Latest Updates: app.precoro.com on February 3, app.precoro.us on February 13.

Learn about the latest product updates from February.

TABLE OF CONTENTS

• Changes in Reports

  • Filter by Purchaser in Open Purchase Orders Report

  • Improvements in PO Reports

• New in Integrations

  • Custom Transaction Body Fields Export from NetSuite

  • Added NetSuite Integration Logs to Supplier Card

  • Canceling Approved Documents in Xero Integration

Changes in Reports 

Filter by Purchaser in Open Purchase Orders Report

You can now filter the POs by Purchaser when creating an Open Purchase Orders report. This helps users generate a report with only their documents, ensure everything is in order, and see which documents need their actions.

To use this functionality:

1. In the Reports module, select Open Purchase Orders report.

2. Set the report parameters. Refer to this article for a detailed guide.

3. Select the purchaser’s email from the drop-down list. You can still generate a report with POs from all users, which is the default option.

   

4. Run the report and export it if necessary.

Improvements in PO Reports

To make PO reports created by Precoro more consistent and convenient to navigate, we standardized the column names and how the data for different PO types is added. Now, when you export your reports, you can notice the following changes:

• In Purchase Order Export by Document

  • The # column is now Purchase Order #.

  • The Purchaser column is named Purchaser Email to match the values displayed in the column.

  • We ensured all column names are in title case and conform to the document style guide.

• In Purchase Order Export by Item

  • The # column is now Purchase Order #.

  • The № sign was changed to # to ensure consistent naming.

  • Ordered, Rejected, Received, Waiting, Invoiced, and Waiting for the Invoice Creation columns that display quantity have (Quantity) added to the column name.

  • Received (Amount), Waiting (Amount), Invoiced (Amount), and Waiting for the Invoice Creation (Amount) are now filled for all types of PO.

  • The Issuer email and Issuer name columns are now Purchaser Email and Purchaser Name, as they indicate the user assigned as the purchaser in the PO.

New in Integrations

Custom Transaction Body Fields Export from NetSuite

You can now sync Free-Form Text and Date type Transaction Body Fields from NetSuite using Precoro SuiteApp v1.6.0. When integrated, they will appear in Precoro as Custom Fields for Documents available in purchase orders and invoices. 

Here’s how to export these fields:

1. Access Precoro SuiteApp (Precoro — Configuration — Integrations) from the NetSuite navigation menu.

   

2. Find Custom Body Fields in the list on the Export Lists tab and press Export.

   

3. You will see the list of body fields available for your integration. Select the ones you want to export, then click Export. 

4. You will be redirected to the Precoro SuiteApp Dashboard, and a message about export results will appear. Once the fields are successfully exported, they will be shown in Precoro as Custom Fields for Documents.

Added NetSuite Integration Logs to Supplier Card

A new tab in supplier pages in Supplier Management now shows integration logs. 

The following types of logs are added to this tab:

• Supplier imported or updated from NetSuite;

• Supplier created or updated in NetSuite;

• Supplier mapping and unmapping;

• Handled errors;

• Unhandled errors with Sentry events.

The tab is only displayed if there are integration logs. If the last added log is an error, you can see an Error tag by the tab’s name.

Canceling Approved Documents in Xero Integration

You can now cancel documents even if they have an Approved status in Xero. 

Documents in Draft or Awaiting Approval status will still be deleted upon cancellation. However, if your document was approved in Xero, it will gain Voided status when canceled in Precoro.