Release History

PROCESSIT 7.4 R1

PROCESSIT 7.4 R1 is a new release of PROCESSIT that supports SOA 11g to utilize the latest in available business process technology. PROCESSIT 7.4 R1 introduces support for clustering the technology stack to allow a High Availability server structure, which ensures a stable and reliable tech-environment without single points of failure. Furthermore, this new release supports single sign-on via Oracle Access Manages, so users can reuse authentication to access their tasks in PROCESSIT. A lot of areas have received improvements, both with regards to performance and stability, there-among customizations and API consistency, and with regards to task handling. Additional information has been added to key task screens to ensure the best decisions during user interaction, and in particular the manual matching procedure benefits from an updated design and layout to ease the matching process. New styles are also available, and are remembered throughout sessions, and the PROCESSIT Assistant has received a major layout update to utilize the latest in web-technology.

Ability to save Theme Appearances

When a user selects a client-browser site appearance, it is saved in a user preference table. This enables the selected style to persist through sessions for a user, so the user can choose the appearance that best fits their role and needs.

Check holds incorporates PO release price rules

When you override the price on the PO blanket agreement, you can edit the price on the PO release, if the unit price on the PO blanket agreement is different from the price on the po release, the invoice price will be compared to the price from the PO release, and if a price hold opccurs, the reason is added to the comments for the invoice. Hold management is controlled by various settings, thereamong if the configuration parameter D4_CHECK_HOLD_MATCHING_ON_OFF is enabled.

Custom Code Samples are Read-Only, and customizations are preserved during upgrades

To ease implementation of custom code facilitating available APIs during invoice workflow processing, the seeded code samples in Customization Workbench are read-only, and can be copied to create new interfaces. Custom code is preserved through upgrades.

Customization APIs refactored for improved performance, memory utilization, and stability

The implementation method for custom code pertaining to workflow process APIs is improved to allow faster communication with custom code pieces, allowing for better custom behavior suiting individual company requirements.

Duplicate invoice number handling for same suppliers, regardless of Operating Unit

You can setup PROCESSIT to ignore the organization during invoice number duplicity check, which means the system does not allow a duplicate invoice number across suppliers and organizations. This behavior is controlled via the configuration parameter Duplicate Invoice Check, where you can setup the workflow to compare per standard, ignore organizations, or ignore supplier sites during the duplicate number check.

Expand ORG_ID column references changed to ensure consistency

Organization id data fields and columns are adapted to ensure better data consistency with Oracle E-Business Suite. The ORG_ID references are expanded from 5 characters to 15 to ensure compatibility.

Frequency options to schedule for Recurring Invoice Templates expanded

Monthly frequency option is added to the schedule for Recurring Invoice Templates. Many invoices (rent, coffee/water service, etc.) are billable on a monthly basis.

Gray out inactive buttons in PROCESSIT

All disabled buttons are marked as inactive and are desaturated.

Improved easy access to Document Activity History and Document Change History in the Worklist

Document activity and change history panels are available as tabs in the worklist. Select any invoice in the worklist and expand the bottom panel to view workflow and change details. The panel setting is remembered throughout sessions if your system is utilizing User Personalizations.

Liability Account in the Task Detail Screen

Added the Liability Account to the lines in the Task Detail screen.

Maintain filter data until changed in the worklist

Worklist table filters are maintained until changed. This means that when you enter a filter criteria, the criteria is maintained when returning to the worklist from other screens, until you change or remove the criteria.

Manual Match invoice segment displays Distributions for ease of use

When matching a invoice already partially matched, the top panel shows that a line has been matched, as well as the PO line number and account distribution that has been used for the match.

New Product Style Theme

Users can choose an additional theme called Lenexa from the available set of themes within PROCESSIT. This allows users to work in the environment that best suits their needs and preferences.

New Supplier screen includes AWT_GROUP_NAME for Withholding Tax

Withholding Tax functionality is included in the supplier site section of the New Supplier template. This way you can setup Allow Withholding Tax and Withholding Tax Group functionality under the Withholding Tax tab in the New supplier template for new suppliers created via the PROCESSIT New Supplier Workflow.

Optimize User Caching Across the Application

User caching across the application has been improved to increase system performance and reliability.

Oracle SOA 11g Cutover Support

In order to facilitate the cutover for customers transitioning from PROCESSIT 7.3.x on SOA 10g to PROCESSIT 7.4.1 on SOA 11g, a utility is provided to start SOA 11g workflows for invoices that have not been completed in the D4 Invoices database. Any pre-registered invoices in the PROCESSIT 7.3.x SOA 10g environment must be completed in that environment and are not eligible to for reprocessing in PROCESSIT 7.4 SOA 11g.

PROCESSIT 7.4.1 Standard Regression Test Suite updates

The PROCESSIT 7.4.1 Selenium-based standard automated regression test suite expanded with capabilities to cover new features.

PROCESSIT Adviser Recovery Console Improved for better Batch Recovery Processing

Improved the ability to select and submit multiple processes to perform a batch recovery.

PROCESSIT Assistant Layout Update

PROCESSIT Assistant layout is improved for better topic navigation and readability. The navigation menu can be toggled on and off, and search has been improved for better topic relevance. Videos, presentations and workflow diagrams are now available on separate pages, and PROCESSIT Assistant can easily be distributed.

PROCESSIT Custom Virtual Appliance with 100GB data store size

A custom Virtual Appliance for PROCESSIT limited to 100GB in size can be delivered under special circumstances.

Payment Method in the Task Detail Screen

Payment Method for the supplier site belonging to a particular invoice is included in the task detail screen.

Perform check of the Oracle Open Interface status even when request status is error

The import process to Accounts Payable has been improved to accommodate better error handling in rare situations where invoices are interpreted as imported even though the status change might be due to for instance write errors. The system error handling catches these situations and recognizes if an invoice is truly imported.

Performance Optimizations for Improved User Experience in Manual Match

The Manual Match screen purchase order segment has received a design upgrade to ease the data overview and ease the task of matching data. Match quantities and prices are now entered in separate columns, which gives a higher degree of data visibility and ease of use. The available amounts are always visible, and you can simply type the amount you wish to match, and perform the match with full data overview. The design also allows one-click matching, where users can select to grab the full quantity and price from either selected invoice line or purchase order line, which means you can do a simple single click to match invoice lines.

ReadSoft Notification Service (RNS) check sAdministrative Downtime Settings

The notification service has been expanded to accommodate administrative downtime setting to assist with PROCESSIT migration from SOA 10g to 11g

Recovery Performance optimizations for opening and display of recovery information

Improved the loading times for the recovery console, data rendering, and the performance associate with performing a recovery

Release information column added to the Invoice Lines section in Manual Match

To help better decisions when manually matching invoices to purchase orders, a release column is added to the Invoice Lines section like it is shown in the Purchase Order section. See the attachment.

Search criteria for locating complete or incomplete invoices only

Include a search criteria to search for completed invoices only in PROCESSIT search. This helps searching and working with search exports of invoices which are not fully processed and need further review.

Support for Single Sign-On via Oracle Access Manager v 11.1.1.7

Using the SOA Suite 11g platform and WebLogic authentication providers, PROCESSIT supports Single-sign on via the Oracle Access Manager to allow users already logged in to OAM to utilize their existing authentication credentials to access the PROCESSIT application

Tax Variance Handling by new configurable option to use tax CONTROL_AMOUNT

PROCESSIT now supports control amounts for tax handling via the configuration parameter D4_TAX_VARIANCE_RULE. This takes advantage of the Oracle E-Business capability to insert tax CONTROL_AMOUNT on invoices, Oracle automatically adjusts the tax amounts to retain invoices in balance. When enabled and invoices are imported to Accounts Payable, PROCESSIT does not insert diff lines for tax variances, but inserts the captured tax amount (VAT_AMOUNT) into the CONTROL_AMOUNT on ap_invoices_interface. The control amount is populated on all invoices, not just on those with a tax variance. This functionality is only available for Oracle E-Business Suite R12.

Users advised if an email to a supplier results in a conflict

When a customer has enabled sending emails to suppliers from the Modify Invoice screen, they can experience conflicts when submitting if other users have changed data. The error-handling in this case has been improved to be more business and user-friendly.

Verify user displayed as column in the worklist

The verify user who handled the invoice in the pre-workflow phase is included as an available column that can be displayed in the PROCESSIT worklist.

WebLogic Clustering and High Availability Support

PROCESSIT 7.4 R1 introduces support for clustering the technology stack to allow a High Availability server structure. This way, your PROCESSIT environment can take advantage of HA structure benefits such as elimination of single points of failure, reliable server crossover for seamless user experience, and better failure detection in the technology stack.

Wildcard support and ignore case sensitivity added to the Manual Match screen table filters

The Manual Match screen has been adapted to allow wild cards in table filters (*), and the table filters are no longer case sensitive.

Workflow status set to Cancelled if it is stopped from PROCESSIT Recovery

If an invoice process has been stopped within the Recovery Console, the Audit State shows as Cancelled for all purposes, also in Search and Auditor.

XBOUND 3.6 R2 Integration

PROCESSIT is integrated with XBOUND for improved invoice processing system options.

