What's New?

General Syncrofy

View Original Documents at ISA Level. Syncrofy now allows you to view the entire document at the ISA level and not just from the ST to SE level. This is in addition to being able to download the entire file at the ISA level. This feature is available upon clicking ‘View Original Envelope’ within the document details page.

User Permission for Flow Direction. Syncrofy can now separate permissions by direction and type of document so that users can have visibility into only those documents which are based on the combination of the documents flow direction and the document type. Users can also filter on flow direction on the documents list page.

Instantaneously Email Reports and Dashboard. Syncrofy users now have the convenience of emailing Reports and Dashboards directly from the application to one or multiple business email addresses and/or distribution lists. The receiver of the email would need to be a registered Syncrofy user to be able to access the link within the email.

Auto-sending Notifications to Multiple Emails and DLs. Syncrofy now allows you to auto send custom notifications to multiple email addresses and/or distribution lists, so that a user or group of users can auto receive those notifications in their inboxes. The receiver of the email would need to be a registered Syncrofy user to be able to access the link within the email.

What's New?

General Syncrofy

Replay a document, batch of documents, or a file in Syncrofy. Syncrofy now allows you to replay a document, a batch of documents, or a file. In the past, Syncrofy was a read-only solution. Now for the first time, you can send data from Syncrofy to internal teams or your trading partners. Upon replay, Syncrofy uploads the replayed item onto an SFTP server. From there, you have the ability to download or share it with your internal teams or trading partners.  

**PLEASE NOTE – Replay requires some manual set up and an SFTP server to be created.  Users also require special permission to leverage Replay functionality.  Replay functionality is available to full cloud Syncrofy customers only. Contact your Customer Success Manager to discuss how to take advantage of this feature. ** 

XML Parsing Capability. Syncrofy now has the ability to parse XML data. It can now add data to the original EDI document by uploading the XML—allowing you to upload the delta in data through an XML file and further enhance your EDI document. The XML data is then available to download to a CSV report so you can share it with your internal teams and trading partners.  

**PLEASE NOTE- XML Parsing functionality is available to full cloud Syncrofy customers only.  Contact your CSM to discuss how to take advantage of this feature. ** 

General  improvements and more...

We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. 

If you have any feature requests for Syncrofy, visit the  Syncrofy Ideas Portal  to submit, vote for, and review other great ideas. The Syncrofy Product team reviews these on a recurring basis for future development. 

What's New?

General Syncrofy

Improved Dashboard Widget Underlying Data Navigation. Syncrofy now creates a list view of the widget's underlying data so that you can save the view, download it, add filters, and much more. This improved functionality will speed up your reporting workflow and allow more flexibility. 

Clicking upon "view underlying data" will navigate you to an already pre-filtered list view based on the widget data. 

Planning Schedule (830) Enhancements. dates to the Syncrofy now supports the document and release numbers in the 830 Planning Schedule. You can now add this as a column or a filter in all your reports. 

Enhanced CSV Reporting. Syncrofy now supports the listing of unique combinations of ASN and Purchase Orders upon download of the CSV. This should make it easier to consume all future reports. 

General Improvements and more...

We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. If you have any new feature or enhancement requests for Syncrofy, visit the Syncrofy Ideas Portal to submit, vote for and review other great ideas. They Syncrofy Product team, reviews these on a recurring basis for future development. 

What's New?

General Syncrofy

Easily search for filters. Syncrofy now allows you to quickly search for filters-- speeding up your workflow when creating reports. This functionality is now incorporated in Documents, Orders, Shipments, Files, and Exceptions.

Do YOU have an idea? WE want to know! We welcome all opportunities to improve the overall Syncrofy experience. Visit the Syncrofy Ideas Portal to submit, vote for and review great ideas. You can now access the ideas portal through our help menu in the application.

Syncrofy for Supply Chain Only

Add “Late Invoice” exception to invoices. Syncrofy now proactively notifies you when an invoice is late for an order. To set this up, simply head over to “Order Lifecycle Configurations” and customize what you consider to be a late invoice. For example, you can setup a rule to expect the invoice by the shipped date so you can stay on the same page with your trading partners and ensure your invoices are sent on time.

