1 Feature Summary

Column Definitions

• Feature: Provides a description of the feature being delivered.

• SR Number: Identifies the SR number associated with the feature, if any.

• Delivered: Identifies whether the feature is Enabled or Disabled upon initial delivery.

• Scale: Identifies the size of the feature. Options are:

  • Small: These UI or Process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

  • Large: These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

• Customer Action Required: You must take action before these features can be used. these features are delivered disabled and you choose if and when to enable them.

Feature	Delivered	Scale	Customer Action Required?
Missing Tax Detail when Editing a Merchandising Invoice	Enabled	Small	No
Updated Lookup Data to open Non-Merch Fixed Deal Documents	Enabled	Small	No
Added Receipt Write-off Tables to DAS Schema	Enabled	Small	No
Added Support for Including an Attachment URL to Document Induction	Disabled	Larger	Yes
Added an Option to not Void Late Credit Note Requests	Enabled	Larger	No
Correct EDI Injector Batch to Allow Null Tax Amount in Single Tax Environment	Enabled	Small	No
Corrected the Use of the Maintain Supplier Options Privilege	Enabled	Small	No
Corrected Display of Tax Data when Adding Multiple Items	Enabled	Small	No
Corrected Manage Requests Screen when Viewing Failed Request	Enabled	Small	No
Corrected Receipt Available Quantity and Cost Calculation on Summary Match Screen	Enabled	Small	No
Enabled Automatch to Generate Quantity Discrepancies on Orphan Invoices	Enabled	Small	No
Enabled Item Details to be Added to a Posted Header Only Credit Note	Enabled	Small	No
Extend Document Induction Capability	Disabled	Larger	Yes
Modified Add Items Screen to Leave Tax Codes Empty when VAT Regions are Different	Enabled	Small	No
Negative Value Enforced at Header Level for Credit Note	Enabled	Small	No
Quantity Discrepancies Generated by Automatch when Quantity Tolerance not Defined	Enabled	Small	No
Resolved Issue with Ok, and Ok and Add Another button in Add Item Popup	Enabled	Small	No
Resolved Issue with Reason Code Rollup Batch to Handle PO with Multiple Locations	Enabled	Small	No
Tax Code Defaulting when Supplier and Location VAT Regions Differ	Enabled	Small	No
Corrected Debit Memo Reversal Issue	Enabled	Small	No

Missing Tax Detail when Editing a Merchandising Invoice

While editing a merchandise invoice, if the user is adding a new item, the 'Add item' popup is not populating the item tax information when the item is entered. This issue occurs only when the TAX_VALIDATION_TYPE is set to RETLR in the Invoice Matching system options. This issue is addressed in this bug. This fix also addresses the additional issue found while saving the new item added in the same condition.

Updated Lookup Data to open Non-Merch Fixed Deal Documents

For Fixed Deal, Non-Merch Cost documents (deal type = N), while opening the document, an error was occurring. This error has been corrected allowing these documents to be opened in the application.

Added Receipt Write-off Tables to DAS Schema

Receipt write-off tables IM_RWO_SHIPMENT_HIST and IM_RWO_SHIPSKU_HIST have been added to DAS schema.

Added Support for Including an Attachment URL to Document Induction

Users will be able to provide document attachments when creating document via Document Inductions screen.

Steps to Enable

To enable attachments functionality, user would need to customize default templates to include attachment worksheet. Customization for templates is done via RMS template management screen.

Added an Option to not Void Late Credit Note Requests

The enhancement provides users the options to either void or not void late Credit Note Requests, based on the supplier/supplier site level configuration. Non-voided Credit Note Requests will be offset by corresponding Credit Memo after Credit Note Requests have been successfully matched to Credit Notes.

Correct EDI Injector Batch to Allow Null Tax Amount in Single Tax Environment

In a single tax environment, Correct the EDI Injector Batch to allow null tax amount on the TVAT records. Tax amount should be mandatory for multi-tax environments only.