PROCESSIT 7.3 R3

PROCESSIT 7.3 R3 introduces an improved manual matching experience with additional purchase order match type and ship to location columns as well as increased speed when matching invoices with many lines, and also the option for account coders to apply purchase order references to non-po invoices and re-submit them to the automatic matching process. To further enhance the automatic matching accuracy, a new automatic matching rules that considers Purchase Order Line Numbers is also introduced. The Customization Workbench benefits from new interfaces, one of which is a call to custom code that can be enabled when an invoice is submitted from the Task Details window, which for instance can allow companies to use business logic to hard-code task receivers for approval tasks. To increase the speed of working with data in PROCESSIT, you now have the option to limit the number of options returned by automatic suggestion fields available throughout the application, which can be beneficial in situations where you operate with large data-sets, for instance when handling Descriptive Flex Fields. To better facilitate global organizations, the new release also supports Cross Business Group approvals, and tax validation based on the Global Configuration Owner. Various other enhancements are introduced, including improvements to the Worklist with a supplier site column and an updated urgent indicator, scheduled synchronization for purchase order requirement settings, and improved invoice date handling for both standard and project accounting tasks. PROCESSIT Assistant has been updated with a topic displaying all potential task types for the Worklist, describing the basic steps to complete each task.

Approver invoice edit permissions configurable to only allow GL account modification

Allowing approvers to edit accounting for invoice lines during approval tasks overwrites the settings for allowing invoice modification, which means you can configure PROCESSIT to allow approvers to change only the account code combinations for an invoice. Thise is controlled by the configuration parameters Allow Approver to Edit Accounting.

Auto-suggest performance enhancements

To optimize the task handling speed, you can limit the number of suggestions returned for automatic suggestion fields throughout the application. By enabled the configuration parameter Autosuggest limit number of rows returned, the maximum number of returned suggestions never exceeds the allowed limitation set by Max. number of rows in autosuggest. If this is disabled, users can retrieve further suggestions.

Automatic Matching Rule matches invoices based on Purchase Order line numbers

The PO Line Number rule for automatic matching is introduced. This rule matches invoice lines to Purchase Orders based on the Purchase Order Line Number found for each line on the invoice. You can utilize the Mapping Tool to map captured purchase order line numbers to fields that are picked up by PROCESSIT. You can use any XML tag to map this field.

Custom API included when an invoice is submitted

A call to an API interface for executing custom code can be enabled when a user submits an invoice from Task Details. This custom call can be used to invoke code that for instance determines the approver(s) of the invoice. Seeded custom code for the interface can found in the Customization Workbench. The seeded code applies to dispatching tasks, and will determine approvers based on business logic using the splitting functionality. This custom call is disabled by default and is controlled by the configuration parameter Enable custom call during task details submit.

Customization Workbench Call to Custom Project Account Generator and DFF Validations

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Default supplier site distribution sets automatically populated for non-po invoices

For non-po invoices referencing a supplier site with a default distribution set, the invoice lines are automatically created and populated when an invoice is created. This is enabled by the configuration parameter Default Distribution, and requires that the supplier site has a default distribution enabled.

Descriptive Flex Fields value list display enhanced

The Descriptive Flex Fields form has been improved to utilize the settings for the maximum number of automatic suggestions to retrieve based on user input. This enhances the load time for the list of suggestions and eases the selection of Descriptive Flex Field values. The settings is controlled by the configuration parameter Max. number of rows in autosuggest.

Enable Cross Business Group approval

Approving invoices can be done across Business Groups utilizing Oracle ERP HR settings for Cross Business Group. This means that your global organization can operate with for instance a top-level management group residing within a particular organization, which can have other organizations refer back to it for approval purposes.

Excel Spreadsheet Upload for Invoice and Line Creation and Submit for Processing

In addition to previously provided functionality for uploading invoice lines to an existing invoice from a Microsoft sheet, you can now also upload a batch of invoices from a spreadsheet for creating and processing invoices within PROCESSIT.

Future projects and invoices before project start dates allowed

You can now handle invoices for a project where the invoice dates are prior to the initialization of the project, for instance if goods have been ordered before the project was begun and created in Accounts Payable.

Highlight Indicator for Applied Prepayments in Task Details

To assist in quickly assessing applied payments for an invoice, you can see if a prepayment has been applied to an invoice via a visual indicator in Task Details. If the Prepayment icon is green, a prepayment has been applied to the invoice.

Invoice Account Date Validation Updates

The invoice validation procedure for handling invoice accounts and associated dates in Task Details during coding and approval tasks is updated to consider the accounting dates according to Accounts Payable specifics. Validating the account date is based on invoice line account date, then invoice header date, then the ERP settings for the organization. If no dates are found, the current sysdate is used for validation.

Invoice Line Upload via Excel User Privileges

The ability to upload invoice lines via Excel in Task Details is controlled by User Access Privilege defined in the Configuration Manager's user maintenance. The permission is revoked as default.

Manual Match Performance Optimizations to Improve Usability of Invoices with Many Lines

The manual matching procedure has been enhanced to better accommodate performance for purchase order invoices with many lines.

Match Type Column added to the PO Manual Match form in the Purchase Order segment

You can view the Match type for a purchase order lines in the purchase order segment during Manual Matching. The Matching column informs you whether the match is a 2-, 3- or 4-way match type to assist your decisions and ease the manual matching process.

PROCESSIT Assistant includes a Worklist Tasks Guide

The Worklist Task Guide in Assistant lists the different types of tasks available in the PROCESSIT Worklist. For each task type, a set of recommended actions to complete the task is shown.

PROCESSIT to Synchronize Supplier Sites Upon a Supplier Merge performed in Oracle EBS

The configuration parameter Check Supplier Merge enables a check for any Oracle Supplier Merge actions effecting the supplier or site for an invoice. If merges have occurred, the process adjust the table ap_duplicate_vendor_all data according to the d4_invocies record right before invoices are imported into open interface table. Modified invoices adds an audit entry with the title SUPPLIER_MERGE and an action description for the merge.

Resubmit Invoices for the Automatic Matching Process

For standard invoices, account coders can supply purchase order numbers for invoice lines and resubmit an invoice for the automatic matching process using the supplied data. This allows coders to utilize the automatic processes for standard invoices, avoiding manually matching invoices to purchase orders. In case of discrepancies, a super user is notified and can correct the invoice according to workflow procedures.

Retrieve seeded New Supplier data in Verify

Retrieve seeded New Supplier data in ReadSoft Verify regardless of the parameter in the Organization Type

Ship to Location information added to the Manual Match screen

The purchase order data for Ship To location is displayed in the Manual Match window. The information is shown as line data for purchase orders in the Purchase Order segment table.

Supplier Site Column Added to the Worklist

The Worklist includes an optional column to display the Supplier Site for the invoice. This way invoice task handlers can quickly identify tasks be;longing to a certain supplier location.

Synchronization for the PO Required parameters can be Scheduled

To further assist pre-population of parameters for purchase order requirements, and ensure that PROCESSIT is synchronized with Oracle E-Business Suite data, you can setup a scheduled job to populate the PO Required list with synchronized information. This is done in the Auto Sync Schedule tab, available in Configuration Manager along other settings for purchase order requirements.

Tax Validation Support for Tax Codes Owned by the Global Configuration Owner

For Oracle E-Business Suite R12, PROCESSIT supports tax calculation based on tax codes configured for the global configuration owner. This way, tax and vat for invoices belonging to particular organizations can be calculated using global settings, rather than using tax codes from the organization level.

Update to the Urgent Indicator

The indicator for urgent invoices in the Worklist has been updates to better convey the message that this invoice is considered urgent, and that action should be taken as soon as possible, and should not be confused with an error indicator.

PROCESSIT 7.3 R2

PROCESSIT 7.3 R2 introduces various new features to further automate Accounts Payable Automation and enhance the user experience with additional fields providing key data points for better decision-making. Some of these new features include, a Post Approval Workflow that allows you to validate changes made to invoices that are already imported into the ERP system, the Task Details screen now features the ability for custom fields to be added to the invoice header, the Pay Group field is now available, Tax Classification is now available on invoice lines, the Worklist now includes Invoice Due Date, and furthermore, invoice comments can now be viewed and added directly in the Worklist. Other enhancements also include, application choice of 3 application themes that alter the overall look and feel of the application, the Manual Match screen now includes several new information fields, an easy-to-access directory within the online help system includes educational slideshows and how to videos, and PROCESSIT 7.3 R2 also supports compatibility with Oracle E-Business Suite 12.2, 12.2.2, and 12.2.3. Please see below for more details on these and other new enhancements.

Application of Pre-payment Invoice Holds immediately after import to Oracle E-Business Suite

General Prepayment invoice hold(s) are applied to invoices with eligible prepayments immediately upon import to Oracle E-Business Suite, and therefore, not awaiting invoice validation to first occur.

Apply Account Codes when creating a recurring invoice

You can set a GL account code combination when setting up a recurring invoice template, so recurring invoices automatically created by the system will include the account code combination from the template. The field automatically suggests account code combinations when you start to type.

Automatic Matching Rules Update - Enhancement to Under_Bill rule

Automatic matching will now occur when an available amount on a purchase order is equal to or higher than the referenced invoice amount (i.e. under billed).

Choice of Product Themes to set the PROCESSIT UI Look and Feel

You can choose from 3 themes which determine the user interface appearance. You can choose between three themes: Mountain View for a light, lots of white space overview display, the Black Tie theme for a business-minded look and feel, or the Reactor theme to align PROCESSIT's appearance with ReadSoft Online's look and feel.

