Acquire - 1.38.0

Improved View of Order and Invoice Discrepancies - ACQ-568

The following changes have been made in the billing area which we hope will improve customer’s ability to identify the cause of any order discrepancy and more easily move the order though the process towards being reconciled.

Updated Action Buttons

We have created a “Toolbar” button area at the top of the order page containing the “Create Template “and “Re-order” buttons. These have been moved to give the user a more concise set of choices in main action area as they move the order through different stages of the order process. We have themed the buttons in a way to highlight the primary expected action as well as any negative actions such as cancellation. We plan to carry this theme throughout other areas of acquire in future releases.

Improved Display of each Billing Error

For each invoice line which contains a billing error we now as below which allows allow the user to see what was orderedorder and what was accepted to give a fullfull picture of what happened at each stage of the order. On the Invoiced line we high light where we think the discrepancy is: quantity, price, or tax.

Once a credit request is raised against that invoice line, we show the state of that billing error as pending:

Once a credit is added by the supplier and the order balances, we show that billing error as reconciled:

Orders manually forced to reconcile by the user show as “Force Reconciled” and any billing errors are now preserved. Reconciled and Pending errors are collapsed by default allowing the user to focus on any issues still to resolve:

Total Section show Overall Cost Discrepancies

The order billing tab now includes a totals section which shows the overall billing discrepancy. This variance highlights the difference what has been accepted and what the supplier has billed for. The variance row will be highlighted in red if the total billed is greater than the value of goods accepted. The total ordered line is shown for reference only. Total billed and variance will be updated as any invoices or credits are added.

Credit Requests Open a New Tab - Zonal ID ACQ-656

Clicking on a Credit Request within the invoice search screen or on the order billing tab now open the request in a new window. This brings the behaviour of in line with what we do for invoices / credits and should prevent customers having to reset filters or make additional navigation after viewing a credit request.

Ability to Download Supplier Outlet References - Zonal ID ACQ-717

Head Office and Supplier users can now download a list of supplier outlet references in CSV format.

1. Navigate to Admin| Supplier References

2. Select a supplier

3. Choose download.

4. A CSV will download containing all supplier outlet references

Order and Invoices Pages now remember the "Results per Page" Setting - Zonal ID ACQ-719

The order search and invoice search screens have now been updated to remember the "results per page". Once set the setting will be remembered on that device, this is achieved using browser cookie.

 

Zonal ID	Description
424434	Show Billing Totals and Variance
424435	Highlight invoice errors on billing table
424437	Show Ordered, Accepted, Invoice Quantities and values for invoice errors
424876	Make Action buttons Primary / Secondary / Tertiary
428290	Show credit lines on billing tab
445171	Show status badge for billing errors
445331	Handle invoice status edge cases
445546	Move template and repeat order buttons to top of page
445648	Move credit requests table
449146	Update the sidebars/search to use new button styles
450335	Tie up loose ends with invoice view

 

Zonal ID	Description
415072	Admin cant see reconciliation errors in billing tab
424278	Manual and SIS Invoices do not send notification that order was invoiced
430730	Product code missing from product download
447613	Diagnostic logging for Transition to Invoice not working as expected
448534	Knockout error on commodity report popup

 

Desktop Browser(s)

• Chrome –  89.0.4389.90

• FireFox – 80.0.1

• IE 11.20H2 19042.804

Aztec

• Aztec Head Office 3.16.0

• Aztec Site 3.16.0

Zonal Connect Framework

• ZCF HO Proxy 4.30

• ZCF Site Proxy 4.30