Step 1: Add an exception rule                      

Step 2: Click on late invoice exception

Step 3: View the invoice and all its details. You can also manually resolve the exception.

General Improvements and more...

We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. If you have any new feature or enhancement requests for Syncrofy, visit the Syncrofy Ideas Portal to submit, vote for and review other great ideas. They Syncrofy Product team, reviews these on a recurring basis for future development. 

 What's New? 

General Syncrofy

• Introducing Purchase Order Requested Pickup Date. You can now filter Purchase Orders by the 'Requested Pickup' date using the documents filters - allowing you to see the exact date by including the requested pickup date column in your documents list view. When you open a Purchase Order document, if a Request Pickup date exists, it will show up under the important dates' column. This new field allows users to track their POs in the same way others use the Expected Delivery or Expected Ship dates to ensure you are meeting expected deadlines.
• Grocery Product PO Exception Creation! Wish you could be alerted if your ASN was processed after the Grocery Product Purchase Order expected delivery date? Well, now you can! Syncrofy allows you to create SLA exception rules for the Grocery Product Purchase Orders (EDI 875) documents. The SLA rules enable or your trading partners to be alerted when certain circumstances are met to ensure you can resolve any issues before they become a bigger problem.
• Searching for Contract Numbers. The Product Transfer Account Adjustment (EDI 844) contains a search bar to help quickly find a specific line item. We've now enhanced the functionality to allow you to search for contract numbers. This is very helpful as many of these documents contain hundreds of line items which make it challenging to sort and find a specific contract. When you open the document, type in the contract number in the search bar above the table and see the contract show up in a matter of seconds.
• No More Squinting on Dashboards! Syncrofy facilitates the creation of incredibly useful dashboards, and in each dashboard you can add many relevant tables and charts to monitor and track KPIs and identify patterns. However, the more widgets you add, the more cramped a dashboard may look. Syncrofy now allows you to expand any individual widgets by clicking on the exapansion icon on the top right of the widget within a dashboard to better view the details. Once you are done with seeing the zoomed-in data, you can then shrink the widget by clicking on the shrink icon on the top right of the widget bringing back the dashboard to its original state.

Syncrofy for Supply Chain Only

• Visibility into Product Description and Identifiers. Syncrofy's mission is to make your supply chain and EDI data more business friendly. With this in mind, we now include your line-item descriptions and identifiers in your order information tab. To access this information, simply search for an order and open the Order Details view; then navigate into the line items table in the "Order Information" tab to see the description column appear next to the product ID. Additionally, you will find the product identifiers information when you expand any of the line items for each of the products in your order.
• Order Status Document Enhancement. The Orders Details view now includes links to the Purchase Order Acknowledgement (EDI 855) and the Purchase Order Change (EDI 860) documents under the "Order" node within the 'Order Status' timeline. If these documents exist, you can now be able to quickly access them by expanding the hyperlink under the "Order" node and clicking on the documents of interest.
• Order Exception Filter Update. The Order List view now includes a new "Exceptions" filter option that enables users to quickly find orders that contain a "Late Receiving Advice" exception. Simply open Syncrofy to the Orders List view and select the "Late Receiving Advice" option under the Exception Rule filter. In order to see the exact rule appear on the list view, don't forget to add the Exception column as well.

General Improvements and more...

• We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. If you have any new feature or enhancement requests for Syncrofy, visit the Syncrofy Ideas Portal to submit, vote for and review other great ideas. They Syncrofy Product team, reviews these on a recurring basis for future development. 

 What's New? 

General Syncrofy

• Document ID Number Search. While you may recognize an EDI document type by its name, other may be more comfortable with its ID number. Now, it's no problem either way. Syncrofy now allows you to search a document by either format by going into the Documents tab and clicking on the document filter and accessing the search bar. You can then type the ID or the name to quickly find the documents of interest.

• Introducing the Errors Number Counter! Many have requested the ability to filter for documents by the number of errors, and now you can! When you open the Documents tab, you can now use "Number of Errors" filter to quickly find the documents impacted. Additionally, you can also use this filter when creating dashboard views for reporting. As a reminder, document errors are provided through the functional acknowledgement (997) and application advice (824) documents. 

