Purchase Manager Release Information - Zendesk · where the notes were not displaying in the SAP ... Charges' field to Invoice line-item: AP Users can now split the total ... a search

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15000 Ventura Blvd. Sherman Oaks, CA 91403 866.509.5045 [email protected] vroozi.com

Purchase Manager Release Information August 31st, 2017

What’sNew

ShopperProfileUIFeatures1. ShiptoAddressesIdentification:Asashopper,younowhaveabetterwaytoidentifyandmanageyourownship

toaddressfromthecompanycreatedshiptoaddresses.YounowseeanewcategorizationineachaddressTypeAheadfieldwithuserownedvsCompanyownedaddresses.

2. UserCurrencyDefaults:Individualuserscanalsohavesupportednon-USDcurrenciesconfiguredasa

defaultoptionwithintheirprofilepage.NOTE:ThesystemensuresthatasinglePRorPOcanonlyuseonecurrencyatatime.ThisfunctionalityisalsoavailableviatheLineItemBulkUploadfeatureinthePR.

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3. CustomerReferenceBulkUpload:Userscannowaddacustomerreferencetoalineitem,whencreatingaPRusingtheBulkuploadmechanism.Thisallowsapproverstoseeifapurchasewasdoneforacertaincustomer.Thesystemwillautomaticallyassociateacustomerrecord,tothelineitem,basedontheaccountinginformationprovidedintheuploadfile,ifoneexist.IfmultipleCustomerReferencesexistperaccountingobject,thenthesystemwillnotifytheuserwiththeappropriatemessageandtheApplyfunctionalitycanthenbeusedtoapplythecorrectCustomerReference.

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AdminProfileFeatures1. GoodsReceiptConfiguration:We’veextendtheGoodsReceiptconfigurationtoincludeaproductand

servicePOmixscenarios.YouarenolongerarelimitedtoPOgoodsreceiptand3-waymatchforProductand/orServiceonly,butcanalsoincludePO’swithproductandservicelineitemmixcombination.YouwillfindthisconfigurationunderDocumentsàSettingsàGoodsReceiptConfiguration.

2. UserCreatedAddresses:Asanadministrator,younowhaveabettermechanismtocontrolandmanageyourad-hocshiptoaddresses.TheON/OffaddresscreationtoggleisunderMasterDataàAddresses,andwillallowyoutoblockyourusersfromcreatingad-hocshiptoaddressesfromtherequisitionorprofilepage.Asanadministrator,youstillcanhavetheabilitytocreatecompanyshiptoaddressesandassignthemtoindividualusers,throughtheusercreationtable.

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3. AddressManagement:TobetterhelpyoumanageyouraddressandcommunicateaddressID’swithyoursuppliers,we’vehavemadetheaddressIDaconfigurablefieldwithinyouraddressmodel.Thesystemwillprovideyouwithadefault10-digitAddressID,however,asanadministratoryouwillhavetheabilitytomodifytheAddressIDtomatchwithyourfinancialorERPsystems.

4. QBOIntegrationEnhancement:WhenyourQuickBooksOnlineConnectorisactivatedinyourVrooziaccount,yourQBOClassesarenowmappedtotheVrooziCostCenterobjects.Asanadministrator,youmustensurethattheCostCenterDescriptionmatchesyourQBOClassesdescription.

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5. PasswordSecurityEnhancements:We’veaddedadditionalsecurityenhancementsaroundyouruser

passwordswhenaccessingPurchaseManagerthroughthenativeauthenticationprocess.Thisnewchangeincludes:requiredupperandlowercaseletters,requiredatleastonenumber,requiredatleastonenon-alphanumericcharacter.Noactionisrequiredfromusersaftertherelease,thechangeswilltakeaffectthenexttimeyouchangeyourpassword.NOTE:ThisdoesnotapplyifyourcompanyhasSSOAuthenticationtoPurchaseManager.

6. POSubmissionReport:Asanadministrator,thesystemwillnowprovideyouwithaPOSubmissionreport,whichhasaconfigurabletimeframe.ThiswillallowyoubettervisibilitytothePO’sthataregoingouttoyoursuppliersdaily.YoumaysetthisreporttoautosubmitinintervalsofTwiceaDay,Daily,Weekly,orMonthly.YoumaysetthisfromyouradminpanelunderBuyRouteàPOStatusàInProcess.

7. Introducedsupportfornon-USDcurrenciesinthePR/PO:Usersarenowabletousenon-USDcurrenciesinPMAN.AdminsmustconfigurewhichcurrenciesareavailabletotheirusersfromtheadminpanelunderMasterDataàCurrencies.

