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Release Notes

2022-11-13

11/14/2022 

General Syncrofy 

 

Filter groups by document + directionality.  Syncrofy now allows you to configure groups to view selected documents and directionality – Ensuring users only see data that impacts them. 

 

 

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.  

  

 

 

2022-04-26

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.

2022-03-19

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. 

2021-09-21

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. 

2021-08-18

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. 

2021-08-03

 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. 

2021-07-20

 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. 

2021-07-06

 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.  

2021-06-22

 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. 

 

  • Download Purchase Order Details. You can now download the contents of a purchase order into an Excel format so you can share with your internal teams and trading partners. To find this feature, simply search for a purchase order and once the details view is loaded, click the "Export to Excel" button in the top right-hand corner of the screen to download the details. This feature is also found on the invoice document details view. 

 

  • Mass Reprocessing Permissions. The last few releases have focused on delivering self-service reprocessing capabilities. As part of this initiative, we now have provided admins the ability to permission individuals to "Reprocess Files" (only reprocess files on current list page view) or "Reprocess Full List of Documents" (reprocess all files across all pages of a list view). To access this, go to "Settings" under the "Groups" tab and turn on the "Reprocess Files" or "Reprocess Full List of Documents" permission for a group.

 

  • Bug Fixes and General Improvements. Minor bug fixes and improvements including refactoring EDI error services - enabling improved error visibility and document support.  

2021-06-08

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!