Updates:

  1. Vacation Mode
  2. Invoices: changes in the re-approval after the documents' revision
  3. The Active/Inactive column was removed from Suppliers and Items imports
  4. Suppliers in NetSuite integrated companies will be updated periodically
  5. The description field was added to items in all documents

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Vacation Mode


Precoro launched a basic functionality for Vacation Mode.
The improvements to this feature will be available in the next releases.


How it works:

  • Go to Profile Settings —> the Vacation Mode tab;
  • Here you can turn on the switch and set dates when you are away;
  • You can also see a preview of your status;
  • Click the Update button to save changes;


When the user is set ‘as away,’ he will not get any emails about new documents.

vacation mode settings in the profile settings


Where the ‘away’ status is displayed:

  • In filters;
  • On the documents list;
  • On the document show page; 
  • On the document’s edit page;
  • In comments;
  • In the Approval Workflow;
  • On the budgets list page — for a budget holder;
  • In the users list;

show me as away status in the invoice

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Invoices: changes in the re-approval after the documents' revision


We changed the process of the documents' re-approval after the revision. This feature is available not only for Purchase Orders but also for Invoices.


Precoro will not trigger the re-approval in the following cases:


  • If there were not any changes at all;
  • Changes of Items Custom Fields if the Budget or Budget Line remains the same;
  • Changes of Items Custom Fields if the document's budget does not include any Items Custom Fields.


*We will launch this feature for all other documents types in our next release.


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The Active/Inactive column was removed from Suppliers and Items imports


We removed the Active* [0=Inactive 1=Active ] column from imports. This column was required for Suppliers and Items imports.


After this release, the Suppliers and Items will be imported as active by default.

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Suppliers in NetSuite integrated companies will be updated periodically


Precoro enabled the auto-update of the integrated with NetSuite Suppliers for all companies.

How it works:

Once a week - on Monday - all integrated with NetSuite suppliers will be updated. The update includes the following information:

  • Suppliers names;
  • Active / Inactive statuses of Suppliers;
  • All other integrated data;
  • If the Supplier was removed from NetSuite — Precoro would deactivate it;


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The description field was added to items in all documents


The description field will be displayed in the following documents:

  • PR
  • PO
  • Receipt
  • Invoice
  • RFP
  • WR
  • Stock Transfer

This field can be edited. Even if the item was added from the Item Management;


We also added the description to the Purchase Order and Purchase Requisition PDF/XLSX documents: