAT correctly. For Dutch users, the thousand separator and decimal point are now interpreted correctly, so contract amounts excluding and including VAT are displayed correctly.

The automatic calculation has also been restored: entering an amount plus VAT percentage now accurately fills in the other amount.

This adjustment improves accuracy and ensures consistent and clear input of financial data within Contract Management.

Renew and terminate available for Contract Managers with limited edit rights

The actions Renew and Terminate are now available for users with the Contract Manager role when the setting Contract manager may only edit own contracts is enabled. The buttons become visible and functional as soon as the user has the correct role, without needing to combine additional rights and roles.

This adjustment makes it possible to perform full contract lifecycle management within the limited edit rights, while keeping access rules intact.

Duplicate assignment of contract managers to a contract is no longer possible

The system now prevents the same user from being linked more than once as contract manager to a contract. In the 'Contract authorisation' tab, duplicate entries can no longer be added and the import process also checks for duplicate relations and automatically skips them. The Replace User function also takes this validation into account, so no duplicate links arise.

This adjustment ensures consistent authorisation data and prevents incorrect or duplicate responsibilities within Contract Management.

Fixes

General

• Various text corrections have been made.
• Various translation corrections have been made.
• Various performance improvements have been made.

New

Maintenance mode added for controlled environment interruptions

A configurable maintenance mode has been added that allows administrators to temporarily freeze their ISPnext environment. The mode can be scheduled once or daily and blocks selected functionalities, restricts operations and can optionally prevent user logins during the set period.
Ongoing approval workflows continue uninterrupted.

This adjustment supports controlled and predictable interruptions, for example for maintenance.

Excel export of vendor settings expanded with all available fields

The Excel export of vendor settings now includes all available fields, except passwords for security reasons. This makes all relevant information available in one export for analysis, support and configuration checks.

This adjustment provides full insight into Vendor Settings and makes it easier to review or compare data between environments.

Supported file types visible and enforced on upload

Upload components now show which file types are allowed and accept only predefined safe formats. This immediately blocks unsupported or potentially unsafe files and maintains the quality and security of document management within ISPnext.

This adjustment improves the user experience and increases the integrity of uploads in all modules.

Fixes

AP Automation

New

Support for alternative quantities in detail mapping

Additional columns added to the AP Automation overview

The AP Automation overview now contains additional fields that provide more insight into invoice details.
The new columns in the invoice overview and Excel export are: local VAT code, net amount, total amount in home currency, VAT amount in home currency and net amount in home currency. On the invoice header, the fields for VAT amount and net amount in home currency have been added, and the total amount field in home currency has been made configurable.

This adjustment supports users who need more detailed financial information within the P2P process.

Classification export without limit, executed via task scheduling

The Excel export of the classification overview now supports an unlimited number of records, similar to the export of the invoice overview. The previous fixed limit has been removed and the export is now performed as a scheduled task. Files of any size can be safely downloaded via User Requested Files.

This adjustment makes it possible to export complete classification data without restrictions.

Procurement

New

Search option added to Custom fields in purchase order lines

Within the Custom fields section on purchase order lines, a search function has been added. This allows quick filtering on specific values, which is especially useful when many custom fields are configured.

The search option is available for custom fields version 2.

This adjustment improves navigation and makes it easier to find relevant data when creating or editing purchase order lines.

Related attachments directly available in the form for related documents

A new Attachments button has been added to the Related documents form. This allows attachments of a related document to be opened directly without first having to open the document itself. Users can browse more quickly between documents and view the relevant files immediately.

This adjustment provides a smoother and more efficient way of document navigation for all users working with related documents.

Base country per company automatically set in Procurement

When changing the company or supplier, the correct base country and VAT settings are now automatically applied based on the configuration. This prevents incorrect VAT handling when users switch between companies or suppliers and eliminates manual corrections.

This adjustment ensures consistent and reliable tax logic in all relevant documents and transactions within Procurement.

Fixes