91 results found
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Authorize deviations - Order based invoice - Return for connection button
It would be really helpful to add the return for connection button during the Autorize deviations step.
Indeed, when the step is trigered and there is no blocking rule to stop document in Post control stage there is no way to come back and redo a connection.
Please note that a systemic top in Post Control can't be put in place in some cases (for instance when you do no want it for Goods PO and the authorize deviation step is used only for Indirect PO).4 votes -
Connect - more information on the lines available to connect
Would like to see dimension details on line during connect stage. Screen shot attached
2 votes -
option to choose "from email address" for Adjustment Requests (ARs)
Presently ARs are sent from the standard Medius email address ... which suppliers shouldn't respond too but often attempt to.
It would be nice if you could instead use the ARs "Responsible Users" email address from their profile as the "from" address. This would simplify it so suppliers could send communications (email) back to the user requesting the credit easily for such cases as - we reject your request because we had already notified of pricing change.
1 vote -
Exception type responsible
I think it would be helpful if you could make someone responsible for an exception type. In the current situation, the approval flow for the exception types for the PO-based invoices is based on the approver of the 1st line of the Purchase Order.
1 vote -
Deviation approval limit as %
As it is now, it's only possible to set an absolute limit on deviation approvals in the authorization group. We would like to set it as a % of the full amount like it is possible in other places in Medius.
7 votes -
PO responsible in invoice summary
We would like the PO responsible to able to be selected in the invoice summary so it would be easy for the finance department to know whom to contact when there is a problem.
5 votes -
Change tax code on PO line item
It would be helpful to be able to adjust the Tax code on a PO line without having to change the PO in the ERP system and then wait for an update. PO and GR in ERP do not create a tax applicable posting so the difference at that stage is not essential, however it is when we post the AP invoice. This would save quite a bit of time.
3 votes -
Add relative values to deviation limits
We would like that deviation limits at authorization group settings work the same way as for tolerances
When we set up tolerance levels in Medius, we can set up both an absolute value and a relative value. I will add an example. If the tolerance level is set as €100 or 10%, then it means that if the deviation is below €100 or 10% of the original price, then the invoice will be auto-approved
For deviation limits, we can only set an absolute value. We cannot set a relative value
For that reason, we would like that the deviation limits…
1 vote -
Calculate Actual UoM conversions from GR prior to posting Order based invoices
Issue is for catch weight (Variable weight goods) such as meat, vegetables etc.
At the moment when we have UoM conversions in SAP (i.e. Kgs to Cartons) Medius is only using the standard weight (for example 180 kgs - standard weight is 18kg per carton so no of cartons = 10)
The ACTUAL goods receipt is for 10 cartons that weigh 196kg. Medius will translate that to 10.89 (196/18) cartons and post 10.89 cartons into the PO, leaving a QTY that needs to be written off manually in the ERP system (an extra step). I would like to see the…3 votes -
Main Action Buttons - Need different color buttons for Connection Done, Confirm, Final Approval
It is too easy for an AP person to click on an action button in a task that is outside of their core responsibility. The buttons are all the same color until you get into error tasks. This looks sleek but it's easy to confuse them. Connection Done, Confirm, Final Approval, Send...these should all be unique colors.
7 votes -
Analyze - use Routing table for distribution
We would like to use the routing table to distribute the analysis of deviations.
AFAIK that is not an option at the moment?We currently use Supplier responsible, but maintaining 1200+ Supplier Responsibles is clumsy. Especially if they change a lot (which they regularly do, when people join/leave our purchasing department).
4 votes -
Comment field on deviations on header level
Hello,
Sometimes there are a lot of deviations on an invoice and the AP departments wants to give a comment on the header level to the purchaser before transferring it to them instead of each line.2 votes -
Automatic distribution of order based invoices
We would like invoices to be sent for analys before the goods have been received:
- Invoice matched against purchase order but goods not received.
- After a set amount of days if the goods have not been received then the system sends out the invoice for analys.
- Once the goods have been received then the invoice get transferred to the ERP system.
1 vote - Invoice matched against purchase order but goods not received.
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Allow a workaround for non matching currencies in PO versus Invoice
We recently had a PO made in EUR but the invoice was received in another currency. The system currently doesn't allow matching of these two as the currency is different. It would be convenient if we had a workaround that enables us to process this order based transaction anyway based on the original PO.
5 votes -
o Possibility to remove connections for all lines when an invoice is in analyze step.
We would like the possibility to remove connections for all lines when an invoice is in analyze step, also fully connected lines. Today we need to "Return for connection" to remove all connections. Ex were the invoice has connected to the wrong po-line due to same line amount on several po-lines or line connected to an exceptiontype that should be a po-line instead.
5 votes -
Handle OrderBased invoices without PO connections
We are missing an options to code an OrderBased invoice and Credit Note through the OrderBased Channel without connecting to a PO using only an Exception Type.
First, When we are receiving CreditNote it is usually reffered to a PO Invoice and currently we need to make sure the PO # are vioed out and it is handled as an Expense Invoice, which is easily forgotten. It also effects our possibility to search for invoices through PO numbers.
Secondly, we for some of our Suppliers are using Pre-Payment before Approval. Currently if something goes wrong and we need to just…
2 votes -
Display deviations and approval options clearly on front page
We have had some feedback from test users about approval of deviations.
The feedback was around the user friendliness and that it’s not very intuitive that they must first click the yellow ! icon to find the approval button. Suggestion would be to change user interface to display the deviations and their Approval options clearly on when you first open a document.
16 votes -
Hot-key for the "connect lines" button
We would like there to be a hot-key for the connect lines button on orderbased invoices
3 votes -
Improving message 'PO or GR found but details do not match'
Is there a possibility to improve the message we are getting in the connect step.
When an order line is already fully connected to another invoice we get following message : PO or GR found but details do not match.
Here it would be nice if we can get message : " this order has already been invoiced with invoice number...
Otherwise we need to look it up ourselves, so would be more efficient.
Thx
Renate13 votes -
2 votes
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