Weekly Update: December 29


Make Use of Automatic Delivery Date Filling

We have removed unnecessary routine work, so you do not need to go back to the related documents and search for the necessary data. The Delivery Date information will be automatically filled in the following documents:

Requests for Proposals created from Purchase Requisitions

1. At the stage of creating Requests for Proposals (RfP) from Purchase Requisitions (PR), the Desired Delivery Date field will be automatically filled with information from the Delivery Date field in PR:

  • If you create RfP from one PR document, the Desired Delivery Date will automatically be filled with the exact PR Delivery Date.

  • In case you create RfP from several PR documents, the Desired Delivery Date will be automatically filled with the latest Delivery Date from the selected PRs.

2. After selecting Suppliers for certain products, the Delivery Dates from winning Suppliers will be automatically transferred to the Related Documents/Delivery Date column in PR items.

Please note that previously that column (Related Documents/Delivery Date in PR items) was filled with a general Delivery Date of the document.

Purchase Orders created from Requisitions

When we create Purchase Orders (PO) from Requisitions and select the items to include in the PO, we see the Delivery Date field in the information about those items:

  • If you create a Purchase Order from Purchase Requisition, the Delivery Date from the Related Documents/Delivery Date column in the itemline (the date that the Supplier has stated in the Request for Proposal) will be automatically filled.

Please note that this applies only to those Purchase Requisitions with related Requests for Proposal documents.

  • In case you create a Purchase Order from Request for Proposal, then in the Delivery Date itemline field, we automatically fill in the Delivery Date set by the Supplier (and not a general Desired Delivery Date from Request for Proposal).

Easily Distinguish Users by New Power/Standard Statuses

Please note that these Statuses only apply to companies with Power/Standard tariff users.

This change is not going to affect companies that use the Basic tariff.

Now, when editing roles on the User Management page, you will see the distinguishing statuses:

Also, when you add Power Roles, you will see a tip regarding this change on the editing page.

List of the Power Roles:

  1. Approve (all modules)

  2. View only (all modules)

  3. Configuration

  4. Suppliers management

  5. Warehouse manager

  6. Budgets.

If your user has the Create, Pay, and Reports roles, those are the Standard ones.

Renamed Due Date on the Payment-Related Pages into Payment Date


The Due Date field on the payment-related pages has been renamed to Payment Date

The Payment Date field means the actual date of payment.