New Features / Improvements
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The promotion auto-matcher now takes promotion date ranges into account. Promotion lines that span multiple months and encompass the invoice line date will now have High match scores if they share the same product/product group, customer, fund type, and spend rates.
We have also updated the promotion line match results to show the promo line date range instead of month/year.
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For users with the Product Hierarchy enabled, we've added bulk hierarchy mapping to help you organize product groups at scale. After creating product groups, you can now use a simple file upload to move them from "Out of Hierarchy" to "In Hierarchy".
This upload will assign each group to its direct parent and enable or disable pricing in one go.Note: If you want the hierarchy enabled, contact your success manager.
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We’ve added more visibility around who’s making adjustments to the forecast!
Now, when you hover over manual overrides, you will see the user who has entered them for Store Counts, Velocity, and Added Volume.This will be present for locked and unlocked versions, as well as the All-Other Bucket view. Upon release, this will also work for historical versions.
Bug Fixes
- Fixed various issues that could cause file auto-scanning to fail.
- Fixed an issue where auto-fill errors would display even when auto-fill is toggled off.
- Added a few helpful notifications to support invoice header automation.