Corrected the Use of the Maintain Supplier Options Privilege

Previously, the create and edit of the Supplier Options were disabled even when the required privilege ‘Maintain Supplier Options Priv’ was assigned. This has been corrected so that the mentioned privilege allows the creation and modification of the Supplier Options.

Corrected Display of Tax Data when Adding Multiple Items

While adding items manually to a new document, after entering the item details including item, quantity, unit cost and tax information for first item and click the button 'Ok and Add Another', the item information was cleared, but the tax details were incorrectly left on the screen. This fix corrects the display by also clearing the tax information so that the screen is ready for the next item to be entered.

Corrected Manage Requests Screen when Viewing Failed Request

Corrected the Manage Request Screen to handle ‘FAILED' request status, rather than a blank screen, the expected request information will display.

Corrected Receipt Available Quantity and Cost Calculation on Summary Match Screen

Corrected the calculation for the receipt available quantity and available cost on the Summary Match screen. The available quantity and available cost calculation for the receipt was incorrectly calculated when multiple cartons were received for an item if some of the cartons had been already matched. This calculation was corrected.

Enabled Automatch to Generate Quantity Discrepancies on Orphan Invoices

Automatch will now generate quantity discrepancies when the discrepancy routing date passes even if there is no receipt associated with the invoice.

Enabled Item Details to be Added to a Posted Header Only Credit Note

Extended editing of header only Credit Notes to allow the addition of line item details. Line Item details are needed on the Credit Note to facilitate Credit Note matching when the credit note and create note request to not match within tolerance at the header level.

Extend Document Induction Capability

1. Added a new Document Induction Batch that allows for bulk processing of induction documents in ODS XML format. The batch is configured with one instance per the document type to be processed.

2. Added a new Document Induction Rest Services that allows for bulk processing of induction documents in Json format. Each Rest endpoint is intended for a specific document type to be processed.

3. Invoice Matching templates will be customizable via standard Merchandising templates maintenance screens.

4. Added support for Complex Deals and Fixed Deals worksheets while uploading document via Document Induction. The worksheets are disabled by default and can be enabled via standard template maintenance flow in Merchandising.

5. Consolidated Invoice Matching Document Induction templates to nine base templates, one for each document type. All nine templates are tax enabled. If non-tax templates are required, base templates can be customized. Customization will be available via standard Merchandising template maintenance screens. Existing tax templates, if present, would be preserved as custom templates.

Steps to Enable

To enable Document Induction batch, the batch should be added to POM schedule. Rest Services should be called only when the feature is required. To enable new template worksheets, the templates have to be customized via the Merchandising template maintenance screens.

Batch Schedule Impacts

Table 1-1

Process Name	Process Type	New/Updated?	Delivered
Document Induction	Nightly	New	Enabled
Document Induction	Adhoc	New	Enabled
Document Induction	Cyclic	New	Enabled

Integration Impacts

Table 1-2

API Name	New/Updated?	Integration Type	Field Name	Change Notes
Document Induction Batch	New	Flat File	New batch	Added a new batch to process ODS XML formatted files containing document induction data. There will be one instance of a batch per each supported document type.
Document Induction Merchandising Invoice	New	REST Service	templateKey and documents	Template key for template and list of documents.
Merchandise Invoice Induction Service	New	REST Service	templateKey and documents	Template key for the template identifying data structure and documents holding documents data.
Non-merchandise Invoice Induction Service	New	REST Service	templateKey and documents	Template key for the template identifying data structure and documents holding documents data.
Debit Memo Quantity Induction Service	New	REST Service	templateKey and documents	Template key for the template identifying data structure and documents holding documents data.
Debit Memo Cost Induction Service	New	REST Service	templateKey and documents	Template key for the template identifying data structure and documents holding documents data.
Credit Note Request Quantity Induction Service	New	REST Service	templateKey and documents	Template key for the template identifying data structure and documents holding documents data.
Credit Note Request Cost Induction Service	New	REST Service	templateKey and documents	Template key for the template identifying data structure and documents holding documents data.
Credit Memo Quantity Induction Service	New	REST Service	templateKey and documents	Template key for the template identifying data structure and documents holding documents data.
Credit Memo Cost Induction Service	New	REST Service	templateKey and documents	Template key for the template identifying data structure and documents holding documents data.
Credit Note Induction Service	New	REST Service	templateKey and documents	Template key for the template identifying data structure and documents holding documents data.

