Current Release¶
What’s new or changed in Purchase Order Invoice Workflow 3.2025.10.1
Release Version: 3.2025.10.1
Release Date: 2025-10-09
Total # Work Items: 11
Features¶
This section contains a table that lists the features that are included in this release when available. We might update this article to include features that were added to the build after this article was originally published.
| ID | Title |
|---|---|
| 875 | Line matching on Procurement categories |
| 3168 | Edit approval status |
| 3170 | Add fields to standard view Purchase order invoices forms |
| 3171 | Purchase order invoices to be created |
| 3173 | Assign purchase order invoices to worker |
| 3540 | Use new versions of obsolete methods in code |
| 7684 | Approval of purchase order invoices with quantity differences |
| 7685 | Add “Authorization history” button to purchase order invoice forms |
| 7769 | New security role for Approver (Teammember) |
| 10989 | Save the user’s last ‘Show attachment’ settings when closing the Invoice form and load this selection when opening |
Bugs & Fixes¶
This section contains a table that lists the bugs and fixes that are included in this release when available. We might update this article to include features that were added to the build after this article was originally published.
| ID | Title |
|---|---|
| 7671 | Automatic reassignment doesn’t work when determining approver automatically |
Detailed Notes¶
This section contains the workitems mentioned in the above sections, with additional details and applicable notes
875¶
- Title: Line matching on Procurement categories
- Type: User Story
- Notes: It is now possible to perform three-way matching on procurement categories.
When validating the purchase order invoice lines the following order will be used to determine the item/category/variant:- Can the external item number be found in released products?
- Can the external item number be found in external item descriptions?
- Can the external item number be found in procurement categories?
- Can the external item number be found in external category descriptions?
- Can the external item number be found in product variant? (Depending on the paramter "Use product variants)
On the form Procurement and sourcing > Procurement categories a button "External category description" has beend added:
On the newly created form the user can define the external category description for Category/Vendor relation for validation of the purchase order invoice lines:
3168¶
- Title: Edit approval status
- Type: User Story
- Notes: A new parameter has been added to the Workflow/Worker setup: Edit approval status
With this option the user will be able to adjust the approval status of the workflow task:
This functionality can and should only be used when discrepancies exist between workflow status and approval task status.
3170¶
- Title: Add fields to standard view Purchase order invoices forms
- Type: User Story
- Notes: The fields "Invoice type", "Workflow status" and "Status 3way matching" are added to the standard view of the following forms to identify invoice statusses:
- 9A Purchase invoice workflow > Purchase order invoices > Purchase order invoices to be validated
- 9A Purchase invoice workflow > Purchase order invoices > Purchase order invoices to be created
- 9A Purchase invoice workflow > Purchase order invoices > Purchase order invoices to be posted
3171¶
- Title: Purchase order invoices to be created
- Type: User Story
- Notes: When header matching is performed for a ourchase order invoice, the invoice will be validated automatically and when the PO doesn’t match the invoice, then the invoice will be shown in the form 9A Purchase invoice workflow > Purchase order invoices > Purchase order invoices to be created. It is now possible to open the pending vendor invoice from this form:
The button "Open invoice" is only available when the pedning vendor invoice has been created and the Invoice type = Header.
3173¶
- Title: Assign purchase order invoices to worker
- Type: User Story
- Notes: When validation errors exist on purchase order invoices to be validated it is possible to assign the invoice to a workflow user:
A new tile "Purchase order invoice assigned to me" has been added to the workspace Vendor invoice processing to inform the user that invoices are assigned to the user and that validation errors need to be solved:
By personalization the counter can also be pinned to the dashboard:
3540¶
- Title: Use new versions of obsolete methods in code
- Type: User Story
- Notes: New methods are implemented for methods that are obsolete:
7671¶
- Title: Automatic reassignment doesn’t work when determining approver automatically
- Type: Bug
- Notes: Bugfix where no new approval task was created when the task based on approval type "Financial dimension" or "Financial dimension combination" was reassigned automatically.
7684¶
- Title: Approval of purchase order invoices with quantity differences
- Type: User Story
- Notes: It is not possible anymore to approve purchase order invoices when quantity matching errors exist or approve purchase order invoice when the invoice is not balanced. This will prevent purchase order invoices to be approved when the invoice cannot be posted.
A new column "Quantity match status" (1) has been added which will disable the "Approve" button (2) when quantity matching errors exist:
When the invoice is not balanced (1) the "Approve" button will also be disabled:
7685¶
- Title: Add “Authorization history” button to purchase order invoice forms
- Type: User Story
- Notes: The button "Authorization history" has been added to purchase order invoice forms:
- 9A Purchase invoice workflow > Purchase order invoices > Purchase order invoices status
- 9A Purchase invoice workflow > Purchase order invoices > Purchase order invoices to be validated
- 9A Purchase invoice workflow > Purchase order invoices > Purchase order invoices to be created
- 9A Purchase invoice workflow > Purchase order invoices > Purchase order invoices to be posted
10989¶
- Title: Save the user’s last ‘Show attachment’ settings when closing the Invoice form and load this selection when opening
- Type: User Story
- Notes: The user can show or hide the attachment by clicking on the "Show attachment" or "Hide attachment" button. The next time a user opens the form the system will use the latest user settings for viewing or hiding the attachement.
