- Accounts Receivable
- Accounts Payable
This release went live on the evening of August 18, 2023.
Define requirements for vendors to ensure compliance
The 2023 R3 release introduces a feature in which you can define vendor compliance requirements and validate that vendors have provided required documents. For example, you might require contractors to have adequate liability insurance or a specific license. In R3 you can define compliance requirements in the insurance and miscellaneous categories, specify whether to validate by document or expiration date, and optionally prevent bill payments to out-of-compliance vendors. You create compliance records to apply your requirements to specified vendors and track their compliance.
NOTE: To enable the Vendor Compliance subscription, first enable Accounts Payable, Purchasing, and Construction. Vendor compliance is available only for Construction at this time.
For more information, see:
Single payments for multiple customers — Early Adopter
The 2023 R3 release introduces a new early adopter feature: the ability to receive payments for multiple customers in a single request. You can use this feature at times when you need to receive a single payment, but apply the payment to invoices that belong to different customers. For example, when an insurance company submits a single payment for multiple patients at a facility. To learn more about this feature, see Receive a payment for multiple customers. If you would like to consider being an early adopter of this capability, contact Customer Support.
After this feature is enabled and set up, you can create an
ARPYMT to receive payments for multiple customers in a single request as follows:
- Do not include
CUSTOMERIDin the header of the
- Instead, pass the new
PAYERNAMEfield in the header of the
ARPYMTrequest. This field should contain the name of the payer who is paying the invoices on behalf of multiple customers.
- Then include the payment details for each customer.
For more information, see Create AR Payment.
When you read an
ARPYMT as described in Get AR Payment and that AR payment includes payments for multiple customers:
RECORDTYPEfield returns a value of
- Several header level tags are blank, including:
- Payment details include a new system-generated field,
MULTIENTITYPYMTKEY, that contains the record number of the parent record when payment for multiple customers has been received.
Starting with 2023 R3, you can establish the sequence number for your Accounts Receivable payment documents. To learn more about how to set up Document Sequencing, see Configure Accounts Receivable.
If Document Sequencing is enabled, when you read an
ARPYMT as described in Get AR Payment, the
RECORDID field in the payment details contains the document number based on the sequence you established. If Document Sequencing is not enabled, the
RECORDID field in the payment details does not contain a value.
New field to designate an existing summary for AR advances
A new read-only
STATE field in the
VENDOR object shows the approval state of the vendor. Possible values are
A (approved) and
S (submitted). Vendors in submitted state cannot be paid until approved.