460 results found
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Report for invoice status at a specific date in the past
Every month at month end closing, we need to have the open invoices in Medius AP Automation in a Excel Sheet to build provisions. But also when we have to fill Balance confirmation for our suppliers, we need to look for open invoices in Medius AP Automation for a specific date. An example might be that a supplier sends a Balance confirmation for a key date half a year in the past.
We look up the open items as per Key Date in our SAP S/4 HANA, but there might have been open invoices from the supplier to that time…2 votes -
kalkylator
Det ska vara möjligt att räkna i rutan för nettobelopp eller alla rutor där det finns ett belopp. (använda som en kalkylator)
17 votes -
Distribute-button should also mean "get next authorizer" when authorizer field is empty
If a line does not have an authorizer, clicking "distribute" should also get next authorizer and only send an error message if no authorizer can be found.
2 votes -
DVR to stop invoices with approved deviations on service based orders
Possibility to add a new Document Validation Rule “stop invoice if approved deviation on service based order exist”. Currently, if there is deviation incorrectly approved on invoice with service based order, without GR line linked, invoice gets automatically posted. The only way to prevent this is to stop all approved deviations, which is not desired and we would like to have specific DVR to stop these invoices.
Problem case: user approves the invoice with deviation (so either reception is made, but it is not automatically connected to the invoice, or they make the reception and do not wait for the…
1 vote -
Temporary delegation - Show analysed/ authorised on behalf of (like Expense)
When somebody has delegated their PO-based invoices, we'd like to see it in the history as "Analysed on behalf of xxxx" , similar to how it is shown for Expense Invoices.
Currently we have a few invoices that are going in a loop. A supplier responsible has delegated their invoices, that person analyses the deviation, but Medius keeps returning the deviation to the supplier responsible because it doesn't register that person has "handled the deviation".
4 votes -
Make error message more clear when invoice was unable to send
When you hit send/connection done etc on an invoice and there is something wrong you automatically go to the next invoice in the inbox as if the previous one was successfully sent, and a very small error icon shows at the top of the screen. You then have to go back to that invoice and find the error message clear on the screen.
That red error message should appear on the screen right away to make it clear that the invoice was not sent, instead of jumping to the next invoice and make it seem like it was sent. Users…16 votes -
Possibility to set a po-line in status no active in medius
Possibility to set a po-line in status no active in medius
2 votes -
Possibility to add amounts limits in distribution/routing flows
Possibility to add amounts limits in distribution/routing flows
3 votes -
Summary of invoices per user in dashboard
As manager I need to be able to view a summary of invoices per user, and number of due invoices that user have, in order to better prioritize and improve resource planning.
This should be view a a graph/chart in my dashboard similar to the inbox overview that we currently have.
2 votes -
See the name of the account
When the user fill out the coding template (and even when they approve) they want to se the name of all DIM without having to stand with the mousse over the account.
8 votes -
Show price deviations in % and amount for approvers
it would be very helpful for price deviation approvers to see the deviation amount as % as well in that little approving window..
Often suppliers do price increases of xx %, then it will be easy to determine if that price difference is related to such increases.8 votes -
Deviation comment box merge with normal comments
Any comments mentioned in the deviation approval box should show up in the normal comments / history of an invoice. We would also like the mention future (@name) to work in the comment box
16 votes -
Authorization limits based on total amount
There should be an option to set authorization groups general limit to be based on total amount of the invoice, not just the net amount.
2 votes -
Add the descriptions of the dimensions for the approvers, not only the numbers
Showing the descriptions of the fields for the approvers, not only the numbers, for instance account name.
Add the descriptions of the dimensions in the approval screens.3 votes -
Please improve the maintenance of the exception types
The maintenance of exception type is difficult. We cannot upload them through excel. Also, imagine a situation where we have more than 50 exception types. in this scenario, we need to delete a specific exception type. if we have created multiple exception types, then we need to click from page to page to find the exception type to delete it. It takes time
If exception types can be maintained with an excel file, just like the routing tables, then it would be much easier to work with the exception types
3 votes -
Authorise/Review: Expense AP to be able to reject/recall
Can expense AP have the ability to reject or recall items that have been sent out to authorise or review? Currently we are unable to do this and items are stuck with business users until they action it
4 votes -
Sort on labels and current handlers
I would have found it handy to also be able to sort on labels and current handlers in the invoices window in AP Automation.
11 votes -
Authorize step: Invoice with no coding lines shouldn't be able to send forward to post control
There should be a rule for authorizers, when an invoice is completely empty, with no lines at all, you can't click send. Now this forwards the invoice to post control, but it would be critical to not be able do this at all. Empty coding lines (invoice not in balance) could still be sent forward, but invoice has to have a user assigned to it.
4 votes -
Invalidate & Edit - Remove Multiple Lines
We capture at the line level for all Orderbased invoices. When we need to code all lines to exception type we have to remove lines one by one during invalidate & edit to create one line that we can code to. Need to be able to do one or the other of 1. use an exception type at the header or 2. have an option to remove multiple or remove all lines in invalidate and edit.
5 votes -
Improve automation rate in case of different units used (PO/GR/INV)
In case a vendor uses a different unit of measure for invoicing than our PO or GR unit, the current line detail match cannot auto-match due to quantity differences.
By switching to line total matching for such vendors we loose the matching on item level, only the line total amount is matched, that holds the risk that a different item becomes matched an posted. So this is too risky to use.It would improve automation rate significantly for such vendors if a semi line total match option could be used: match based on item ID & line total.
5 votes
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