1. Onventis 2023.2

Onventis 2023.2

The new Onventis 2023.2 release contains various enhancements, improvements, and bug fixes. Check out the full list below!

Beta-Release date: Monday, February 27, 2023

Release date: Tuesday, March 14, 2023

Supplier Management

With this release it is possible to exchange documents per supplier record from Onventis to an SAP organization via interface /ONV/Dok_Import. Events triggering this interface are: 5006 (Supplier_WorkItemCompleted) and 5002 (Supplier_AcceptSupplierUpdate).

Implemented capabilities:

  • Documents that are owned by the Buyer itself and stored at a supplier record, will be exchanged with SAP.
  • Initially, a document will be created in SAP. The unique identifier will be the DocKey information.
  • Creating, editing, and deleting of active documents will be exchanged with SAP.
  • If a document was exchanged with SAP in status active, and will be updated to status inactive, the document will be deleted in SAP.

To ensure a consistent master data exchange between Buyer & Supplier, the validation of the Tax ID field in the Supplier Portal master data management has been adapted and increased from 20 to a maximum of 35 characters.

Source-to-Contract

Offer creation
Fixed a bug where the “Confirm participation” and “Decline participation” buttons were visible even after the bidding deadline had passed. Now the buttons are no longer visible.
Allocation approval workflow
Fixed a bug that caused all members of a user group to see an entry in the share list when granting approvals, although only a specific user was selected for granting approval.
Fixed a bug that caused that approvers from a user group could been changed within a running allocation approval workflow.
Contract Import
Fixed an error that caused previous date values to be taken over when importing contracts if the same field in the next record did not have its own date.
Sum calculation
In frame agreements, from now on the two values “Retrieved total sum” and “Total” in the Line item summary no longer refer only to the displayed items in the frame agreement but to all included ones, regardless of whether they are displayed or not.
Excel Export
From now on the frame agreement excel export also considers in the column “UsedPriceVolume” the price unit.

Procure-to-pay

The new shop cart

We are currently working on a new user interface for our shop cart. Since the last release you are able to test the BETA version of the new shopping cart and provide feedback. Here you can read about the latest updates to the new shopping cart (BETA).

With a new  look & feel the new shop cart offers are a more intuitive usability with many more interesting features and improvements yet to come. Currently the new shop cart is in BETA status, hence some features that you might use may not be implemented yet. Therefore, you will be directed to the old shopping cart by default, that still offers all functionalities that you are used to.

Please be aware that the new and the old shopping cart have the same basis, every change you make in the new shopping cart will impact the old shopping cart and vice versa.

Shopping Cart – Columns

We added an additional column to the shopping cart, which provides you insights on the date, the shopping cart position was added to the shopping cart.

When you activate this column in the column configurator, you will see the time the position was added. This now also allows you to sort the postions according to your preferences, so that the latest positions can also be on top of the shopping cart.

Shopping Cart – Sorting

We now also added a sorting option to the detail view of the shopping cart positions. You can easily sort the columns “Supplier”, “Delivery address”, “Delivery date”, “Quantity” and “Price” and the newly added “Create date” ascending or descending by clicking into the respective column header. On click sorts the selected column ascending, two clicks sorts the selected column descending and three clicks removes the sorting.

By default, the shopping cart positions are sorted chronologically.

Shopping Cart – Detail View

We further improved the detail view of the shopping cart positions, sot that the selected positions is highlighted with a light grey background. This makes it more clear, which position is selected and displayed.

How to give feedback?

Feedback is the key to improvement.

You have feedback for the new shopping cart that you would like to share with us? We appreciate your feedback on the beta version of the new shopping cart. You can share you thoughts about the new shopping cart (BETA) by clicking on the “Feedback” button on the right hand side of the shopping cart. When you do so, a modal opens where you can tell us what you like or dislike about the new shop cart, the reasons for your decisions and other valuable information.

Additionally you can share you thoughts here, by filling the form below.

All data is collected anonymously unless you choose to provide your email address in question 3 of the feedback form.

We are looking forward to your feedback!

Please consider, that this is the beta version of the new shop cart and not the final version. Changes to the current design may be implemented.

Manual closing of orders

We introduced a new access right, to allow the manually closing of orders in status “being entered” only. This access right is called “Manual close orders being entered”.

Thereby we now offer three access rights to granularly control, which orders can be manually closed by users:

  1. A general access right, which allows users to close any order, independent of the order status. This access right is called: Manually complete an order
  2. An access right, which allows users to only close an order, if additionally the setting “Manually complete and archive purchase order” in the order processing workflow is active. This access right is called: Manually complete an order in dependence of order processing workflow
  3.  New: an access right, which allows the users to only close orders that are in the status “Being entered”: This access right is called: Manually complete an order in status “Being entered

Dearchivation of Orders

We improved the system behavior, so that orders, that were manually closed and dearchived, are set back to the original status before the order was manually closed. For example, if an order is closed which was in status “being entered” and this order is dearchived, this order will now be reset in status “being entered”.

Mark inherited line items

We removed the organisational setting “Mark inherited line items” and actived it by default. Hence, the flag “Inherited condition” in case a positions already contains inherited values, will be shown as a standard system behavior.

Customs tariffs number

We improved the system behavior, so that in case the organisational settings “Make “Customs tariff number” field from the list selectable” and “Display the customs data block” are active and the country of the delivery address and the supplier address differ, the field “customs tariff number” is automatically marked as a mandatory information in the shopping cart. Here, we aligned the behavior in the shopping cart with the already present behavior in the order position.

Order position attachment

We fixed a bug that caused that the article image of a catalog position was shown as attachment in the order position list as soon another attachment was added. The bug was fixed, so that in the order position are files shown as usual – files that were manually attached to the position.

Inherit page

We fixed a bug that didn’t allow to select the objects Job (chargeable), Job (non chargeable), task and customer to be inherited to another position in the shopping cart and in the order.

Currency selection

We adjusted the currency dropdowns to select the currency in the application, so that the currencies you can select are sorted alphabetically.

UNSPSC for OCI Inbound

If you use Onventis via OCI Inbound, you can now also transfer the UNSPSC classification back to your ERP-System at each position. The possibilities here are the same as with eCalss. For changes in the setup please contact your Onventis contact person

Enhancement of supplier determination for multi-supplier OCIs

To make it easier to connect external catalog platforms via OCI, the data field External supplier number can now also be used for mapping

OpenTrans

We extended the capability of the openTrans Order import to be able to define if attachments should be imported as internal or external attachments on header and on position level.

Demand position approval

In specific cases the approval button was shown in the approval list though the apporval was already done for the related demand position. That bug was fixed, so that the icon is not shown anymore, when the demand position is already released.

Interface approval step

We improved the way to inform the user about sending a PO to approval to the connected ERP-System, so depending on the case, we inform the users from now on with one of the following two messages when the PO is sent to ERP-approval (depending on the configuation):

  1. “The order has been sent for approval to the connected, external ERP-System.”

  2. “The order has been sent to the external ERP-System and automatically closed.“