Consolidated E-mail Notification Enhancements

After a task has been completed from an email notification, the user is routed to a simplified task list containing all tasks for the user. If a user attempts to access a task that has timed out or escalated to another user, the user is now routed to the PROCESSIT Worklist.

Create Custom Invoice Header Fields via PROCESSIT's Customization Workbench

You can create custom fields that appear in the Task Detail screen, and can be used within the Configuration Manager Mapping Tool to map to the newly created fields to inbound invoice data. These fields can contain any additional information to support your invoice processing. The fields are configured in the PROCESSIT Customization Workbench and are enabled by the configuration parameter Enable Custom Header Fields. You can also define the attribute of the custom fields, such as to have AutoSuggest behavior, to be a selection list, or a data field and their display sequence within the header section or as a separate display tab.

Create Invoice User registered as part of the Workflow Activity History in PROCESSIT Auditor

When an invoice is created from the Create Invoice facility, the user who creates the invoice is registered within the system as the initiator of the workflow activity and displayed within PROCESSIT Auditor, and subsequently also shown in the Document Workflow History.

Descriptive Flex Fields extended to include validation of security rules

When saving, PROCESSIT now validates Descriptive Flex fields based upon corresponding security rules set up

Dynamic determination of recipient for Escalation Notifications

The interface call out Get next approver from hierarchy is available in the PROCESSIT Customization Workbench. It can be used to determine a custom hierarchy, and to customize the approval and/or escalation notification receivers based on complex and expanded logic. The approval hierarchy is controlled by the configuration parameter Approver hierarchy and reminder escalation hierarchy, which determines if a custom approval and escalation hierarchy is present. And, if so, you must use the PROCESSIT Customization Workbench interfaces to define a custom hierarchy.

Employee User Implementation Extension To Support User Authentication Methods

The customization interface CUSTOM_FORMAT_USER_NAME within the PROCESSIT Customization Workbench allows formatting user name and display name when the user implementation is WebLogic employee. This means you can format user names so they match the way the user name is configured in an LDAP or Active Directory directory structure. Extending the custom user name formatting, the customization interface CUSTOM_REFRESH_USERS allows you to completely customize matching employees with users in an LDAP or Active Directory environment. In that case PROCESSIT utilizes the users returned from the custom interface. You can manipulate the user data as needed, update email addresses, privileges etc. Together these interfaces enable you to dynamically map between unique Oracle E-Business Suite Employee IDs and unique authentication user IDs.

Freight and Miscellaneous amounts visible and editable in Modify Invoice screen

The freight and miscellaneous amounts are available as editable fields in the Modify Invoice screen, so the values can easily be corrected during invoice error handling.

Handle Holds Comments Field Layout Updated

The comments area for viewing and adding user comments used when processing invoice holds has been improved for faster and improved comment overview and creation.

Invoice Due date available in the Worklist

The Worklist includes an optional column to display the Invoice Due Date. This way invoice task handlers can quickly identify the tasks that might require fast or immediate processing to ensure accurate payment. The column is controlled by the configuration parameter Invoice Due Date Column.

Invoice Workflow Processing Status details included in PROCESSIT Assistant

Descriptions for each invoice workflow status are included in the PROCESSIT Assistant online help system, where they can be viewed as a tabular list or as a educational visual display.

Invoiced Quantity available in Manual Match

In addition to the quantity of Ordered, Received, Invocied and Cancelled invoices for a purchase order being available in the status information pop-up during manual matching, they are also available as separate columns for fast inspection.

Log File Maintenance Enhancement

The archive log includes data archive and purge capabilities, and provisions for the retention of the log data.

Manual Match project invoices with 80+ characters

Project strings field limits have been increased to allow extended project accounting strings with 80+ characters.

New Advanced Receipt Matching rule based on Unit Price

The Advanced Receipt Matching rules have been expanded with a unit price automatic matching rule that factors the unit price when automatically matching invoices to receipts.

Optional approval control for non-PO invoices

You can disable all approval procurement checks when approving Non-PO invoices. With this approval control disabled, the workflow process bypasses all approval checks. Disabling approval control is controlled by the customization source code All can approve available in the PROCESSIT Customization Workbench.

Oracle EBS 11i automated tax difference line insert

The PROCESSIT Tax Engine now allows for a tax difference line to be automatically inserted when auto_tax_calc_flag is enabled. This means you can use tax diff line insertion when auto_tax_calc_flag is set to Y.

PROCESSIT Assistant includes PROCESSIT Central Slide Show and How To Video Library

Within the PROCESSIT Assistant on-line help system, you now have access to PROCESSIT Central, which is where many slide shows and how to videos can be referenced to assist during end-user rollouts or just as a reference to understand PROCESSIT functionality.

PROCESSIT Assistant includes Parameter Dependencies

In the PROCESSIT Assistant on-line help system, updates have been made so that you can view which configuration parameters are dependent on other parameters being enabled or are set to an active value (i.e. enabled). This facilitates the configuration process by granting a better view of the overall configuration dependencies.

PROCESSIT Customization Workbench performance enhancements

Custom interface call-out performance has been improved to allow faster integration with custom code developed within the Customization Workbench. This means critical workflow processes applying custom code to handle customer-specific scenarios will benefit from faster processing speeds.

PROCESSIT Search and Document Details Includes Project Accounting

You can search by Project Account Segments in PROCESSIT Search by selecting project type criteria and specifying a search string. Drilling down to the Document Details information includes project accounting string for the invoice line(s) if applicable.

PROCESSIT Support for Oracle E-Business Suite 12.2, 12.2.2, and 12.2.3

PROCESSIT has been internally certified to ensure compatibility with Oracle E-Business Suite 12.2, 12.2.2, and 12.2.3.

Pay Group field available in the invoice header

You can view and edit the supplier Pay Group for a invoice in the Task Details screen. The pay group field behavior is controlled by the configuration parameters Pay Group Append Description to Name and Pay Group in Task Detail page. The Pay Group value is validated and imported to Oracle E-Business Suite along side all other invoice data.

Post Approval Workflow Capabilities

The Post Approval Workflow allows changes to invoices already imported to Oracle E-Business Suite to be validated and approved in a PROCESSIT workflow. When a change is made to an imported invoice, a superuser is notified and can approve or cancel the invoice. The Post Approval Workflow places a post approval hold on the invoices that are changed in Oracle Accounts Payable. The superuser approves the changes by releasing the hold, which is done as a PROCESSIT task, thereby providing a final approval to allow the invoice to be processed for payment.

Prevent tax from being applied when the tax code is removed in PROCESSIT

If a user manually removes the tax code on on invoice line, the system does not re-add it. This applies to both PO and non-PO invoices. The tax application is prevented whether or not there is a default tax code on the site. Invoices with more than one line will have tax codes applied to all lines with a tax code supplied in PROCESSIT.

Receipt Return information included in the Shipment Line Status during Manual Matching

Receipt returns information is available in the manual match screen during manual matching to assist in optimal matching decisions. This value can be used as a basis for matching credits against receipts, and is part of the information available in Oracle E-Business Suite.

Revert Splits displayed in user interface

When a user reverts a split invoice, the action is displayed in the Outcome Message area, in PROCESSIT Auditor, and within the Document Workflow History to enhance the user experience with up to date activity status information.

Supplier Pay Sites identified in Modify Invoice

In the Modify Invoice, the supplier location field is filtered to display pay sites only.

Task Details - Ability to select a tax classification code and have it import into Oracle E-Business Suite

Select tax classification code with the Task Details screen, and have it go through the Oracle Open Interface to be imported into Oracle E-Business Suite. The tax calculation is carried out within Oracle EBS.

Use Project Member as Approver for Project coding

For Project Accounting invoices, PROCESSIT allows approval to bypass the approval hierarchy and instead route the project invoice workflow processing to a project role, for instance the Project Manager, for approval. The feature is controlled by two configuration parameters Project Member as Approver and Role that shall approve project accounted invoices.

Validate Late-scanned invoices based upon supplier, organization and invoice number

You can choose to validate Late-scanned invoices by supplier, organization and invoice number, with no need to approve or validate other data.

View and add Comments directly in the Worklist

You can view an add comments for the currently selected invoice directly from the PROCESSIT Worklist. Select an invoice and expand the invoice detail area using the slider control at the bottom of the page. This allows you to inspect previous comments and add new comments fast and easy, without having to navigate to other screens.

PROCESSIT 7.3 R1

PROCESSIT 7.3 R1 introduces expanded capabilities for automatically matching to receipts, including more receipt data available in the matching screen, multiple new columns in the worklist to facilitate better overview for faster decision-making, improved options for displaying custom text and organization in email notification subjects, and expanded exit-points for customization integration. Changes made to user interface can now be set to persist throughout session to better accommodate how user wish to operate, and the application login has been improved. In the Task Details, several new optional fields are available, for example terms and exchange date fields. This release includes tax handling improvements, and performance enhancements to ensure fast invoice processing.

Attachments available in hold details

You can view and add attachments in the PROCESSIT Hold Details screen, similar to the attachment capabilities in the Task Details and Payables Interface Maintenance screens. Attachments added to an invoice are imported and referenced in Oracle E-Business Suite.

