Change logs available for “Process Settings” and “Basic Settings”
Change logs are now available for the changes in the menu items “Process Settings” and “Basic Settings” in the apps “Invoice Portal” and “Invoice Portal Admin”.
In addition, the current status of the settings can be exported as a PDF file.
Invoice Portal > Settings > Process Settings > Change Log/Export PDF
Invoice Portal > Settings > Basic Settings > Change Log/Export PDF
Invoice Portal Admin > Settings > Basic Settings > Change Log/Export PDF
Determination of a supplier using the “Global ID”
If an invoice does not contain a supplier number but does contain the global ID of the supplier, this ID is used to search the master data for this supplier. For the search to be successful, this global ID must appear exactly once in the supplier master data.
Invoice Portal Admin > Master Data > Suppliers > Details > Global ID
Change in the control of supplier data from the master data
If an incoming invoice does not contain a supplier number or a global ID, an attempt is made to find a supplier master data record using the VAT identification number (VAT ID number) or tax number that may be present. The following conditions must be fulfilled at the same time:
- At least one of these values must be stated on the incoming invoice: VAT ID number, tax number.
- The corresponding value from the incoming invoice must be stored in the supplier master data record you are looking for, so VAT ID number or tax number. Important: Only one of the two values may be stored here.
Invoice Portal Admin > Master Data > Suppliers > Details > Tax No./VAT ID
Adjustment of the assignment of data to the items with order reference
The specification of an order number in a selection dialog is no longer a prerequisite for the assignment of the goods receipt number, the goods receipt item number and the delivery note number in the invoice items with order reference. If the fields “Order No.” and “Order Item No.” were empty during the above assignment, the values for these fields are also assigned.
Invoice Portal > Tasks > Open > Invoice Details > Items with Order Reference > Assign Delivery Note/Goods Receipt/Goods Receipt Item
Multiple selection of invoices to change the posting date
A new button is available in the app “Invoice Portal” in the overview “Monitoring” > “Active”: “Edit Posting Date”. It opens a dialog for entering a new custom posting date in one or more invoices. Up to 50 invoices can be selected and changed at once.
Invoice Portal > Monitoring > Active > Edit Posting Date
Igor Kuzmin (07252 / 96-2152, i.kuzmin@seeburger.de) and Rolf Wessel (07252 / 96-1257, r.wessel@seeburger.de) will be happy to answer any questions you may have.