You can now create custom fields for bank account information.
Bundling contract notifications
Contract notifications can now be bundled, so users receive a single notification for multiple alerts on the same day (e.g., 'Contract end date').
Full details of this release are explained below.
General
Fixes
Various text corrections have been made.
Various translation corrections have been made.
Various layout corrections have been made.
Various performance improvements have been made.
Vendors
New
Possibility for custom fields in bank account details
It is now possible to create custom fields for bank account information. This new feature allows users to enter additional details not typically included in bank account data. It offers flexibility to add information tailored to specific needs and preferences.
Validation check on the number of characters in the SWIFT field
When entering bank account details, it will now be checked whether the SWIFT code contains the correct number of characters (8 or 11 characters). Note: this is not a check on the validity of the entered value.
*New 'Establishment Number' Field in Vendor Details
The 'Establishment Number' field has been added to Vendor Details. It is hidden by default (including in the Supplier Data Portal) and can be used for the KVK search function, providing more accurate matches when multiple locations are available at KVK.
Changes in contact person details now also show the old value during the processing of an information request
When processing information requests, changes in contact person details are now displayed more clearly, with the old value visible. This is consistent with other data that shows the new and old value during the processing of requests.
Fixes
Click here to open
▶
Titel
Beschrijving
Locatie
The entire information request workflow halts if a step is rejected.
The workflow would halt upon rejecting a step in an information
request process, without indicating this in the application.
This should only occur if the "stop workflow" option
is enabled.
This functionality has now been restored.
Vendors -> Information Requests
In certain cases it was not possible to change Vendor details.
The 'Supplier Classification' (SupplierPortalClassificationExternalId)
could cause issues if it was linked to a non-existent
value,
making other fields for that supplier un-editable.
This has now been resolved.
Vendors>*select an vendor*>Details
Automatic information requests are not functioning properly.
Automatic information requests should be created based
on
the expiry of certain documents. This was not functioning
correctly in some cases.
This has now been resolved.
Vendors>Information Requests
Information request cannot be sent when using the 'Send without email' option
It was not possible to send an information request without
sending an email. This has now been resolved, and you
can
now submit a request without an email.
Vendors>Information Requests
Creating a new (supplier portal) user with the '&' symbol in the email address before the '@' results in an error message.
When a new user is created with an email address containing
an '&' symbol (before the @domain), an error message
appears and the user cannot be created.
It is now possible to use the '&' symbol before the
domain
in an email address for 'Client' and 'Supplier Portal'
users.
Vendors>*open a Vendor*>Contacts
---
Admin>Users
Irrelevant field included in API calls
The Vendor API included the 'CustomerID' field in its
results.
This field is irrelevant as it shows the same value for
every
unique customer. It will no longer be included in the
API
calls.
Vendor API
After archiving or deleting a Vendor Rating Group, its contents remain visible when returning to the overview.
Due to a display bug, some content remained visible in
the
Vendor Rating Groups overview.
This has now been resolved.
Vendors>Vendor Ratings>Vendor Rating Groeps
Supplier Data Portal
New
Status column added to the bank account overview
In the Supplier Data Portal, a status column has now been added to bank account details, indicating the type of change. This column is visible in both the Data Portal and the Client environment. New = - Change = - Deletion =
Clarification of Supplier Data Portal settings page in Admin
Improvements have been made to the settings page of the Supplier Data Portal for better usability. There is now a button to go directly to the Data Portal, and the field with the link has been widened and more clearly named.
Contracts
New
Bundling contract notifications
It is now possible to bundle certain contract notifications. This ensures that users who would actually receive multiple notifications of, for example, type 'Contract end date' on one day, receive one single bundled notification instead.
Reference number and country code displayed in selection list
When adding a Company or authorisation based on Company to a contract, the reference number and country code of the company will now be displayed in the selection list.
Contracts without end date now show this in the 'End date' field
In the 'End Date' field, a clear indication has been added to show if the contract is 'indefinite', if applicable. This change is important as it helps users better understand the contract duration.
*Oneflow - 3rd party E-signing integration
An additional E-signing integration has been added to the application - Oneflow. This makes it possible to send signing requests from within the application and save the signed documents within the contract after completion.
Fixes
Klik hier om te openen
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Title
Description
Location
The 'Create workflow' button in E-signing requests appears for users who cannot use this feature.
When an E-signing request is opened, the 'Create Workflow'
button was visible to users without the appropriate rights.