Customization Workbench - Custom messages for CUSTOM_GET_NEXT_APPROVAL interface

The standard invoice workflow process contains various exit points (APIs) where you can extend the application to branch out of the standard workflow and execute other processes more specific to your processing needs. The CUSTOM_GET_NEXT_APPROVAL is one of those exit points. As part of this exit point, you can create and display custom messages of your choice, prior to the invoice moving onto the next workflow step. This is a customization feature related to PROCESSIT Customization Workbench.

Customization Workbench - VALIDATE_AP_INTERFACE interface extended to default DFF values

The VALIDATE_AP_INTERFACE interface exit point within the PROCESSIT Customization Workbench is extended to default DFF values. This can be used to prevent users from having to update the value sets in Oracle E-Business Suite, and removes the need for users to manually enter DFF values.

Default the GL Date as Expenditure Item Date

You can select to default the GL Date as the Expenditure Item Date, without enabling the GL Date in Task Detail. This is controlled by the configuration parameter Enable Expenditure Item Date in UI. Additionally, the field Expenditure Item Date can be enabled in Task Details to allow users to edit the Item Date if required.

Destination Charge Account for PO Distributions Displayed

Both Charge account and Destination charge account fields are available during manual matching. If entered manually, you can supply the Destination Charge Account, which might be helpful for matching or coding an unmatched line. The destination charge account on the Purchase Order distribution can be viewed in the Manual Match and Task Details screens. In Task Details, it is in the Purchase Order info pop-up dialog box. The field is controlled by the configuration parameter Enable/Disable Destination Charge accounting.

Dynamic project accounting column based on settings

The Project Accounting column in the Manual Match screen is automatically removed when Project Accounting is disabled. Edit or correct the invoice date in the Modify Invoice screen during exception handling for initial validation errors. Correcting invoice values means no invoice re-scanning would be necessary.

Edit and correct Invoice date in Modify Invoice form

Edit or correct the invoice date in the Modify Invoice screen during error handling for initial validation errors. Correcting invoice values means no re-scanning is necessary.

Enforce Tax Code from Purchase Orders Across Multiple Invoice Tax Lines

Enhancement to enforce tax code from purchase orders across multiple invoice tax lines.

Exchange Rate field handles 18 digits decimal precision

The Exchange Rate field for the invoice header in Task Details has been expanded to handle 18 digits of decimal precision. This ensures consistency with Oracle E-Business Suite.

Expenditure type drop-down list description available

For the Expenditure Type in Oracle E-Business Suite, you can store description information in the Name column, as well as in the Description column. In PROCESSIT, the description text is displayed along with the Expenditure Type code within the field suggestion selection list regardless of whether the description was entered in the Description column or the Name column within Oracle E-Business Suite. The field is in the project accounting pop-up box.

Filtering accounting segments based on the security rules

Accounting fields in the accounting pop-up are filtered based on the defined security rules within Oracle E-Business Suite. Automatic suggestions are filtered, and the accounting segments are updated when accounting strings are saved and validated.

Invoice Date Added to the Worklist

The Invoice Date column is available in the Worklist. This allows users and analysts to focus on older invoices first and better manage their workload.

Last Assigned User Column In The Worklist And Task Detail Screen

The column Last Assigned User was added to the Worklist next to the Last Coder column, as well as at the invoice line level next to the GL Account in the Task Detail screen. This feature is enabled through the configuration parameter called Last assigned user column.

Line description to replace header description for PO invoices

For PO invoices with no lines, the default behavior is for the PO line description to be inserted into the invoice header description.

Microsoft Windows 64-Bit OS with Microsoft Hyper-V VA Installation support

In addition to the ability to be installed to run on an Oracle Enterprise Linux, Red Hat Linux, and Oracle Solaris SPARC operating system, PROCESSIT is now able to also run on a Microsoft Windows 64-bit OS as a Microsoft Hyper-V virtual appliance.

Missing Configuration Parameter Detection

Within the PROCESSIT Configuration Manager's Parameter Management, you can check for missing required parameter that will impact the system’s operations. In addition, missing required parameters used during workflow processing are also detected and flagged for resolution. In this scenario, a task notification listing the missing required parameter is sent to a superuser, who can enter the correct parameter setting, and then continue the invoice workflow process.

New role: Super users can reassign tasks, but not submit on behalf of the task owner

The Worklist Access role Reassign Task Admin can be found in the Role Maintenance allows the related users to reassign task notifications to another user, but does not allow submitting notifications on behalf of the original task owner. This allows users with this access level to view all tasks without permission to act on their behalf.

Non-PO Invoice Amounts Based On Gross Amount

For tax inclusive functionality, you can configure PROCESSIT to set non-PO invoice amounts to the grossed amount instead of the net value amount exclusive of tax, based on the configuration parameter in the Tax Engine Category called Default Inclusive Tax Flag. Using this option eliminates the need to add an extra invoice line row within ReadSoft INVOICES to get to a grossed amount

Operating unit included in the email description

To facilitate usability and improve task identification, you can use the configuration parameter Include Organization in mail subject, which enables the system to include the Operating Unit/organization in the e-mail task notification's subject line

PROCESSIT Installation Check List

PROCESSIT Assistant includes an Installation Check List, which guides you through the steps to verify that an installation was successful and that all system functions appear to be working properly.

PROCESSIT Performance Analytics Detection Reports

New fraud detection reports have been added to Performance Analytics.

PROCESSIT login screen features Business Simplified Theme

The PROCESSIT login screen was updated with a new look designed to quickly inform users of where they’ve navigated with easily identifiable login fields that respond to field focus.

PROCESSIT with Advanced Match To Receipt Capabilities

PROCESSIT features additional rules related to matching to receipts. There are 10 new automated matching rules included, of which, 5 are for invoice processing and 5 are related to credit memos. Remember that rule names are translatable using the PROCESSIT Translation Workbench.

Packing Slip, Waybill/Airbill, And Bill Of Lading

Packing slip, waybill/airbill, and bill of lading have been added as fields to the Manual Matching screen to better accommodate receipt matching.

Performance improvements

Performance optimizations have been made for submitting invoices from Task Detail, and for improved speed in multi-line navigation and to Manual Match page load.

Persisting User Interface Personalization

Changes made to UI during a session can be set to persist throughout user sessions. For instance, rearrange columns, editing which columns are visible, default column sorting, panel heights, and panel collapsed states can be retained to fit the user preferences. The settings are stored in a personalization database table. Enabling personalization must be done prior to an upgrade or installation.

Purchase Order Number Column added to the Worklist

You can identify an invoice in the Worklist based on the PO number, as for some organizations, this serves as a key identifier when doing a manual match. In addition, having it more accessible can ease inventory handling by identifying an invoice more readily in the Worklist, without having to use the PROCESSIT Search.

ReadSoft Notification Service Text inclusions

The ReadSoft Notification Service for PROCESSIT can be configured to not include the Document Activity History in the e-mail notifications sent, and also allow for including header and footer text within the Consolidated E-mail Notifications. This is controlled by the configuration parameter Action History table included in RNS emails.

Reminders workflow to the PROCESSIT Auditor

The system includes reminders within PROCESSIT Auditor as an alternative data point. Previously, the users only knew about the reminders via the Worklist.

Supplier Number available in PROCESSIT Auditor

From within PROCESSIT Auditor, it is only possible to search by Invoice Number. Consequently, some organizations processing expense claims use the expense report date as the invoice number, and therefore will benefit from having Supplier Number as a new search parameter.

Tax handling improvements

Tax handling has been improved with a common interface and configuration parameter capabilities common to both Oracle E-Business Suite R12 and 11i, and those specifically for either ERP system.

Terms date and Exchange Rate Date field

The fields Terms Date and Exchange Rate Date have been added to the Task Details screen.

The d4_users_v view can be updated with assignment date equal to SYSDATE

PROCESSIT includes the ability to allow for the d4_users_v view to be updated with an assignment date to be equal to SYSDATE via scripts.

Upload Invoice Lines To An Invoice From A Microsoft Excel Sheet

Within the Task Details screen, you can now upload multiple invoice lines to an existing invoice from a Microsoft Excel Sheet.

View comments and attachments in Search Document Details

View comments and associated invoice attachments from the Document Details screen within PROCESSIT search. User comments are also available in the the search results table, but both comments and attachments can be inspected further from within Document Details.

PROCESSIT 7.2 R4

PROCESSIT 7.2 R4 introduces a new system health monitoring diagnostics report that provides an overview of system performance, extended application access control to limit key functionality to certain user groups, In addition, you can now delegate approval authority along with transferred tasks, and other new configuration options include a check to see if approvers can be found prior to invoice routing, determining if coders can approve their own coding, and optional match hold approval control. To facilitate tax compatibility, invoice line purchase category is now available as an optional field in the Task Details screen, which now also features editable payment terms and currency fields. To enhance the user experience, key functionality can now be accessed via keyboard hotkeys, fields with automatic suggestions are clearly marked, and the Console Worklist columns are differentiated in style. PROCESSIT 7.2 R4 also brings attention to potentially missed discounts to help you focus on these immediately.

AutoSuggest Field Indicator

In PROCESSIT, AutoSuggest fields are fields that have a special behavior, which turns a regular text input field into a data field that allows for a drop-down selection of all available values (if using % as wild card) or values within the context of the data that the user is typing into the field to expedite data discovery and selection. All AutoSuggest fields throughout the interface are now indicated by a visual identifier, so users can easily see which fields exhibit this special behavior.