8. Introducedsupportforcustomerreferenceatthelineitemlevel:Usersnowcanhavetheabilitytoaddacustomerreferencetoalineitem,whencreatingaPR.Thisallowsapproverstoseeifapurchasewasdoneforacertaincustomer.ThesecustomerreferencescanbeconfiguredbyAdmins,andassociatedtoaccountingobjectsfromwithintheadminpanelunderMasterDataàAccounting.Allowingthesystemtoautomaticallypopulatetheseatthelineitemlevel,whenshoppersaddaccountinginformationtotheirorder.

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Customer Reference Field on Line Item:

CustomerReferenceTable:

GeneralDefectFixes1. MobileUI Fixes: This release includes improvements todifferent screens fordifferent size screenson

Android and Apple devices. Some of the screens included the users Shopping Cart, Favorites orpersonalizedListpageandtheSearchresultspage.

2. POResubmission Fix: Therewas aproblemwith thePO resubmissionprocess, underBuyRouteàPOStatusàProcessing.Insomecases,anadministratororBuyerwasunabletofullyeditallfieldsinaPOthathadfailedtobesubmittedtothesupplierforprocessing.Wehavemadesurethatasadministratororbuyer you knowcanhave theability toedit all appropriate fieldswithin thePOdocument, tohaveasuccessfulPOresubmissionbacktothesupplier.

3. POChangeRequestReferenceNumber:TherewasanissuewhencopyingarequisitionthatoriginatefromaPOCR,wheretheoriginalPOnumberwascopyinginthePoReferenceFieldonthenewPR.Thisissuehasbeenresolved,andthenewlycreatedrequisitiondoesnotcontainthePOnumberfromtheoriginatingPO.

4. POChangeRequestApprovalNotes:TherewasamappingissuewithaddedapprovalnotesfromaPOCR,wherethenoteswerenotdisplayingintheSAPrequisition,whentheSAPERPAdopterwasturnedon.

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Thisissuehasnowbeenresolved,andallApproverNotes,ReasonforRequestandNotestoSupplierarenowmappedcorrectlytotheSAPrequisitionwhenSAPERPAdopterisenabled.

5. POChangeRequestRelatedDocuments:Therewasaproblem,wherenewlycreatedrequisitionsfromaPOCR, did not display under the related documents. This issue has been resolved and all associatedrequisitionsarenowvisiblethroughtheRelatedDocumentssectionofanyPurchaseManagerDocument.

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InvoiceModule1. Newlooking“InvoiceDetail”page:The‘InvoiceDetails’page(includingthe’ApprovalSplit-Screen'

page)hasbeenre-designedtomakeInvoicereview/approvaleasierforAPApprovers.Thefollowingfieldshavealsobeenincorporatedintothenewlyrevampedpage—InvoiceDate,CompanyCode,andNotesAboutInvoice(ashighlightedinthescreenshotbelow).

2. SupportofattachmentofmultipledocumentstoInvoice:APUserswillnowbeabletoattach/uploadmorethanonedocumenttoanInvoiceonVroozi,whilecreatingoreditingit.APUserscandesignateanattacheddocumentastheprimary’Invoice’documentoras“OtherAttachments”usingthedrag-and-dropoption.ThereisnorestrictiononthenumberofdocumentsthatcanbeattachedtoanInvoice.

3. Introductionof'ShippingCharges'fieldtoInvoiceline-item:APUserscannowsplitthetotal’ShippingCharges’amongtheline-itemsonanInvoice,byusingthenewlyintroduced‘ShippingCharges’field(ashighlightedbelow).‘ShippingCharges’isanoptionalfieldontheline-item.

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4. EasierdataretrievalonInvoicestatuspages:WhenanAPUserentersasearchcriteriaonthesearchbaronagivenstatustab(say'Draft'in'InvoiceStatus'page)andthennavigatestotheanothertab(say'Parked'in'InvoiceStatus'page)onthesamepage,thesearchcriteriawouldpersistandstatustabtheynavigatetowouldnowdisplaythesearchresultspertinenttotheenteredsearchcriteria.ThisisintendedtominimizethetimetakenforanAPUsertolocateanInvoiceinthesystemiftheyarenotawareofwhatstatusthatInvoiceisin.

5. Invoiceexport(CSV)filechanges:ThefollowingchangeshavebeenperformedtotheCommaSeparated

Values(CSV)filethatisexportedouttoanexternalfinancial/paymentsystemusingVroozi’ssFTPconnector.a. InclusionofallAPApproverswho‘approved’or‘rejected’anInvoice,alongwiththeirapprovaldates,

times,andcommentsb. Introductionofanewfieldthatrepresentsthe‘ShippingCharges’associatedwithaline-item

GeneralDefectFixes1. VrooziHopperFixes:Inrarescenarios,wehadolderincomingemailedinvoicesintheVrooziHopper

thathadnosubjectorsenderinformation.We’veprovidedafixtoensurethisdoesnothappenedtoanyoftheincominginvoices,andprovidedadatafixtoallemailscurrentlystuckinyourVrooziHopperwithoutsenderorsubjectinformation.