Syncrofy for Supply Chain Only

• Unit Mismatch Discrepancies. Syncrofy has added a new discrepancy checker when performing the 4-way checker between the purchase order, the advanced shipment notice, and the invoice called the "Unit Mismatch". If a unit mismatch discrepancy exists when you open an order, you will see a new hyperlink under the Shipment or Invoice Discrepancy widgets. These unit mismatches will also be highlighted with the alert icon in the tables within the Shipment and Invoice tabs on the impacted line items. Additionally, you can now filter for orders with unit mismatches in the Orders tab and you can filter for these mismatches when creating dashboards to improve monitoring, tacking, and reporting on order discrepancies.

• Bug Fixes and General Improvements. We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. If you have any new feature or enhancement requests for Syncrofy, visit the Syncrofy Ideas Portal to submit, vote for and review other great ideas. They Syncorfy Product team, reviews these on a recurring basis for future development. 

 What's New? 

General Syncrofy

• EDI Original Transaction Access. Syncrofy already empowers you to see EDI transactions and their underlying data in an easily digestible, human-readable format as well as its original format via the 'View Original Transaction' feature. Now, your invited partners can view the original EDI transaction.

• Bug Fixes and General Improvements. We continue to make updates to the Syncrofy UI to ensure consistency and improve performance.  

 What's New? 

General Syncrofy

• Transaction Type Code Support. Syncrofy now supports the Transaction Type Code value from purchase orders in several different ways. Upon navigating to a purchase order details page, you can now see the Transaction Type Code under the "General Data" column. The Transaction Type Code is also available in the Documents List View as an applicable filter and addable column. Additionally, you can now create SLA and Value rules using the Transaction Type Code as a filter within the purchase order to ensure you are proactively notified if any issues come up. 

What's New? 

General Syncrofy

• Mass Reprocessing and Controls. We previously released features allowing you to reprocess multiple documents from the documents list view and report on when they were reprocessed. We've expanded on this functionality and you can now grant users permission to "Select All' and admins the ability to 'Select All' documents for reprocessing to see the latest views. We will also display a pop-up to keep you up to date on the progress of each request.

• List Filters Enhancements. You asked for it, and we delivered! You can now select 'future dates' from your date filter drop down options (e.g., Tomorrow, Next Week, Next Month, Next X Days). These new filter options will assist your Inventory Management teams and help to identify potential product stockouts. Stay tuned for more filter enhancements coming soon and let us know if you have any additional requests!

Syncrofy for Supply Chain Only

• Order History Timeline Filters. Ever want to quickly find a document by type or by date in your Order History Timeline? Well now you can! Open an 'Orders Details' page and use the new filters found above the timeline to instantly search or sort the associated documents by type or any specific date. Auditing of your timelines just got much easier!

What's New? 

General Syncrofy

• More Data, Less Problem! Syncrofy now displays relevant "Charge and Allowances" information on the purchase order document view. This information will assist your credit teams and empower them with additional data pertaining to charges and allowances. You can access the information by opening a purchase order document and expanding the section found under "Other Information" 

Syncrofy for Supply Chain Only

• Invoice Discrepancies! Syncrofy now includes an invoice discrepancies KPI scorecard in the Order Summary view which indicates if the order is being under or over charged. The invoice scorecard also displays the number of impacted line items out of the total ordered line items and includes a link that will direct you to a filtered Order Information view that displays the line items in question - making it easier for you to find discrepancies impacting an order.

What's New? 

General Syncrofy

• Document Reprocessing - Part 1! We're always looking for ways to improve how we support documents by pulling and displaying data for you to utilize, Previously, updated views only displayed newly created documents leaving you with different views. Well, this is now a problem of the past as Syncrofy allows you to select multiple documents and reprocess them all at once to ensure they're all updated and include the latest and greatest views and information! In the Documents List tab, select the documents in the view you want to update and click on the "Reprocess" button. This will update them and ensure consistency across your documents details pages. Be on the lookout for more reprocessing upgrades coming soon!

