Purchasing

Other updates to AP Automation with Purchasing

This release brings the following updates to AP Automation with Purchasing.

Support for Advanced Audit Trail

For companies that use Advanced Audit Trail, you can now subscribe to AP Automation, including the extension to Purchasing, to automate incoming transactions.

Advanced Audit Trail track access to personal data stored in contact, customer, and vendor records to comply with data protection laws, such as HIPAA.

Change in sequence numbering requirements

Document sequence numbering is no longer required for transaction definitions that you select to automate. This gives you more flexibility with the automation, allowing you to add document numbers after the draft is generated.

Permissions and other requirements

Subscription	Purchasing Accounts Payable Sage Cloud Service
Regional availability	All regions
User type	Upload transactions for Purchasing automation Business, Platform, Project manager, or Warehouse user View, edit, and post automated transactions Business, Platform, Project manager, or Warehouse user Move a draft transaction to the Accounts Payable workflow Business user
Permissions	Accounts Payable permissions AP supplier invoices: Add (to change a draft transaction to an AP AP supplier invoice) Purchasing permissions (to view or edit the emailed transactions) Automated transactions: List Purchasing transactions: View, Edit, Add
Configuration	Enable draft mode selected for the top level and each entity Select one of the following options: Automate transactions with document matching Automate transactions without matching