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?
Added Third Payee on Document	Disabled	Small	Yes
Reference Fields Added to Document Search	Enabled	Small	No
Updated Tab Title Translations	Disabled	Small	Yes
Enabled Email for Notifications	Disabled	Small	Yes

Added Third-Party Payee on Documents

This update allows for a third-party payee to be included on documents in Invoice Matching. This third-party payee is then passed to the financial system where it is used as an override of the remit-to vendor.   This feature provides the flexibility to selectively redirect payment from the standard remit-to vendor to a third party on a document by document basis and can be useful when working with smaller vendors where the payment relationships may change or where receivables may be managed by a third party.

As part of this requirement, the Merchandising batch process that generates files for Invoice Matching was also updated to keep it in sync with the format used by Invoice Matching. It should be noted that this change is not backward compatible with older versions of Merchandising, as it is assumed that these two cloud services will be updated together. Also, the EDIDLINV_EXT_PROCESS job in the batch schedule to allow this file to be used by external invoicing solution is being removed, as this program is intended to be used internally only. It will be automatically removed as a valid job for scheduling when this update is applied.

Steps to Enable

In order to enable use of this feature, you will need to update the new system option, described below, to set it to checked. To do this, follow these instructions:

1. From the Invoice Matching task list, select Foundation > System Options.

2. Navigate to the Finance Integration Setup section and click the check box next to Allow Third-party Payee.

3. Click Save and Close to save your changes.

System Option Updates

Attribute Name	New or Updated?	Description	Patch Default
Allow Third-party Payee	New	This system option when selected will modify the UI to include the Third-party Payee field on entry and maintenance screens in Invoice Matching.	Unchecked

Batch Schedule Impacts

Process Name	Process Type	New/Updated?	Delivered
EDIDLINV_EXT_PROCESS	Cyclic	Removed

Reference Fields Added to Document Search

To provide more options when searching for documents in Invoice Matching, the four reference fields were added as available search criteria in Document Search.  The new fields will be available under the Add Fields option when searching using the Advanced option.

Updated Tab Title Translations

In the base templates used for spreadsheet uploads, the tab titles for several translations were updated to meet the 31-character limit that exists in Excel. This impacted templates for Merchandising, Sales Audit, Pricing, and Invoice Matching.

Steps to Enable

If you are using one of the following spreadsheet upload templates in one of the listed impacted languages, you should ensure your users download a new version of the base template after patching before using to create, update, or delete information. For Items, Purchase Orders, and Promotions, if you are using the bulk uploads with the base template configured in the batch scheduler using tags in one of these languages, then you also may need to adjust the tags based on these updates.

Invoice Matching

Impacted Language	Template Name(s)
Greek	Credit Note Request Cost - Tax Credit Note Request Quantity - Tax Credit Memo Cost - Tax Credit Memo Quantity - Tax Credit Note - Tax Debit Memo Cost - Tax Debit Memo Quantity - Tax Merchandising Invoice With Details - Tax Merchandising Invoice Header Only - Tax Non-Merchandising Invoice - Tax
Portugese-Brazil	Credit Note Request Cost - Tax Credit Note Request Quantity - Tax Credit Memo Cost - Tax Credit Memo Quantity - Tax Credit Note - Tax Debit Memo Cost - Tax Debit Memo Quantity - Tax Merchandising Invoice With Details - Tax Merchandising Invoice Header Only - Tax Non-Merchandising Invoice - Tax

Enabled E-mail for Notifications

One of the features that is available across all the Merchandising cloud services is the ability to configure notifications used by the solutions to be emailed to one or more users. This allows a user to be notified of an exception or a business event, such as a price change that could not be approved, even if they are not logged into the solution at the time.

Steps to Enable

1. Login as an admin user to the Merchandising cloud suite where you want to enable this feature, such as Merchandising.  

2. From the sidebar menu, select the Settings button; click on the Notifications option.

3. In the Notification Setting screen, all notifications will be displayed for the solution. Navigate to the row containing the notification you wish to enable for email. The Query by Example function used to filter the notifications may be helpful with this step. 

4. Click on the Edit iconic button or select Edit from the Actions menu.

5. Enter the desired email address for the notification and then click OK to close the pop up.