Syncrofy for Supply Chain Only

• Enhanced Shipment Discrepancies Scorecard! The shipment discrepancies scorecard in the Order Summary view has been enhanced to include a description of the type of shipment discrepancies (i.e., short-shipped, over-shipped). The updated scorecard also displays the number of impacted line items out of the total order line items and includes a link to display the impacted line items in the Order Information view.

• Enhanced Quantity Discrepancies Display! If an order has a quantity discrepancy, you can now hover over the line-item discrepancy notification box to see a detailed discrepancy description summary pop-up. The pop-up will include the type of discrepancy and include the comparison of items ordered vs. shipped and determine if any of the product has been shipped or received at that point. This pop-up will also indicate if the line documents (e.g., PO, ASN, Invoice) include mixed units of measure.

• Original vs Current Fill Rate Transparency. We recently released the ability to switch the Orders Summary view between the Original Order and the Current (Modified) Order view when a purchase order change occurred. Now, you can also switch in the "Order Information" tab to see impact to line items between the Original and Modified order. Additionally, in the Order Summary History timeline, when you expand the purchase order change details, you will see the change description to indicate if the line item decreased or increased in order quantity; making the P.O.C. impact much clearer for the user and reducing the need to open the document to see the details. 

What's New? 

General Syncrofy

• Invited Partnership Access Visibility! We now provide the ability to download a .CSV of your invited partners including their current status in order to identify which partners have access and which are pending acceptance. This report provides full transparency to assist with partnership access management. 

• I Want It All... And now you can with the new "Select All" option within the List View filters! Long gone are the days of endlessly selecting one field at a time in a filter with a pre-defined drop-down list. Now, when you need to filter for multiple options, you can "Select All" and deselect the few options that are not required. 

Syncrofy for Supply Chain Only

• Discrepancies Monitoring and Reporting. Syncrofy now tracks when an order has line items with quantity discrepancies between the order, shipment, and invoice. When using the Orders List view, you can now filter for "Quantity Discrepancies" to identify orders that have been Short Shipped or Charged, Over Shipped or Charged, and orders that Shipped But Not Ordered goods. You can also select the "Quantity Discrepancies" as a filter when creating dashboards to track across your orders or at the product level to identify patterns or opportunities to improve orders fulfillment with your partners. 

• Fulfilled But Not Satisfied? - Part 2! As part of our continued effort to improve accurate reporting and auditing, Syncrofy now allows you to shift between the original order fill rates and the current order fill rates in the Order Summary details page. This becomes useful when comparing the fill rates for an order that has been changed to compare just how much of the original order was fulfilled.

What's New? 

General Syncrofy

• Continous Improvements! We're always looking for better ways to support EDI documents by displaying important information for end users and correlating data from associated documents. This week we've enhanced the Product Transfer Account Adjustments (EDI 844) and the Shipping Schedule (EDI 862) document details views. Check them out and let us know what you think!

• Similar But Not The Same. The "Manually Acknowledge" button has been replaced with "Manually Accept" and has been added as a filter in the Documents List view. This makes the status of a document much clearer for those transactions where partners don't use the Functional Acknowledgement (EDI 997) or the Purchase Order Acknowledgement (EDI 855) to confirm the acceptance of an order. It also enables users to track and report on all documents that have been manually accepted.

Syncrofy for Supply Chain Only

• As Clear As Day... The "Order Information" tab now distinguishes the line items ordered versus the line items shipped but not ordered in two separate tables. This makes it much easier to distinguish which items shipped but were not ordered without opening your shipments to see what items not ordered were delivered within each shipment. 

• It Ain't Over 'Till It's Over! You ever wanttedt o monitor or report on how long it took to finish shipping the goods in an order? Now you can with the new "Last Shipment Lead Time", which calculates the number of days between order date and the latest "most recent" shipment on the order. You can see this value as a column in the Orders List view, and filter using this field to see orders which have a particularly long (or short) Last Shipment Lead Time.

• Fulfilled but Not Satisfied? If a supplier or customer changes the quantity of goods in an order, you may want to measure the fill rates based on what was originally ordered, not the changed order. If your order has changed since it was originally placed, Syncorfy now enables you to filter and view the "Original Fill Rates" in the Order List view as well as report on this when creating dashboards. This allows you to track your fill rates more accurately by comparing the original order versus a current (modified) order.  