Check If Next Approver Is Found

When invoices are submitted, you can now ensure that the intended approver is indeed a valid and existing user. If this feature is enabled in the PROCESSIT Configuration Manager, and an approver is not found, the submitting user is made aware of this and must reassign or route the invoice manually.

Configuration Options For Displaying Users LOV

The input field suggestion lists available for selecting users when reassigning invoice tasks can now be formatted to include a large variety of user information. This way, you can configure PROCESSIT to display the user information that best suits the needs of you system users for selecting the appropriate task receiver.

Consolidated Email Notifications

The ReadSoft Notification Service can be configured with PROCESSIT Configuration Manager to now allow for consolidated email notifications to be sent to a user instead of getting a notification for each individual task. This way, users can receive a single consolidated email containing a summary of their pending tasks on a scheduled basis.

Determine If Coders Can Approve Invoices

Via the PROCESSIT Configuration Manager, it is now also possible to decide if coders should be allowed to approve invoices for which they have themselves entered GL account code information as an optional application behavior.

Diagnostics Report

The PROCESSIT Diagnostics Report provides a 37-point system health status snapshot, designed to eliminate guesswork and provide current and accurate system information critical to the resolution of application issues. The report, which is e-mail driven, can be run on an on-demand basis or as a scheduled process, and includes database, operating system, application server, and workflow processing health monitoring points.

Disable All Invoice Delegation Functionality

In case you do not want users to be able to delegate their full approval authority and limits when reassigning invoice tasks, you can disable the delegate task entirely. Users will still be able to reassign invoices, and to setup reassign rules, but will not be able to transfer their approval authority.

Disable User Access During Scheduled System Downtime

As an alternative to the option to limit login to the system during a planned downtime, you can now also choose to allow access, but to just withhold invoices from being imported into the ERP system during the specified period of time.

Exclude Users From User Lists

You can now exclude users such as contractors or inactive employees from appearing in PROCESSIT to provide an extra measure of security to prevent inappropriate or inadvertent access to invoice task notifications. Excluded users cannot be selected from the user selection fields, meaning that it is not possible to for instance reassign a task to them, delegate tasks to them, nor to split an invoice line to them.

Extended Access Control at the User Level

The User Administration Configuration within PROCESSIT Configuration Manager has been expanded to allow/disallow access to certain areas for responsibilities/users. For instance, you can choose to not display the Create Invoice and Recurring Invoices menu options in the Worklist to prevent unauthorized access, and also limit access to the Configuration Manager and Auditor modules.

Hotkey Keyboard Shortcuts for Easy Application Navigation

To enhance the user experience, lessen the number of mouse clicks required, and to help optimize the time required for performing basic accounting and matching tasks, navigation hotkeys that provide keyboard shortcuts have been introduced to the Worklist, Task Details, and Modify Invoice screen. Common actions can now also be performed with simple standard browser keystrokes, and some task procedures can be performed without ever touching the mouse.

Match Hold Approvals

If one or more holds are applied to an invoice, you can configure the system to perform advanced approval checks when a user attempts to release a hold within PROCESSIT, as a way to increase visibility to allow or disallow releasing the invoice hold. This advanced feature limits the users that are allowed to release holds to a certain scope of users, and applies requisition checks for further security.

Modify Currency

The Invoice Currency Code field can now optionally be editable to allow coders and approvers to edit the currency value for an invoice. The editable mode is controlled by a standard configuration parameter within the PROCESSIT Configuration Manager.

PROCESSIT Search - Supplier List Of Values

When selecting Supplier or Supplier Number as part of a search criterion, you can use a list of values to select the appropriate supplier. When clicking the List of Values button next to the criteria input field, a pop-up containing a supplier table is displayed. You can sort and filter this table, and select the appropriate supplier from the list to populate the search criteria field.

Payment Terms

You can now view the Payment Terms for an invoice in the Task Details screen during GL accounting and approval. Optionally, the field can be made editable to allow GL coders and approvers to edit the Payment Terms for the invoice if necessary to meet your business practices.

Position Flexfield Segment Approval Check

To allow more customizable and advanced approval processes, it is now possible to setup configuration to perform an additional approval check for invoices based on a flexfield segment value. This advanced flexfield check is optional and is an addition to standar approval checks and proces

Potentially Missed Discount Indicator

You can setup an indicator to highlight invoices in the Console Worklist that are candidates for any potentially missed discounts. The eligible discount shown is based on Invoice Date and Payment Terms for the invoice. For immediate attention, the indicator is displayed within the Worklist to provide a quick visual cue of discounts that may be missed. Using PROCESSIT Configuration Manager, you can specify the desired leadtime for when the system should display the warning indicator.

Purchasing Category

From the PROCESSIT Configuration Manager, a new field called Purchasing Category can be enabled in the invoice lines table in the Task Detail screen. Via this field, users can view, add or edit the Purchasing Category for an invoice line to complement their R12 Oracle E-Business Suite Tax implementation. The available field values are the same fields, codes and descriptions as in the Oracle E-Business Suite Payables module. If an invoice is matched to a purchase order, the corresponding item category on the invoice will default to the purchasing category on the invoice line.

Restrict List Of Valid Users In Invoice Task Details Screens

Supplier Workbench XML Invoice Upload

Organizations that are collaborating with their supply-side partners by giving them access to the PROCESSIT Supplier Workbench, can now offer XML invoice upload to their suppliers to provide an additional means of submitting invoices to streamline the invoice automation process. The initial one-time setup of the inbound XML invoice to map the fields to a corresponding invoice field is a simple drag and drop exercise, and can be performed by non technical users.

Worklist Improvements

The Console Worklist display format has been enhanced for easier overview of invoice notifications. Fields such as Date, Invoice Number and Amounts are now typographically distinct for a better and more intuitive visual experience. In addition, the Urgent Invoice Indicator has been changed from row coloring to an indicator icon. Another enhancement is the addition of a new Potentially Missed Discount indicator to provide another visual cue that may lead to an action. Lastly, the currency format has also been improved to match the format defined in Oracle E-Business Suite.

PROCESSIT 7.2 R3

PROCESSIT 7.2 R3 introduces new ways to track system and user activity featuring a new Document Change History that displays who changed what and when on an invoice, and an enhanced Document Workflow History, both of which can be accessed directly from the Worklist. To further enhance visibility of user activity, using PROCESSIT Configuration Manager, you can now enable the option to see who last coded an invoice as a column within the Worklist. Also as part of new PROCESSIT Configuration Manager options, organizations can now schedule system downtime to improve end of month processing by limiting invoice processing activity resulting in adjustments and reconciliation challenges, you can now also set maximum limits for non-PO lines, and check for holds before an invoice is submitted. An updated PROCESSIT Configuration Manager, now allows you to quickly navigate between configuration areas, and a new Parameter Management function is available to assist with setup and management of all configuration parameters, and to apply extended parameter setting options that now offer more extensibility to set the same configuration parameter for different levels- site, organization and user level- and to define the active timespan for a parameter setting. In addition to the various exciting new features, which you can read more about below in the Release highlights section, there have been a number of significant performance improvements to areas such as the Worklist, Task Detail, and PROCESSIT Adviser.

Automatic Matching Enhancement

Through a new configuration option, you can now choose to prevent an automatic match from occurring if a tax difference exists. By enabling this option, a manual match process is invoked and the requestor is send a notification for action to be taken. The requestor can then view and act upon the differences by changing the tax code used, or by altering the price or quantity to resolve the difference.

Check Hold

Enable the Check Hold option as a configuration setting to let the system check if an invoice will go to a hold process before it is submitted. Both the manual and automatic matching processes consider the difference between price and quantity ordered versus acceptable tolerances. If an automatic match would result in a hold, the invoice is now sent for manual match. Conversely, if a manual match task would result in a hold; the user is required to have Check Holds disabled to submit the invoice. Otherwise, the data causing the hold must be handled in the ERP system before proceeding with the invoice workflow. Note that check holds must be enabled for the PO_MATCH_USER for the automatic part of the check holds procedure to work.

Configuration Manager Management

The PROCESSIT Configuration Manager module user interface design has been updated to allow easier navigation between configuration setup areas. Main menu navigation options appear on the left hand side of the screen to quickly change the setup configuration area. All parameter configuration options are now maintained in a single Parameter Management setup area, which allows you to create parameter settings on site, organization and/or user level - and define active time-spans for parameter settings. You can now also easily view and export a complete list of all PROCESSIT configuration parameter settings to assist in system cutover activities.

Document Change History

View a chronological display of the attributes that have been changed for an invoice, including who changed the data, and when it was changed. Directly from the Worklist, you can now see which users have altered the invoice information, and review when for instance an invoice account line combination or quantity was changed from one value to another.

Document Workflow History

The Document Workflow History-previously available only in PROCESSIT Auditor- is now available directly from the Worklist. Select an invoice, and you can instantly see the associated business process workflow history and related invoice state information depicting the invoice processing. Combined with the Document Change History, you now have full visibility over the entire invoice process directly in your Worklist.

