TABLE OF CONTENTS
- Enhancing the ”Restrict Catalog Items Editing“ Functionality
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Added the Ability to Deactivate the Standard Invoice from PO Form
Enhancing the ”Restrict Catalog Items Editing“ Functionality
We are now offering you a more flexible opportunity to set boundaries for your users when editing the catalog-added items in the Purchase Requisition document. This limitation will help avoid errors and item mix-ups when submitting requests.
To set it up, please follow these simple steps below:
1. In the Configuration → Basic Settings → Document Setup → Purchase Requisition → activate the Restrict Catalog Items Editing setting, and you will immediately see the following options you can limit for your users’ editing in the PR catalog item: SKU and Name, Price, Currency and Unit, Category and Custom Fields for Items, and Supplier.
2. Activate the options for which you want to limit the editing and save the changes. You can multi-select all the options that are needed for your process.
That is it, now your users will not be able to edit the restricted options!
This setting is deactivated by default for those who have not previously utilized the Restrict SKU and Name Editing for Catalog Items functionality. However, the restriction on editing item SKU and Name will remain in place for those who have previously used it.
Please note how restrictions will be applied depending on user roles:
Users who will not be able to edit the restricted fields:
- Having only the PR Approve or Create roles.
- Other role combinations that do not include Suppliers and Items Create and/or PO Create or Approve roles.
Users who will still be able to edit the fields despite the set restrictions:
- Having the PR Approve or Create roles + PO Approve or Create roles.
- Having the PR Approve or Create roles + Suppliers and Items Create role.
- Having the PR Approve or Create roles + PO Approve or Create roles + Suppliers and Items Create role.
- Having the Super User role.
The exception when all users will be able to edit the field despite the restrictions will be the case when one of the mandatory fields in the catalog item that you are adding to the document is empty or it is available to fill out only at the PR level.
Improved the Location Management Process in Warehouses
We have improved the process of deactivating Locations if the related Warehouse has also been deactivated. Thus, you can now easily turn off the Location if it meets these two conditions:
- It has not been selected as your company’s Main Location.
- The Wharehouse it is recorded in must be deactivated.
Please note that when you deactivate a Warehouse, the value of the recorded Location there will be automatically cleared. If you decide to reactivate the Warehouse in the future, remember that you also need to specify the Location value there once again.
Added the Ability to Add Tax for the Shipping Item
We are improving the Shipping Item functionality, and now you can assign Taxes to them. If you have set the Tax on the document level, it will be applied to the Shipping Item type, and the Tax Sum will be automatically calculated the same way as for regular goods:
You can manually edit the Shipping Item and remove the Tax from it if needed.
If your company has the Required Taxes for Items setting activated, you will still be able to save the Shipping Item without Tax, even if the document contains only Shipping Items.
Added the Ability to Deactivate the Standard Invoice from PO Form
We are making improvements related to the Custom Forms functionality. Now, you can deactivate the Standard Invoice from PO Form for your users. Thus ensuring the uninterrupted and seamless document creation process from Custom Forms only.
You can activate the needed preferences in the Basic Settings by turning off the corresponding Standard Invoice from PO Form:
If enabled — the users will be able to see and choose the standard document creation form.
If deactivated — the users will not be able to see and choose the standard document creation form and will be able to select one of your custom forms.
Integration Improvements
One-Time Alternative Shipping Address For Amazon PunchOut
You can activate the Allow Use of Alternative Shipping Address in the Marketplace PunchOut configurations and that will allow you the following:
- The shipping address will be filled out in the Precoro document based on the address you entered during the order checkout (even if your default Location has a different address).
When the document returns from Amazon, Precoro will identify the entered location and look for an already existing similar one. If the match does not exist, then Precoro will add the Amazon Shipping Address field and record your new location there.
For example, we have added an alternative address during the checkout:
In the Precoro document, you will see it under the Amazon Shipping Address:
- The address you see in a document in the Amazon Shipping Address field will be the one sent to Amazon.
- In the printed document, you will see the address from the Amazon Shipping Address field.
- In Reports, you will also be able to select this field for display — Amazon Shipping Address.
OCR Improvements
Items With 0 Quantity to Be Deleted from Invoices
During the document recognition process, if the item has a quantity of zero, it is automatically deleted from the Invoice document to ensure that the correct system logic is applied.