The latest update release of PLANERGY went live over the weekend of the 12^th/13^th of June. See below the updates made in this release.

What’s New

Customisation and Integration are the order of the day with our latest update release. New integrations for Slack and Microsoft Teams introduce even more options for how you receive notifications from PLANERGY. The options available for PunchOut supplier catalog integrations have also been expanded. Custom reporting dashboards and customisation of the standard reports are also now available to let you tweak the software even more to suit your individual needs.

More details on all of these below, and as always we love to hear your feedback on the updates so let us know what you think!

Microsoft Teams and Slack Integrations

We have added new integrations for Microsoft Teams to allow you to receive notifications in these applications. Each user can decide which channel their notifications should go to and which specific notifications should be sent there.

You will then receive the notifications you have selected in that channel:

Our help content related to these integrations is not yet added to the Help site but if you need any help getting up and running please contact the Support team.

AP Automation Improvements

Continued improvements for our AP Automation module improve the field mapping and data extraction for PDFs. Invoice Number, Due Date, Invoice Total, and Line Matching are greatly improved.

The scanned invoice total will also now be available just below the total based on the PO information for easier comparison.

PunchOut Integration Improvements

As more of you have started using PLANERGY with PunchOut catalogs we have been receiving feedback and improving how these work. A few improvements are included in this release.

Unit of Measure

When a PunchOut catalog has a unit of measure this can now be mapped to the Unit of Measure field in PLANERGY. An additional field UNUOM assigned to the Unit of Measure will be available for this purpose when your account is using PunchOut catalogs.

Catalog Only PunchOut

The standard process with PunchOut integrations is that orders are created in the suppliers webshop, approved in PLANERGY, and then placed through the webshop. In some cases, you may not want to place an order through your suppliers webshop and just use PunchOut to get up to date pricing into PLANERGY. In this case items are selected using PunchOut but the final order will be placed using a standard PO sent from PLANERGY.

Additional Customization Options

This release introduces a couple of key improvements to allow better customization to suit your own needs.

Advanced Reporting – Custom Dashboard

If you are a user with access to the Advanced Reporting section of PLANERGY you will now be able to customize the dashboard to choose which reports are shown. You can resize and reposition the reports to suit your needs. You can also have multiple versions of the same report or graph with different filtering. This can be very useful if you want to keep track of multiple departments, for example.

There will be an additional list of available reports that can be included but if there is a report you would like to see included here let us know.

Custom Report Tables

Every report in PLANERGY can now be customized at the user level. You can decide which columns you want visible on each report and set the number of results shown per page. The available columns are initially restricted to the default list previously visible on the report, but if you would like to see a new column made available on any of the reports please do let us know.

The options to edit are available from a new settings button at the top left of the results table.

Other Improvements

• Notifications Improvements: The introduction of Microsoft Teams and Slack integrations are coupled with some improvements to the loading of the notifications and improvements to the settings page for notifications to make it easier to customise your own settings.
• Oracle Peoplesoft Integration Improvements: The options for assigning data to the currency field have been improved.  
• Smaller fixes: Received Uninvoiced rounding improved, supplier approval messaging improved, Safari browser layout improvements, and many other improvements.

The latest update release of PLANERGY went live over the weekend of the 5^th/6^th of March. See below the updates made in this release.

What’s New

This release introduces further improvements to our AP Automation module with even better AI. If you are using the feature to track if a supplier views and/or accepts a PO you have the flexibility to turn it on or off at the supplier level. There is a new optional setting to remove approval requirements for edits to a PO. Our login page has also received a fresh lick of paint, and you may see a hint of some other big news to come on the left side of the screen on the login page, our rebrand to PLANERGY. More on that later. For now, let’s stick with the updates in the release.

AP Automation AI Improvements

When processing invoices using our AP Automation module you will see some improvements to the AI and workflow. Invoice number, invoice date, and the scanned total from the invoice will now be populated on the left of the screen along with the relevant information mapped from the PO. Processing invoices has never been easier!

