NEXT 202350 - December 2023
Release date: December 13, 2023
About this release
DocuSign integration
The integration with DocuSign has been further expanded. It is now possible to have documents signed from ISPnext in DocuSign, while retaining the options that DocuSign has to offer. After signing, the document is automatically added to the contract in ISPnext.
Insight into contract notifications
The overview of standard notifications in a contract has been expanded. This overview now shows all scheduled standard contract notifications.
General
Bugfixes
- Various text corrections have been made.
- Various layout corrections have been made.
Spend
New
- The external invoice number is now shown in the full invoice line export (Spend > Process Analysis > Invoice lines).
Contracts
New
- [DocuSign] The integration with DocuSign has been further expanded. A link with DocuSign can now be made in Admin (Admin > General settings > 3rd party integrations). You can send signatories and the order of signing via this link. You also have the option to receive an E-Signing that consists of multiple documents, separately or combined as one document from DocuSign.
- [Information request] It is now possible to export the name and address data from an information request to an .xlsx file.
- [Information request] It is now possible to set which supplier fields are editable when assessing a received information request. This setting can be found called 'Editable during review' in Admin > Vendors settings > Information request settings > Vendor Management fields settings.
- [Information request] It is now possible to determine per contract product field whether it is visible, mandatory and editable for the supplier in the Supplier Portal. This setting can be found in Admin > Vendors settings > Information request settings > Contract product field settings.
- [Information request] You can now set whether a supplier is authorized to add and/or remove products in an information request. This setting can be found in Admin > Vendors settings > Information request settings > Contract product field settings.
- When adding existing products to a contract, we now show the contract reference number before the product name.
- The notification schedule has been expanded ('Notifications and notes' tab > Standard notifications, in a contract) and now shows the schedule for the following standard notifications: End date of Contract, Automatic Contract Extension, End date of document and Custom date field notification.
- It is now possible to set the standard notifications 'End of contract' and 'End date of Contract' to also send the notification to the linked client.
Vendors
New
- In the search bar in the main menu bar, you can now search for values in the 'Supplier classification' field.
- [Supplier Data Portal] After accepting a supplier request, you can subsequently start an information request. This functionality has now been expanded so that you can specify the properties of the information request in advance (name, possibly template, etc.) as you do with regular information requests.
- The category filter of the contact persons overview (Vendors > Suppliers > Contact persons) has been expanded with a search function, a clearer visual category structure and multi-select.
Admin
New
- [Contracts settings] It is now possible to set the standard notifications 'End of contract' and 'End date of Contract' to also send the notification to the linked client.
- With all standard notifications it is now possible to link multiple periods to one notification. This means you no longer have to create multiple notifications if you want to use multiple periods.
AP Automation
New
Select boxes added to posting periods
Under Setup → Financial setup → Posting periods it is now possible to select multiple posting periods and update them simultaneously.
- Select which concerning periods need to be updated.
- Via the right mouse click the 'Update 2 elements' button appears.
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It is possible to update information via the pop-up screen. It is mandatory to comment on the reason for the adjustment.
Logistic lines in Accrual report
From now on, the Accrual report can also include logistic lines if desired. To add these lines to the report, 'Include logistics lines' must be checked under Setup → Posting periods → Include logistic lines.
Immediate period closure possible
From now on it is possible to immediately close the period and download the Accrual report directly.
Column added for 'License type'
Under Setup → Users it is now possible to filter the user overview by license type: All, Full and Limited.
D365F&O
Goods receipt numbers more unique
The goods receipt numbers have been made more unique by using the identifyers 'inventTransId' and 'CostLedgerVoucher'.
Error message with large number of orders
When a large number of orders were retrieved, a deadlock with status 429 sometimes occurred. If this occurs in the future, AP Automation will perform an automatic retry instead of a time-out issue.
JD Edwards
Improved recognition of incomplete PO numbers
From now on it is possible to recognise PO numbers by a part of the PO number and the company.
Infor LN on premise/ Baan en Open API
*Logistic field packing slip number added
It is now possible to configure the packing slip number as a 'read only' or 'hidden' field.
*Note, this configuration can only be done by an application owner.
JD Edwards / Infor LN
VAT date added as default value
For ERP systems that support VAT dates, it is now possible to add a standard VAT date for the company when importing invoices.
Under Setup → AP Automation → Invoice settings → Defaults it is possible to add the Tax date. You can choose between: Empty (default), Posting Date and Invoice Date.
Fixes
General
- Fixed an issue where the sorting of logistics line numbers was sometimes not performed correctly by line number.
- When the VAT is split and validations are visible in the form, then the form is canceled, the validations were still in effect. This has been resolved.
- When a user searched for an order in the pop-up screen 'select open orders', it was previously displayed at the top with other orders below it, but after clicking search again it was shown as the only result. From now on, the order you searched for will be shown as the only result.
BAAN
When an invoice with different line types (debit and credit) was saved and reopened, the credit line was automatically changed to a debit line. This has been resolved.
BAAN on premise
From now on, the credit VAT lines for split VAT lines will be converted to negative values.
M3
Fixed an issue where Third party changes matching could previously result in an incorrect match or an error message.
D365F&O
When the header of an invoice contained a different company than the line, it was previously not possible to select a VAT code in the coding line. This has now been resolved.
INFOR LN on Premise
When an invoice had new or updated logistic lines, but dimensions were not editable, the invoice could not be saved. This has now been resolved.
Procurement
New
Company logo on purchase order
From now on it is possible to load the company logo on a purchase order.
For more information about uploading and loading the company logo, see: Company settings
Fixes
- Fixed an issue where uploading products without a Delivery Date or Item Category resulted in an incorrect upload.
- When a purchase request with multiple lines was copied, not all lines were copied correctly due to the lack of product specification. This has now been resolved.
*Note, this contains additional configuration and possibly involves extra costs. Ask the Account Manager for more information.