Last Coder Visibility

Within both the Worklist and the Invoice Task Details screen, you can now view the last person who coded an invoice if this option is enabled in the PROCESSIT Configuration Manager. In the Worklist, a column displays who last changed an account code combination for the invoice, while in the Task Details you can display a column in the invoice lines table to see who last changed a particular invoice line.

Maximum Amount Check for Non-PO Invoice lines

You can now set the maximum amount on a general expense (non-PO) invoice line at the site or user level. If a user attempts to submit an invoice with a general expense invoice line amount exceeding the configured limit, the user will receive an error message to adjust the value. You can configure a general site-specific limit, and override this limit for individual users by creating parameter settings at the user level.

PROCESSIT Application Monitor

The PROCESSIT Application Monitor has also been enhanced to report SNMP traps, to better interoperate with an organization's standard enterprise console for maximum visibility into PROCESSIT's health.

PROCESSIT Support for Sun Solaris OS

The PROCESSIT installation has been internally certified to support Sun Solaris 10 OS x86, to ensure system compatibility with the Sun Solaris OS.

PROCESSIT Virtual Appliance Installation Support for Oracle VM Manager

To complement the already available PROCESSIT VMware Virtual Appliance Installation, and for organizations who prefer or standardize on Oracle VM Manager to manage their virtualized environments, we can now offer them PROCESSIT packaged as a virtual appliance installation based on Oracle VM Manager to better align with their corporate IT standards.

Parameter Management Level Framework

PROCESSIT now features a framework that supports several configuration parameter levels. You can have multiple parameter settings for the same parameter at varying levels, which means you can set separate values for site level, organization level, and even user level. This way, single users can have parameters enabled that are otherwise disabled for the organization, and you can determine differing amounts for each user. As an example, you can set a different maximum non-PO line amount allowed for any given user. Via the time-span functionality, you can even configure different amounts allowed for a single user during separate periods.

Scheduled System Downtime

PROCESSIT now allows administrators to schedule planned system downtime to the make the AP month-end closing process easier, reducing unexpected postings and unnecessary adjustments and reconciliation during certain business-critical periods. You can disable non-Superuser access to PROCESSIT completely in a predefined time-span. Simply create a parameter setting for either the entire site or the desired organization, and set the start and end dates and times. Users trying to log in-also from email notification-are not allowed access and see a message that the system is unavailable due to scheduled system downtime.

Task Detail Validation UI update

To help optimize the information displayed on the Task Detail screen, the valid account indicator is now a single column, and displays whether the supplied Project Account or GL Account is a valid account.

PROCESSIT 7.2 R2

PROCESSIT 7.2 R2 introduces new delegation functionality to facilitate transitions of tasks between users, a new administrative user interface for a Mapping Tool to support an even greater level of specific business process customization, new rules for automatic matching to facilitate successful auto-matches for under- or overbilled invoices, as well as an Automatch Rule interface to manage and configure the automatic matching rule sequence to fit your specific requirements. In addition, new settings to optionally allow duplicate invoice numbers to be used if from a different year, enhancements to the search criteria with date ranges for multiple date types to broaden easy access to invoice information, and the Modify Invoice process has been expanded to include the option to change invoice type if necessary.

Automatic Match Rules interface

PROCESSIT Configuration Manager features a graphical user interface to easily define rule sequences for Automatic Match procedures.

Delegate Functionality

In addition to Transfer functionality, PROCESSIT now allows for Delegation of tasks to offer more flexibility in how users transition their work tasks to others who will act on their behalf when they are away from the office or during a given time period.

Determine Line Types for Automatically generated cost lines

When prorating cost lines for freight and miscellaneous costs related to an invoice, you can determine whether to create a single item line type, or if separate lines with freight and miscellaneous line types should be created.

Duplicate Invoice Number Option

You can configure PROCESSIT to allow duplicate invoice numbers to be used provided that they are not within the same year. You can define the organizations and/or suppliers where a single duplicate invoice number pr. Year is allowed, and PROCESSIT automatically adds a suffix to the invoice numbers and handles them as new invoices. Any further invoices with the same invoice number are automatically rejected.

Mapping Tool

The Configuration Manager now includes an administrative user interface on a Mapping Tool to define business and document specific mappings between inbound XML tags and corresponding ERP system fields. You can create and manage multiple mapping documents to easily test, setup, change and vary your attribute mapping rules. All rules and mapping documents can be switched on and off individually, and you can supply default values or custom SQL statements to populate the fields.

Modify Invoice Options Enhanced

Superusers are now able to change the invoice type for an invoice in the Modify Invoice screen to facilitate correct workflows for invoices that have had an incorrect invoice type.

New Automatic Matching Rule

As part of your automatic match procedure, you can choose to run the automatic match rules Over Bill with Tolerance Comparison and Under Bill.

Search by Date Range and Date Type

PROCESSIT Search was enhanced with the capability to search within specific date range spans based upon the date type selected. The date range can be defined based on a variety of document date types, including approval date, GL accounting date, paid date, and invoice date. This way, you can easily get invoice details for documents processed within a given timeframe.

PROCESSIT 7.2 R1

PROCESSIT 7.2 R1 - A new release of the ReadSoft document processing automation solution specializing in streamlining Accounts Payable processes. Among the many new features and optimizations, this release introduces rules to enforce PO requirements for invoices, including optional Automatic Invoice Rejection Management based on purchase order status, support for User-defined Invoice Rejection Reasons, validation checks to compare the Scanned Supplier Bank Account with Oracle E-Business Suite supplier bank account details and apply a bank account hold if any dispute handling is needed. PROCESSIT 7.2 R1 also introduces support for applying Invoice Pre-Payments, Workflow Process Management within PROCESSIT Adviser for error handling and faulted workflow recovery administration , as well as a new PROCESSIT Application Monitor to assist IT and Support Personnel to monitor the health of PROCESSIT and all associated components and services, and with the option to set configurable alerts. In addition to a new and more intuitive user experience, new Search enhancements include the ability to search on accounting segments, display of Descriptive Flex Fields in search results, new search operators, and extended support to allow users who did not participate in the invoice processing to search and view invoices.

Action History Enhancements for Manual Matching

During Manual Match, a user can now view relevant status and error conditions related to the causes that prevented the invoice from being automatically matched. For example, these error conditions can be related to issues such as inconsistencies between the supplier on an invoice versus the corresponding purchase order, issues related to incomplete, re-approval required, cancelled, closed, rejected or fully matched purchase orders, or missing blanket purchase order release numbers.

Automate Invoice Description Defaulted from Invoice Line

Enabled through a configuration parameter called Override invoice header description, the invoice line description with the highest amount can be used as the default invoice description for all invoices. The line description replaces any pre-existing header description.

Automated Invoice Cancellation Support

Based on Required Purchase Order Controls configuration, you can setup automated invoice rejections for situations where the referenced PO does not exist, or does not exist for the correct organization, if the purchase order is cancelled, or if the purchase order is closed. An email is sent to the supplier and the buying organization contacts, indicating the reason for the rejection. This optimizes Accounts Payable personnel time normally spent inspecting and handling invoice exceptions, and then having to contact suppliers to resolve invoice discrepancies.

Invoice Prepayment Support

You can now apply a single Oracle prepayment to one or more approved invoices within PROCESSIT to offset the outstanding amount owed on the invoices(s). This way, the supplier gets paid promptly, and you may negotiate better agreements, and be able to gain cash discounts. Consequently, this scenario also results in decreased payment amounts and reduced non-payment disputes with the supplier.

PROCESSIT Application Monitor

PROCESSIT Application Monitor is a new system monitoring application, delivering a full-scope of health status checks for servers and processes utilized by PROCESSIT, and allowing in-depth drill-down analysis and reporting, alerts management, and easy recognition of system errors. The end goal is to provide the capability to assist customer IT personnel, Professional Services, and Customer Support personnel in understanding the health of PROCESSIT and associated components and services. Alerts can be configured for increased awareness of critical thresholds, and pre-built reports showing current status or historical trends can be displayed, saved, or printed.

Required Purchase Order Controls

You can configure PROCESSIT to require a Purchase Order reference for incoming invoices based on Organization, Supplier, and/or supplier site setup. Invoices without a purchase order reference are flagged for manual match or automated cancellation.

Search Enhancements for Accounting Segment

You can extend your search criteria with more search operators, including Current User, Invoice Amount, Accounted and Approved By, and Invoices Pending Approval. Also, you can use code combinations for specific Accounting segments as the search criteria. In the search results, you are now able to view descriptive flex field information. In addition, you can configure PROCESSIT to allow users from searching and displaying invoice information even if they did not participate in invoice processing.

Supplier Bank Account Check with Invoice Hold Support

You can configure PROCESSIT to check if the scanned supplier bank account number or IBAN matches the primary bank account number on the supplier site in Oracle E-Business Suite. If there are discrepancies, PROCESSIT can apply a predefined Oracle Bank Account Hold on the invoice. A superuser is notified about the reason and can perform the necessary actions (release hold/keep hold) for issue resolution before payment processing.

Support for installing on 64-bit Operating System Environment

CESSIT now supports 64-bit installations on Oracle Enterprise Linux or Red Hat Enterprise Linux versions, which translates to enhanced memory utilization and optimized processing power for data calculations and improved performance.

