91 results found
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Change priority in automatic connection on PO invoice
Current priority for invoice line connection:
1. Detail
2. LineTotal
3. Exception typeOur proposal:
1. Exception type
2. Detail (all invoice lines)
3. LineTotalWe have experience that PO and GR automatically connects to invoice lines with rounding or other charges on LineTotal connection. If the priority changes, and exception type has prio 1, this will not be an issue any more.
Current priority for automatic connection on invoice line is one invoice line at time. If system fails to connect on Detail, it tries to connect the same invoice line on LineTotal. See example in uploaded file why…
2 votes -
Purchase Order creator name visible when matching invoice to PO.
When I match the invoice to the Purchase Order I would like to see the name of the person who created the Purchase Order in SAP. It makes it easier when I write a comment on the invoice using @username to send the comment to the right person. Right now I have to check the PO in SAP and this is time consuming
21 votes -
PO. invoices - uncomfortable scrolling option by line items - need to develop
Suggestion:
- to have this scrolling opportunity not only at the ends of the columns
- opportunity to modify the column order (as far as I know by connection we
do not have this opportunity we can just tick the columns what we would
like to display)
- opportunity to freeze panes/or top row (headers), first columns etc. like in
an excel fileReason:
If we have many PO. invoice lines then it is a hard work to check the item lines because we have scrolling options only at the end of the lines - vertically and horizontally also.Example…
5 votes -
Show comment in connect lines
It should be possible to see the comment field, when you are in "Connect lines". We often see important information in the comments, to use when we do the manual matching, so currently we need to do a screen dump of the comments, so we can see it while doing the matching. That could be done more smoothly.
7 votes -
Validate currency exchange rate within Tolerances
Every asian company needs to record the exchange rate from the supplier if the invoice is in foreign currency.
At the moment there is no control between the exchange rate captured in Medius and the expected exchange rate in the ERP.
We propose to set a matching rule with tolerance between this field and the currency exchange rate table, because every small issue in the capturing phase might have huge impacts in the GL (eg an exchange rate recognized as 1,327 instead of 1.327 would multiply the invoice value for 1327 instead 1.327)
This issue prevents to switch on the…
2 votes -
Archived Purchase Orders from ERP
We currently import purchase orders from our ERP if they are in “Received/Released”. If we manual close a purchase order in our ERP, it still shows up as available in Medius. We should be able to remove purchase orders from Medius that are in archive status so they are not available as "open" when connecting.
4 votes -
Exception Type in Analyze step
We are facing challenges where we need to code price differences within our OrderBased invoices to a specific Cost Center, becasue a certain purchase belongs to a certain division who should cary the cost.
This is because we have different divisions placed under the same Company.
We have a Company set-up of Automatic Coding and a certain set of Exception types.
The exception types can be set up by using different Cost Centers, but when not having a certain invoice row to refer to we approve the deviation in the Analyze step, there fore it would be a great advantage…
2 votes -
Matching vertically
Currently, the "Connect lines" function, shows the invoice lines and product receipt lines horizontally, so you need to use the scroll function to see relevant details as quantity and remaining quantity. It would be really nice and give more overview, if it could be shown vertically. Perhaps this is not for everyone, but it should be possible to set up on company basis how to view this screen.
1 vote -
Koppla bilden - se om det finns Goods Receipt rader
Koppla bilden - nu ser jag enbart fakturarader. Vore bra om jag i samma bild kan se Purchase Order rader och dess Goods Receipt rader. Då slipper jag klicka på Koppla rader och sen Avbryt för att det saknas Goods Receipt.
1 vote -
Email till den som skapat en Purchase Order
När jag går igenom listan för att koppla fakturor mot Purchase Order vore det väldigt bra att enkelt kunna skicka ett automatiskt email till den som skapat Purchase Order. Det allra bästa vore att ha denna möjlighet överallt när man vill enkelt kommunicera och då kunna använda text som ligger färdiga i Medius. Nu måste man skriva om och om igen vilket är tidsödande och onödigt. Försök att få in mer default info att använda i det dagliga arbetet
1 vote -
Allow all connected lines to be re-connected in Analyze Task
Please offer option where any connected lines, even those with Deviations (e.g. LineTotal, Quantity) can be re-connected/corrected in Analyze. Also enable 'Find Order' in the Connect Lines view under this scenario.
There are certain processes where AP receives Analyze Task. They can see the lines in question on the main Analyze screen, but they are not visible once "Connect Lines" button is pressed. This causes confusion and un-necessary steps where the invoice must be returned to Connect Task for the lines to be re-connected/corrected.
The documentation states ViewAllDeviations access key will enable this, but that is inaccurate. For Example, Orderbased…
6 votes -
Remebre ''Show fully connected lines'' setting in connect
In the connect step for PO invoices we have to press the 'Show connected lines' and 'Show connections' buttons each time or we will miss the automatic connections (which sometimes need to be corrected). It would be handy if Medius remembers our last settings. Would save 2 button presses on each PO invoice.
5 votes -
Possibility to follow the sending of adjustment requests to suppliers and reminders through a report or a tool.
When an adjustment request or the associated reminders are sent, there is currently no possibility to track them. A report or a tool to track and monitor these mailings would help the business to potentially follow up with certain suppliers and track the requests. Today we don't even know if the suppliers receive them and we can't verify that they are sent, we can only assume.
2 votes -
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 -
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 -
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 -
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 -
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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