From now on, this button will only be displayed to users
with the 'Contract Management Moderator' role.
Contracts>*open contract*>E-signing
Spend
Fixes
Klik hier om te openen
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Title
Description
Location
The 'Geo view' in Spend is not displaying the correct data
When selecting a country, data sometimes did not display.
In other cases, data from a different country appeared
instead
of the selected one.
Spend>Geo
Admin
New
Additional logging when creating new users
To resolve a problem occurring in specific customer environments, additional logging has been temporarily created. This allows for further investigations to be conducted to definitively solve the problem.
Fixes
Klik hier om te openen
▶
Title
Description
Location
When editing a company name longer than 70 characters in the Admin companies table, changes are not saved.
It was previously impossible to edit a company name longer
than 70 characters, even though it seemed possible.
The limit is now 100 characters. If exceeded, an error
message
will appear to indicate that no changes have been saved.
Admin>Tables>Companies
Creating a new (supplier portal) user with the '&' symbol in the email address before the '@' results in an error.
When a new user is created with an email address containing
an '&' symbol (before the @domain), an error message
appears and the user cannot be created.
It is now possible to use the '&' symbol before the
domain
in an email address for 'Client' and 'Supplier Portal'
users.
Vendors>*open a Vendor*>Contacts
---
Admin>Users
With SSO, user sessions are not always tracked properly.
In some cases, environments using SSO did not always
fully
log user logins and logouts. This is now resolved
Admin>Users>
Administration>
User sessions
AP Automation
New
Configurable order for VAT determination in AP Automation
From now on, it is possible for users with the correct permissions to determine the order in which VAT codes are derived during invoice processing. In the new tab under Invoice Settings > Environment Settings, the priority of VAT sources can be easily adjusted via drag-and-drop.
The default order remains:
Vendor VAT
VAT Mapping
Order VAT
Vendor Settings
Support for multi-value fields in BRE
From now on, BRE also recognises and processes multi-value fields, such as <Note> and <OrderNumber>. Previously, only one value per field was supported, but now BRE checks each individual value and only performs actions where necessary.
Supported fields:
/Footer/Note
/Header/Note
/Header/Order/OrderNumber
Company-specific permission groups
The following permission groups have been made company-specific:
Permission Name
Type
Application Component
Can be configured
Activities
masterdata:can_edit_deliverylocation
2
Masterdata/Procurement
Yes, only when Procurement is configured
May maintain delivery locations
masterdata:can_edit_item_categories
2
Masterdata/Procurement
Yes, only when Procurement is configured
May maintain item categories
SAP
Improved linkage of receipt rules (SAP)
From now on, receipt lines in SAP orders are correctly linked via an extended key with (LINENEGATIVEGRNUMBER). This prevents import errors and ensures that all logistical lines are visible on the invoice, allowing AP to process them correctly.
M3
Free selection of charge rules in AP Automation
From now on, AP users can freely select or deselect charge rules and still successfully book the invoice. The invoice and associated order can be processed correctly in M3, regardless of which charge rules are selected.
Exact Online
Improved performance of PayData import (Exact Online)
For Exact Online customers, only PayData from the last 7 days will now be imported. This reduces the number of API calls and thus improves performance. Furthermore, the process remains unchanged.
More efficient master data import via Bulk API (Exact Online)
For Exact Online customers, master data imports now use the Bulk API where possible. This retrieves data in batches of 1000 instead of 60 records. This reduces the number of API calls. Additionally, error handling has been improved.
Open API
Extended Open API for Orders and Goods Receipts
The Open API for creating Purchase Orders and Goods Receipts now also supports alternative quantities, prices, and item numbers. This provides more flexibility for customers with ERP systems such as M3 on-premise.
New per order or receipt line:
alternative_price
alternative_quantity
alternative_unit
internal_article_number
invoice_method
Purchase order API
Extended fields in Purchase Request API
For customers using the Purchase Request API: from now on, the API supports additional optional fields that were previously only available via ISPnext. This prevents data discrepancies and improves integrations with external systems.
New supported fields:
Contract number & name
Item category
Payment term
Invoice method
Fixes
Klik hier om te openen
▶
Titel
Beschrijving
Locatie
Solution for incorrect display Open Orders
A layout issue has been resolved so that all open
orders
are now displayed correctly in the Open Order screen
and the count is correct.
AP Automation -> Open Order screen
Export to Vendor Management from AP Automation stops uploading after the very first error
Fixed an issue where the export to Vendor Management
stopped
after the first error. The process now continues, allowing
all valid vendors to be uploaded.