User Defined Invoice Rejection Messages

Define invoice rejection codes and descriptions to better inform internal staff and suppliers of reasons for rejecting an invoice. Each rejection code consists of a selectable character code with a corresponding rejection description. This will optimize the invoice rejections process, and provide further details for a better understanding during invoice dispute handling, and to ensure consistent replies and reasons for rejecting invoices.

User Interface Update

The PROCESIT Graphical User Interface has been updated to highlight and display invoice information in an even more intuitive way to assist you in approving invoices quickly and easily. Among new features are collapsible sections for improved visibility of invoice data and to optimize invoice processing.

Workflow Process Management

PROCESSIT Adviser now offers advanced workflow process error handling, including faulted workflow process issue identification, and administrator rollback and reprocessing capabilities for one or more invoices in a user-friendly administration interface. Administrators can view current status description and system recommended actions to provide guidance on issue resolution.

PROCESSIT 7.2 R0

PROCESSIT 7.2 - A new release of the ReadSoft document processing automation solution specializing in streamlining Accounts Payable processes. Among the many other features, this release introduces accounting support for Distribution Sets, improved Freight Cost handling with optional prorated cost calculations, an improved Tax Engine support to easily distribute tax among invoice lines, Invoice Reconciliation Reports to increase visibility of invoices in progress from scan to ERP import, and easy access to Invoice Payment Information from PROCESSIT Search. In addition, other enhancements include the option to abstract the Oracle APPS schema and APPS user by creating a separate PROCESSIT schema and user, the ability to install PROCESSIT on a 64-bit processor environment to maximize performance and memory usage, and increased resiliency in the underlying workflow processes.

Action History Display of Next Approver

Users now receive visual confirmation related to the outcome of their last action, and information on who is the next approver in the approval processing flow.

Apps User Abstraction Script for Oracle EBS 11i and R12

PROCESSIT includes an optional script to abstract the Oracle APPS schema and APPS user by creating a separate PROCESSIT schema and user. This way, the PROCESSIT workflow does not depend on using the Oracle E-Business Suite APPS user, allays any IT security concerns that may be raised, and aligns with Oracle recommended best practices

Freight Prorating over Invoice Item Lines

Prorating enables Freight and Miscellaneous costs to be prorated based on the account codes supplied for item lines during GL account coding. Allocate freight costs and/or miscellaneous charges evenly across invoice item lines to allow for charges to be spread across GL accounts or Project Accounts.

Other Enhancements Include

Improvements to the Caching Function, Encryption for the EBS Adapter, and Fault Tolerance Improvements to increase resiliency of workflow processes.

PROCESSIT Auditor

Invoice Reconciliation Audit Report - The Invoice Reconciliation Report displays the count of invoices from scan to ERP import to provide enhanced visibility of the end-to-end invoice processing cycle. The invoice counts are broken down by input source channel for a fine grained view of where the invoices are in their process state.

PROCESSIT installation available for 64-bit Environment

Improve memory usage and system performance through installs of PROCESSIT into a 64-bit processor environment.

Payment information available from PROCESSIT Search

PROCESIT Search now displays payment information from Oracle E-Business Suite for all paid invoices. Handle internal or supplier inquiries easily with instant access to the Payment Information for any invoice in Oracle E-Business Suite processed via PROCESSIT

Support for Distribution Sets

Distribution Sets set up in Oracle E-Business Suite can now be used during invoice workflow handling in PROCESSIT. Save time by using Distribution Sets to automatically allocate expenses across GL accounts and Project Accounts for all invoice lines.

Tax Engine Updates

With the PROCESSIT Tax Engine, tax amounts can be calculated and distributed as item lines according to the default tax codes for the invoice supplier during import. Allocate tax costs evenly across invoice item lines to allow for charges to be spread across GL accounts or Project Accounts.

PROCESSIT 7.1 R4

PROCESSIT 7.1 R4 introduces a Customization Workbench that allows you to easily enable customizations or even create your own customizations in several coding languages, Recurring Invoice Generation to let you schedule invoices for systematically recurring invoices, the option to add a GL Date field to handle GL Dates inside PROCESSIT, a major enhancement to PROCESSIT Auditor Advanced Edition with several Detection Reports to bring your investigation into possible fraud patterns even further, the option to easily send an invoice task back to the previous user, and you can now reject invoices during the exception handling process. PROCESSIT 7.1 R4 also contains a lot of updates behind the scenes to optimize the workflow processes and make your invoice approval process even smoother.

Additional Approval Enhancements

You can now determine the user that receives notifications about additional 2-way PO match approval in runtime using customized SQL statements.

Cancel invoices from exception handling windows

You can now reject invoices from the Modify Invoice and Payables Interface Maintenance windows. All invoices rejected in these windows follow the standard workflow for rejected invoices.

Customization Workbench

PROCESSIT Customization Workbench is an Integrated Development Environment (IDE) for implementing custom code for crafting workflows to fit any business process requirements. You gain access to Dynamic APIs to enable customizations delivered by ReadSoft or to create your own customizations.

Detection Reports for PROCESSIT Auditor Advanced Edition

The PROCESSIT Auditor Advanced Edition has been expanded to include even more tools to assist you in detecting possible fraud patterns. The five new Detection Reports gives you an overview over duplicate invoice payment, possible matching suppliers, the above average payments for a given supplier, and two invoice amount reports to analyze if any amount patterns might inquire further investigation. The reports include graphs to aid you in interpreting the results.

Enhancements for applying Business Logic

You can now enable customized SQL statements for the configuration parameters that enable the main workflows, meaning you can specify the conditions for running PROCESSIT workflows.

Fault Tolerance Improvements

Main BPEL processes now utilize the asynchronous workflow prioritization which allows for improved usage of system resources.

Handle GL Date inside PROCESSIT

You can now enable a GL date field to handle and edit the invoice GL date in Task Details and Manual Match windows. If the field is disabled, the GL date is defaulted by the workflow.

Include Suggestion Box in Assistant

You can send your ideas to improve and enhance the application directly to ReadSoft using the Suggestion Box available in PROCESSIT Assistant. Are there things we have not considered or that could lift PROCESSIT to new levels in your eyes? Fill out the form and let us know.

PROCESSIT Mobile Enhancements

The PROCESSIT Mobile interface has been updated to display invoice information in an even more intuitive way to assist you in approving invoices quickly, easily and wherever you wish.

ReadSoft REPORTER connection enhancements

Actions and status information supplied for REPORTER now mirror the information available in PROCESSIT Auditor for exact data comparison. PROCESSIT exception handling status descriptions have been improved to reflect the exception handling step.

Recurring Invoice Templates and Schedules

Schedule recurring invoices to have PROCESSIT automatically create electronic invoices before the physical invoices are received. The generated invoices are based on templates that you can create from scratch or base on an invoice that has already been processed with PROCESSIT. When the actual invoices are received, they are late-scanned and matched to the invoices generated by the system.

Return an invoice to the account coder

You can now easily return an invoice approval task to the user who has supplied accounting for the invoice. Just click the Return to Coder button, and the invoice task is returned.

PROCESSIT 7.1 R3

PROCESSIT 7.1 R3 introduces attaching supporting documents to invoice records, handling invoice approval from popular mobile devices, using aliases to apply commonly used account code combinations, accounting multiple invoice lines at once, selecting responsibility when performing GL account coding, automatic suggestions in the project account coding field, and a new Translation Workbench interface for managing local language translations or customizing interface text to your company requirements or vocabulary.

Account Coding Aliases

Define Aliases for commonly used accounts to quickly apply a specific account code combination to an invoice line. Account Coding Aliases are managed and defined via a simple user-menu and are applied directly in the Task Details page's accounting pop-up for coding lines.

Application Performance Enhancements

Key workflow processes have been significantly enhanced to improve application performance response time, which means invoices can be processed even faster during automated matching, manual matching, and while performing a search.

Attach Supporting Documents to invoice records

Upload and attach documents and image files as supporting documentation to invoice records directly from the Task Details page. Attached documents are imported to Accounts Payable and are available as attachments in the ERP system. The documents can also be downloaded and viewed from within PROCESSIT.

Data Migration Enhancements

The move to PROCESSIT has been made easier for existing INVOICEIT owners. The migration tool now includes transferring the equivalent configuration setup to PROCESSIT and all invoice activity history.

Enhancements to the PROCESSIT Installer

The installation process is now even smoother thanks to PROCESSIT Installer additions which guide you through the entire installation process.

Multiple Line Accounting

Apply an account code combination to multiple or all lines via the Accounting pop-up. Supply the code combination and select the line type that should have the same code combination applied. This way, you don't have to supply the same code combination for all invoice lines.

PROCESSIT Mapping table

The Mapping Table Capability enhances the mapping between PROCESSIT and other solution applications to ensure flexibility when using different invoice profiles and when custom mappings are required to provide extensibility to solution workflows.

PROCESSIT Mobile

Invoice Approval Tasks can now be performed from popular mobile devices which have browsing capabilities, for instance BlackBerry phones, iPhones and Android phones. Via a simple interface you can view a list of approval tasks assigned to you, view the details for each invoice and the invoice image - and then select whether to Approve or Reject the invoice, and provide supporting comments. Please note, PROCESSIT Mobile is a separately licensed add-on module.

Project Accounting Code Suggestion

The Project Accounting field is now available directly in the invoice lines segment in the Task Details page - complete with automatic code combination suggestions based on user input.

