Dates that make sense, catalog changes you can actually spot, and invoice agreements for more than just accounting users.
eye-share Workflow 16.2 brings a handful of practical improvements to purchasing, catalog management and invoice agreements. Nothing that asks you to change the way you work. Just a few things that should make the work itself a little easier.
When a supplier updates a catalog, finding out what actually changed should not require detective work. Catalog imports can now show changes to item descriptions, units, quantities, sub-units, image presence, contracted status, estimated delivery days and prices.
You can now compare previous and new values directly, making it easier to understand exactly what has changed.
And if you only want to see the items that need your attention, Show only items with changes filters out the rest.
Delivery dates should be predictable. In 16.2, we have made the way they are calculated more consistent across purchases and requisitions.
Delivery dates are calculated based on the item, supplier or configured default. The header always reflects the latest delivery date across the lines, while dates changed manually by a user are preserved.
Expected close dates are also calculated from the delivery date, giving users and suppliers more reliable information about when an order is expected to be completed.
We have also improved how delivery dates are handled when purchases are converted, copied, split or created as recurring purchases.
Requisitions added through punchout now keep their delivery date, and connecting a requisition to an existing purchase is less likely to be interrupted by an amount-mismatch message.
A few less surprises for everyone involved.
Not everyone who needs to create an invoice agreement needs full accounting access.
The new Invoice agreement creators role lets selected users create invoice agreements and manage the agreements they created. They can also see agreements where they are involved as approvers.
Their access is limited to the agreements they created or approve, while accounting users continue to create and manage invoice agreements with the full overview they need.
That means invoice agreement management can involve the right people, without giving them more access than necessary.
Workflow 16.2 is about making familiar processes work better: more consistent delivery dates, catalog changes that are easier to review and more flexible access to invoice agreements.
Small improvements on their own. Useful ones when they are part of your everyday work.