AP Automation -> Vendor Management export
Custom fields Not Visible in Vendor Settings
Fixed an issue where Custom fields for 'Invoice'
were
not showing in the Vendor Settings, despite being
enabled.
Setup-> Vendor Settings
Recognition Report not created when missing Invoice Data
Fixed an issue where the recognition report would
not
be created if certain invoice fields were missing.
Invoice recognition report
Cash Discount Code now imported correctly when 0 or 0%
Removed a check that blocked cash discount codes
with
0 days or 0%. These can now be imported successfully.
Invoice import
Contract Name and Number now fully visible
Improved the display of contract name and number
in PO
related lines. Columns are now wider, and tooltips
will
be considered for disabled fields to ensure all data
is accessible.
Invoice -> Purchase order related lines
Description length error in Open Orders by Vendor
Fixed an issue where purchase order descriptions
with
over 250 characters caused errors. Descriptions are
now
safely truncated to fit the limit.
AP Automation -> Open Order screen
Invoice processing no longer fails on missing VAT
Fixed an issue where processing an invoice failed
if
some lines had no VAT.
Invoice processing
Exact Online booking error now handled well
Fixed an issue where unexpected responses from Exact
Online caused infinite recursion, leaving invoices
stuck.
These are now treated as standard errors, allowing
proper
handling.
Exact Online: AP automation
Charge line amounts of returns correctly handled in D365 F&O
Fixed an issue where charge lines of returns were
incorrectly
marked as credit in D365 F&O. The system now
uses
the calculatedAmount to determine the transaction
type,
ensuring accurate processing.
Dynamics 365 F&O: AP Automation
Recognition error on overlength invoice fields
Invoice recognition now enforces maximum lengths
for
fields like invoice number, header text, and coding
line
descriptions based on static field setup. Invoices
exceeding
these limits will trigger a recognition error and
stop
automatic registration.
Invoice recognition
Charge Line columns aligned with User Configurations
Charge line columns on the invoice detail page now
properly
respond to user-defined column visibility settings,
ensuring
they align with PO-related line columns and remain
hidden
when configured.
Charge lines
Correct Coding Line description maximum length display
Fixed an issue where the coding line description
maximum
length was incorrectly displayed after refreshing
the
page. The correct value from the static setup is
now
shown consistently.
Setup -> screen configurations
"E" Edit shortcut disabled for non-user Steps
The "E" keyboard shortcut to edit invoices is now
disabled
during system steps, preventing invoices being able
to
be claimed when an invoice cannot be edited.
AP Automation
Corrected DTS Default Mapping for Invoice VAT Line Node
The default mapping for Baan should now correctly
map
the amount for VAT lines.
Baan: AP Automation
Procurement
New
Bulk update for purchase requests
From now on, it is possible to update multiple purchase requests in the "Created" status at once. It is possible to select multiple requests and update shared fields and dimensions with one action. The update is limited to requests from one company, where all editable fields can be adjusted via checkboxes.
Improved PO Lookup in "Show Open Orders"
From now on, the PO lookup filter in the Show Open Orders screen also shows results at the order line level. Previously, only the order field itself was searched, but now matches on individual order lines are also included. This makes it easier to find specific orders and speeds up the search process.
Add comments at 'Wait for Invoice' status
From now on, users with the correct rights can add comments to Purchase Orders in the Wait for Invoice status. Previously, this was only possible for fully closed documents.
Fixes
Klik hier om te openen
▶
Titel
Beschrijving
Locatie
Unique Line Numbers for Goods Receipts
Fixed an issue where adding Purchase orders to a
draft
goods receipt could create duplicated or missing
line
numbers, causing save errors. Each line now gets
a unique
number automatically.
Procurement -> Goods receipt concept
Changing delivery location (when not all required fields are filled), could cause an error
Fixed an issue where changing header data on a purchase
request
header would cause an error.
Purchase request header
Custom Fields Now Supported in Purchase Request Checks
The check_sufficient_data step in the Purchase Request
workflow now properly supports custom fields, preventing
errors and ensuring good validation.
Purchase Request workflow
In the approver step, a request automatically gets processed if you add a new line and leave the page
Editing a purchase request under certain circumstances
will no longer automatically process the purchase
request.
Purchase request -> approver step
The email notifications for Procurement could contain incorrect URL’
Email notifications for Procurement now contain correct
URL's again.
Procurement -> E-mail notifications
*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.