Recognize Expense Accruals Early

General Expense invoices without purchase order references can be configured to be imported into Accounts Payable immediately after the invoice lines have been coded to recognize expense accruals quickly. This way, the invoices are posted and ready for handling and payment in Accounts Payable as soon as they have been submitted.

Translation Workbench

Export and import translated user interface text and corrections via the Translation Workbench interface. The Translation Workbench can also be used to change the interface text definitions to fit specific company requirements and standard terminology.

PROCESSIT 7.1 R2

Among other features, this release introduces easily accessible invoice audit trail to view an invoice's full lifecycle and segregation of duties related to invoice processing activities, the ability to enter invoices from viewing an uploaded image or without one, support for automatically generating self-billing invoices through new Evaluated Receipt Settlement capabilities, the ability to Match to Receipts, the option to extend the approval process by adding additional approvals if needed for 2-way PO invoices, configurable wait time alert notifications of goods not received, and automated configuration options migrations to facilitate cutovers to new environments.

Additional Approval Option for 2-Way PO Invoices

You can now extend your workflow approval process for 2-Way PO invoices to include extra checks by the corresponding requester or buyer associated with the PO.

Automatic PO hold notification updates

Through configuration options, you can set a maximum wait time before the system checks for released PO holds and updates existing notifications and continues with the invoice workflow.

Employee user management system

PROCESSIT can now be configured to use an internally managed user system. This way, you do not depend on Oracle fnd users. Configuration of user organization access and roles are done in a graphical user interface inside the PROCESSIT Configuration Manager.

Evaluated Receipt Settlement

Supplier Workbench Only - PROCESSIT Supplier Workbench now offers full ERS self-billing invoice capabilities that automatically generates invoices based on receipts for purchase orders. The invoice data and image is generated according to a configurable schedule, and the invoices are managed by the standard PROCESSIT workflow.

Export and import configuration settings

You can now select to import configuration settings during PROCESSIT installation. This way, you can transfer your settings from a development to a test environment then later to your production environment without worrying about manual intervention.

Export the worklist

You can now export your task list from the Worklist Console. This way, you can easily create and distribute an overview of pending tasks, or created Excel reports for further analysis from the data.

Invoice Batch ID assignment

Invoice batch IDs are recognized by PROCESSIT.

Key an invoice from an image

Create invoices easily inside PROCESSIT. Upload an image and key in the invoice details while having the invoice image shown in the same interface on the same screen. You can use this if some invoices are routed outside of the standard scanning system. The invoices are managed and validated by the standard PROCESSIT workflows.

Match to Receipt

Both the automatic and manual matching processes now allow invoices to be matched to receipts. The standard manual match window is expanded to include this capability.

PROCESSIT Adviser Enhancements

Through a single click, a new Get Log function generates a system log that can saved to a file and used for troubleshooting, or shared with ReadSoft Customer Support personnel to better diagnose possible system issues encountered.

PROCESSIT Assistant

The Assistant help system is still available as standard online help, but now you can download and install the PROCESSIT Assistant AIR application. Post comments on topics, communicate with other users, store your favorite work-related links, and view a PROCESSIT News Channel with presentations of upcoming features or related news and events.

PROCESSIT Auditor Advanced Edition

An add-on module to the standard PROCESSIT Auditor that enables you to view and inspect segregation of duties associated with activities performed related to an invoice, and easily detect situations where the same user role has performed activities that may present violations.

PROCESSIT Auditor Standard Edition

Search for specific invoices and see the full activity history for the invoice's lifecycle. The Auditor shows every action performed by users or by the system, when the action was performed, and what the outcome was. Reports are exported with a single click, and the data capture process log is available for all invoices coming in via the ReadSoft DOCUMENTS Scan and Verify modules.

PROCESSIT Virtual Appliance

As another implementation option, PROCESSIT and all Oracle components necessary to run it are now pre-configured and packaged for deployment as a VMware Virtual Appliance.

Workflow Process Maintenance

Ensure that your dehydration storage is purged regularly for best system performance using the new Workflow Process Maintenance functionality within PROCESSIT Adviser. Either run your purge plan on a scheduled basis, or purge completed workflows on-demand.

PROCESSIT 7.1 R0

PROCESSIT 7.1 R0 introduces Late scan capability to optimize existing records within you ERP system, reassign rules for task transfers during vacation or any time away from the office, support for the top 4 market leading Web browsers. simplified graphical buttons for enhanced user experience, saving partially entered GL accounting, improvements to Manual Matching, and extending the Supplier Workbench add-on module functionality to support the ability for a supplier to export submitted invoice data to a CSV file to facilitate integration with an internal Accounts Receivables system, and with the ability to upload a pdf invoice for submission. Also included is Integration with ReadSoft DOCUMENTS 7-1 and the ReadSoft Service Bus.

$FLEX$ support for Descriptive Flex Fields

You can now handle invoices with data that depend on the $FLEX$ feature for Oracle E-Business Suite Descriptive Flex Fields.

Additional browser support

PROCESSIT has been internally tested and certified for the Google Chrome and Apple Safari browsers, in addition to continued support for Microsoft Internet Explorer and Mozilla Firefox.

Additional information for manual match

View payments terms for a purchase order line and the calculated extended amount directly in the Manual Match window.

E-mail notification to supplier for rejections

PROCESSIT now lets you supply a reason for rejecting an invoice, and send an email directly to the supplier for further clarification of the rejection.

Enhanced user interface

New icons have been introduced to quickly identify buttons and several screens have received updates with focus on the information structure.

Image viewing enhancements

Images can now be viewed within the Payables Interface Maintenance and Modify Invoice screens.

Immediate document import

Images and notes handled by PROCESSIT are now attached to the records within Oracle Accounts Payable immediately after import.

Integration with ReadSoft DOCUMENTS 7-1

PROCESSIT works with the newest state-of-the-art scanning and capture software from ReadSoft. The integration with DOCUMENTS 7-1 enables PROCESSIT to support the automation of business processes associated with different business document types.

Late scan

Scan documents for already existing records within your ERP system, and have PROCESSIT attach the image to the corresponding record.

Match Hold Receiver Setup

Improved match hold receiver functionality lets you define the exact users that receive specific hold notifications via an intuitive user interface.

Packaged as a Virtual Appliance

As another implementation option, PROCESSIT 7-1 can be delivered as a VM Virtual Appliance package, ready for deployment.

Reassign rules

On vacation or out of the office for some reason? No problem, use the reassign rules to transfer all your tasks in a specified period. You can create and manage any number of rules.

Save unfinished GL accounting

A visual indicator now shows if an account code exists. You can also save unfinished GL account code information to complete later, and you can forward the task to another user if desired.

Supplier Workbench additions

Suppliers can now upload a pdf invoice and submit for processing directly from the Supplier Workbench. They simply upload and click send, and a PROCESSIT workflow begins, just as it does with any other type of inbound invoice for processing. Suppliers can now also export an entered invoice to a CSV (comma separated value) file to facilitate integration with their in-house Accounts Receivables system or to perform analysis of the invoice data using Microsoft Excel.

Urgent invoice indicator

Urgent invoices flagged in ReadSoft Verify module are now specially marked in PROCESSIT to indicate their urgency and are also presented at the top of the Worklist for ease of identification.

PROCESSIT 4.2 R3

PROCESSIT 4.2 R3 introduces various new features and functionality to significantly increase invoice process automation, new supplier management, enhanced end-user experience, expanded collaboration with supply-side trading partners, and interoperability with either Oracle E-Business Suite version 11i or R12. Improved tax handling, support for Descriptive Flexfields, parallel approval processing by splitting invoices to multiple users, Intelligent Match description rules created by users, improved system monitoring capabilities, creating new suppliers, external image archiving, enhanced hold receiver setup and an Assistant for instant help.

Automatch Optimizer

Manage match item aliases created during the manual match process, or proactively add new alternative descriptions to optimize the automatic match process.

Enhanced Match Hold Capabilities

User interface for hold messages is improved and lets you view corresponding invoice and purchase order information.

Enhanced User Interface

Required field indicators, tabbed dialog boxes and visual comments indicator, window updates and additional information available.

External Archive

Configuration options to save invoice images to a file system of your choice or to the SOA Database.

Installation Wizard

The new wizard guides you through the installation process, validates connections, and ensures a smooth installation experience.

Match Hold Receiver Setup

Improved match hold receiver functionality lets you define the exact users that receive specific hold notifications via an intuitive user interface.

New Supplier Workflow

Create new suppliers in Oracle E-Business Suite via a supplier creation workflow triggered when receiving an invoice for a supplier that previously did not exist.

PROCESSIT Assistant

Get instant knowledge about using PROCESSIT via the Assistant that offers how to video tutorials, image explanations, user-help, and system configuration information.

Parallel Approval Processing via Splitting Invoices

Invoke parallel approval processes through splitting invoice lines from a single invoice to multiple coders and/or approvers while maintaining approval rules.

Support for Descriptive Flex Fields

View and edit Flexfields for an invoice on invoice header and invoice line level.

Support for Oracle E-Business Suite 11i

PROCESSIT is now integrated with Oracle E-Business Suite 11i.

System Health Check

Enhancements to the Adviser module for monitoring application services in real-time for their up to date health status.

Tax Handling

Automatic tax calculation and tax code application based on configurable rules. Editable tax for Oracle E-Business Suite 11i.