Remove Approval Requirements When Editing a PO

Over the years we have had many requests to remove the requirement for edits to POs to be approved. In most cases we don’t recommend using this option, because an edit can change the value of the originally approved PO the edit should normally go back through the approval process. But if it suits your requirements to be able to edit POs more quickly without going back through multi-step approval workflows. Just make sure you are careful to only give the right users permission to make edits when using this option as they will be able to edit without further approval.

To enable this option please contact our support team and they can help update your account settings.

When using this feature the person with permissions to edit will be immediately able to save the changes using the ‘Complete Changes’ button on the ‘Pending Changes’ page.

Per Supplier Settings For PO View and Acceptance Tracking

When using tracking of when the supplier views a PO or the workflow that tracks the supplier’s acceptance of a PO with confirmed delivery date this was previously set at the account level and applied to all suppliers. It is now possible to customize this on a per supplier basis.

By default the setting will still be applied to all suppliers but on the Edit Supplier page you will now have an option to disable this for individual suppliers where it may not be relevant to the goods or services they will provide.  

New Login Page Design

The login page has been redesigned to be a bit more pleasing on  the eye and improve user experience when accessing the software.

Other Improvements

• Print and Download Purchase Requisitions: Options to print and download a PDF version of requisitions are now added to the View Requisition page. Previously that was only possible for POs.
• Notifications mobile UX improvements for mobile devices: You can now swipe left to delete a notification or swipe right to mark a notification as read when viewing notifications on a mobile device
• Updated currency list: Zimbabwe dollar (ZWL) has been added to the list of available currencies in the software
• Smaller fixes: Custom exports can now include the ‘Discounted Price’ as a column, Roles can now include the licence type when using the Requesting module, and many other little improvements.

The latest update release of PLANERGY went live over the weekend of the 16^th/17^th of December. See below the updates made in this release.

What’s New

This release introduces a new notifications engine with settings for the notifications received editable at the user level. It is also now possible to add multi-factor authentication for accessing your account, there are improvements to the Twinfield integration, improved display of items with multiple rows of fields, along with many other improvements.

In App Notifications

With the introduction of in application notifications it will be much easier to keep track of any updates directly in the application. A notification bell beside the user settings link at the top right of the screen will highlight with a red circle to let you know you have notifications. How many notifications you have will be shared by a number showing in the circle. 

These new notifications are in addition to the standard email notifications already sent from the application. By default all of the notifications will be shared in both formats. But there is also a new option to edit your user’s notification settings to choose which notifications you receive and when. Don’t want to flood your email inbox with notification emails? The power is yours! You can access the relevant settings from the User Settings page (the link with your user name beside the notifications bell)

Multi-Factor Authentication (MFA)

Multi-factor authentication can now be enabled for any existing account of PLANERGY. When using this option users accessing the system will need to know, the login page for the account, their user email address, and their login password. They will also need an additional factor, a validation code or QR code, depending on the options chosen for MFA.

When using email for MFA a validation code will be sent to the relevant email address:

When using QR authentication a QR code will be available on the login screen that will need to be validated using a QR Authenticator App, such as Microsoft Azure Authenticator:

If you would like to implement multi-factor authentication on your PLANERGY account please contact the support team using the in-app support option or by emailing [email protected].

Multi-Line Item layout on PO and Invoice improved

When using custom fields you will have a multi-line layout for the items section. There have been some design improvements to differentiate more clearly where a row is another part of the existing line item and where the next line item begins. 

Other Improvements

• User Transaction Limit and Monthly Limit upper limit increased: You can now set these user limits to a higher value than ever before, especially useful for currencies with a low value.
• User Search by Licence Type when using Requesting: When using the Requesting module you can now search by the type of licence Request/Enterprise.
• Peoplesoft Integration Improvements: Extra flexibility added for field mapping when integrating with Peoplesoft.
• Advanced Reporting Updates: Improved controls on sharing custom reports, IE layout on Advanced Reporting Favourites page has been improved
• Smaller fixes: Issue with Control Panel Department export, duplicate order terms automatically update to the new default terms for the supplier.