2.2.0

Owned by Lou Dizon
Last updated: Dec 30, 2021 by Jhelver Layderos

Release Summary

INFlow Version 2.2.0 will be released on 20-12-2021. This version of INFlow has upgraded the INFlow portal to support purchase order transactions. Please reach out via support@staria.com if you would like to use the INFlow portal for purchase order approval.

New Features

Please contact support@staria.com if you need to enable the purchase order approval in the INFlow portal.

Enhancements

  • Updated the page names and order of the INFlow Portal Center categories.

    • The Approve Transactions (New) page has been renamed to Approve AP Transactions. This change has been made because of the introduction of purchase orders in the INFlow Portal.

    • The Approve Purchase Orders page is introduced in this version.

    • The Approval History (New) page has been renamed to Approval History.

    • The legacy portal is no longer being developed with enhancements or new features. The legacy INFlow Portal pages have been renamed to:

      • Approve Transactions (Legacy)

      • Approval History (Legacy)

  • Handling of Transaction Dates Preferences in Closed or Locked Periods

    • The new preferences below have been added in order to better handle the transaction dates:

      • Move Transaction Date When - This dictates the behavior on what conditions the transaction date will be moved to a different date other than what is indicated in the inbound e-document during conversion or during approval. Below are the following options:

        • Never

        • Period is Closed

        • Period is A/P Locked

      • Move Transaction Date To - This dictates what will be the new Date (id: trandate). This only applies when the preference Move Transaction Date When is set to Period is Closed or Period is A/P Locked

  • INFlow Portal List View Transactions View Button

    • The INFlow portal users can now define the list of transactions they want to view. When viewing the INFlow Portal AP Transactions list view, the user can select transactions that they want to view and click the new “View Transactions” button. This button will open the first selected transaction in a new tab.

    • The user can use the Approve and Next buttons to approve the transactions in the queue.

    • The user can also use the previous and next buttons to view the transactions in the queue without approving them.

  • INFlow Portal Transaction View Previous and Next buttons

    • The user can now use the new Previous and Next buttons to move between transactions in their approval list while viewing a transaction.

  • INFlow Preference Goods Pending status

    • This new preference is introduced to enhance the INFlow vendor bill matching feature. The Discrepancy within limits criteria of the INFlow approval matrix can now be used for vendor bills created against purchase orders that do not have a related item receipt.

Bug Fixes

  • When creating bills from purchase orders, the segment values (e.g.: Department, Class, Location) are now sourced from the purchase order instead of the Default segments specified in the INFlow preferences of the vendor record. Stand-alone bills will still use the default segments in the INFlow preferences of the vendor record.

  • The “Enable Approve and Next” preferences is now enabled by default when creating new INFlow Preference records.