Code Updates

Table 1-3

Code Type	Code Type Description	Code	View Name	New/Updated?	Delivered
IMAT	Invoice Matching Application - Attachment Types	DOC	Document	New	Enabled
IMAT	Invoice Matching Application - Attachment Types	IMG	Image	New	Enabled
IMAT	Invoice Matching Application - Attachment Types	OT	Other	New	Enabled
IMDT	Invoice Matching Application - Document Deal Types	C	Complex Deal	New	Enabled
IMDT	Invoice Matching Application - Document Deal Types	F	Fixed Deal	New	Enabled
IMTP	Invoice Matching Application - Template Types	CRDMEC	Credit Memo Cost	New	Enabled
IMTP	Invoice Matching Application - Template Types	CRDMEQ	Credit Memo Quantity	New	Enabled
IMTP	Invoice Matching Application - Template Types	CRDNRC	Credit Note Request Cost	New	Enabled
IMTP	Invoice Matching Application - Template Types	CRDNRQ	Credit Note Request Quantity	New	Enabled
IMTP	Invoice Matching Application - Template Types	CRDNT	Credit Note	New	Enabled
IMTP	Invoice Matching Application - Template Types	DEBMEC	Debit Memo Cost	New	Enabled
IMTP	Invoice Matching Application - Template Types	DEBMEQ	Debit Memo Quantity	New	Enabled
IMTP	Invoice Matching Application - Template Types	MRCHI	Merchandise Invoice	New	Enabled
IMTP	Invoice Matching Application - Template Types	NMRCHI	Non-Merchandise Invoice	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	AG	Agent	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	AP	Applicant	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	BK	Bank	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	BR	Broker	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	CN	Consignee	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	CO	Consolidator	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	E	External Finisher	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	EC	Escheat - Country	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	ES	Escheat - State	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	EV	Expense Vendor	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	FA	Factory	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	FF	Freight Forwarder	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	IA	Import Authority	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	IM	Importer	New	Enabled
IMVT	Invoice Matching Application - Vendor Types	S	Supplier	New	Enabled

Modified Add Items Screen to Leave Tax Codes Empty when VAT Regions are Different

Modified the Add Items screen to leave tax codes empty when supplier and location are in different Vat Regions.

Negative Value Enforced at Header Level for Credit Note

Credit Notes are always negative documents. Fixed the header level validation to require the merchandise amount on Credit Notes to be negative.

Quantity Discrepancies Generated by Automatch when Quantity Tolerance not Defined

When no quantity tolerance is set up at the line level, Automtach will generate a discrepancy for any quantity discrepancy between invoice item and receipt item. Only perfect matches will create a quantity match. The quantity discrepancies are generated only after the routing date passes.

Resolved Issue with Ok, and Ok and Add Another button in Add Item Popup

This fix addresses an issue in the add item popup while clicking 'Ok' or 'Ok and Add Another' button where they were not working correctly with certain scenarios where taxes were required on the item.

Resolved Issue with Reason Code Rollup Batch to Handle PO with Multiple Locations

Resolved an issue with Reason Code Rollup batch which allows the batch to handle PO with multiple locations.

Tax Code Defaulting when Supplier and Location VAT Regions Differ

The defaulting of items from a PO or Receipt was enhanced to skip generating tax codes when VAT regions differ between the supplier and location.

Corrected Debit Memo Reversal Issue

Corrected an issue that was preventing the reversal of debit memos for a non-merchandise amount.