What's New? 

General Syncrofy

• The Great Expansion Continues! You asked for it and we delivered! Syncrofy now supports andprovides visibility into the Request for Routing Instructions (EDI 753). You're now able to search for and see all relative information regarding this document and view them in the timeline for assosiated purchase orders.

• Would You Look at That! The views for the Warehouse Shipping Advice (945) and the Product Transfer Adjustment (844) have been enhanced as we thrive for consistency across all your document views. Additionally, line-item info with further details have been made visible. Check them out and let us know what you think!

What's New? 

General Syncrofy

• It’s All in the Details! More in-depth visibility into errors across your documents allows you to easily discover which document segments are impacted, error type, and messages you’re receiving across your EDI documents. This empowers you to identify error patterns so you can proactively work to improve processes and avoid those missteps going forward. 

Syncrofy for Supply Chain Only

• You Can See Clearly Now. The Order Summary “History” widget now includes links to associated purchase orders changes (860) and purchase order acknowledgements (855). It also displays important information such as who submitted it, order modifications, and acknowledgment status—all without having to open the document! For additional information, click the document link to open the detail view.

Bug Fixes 

• This release also includes general aesthetics improvements to enhance usability and consistency across the application. 

What's New? 

Syncrofy for Supply Chain Only

• Go Back in Time! There's a new widget on the Order Summary screen called “History” that shows the full timeline and all correlated documents for that order. View the documents that were processed and correlated at a glance including key details on how they affected the order. If you’re used to EDI visibility timelines you’ll feel right at home with this addition. We look forward to your feedback as we improve it!
• Mo’ Filters, Mo’ Productivity. You can now filter, group by, and add the “Ship to Location” code and type to anywhere you use order or shipment-related datasets. Search for orders or shipments that were marked for delivery to a specific location to find what you are looking for faster than ever before. But the speed and ease-of-use doesn’t stop there! You can also analyze and group this information in dashboards and reports to gain deep insights into your orders and shipments based on their destination. 

General Syncrofy

Bug Fixes

• This release includes several general improvements and bug fixes. 

What's New? 

General Syncrofy

• More Data On-Demand! Syncrofy will now provide a link to the source and additional information about the acceptance status of a document—enabling you to quickly find out why a document was accepted or rejected faster than ever before! 

Syncrofy for Supply Chain Only

• Filtering Options Galore. We’ve exposed the total quantity ordered value for use in list views and dashboards so that it can be filtered and reported on. Use this data to help get a sense for how large a shipment is going to be or to compare relative sizes between orders. 

What's New? 

Syncrofy for Supply Chain Only

• Search Like Never Before. You asked and we listened! You can now search for order lifecycles based on product codes at the line item level. For example, search for an order by its specific UPC or SKU. You can use this functionality in any order lifecycle or shipments dataset. Check out your list of orders (main Orders screen) or Dashboards to take it for a spin. And stay tuned for more line item level searching in the future! 

What's New? 

General Syncrofy

• Do More with Your Contacts. You can now view and filter on the contact information included in a Purchase Order (850), specifically the PER segment. Search by contact type or name and add that information as a column for a quick view at a glance or to export as a CSV.

• Note: This functionality is also available in order lifecycles for Syncrofy for Supply Chain. 

Bug Fixes 

• This release also includes over a dozen small improvements and bug fixes throughout the application. 

Syncrofy for Supply Chain Only

• Say Goodbye to Invisible Invoices! We’re excited to announce that order lifecycles now provide visibility into your invoices! This includes one of our most requested features—three-way match between the quantity ordered, quantity shipped, and quantity invoiced. View all the invoices for an order in the handy new “Invoices” tab as well as key info like billing information, charges and allowances, and of course the details of the invoice. We’re thrilled to release this first look at invoice functionality and look forward to your feedback! 

• Location, Location, Location. You can now see basic location information on the “Order Information” tab of the order lifecycle page! Stay tuned as we add more to this over the coming months. 

2021-01-06

2020-12-22

2020-12-05

2020-11-20

2020-10-27

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2020-08-11

2020-07-21

2020-06-04

2020-05-19