Extension of user roles
The menu item “Process Monitoring” will remain visible only to authorized users. In order to be able to access this menu item in the future, the role “Protocols User” must be assigned to the authorized users by the administrator via the app “Administration”. Please make the corresponding changes to the desired users.
This allows you to restrict access to information within the Invoice Portal.
Invoice Portal > Process Monitoring
Administration > User Management > Service Access > Service-related Roles > Invoice Portal Service > Protocols User > Assign User
Simplification of the search for the responsible 1st approver
The determination of the 1st approver of an invoice via the responsibility for individual accounting type values stored in the master data now also works in connection with the option “Use ‘Free field 1’ for pre-filling the accounting type values”. If the accounting type values for an accounting type are prefilled via “Free field 1”, the responsibilities for accounting type values can now also be loaded from the master data during this process. This then simplifies the search for the responsible user for the 1st approval.
Invoice Portal > Settings > Basic Settings > Optional Fields > Use “Free field 1” for pre-filling the accounting type values
Invoice Portal Admin > Master Data > Accounting Types > Accounting Type Values > Responsibility
Assign delivery note
Until now, the delivery note number could only be entered manually for items with order reference. To simplify the selection and to prevent errors during manual entry, a selection dialog is now also available in the field “Delivery Note No.”.
This dialog contains all entries from the order history data for the given order number and accounting area. When selecting an entry, the delivery note number is taken over as well as the goods receipt number and the goods receipt item number at the same time, if these two fields have not been filled yet.
In addition, the delivery note number is now also taken over when selecting an entry in the dialogs “Assign Goods Receipt” and “Assign Goods Receipt Item”, provided that the field “Delivery Note No.” has not yet been filled.
Invoice Portal Admin > Transaction Data > Order History Data
Invoice Portal > Tasks > Open > Items with Order Reference > Delivery Note No. > Assign Delivery Note
Invoice Portal > Tasks > Open > Items with Order Reference > Goods Receipt No. > Assign Goods Receipt
Invoice Portal > Tasks > Open > Items with Order Reference > Goods Receipt Item No. > Assign Goods Receipt Item
Posting date in the invoice overviews
In the overviews “Monitoring” > “All” and “Monitoring” > “Active”, an additional column is available: “Posting Date”. Here, the values from the field “Posting Date” are displayed in the invoice details.
This column is hidden in the delivery state and must be shown manually via the table settings in the respective overview if required. The values in this column can be used for sorting and filtering.
Invoice Portal > Monitoring > All/Active > Table Settings > Posting Date
Invoice Portal > Monitoring > All/Active > Posting Date
Deletion of users via the app “Administration”
If a user is deleted via the app “Administration”, this user is also automatically deleted from the app “Invoice Portal Admin”. This removes the user’s permissions for post-processing and approval, as well as group assignments.
In addition, the assignment of invoices to this user is also resolved. In this case, the invoices that were also assigned to a group remain assigned to this group, so the members of this group keep access to these invoices.
If, on the other hand, an invoice was assigned exclusively to a deleted user, this invoice receives the status “Non-Processable”. Via the overview “Monitoring” > “Non-Processable”, this invoice can then be forwarded to another user or group for processing.
Administration > User Management > Users > Delete
Invoice Portal Admin > User Management > Users
Invoice Portal > Monitoring > Non-Processable
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.