Onventis 2024.5

The new Onventis 2024.5 release contains various enhancements, improvements, and bug fixes. Check out the complete list below!

Supplier Management

Supplier List Export

With this release, we have added an update to the export of ‘Supplier list’. When you click on the “Export…” button within ‘Action’, the export creation process starts. A pop-up appears saying that ‘Export generation started, we will inform you via email as soon as it is available as a download’. Users will receive an email, containing a download link, as soon as the export creation is finished. The link is valid for 24 hours. Afterwards, we delete the created export, and users need to request a new one.

When clicking on the link in the e-mail, the user will be forwarded to Onventis Buyer. There user needs to authenticate and afterward will be presented with the File attachments view, where users can download the requested export.

Also, within the ‘Activity stream’ section, the user is notified when the export is ready and can access the file directly.

Qualification Management

1. Add comments for critical events during qualification

During the entire qualification process, there are several key decisions taken by buyers. It is important that buyers add comments to provide additional details and document these decisions for audit purposes.

With this release, users can add comments for critical events. These events include:

For the following events, a pop-up appears when users take these actions. The comment field is 300 characters long and is mandatory.

2. ‘History log’ for qualification requests:

A new tab called ‘History log’ is added, which is available after opening the qualification request. Within the ‘History log’, several events such as request created, request aborted, and questionnaire assessed are captured. Additional information such as ‘Timestamp’, ‘Details’, ‘Username’, and ‘Comments’ are also logged alongside the event. All the comments that users add for the events mentioned in the earlier feature are displayed and maintained in this tab along with who added the comment and when.

3. Export of qualification request and questionnaire overview:

With the latest update, users can export overview of qualification request and process. The export functionality can be accessed via the button available in the ‘Qualification requests’ table inside qualification requests and per Qualification process. The export is available in excel format and consists of two tabs ‘Requests overview’ and ‘Questionnaires overview’.

In the ‘Requests overview’, each qualification request corresponds to one row. Users have an overview of the qualification process and can analyze information such as: How many suppliers were invited? When were they invited?  How many responded? How many succeeded or failed? and so on.

In the ‘Questionnaires overview’ each questionnaire corresponds to one row. Users can compare the performance of suppliers based on questionnaire scores. The information is presented in a format that allows users to easily analyze it by applying filters or pivot tables.

4. Reaction in ‘Qualification management’ on Material Group deletion:

Within the rulebook in the ‘Scope rule’ tab, users can add questionnaire and link them to different ‘Material group’. Previously, if the ‘Material group’ is deleted, the entire Rulebook becomes invalid, and no qualification requests could be triggered. With the current release, if the material group is deleted, the link between the questionnaire and material group in the ‘Scope rule’ tab is removed, and the rulebook remains valid. For every new request triggered, the related questionnaire is not sent to the supplier. However, if the ‘Material group’ was deleted after sending the qualification request, the related questionnaire is sent to the supplier.

Also, an e-mail is triggered to the user if the ‘Material group’ which was used for qualification configuration is deleted. Within the e-mail, a link is provided to the Rulebook, so that users can view the current configuration.

Procure-to-Pay

Catalog Views

Unite Mercateo Catalog

In this release, we’ve improved the Unite Mercateo catalog where the customer will be redirected to Unite Mercateo itself, i.e. its operation will be similar to the OCI 5 catalogs because the prices are displayed “from” and when the customer is redirected he will have access to the prices with more accuracy.

Panorama View

We have addressed a bug that was preventing infinite scrolling in the Amazon catalog due to a limitation of Amazon itself when using the panoramic view.

Service Notes

Service note new status

We have enhanced the service note status by adding a new “partially rejected” status when there are both confirmed and rejected items on a service note

Partial “approve-reject” Service note

In this release we have improved the partial “approve-reject” logic for the service note. So that it is not necessary to add the full item information when the customer only wants to reject the item.

Shopping Cart

Account Assignment Determination

We have fixed a bug where the account assignment determination was not working correctly in the shopping cart after copying line items

Ad-hoc address

We’ve addressed a bug where, when using the Ad-Hoc address, it didn’t correctly highlight all the mandatory fields and this generated an unclear error to the user.

ERP Interfaces

Export of bank data

The transfer of bank data from the supplier master data in Onventis to SAP can be controlled by a setting in the interface, so that any changes to the bank data on the Onventis side are not transferred to SAP when a vendor is created/changed.

More positions are confirmed as should when stock receipt is imported. 

We have addressed a bug where if a purchase order had multiple items and only some were confirmed by the supplier through stock receipts, the other items were also mistakenly marked as confirmed when a stock receipt was imported.

SAP assignments in new shopping cart 

We have enhanced the new shopping cart that users with access to multiple cost controlling areas can only select allowed values based on the configured ERP structure.

Internal and external comment support for OCI Inbound

It is now possible to transfer the external and internal comment used in the Onventis shopping cart within an OCI return to an ERP system.

Demand positions

Converting the demand position into a purchase order

In this release, we have addressed an bug where the delivery address at requirement item level was replaced by the standard delivery address of the organizational unit. Now, when you uncheck the option: Use standard delivery address of the requisitioner in the purchase order, in the organizational settings > requisition line item tab. The address on the requisition line item will be considered.

Other changes and bugfixes

Display of numbers

We have address a bug where on some screens (list of items to be released & conditions release list) we are not displaying the thousands separator correctly.

Email

We have addressed a bug that leads some approval reminder emails to be sent to the approver also on Saturday and Sunday, even though they are not regular working days.