Weekly Update: March 2 and March 10

Updates:

• Email Reminders for Approvers
• Integration of Items from NetSuite to Precoro was improved
• Updates for the Email Preferences page
• Better manual Purchase Order complete 
• Custom fields transfer from Purchase Requisitions to Requests for Proposals
• The revision and cancellation of Invoices from the Supplier Portal were improved
• Some columns were removed from the Reports "Invoice by item" and "Credit Note by item"

Email Reminders for Approvers

Now you can set up the frequency of approval reminders for all approvers in your company.

To do that: 

• Just go to the Configuration —> Basic Settings —> Daily Reminders;
• Select on which days the email reminders will be sent to the approvers;
• This setting will work for company approvers only; 

 

Integration of Items from NetSuite to Precoro was improved

The process of the Items import was improved — now, you can:

1. Choose which items should be imported from NetSuite to Precoro and which not.
2. Select one of two types of matching for 'SKU' and 'Name' fields.

1. To import the selected Items from NetSuite to Precoro:

• Press the “Import Items” button on the integration page;
• Select items that have to be imported from NetSuite to Precoro (or select all ones);
• Click the “Import” button.

2. To manage the settings of Item fields ('SKU' and 'Name') matching between NetSuite and Precoro:

Use the radio buttons on the integration page to choose the desired type. You can choose one of two options:

1. The first option (current matching approach): 
   • SKU in Precoro = Vendor code from NetSuite; 
   • Name in Precoro = Item name/number from NetSuite
2. Second option (new matching approach):
   • SKU in Precoro = Item name/number from NetSuite; 
   • Name in Precoro = Display name/code from NetSuite

Matching for other Item fields remains the same.

Check out more about how the integration of Items works.

Updates for the Email Preferences page

The Email Preferences page received a few important updates: 

1. Сheckbox names were improved to be more clear and consistent with correspondent emails 
2. New options of email notifications available to switch on/off were added, some options received updates (12 in total): 
   1. Warehouse Request section
      • Pending Transfer
   2. Purchase Requisition section
      • New Purchase Order from Purchase Requisition
   3. Purchase Order section
      • Purchase Order is ready for Prepayment
      • Purchase Order has been prepaid
      • Document has been canceled
   4. Receipt section
      • Document has been canceled
      • Document has been revised or sent for revision
      • New Receipt for Purchase Order
   5. Invoice section
      • Invoice has been paid
      • Invoice is ready for payment
      • Document has been canceled
   6. Misc section
      • Precoro Balance Report

Check out more about Email Notifications settings in Precoro.

Better manual Purchase Order complete 

Now, you can manually complete the Purchase Order if it was created and approved before disabling particular modules.

If you first created a Purchase Order and then turned off Payments, Invoices, or Receipts, then such a Purchase Order can be completed manually.

An example:

• You created the Purchase Order and the Receipt. Then the Invoices module became inactive;
• The Purchase Order remained on the approved and received statuses;
• You can click the “Mark as completed” button on the Purchase Order page, and the document receive completed and received statuses;

Custom fields transfer from Purchase Requisitions to Requests for Proposals

Now all custom fields used in both documents will be transferred from Purchase Requisition to Request for Proposal at the creation stage. This applies to Documents Custom Fields and Items Custom Fields.

The revision and cancellation of Invoices from the Supplier Portal were improved

Due to our releases: 

• The Supplier can revise or cancel the Invoice right in the Supplier Portal;
• The Invoice issuer and all Invoice approvers can revise and cancel the document;
• If the Invoice was revised by the Supplier — it would trigger the re-approval;
• If an Approver was added after the Invoice received the approved status — he would also have access to the revision and cancellation;

Some columns were removed from the Reports "Invoice by item" and "Credit Note by item"

Starting from February 24, some columns that pull data from the Catalog and related Purchase Orders were removed. 

That's all columns with:

• Items Custom Fields marked with [PRODUCT] in both reports.
• Documents Custom Fields and Items Custom Fields marked with [PURCHASE ORDER] in the "Invoice by item" report.

Hints:

• To extract the Items Custom Fields data from the Catalog, use the "Catalog Revision History report."  
• To add Custom Fields from the related Purchase Orders to the Invoice report, use an "Invoice Custom Report." 

Check out more about Custom Reports in Precoro.