P2P                                                                                                                 

GEP QUANTUM provides full procure-to-pay (P2P) functionality — from item search to invoice matching and payment authorization — that is easy to use, easy to deploy, and proven effective. As a buyer, you have quick, easy access to supplier catalogs, including hosted/contracted catalogs and punch-out/commercial catalogs. You can compare across different suppliers or lines, fill shopping carts and place easily trackable orders — just like a consumer shopping portal.

In this release, 14 features/enhancements have been added to P2P.

Catalog – Ability to Edit and Save Sharing Details and Supplier Contact

PLCAT-7136 | Configurable: Yes

Customer: Bank of America

With this release, you can now edit the Sharing Details, restricted to Org Entity, User, and Groups, and Supplier Contacts fields in Hosted, L1, and L2 Punchout Catalogs, even after the Catalog is in the Published status. A Save button is introduced to save these changes in published catalogs.

Configuration Details:

  • Setting Name: EnableEditableFieldsInPublishedCatalog

  • Possible Values: True/False

  • Required Value: True

  • Default Value: False

 

Catalog – Viewing Cart Summary

PLCAT-6587 | Configurable: No

Customer: Chevron

With this release, clicking the cart icon opens a right-side slider popup displaying a cart summary, including item count, order total, and actionable buttons like View Cart and Checkout. You can dismiss the pop-up by clicking outside or the close button, ensuring smooth navigation and an enhanced shopping experience.

 

Requisition – Inclusion of Parity Notifications in Quantum

RQSTN-5574| Configurable: No

Customer: Chevron

With this release, the following notifications are added in Quantum, like those available in SMART:

  • Requisition - Sent for Review - REQ-652-ReviewQueue

  • Requisition - Reminder for pending review - REQ-652-RequisitionReviewPendingReminder

  • Notification for Buyer Assignment - REQ-652-OrderContact

  • Notification for Reopen Requisition - REQ-652-ReOpenRequisitionStatus

  • Notification for Requisition Closure - REQ-652-ClosedStatus

 

Requisition – Enhancements to Quantity Field in Line Items

RQSTN-6240| Configurable: No

Customer: Chevron

With this release, the following enhancements are made to the Quantity field:

  • By default, the Quantity will be 1 instead of 0.

  • When a line item is changed based on the source:

  • If the Unit of Measure (UOM) of the new item matches the previous item, the existing Quantity is retained.

  • If the UOM differs, the Quantity automatically resets to 1.

Configuration Details:

  • Setting Name: SetDefaultQuantity

  • Possible Values: True/False

  • Required Value: True

  • Default Value: False

 

Invoice – Introducing New Button for OCR Credit Memos

PLI-13614 | Configurable: Yes (Front End and Activity-based)

Customer: Irwin Mitchell

With this release, a new Update Invoice button is available for standalone OCR-extracted Credit Memos (CMs) under More Options. On clicking, you are redirected to the Invoice Creation page with OCR-extracted data prefilled. You can update the Credit Type to Standalone before the final submission.

Activity Name: Standalone CM Creation

Configuration Details:

  • Setting Name: Enable Standalone Credit Memo

  • Possible Values: True/False

  • Required Value: True

  • Default Value: False

 

Invoice – Ability to Edit Tax Rate

PLI-13571 | Configurable: No

Customer: Bank of America

With this release, the Tax Rate is editable. When a Supplier tries to add taxes in the Tax slider, the Tax Rate and Tax Amount are editable:

  • When the Supplier updates the Tax Rate, the application recalculates the Tax Amount, but the Tax Type remains the same.

  • When the Supplier updates the Tax amount, the application recalculates the Tax Rate, but the Tax Type remains the same.

The documents taken into consideration are:

  • Supplier PO Invoice

  • Supplier Credit Memo (Invoice Based)

  • Supplier Contract Based Invoice

  • Supplier Contract Based Memo

 

Invoice – Enhanced ‘Line Type’ Behaviour for PIDX Invoices

PLI-13504 | Configurable: No

Customer: Chevron

With this release, the application defaults the Line Type as Variable for all PIDX Invoice line items. This value is carried forward without any change to the linked Service Confirmations and Credit Memos.

 

Invoice – Viewing ‘Exception Name’ in My Tasks

PLI-13469 | Configurable: No

Customer: Bank of America

With this release, a new column Exception Name is added to the Review Pending tab for the Credit Memo.

The Exception Name column captures Step Names, which helps the Reviewer understand which exception is raised.

 

Invoice - Introducing Consistent Date Format

PLI-12814 | Configurable: No

Customer: Chevron

With this release, the application now supports a standardized date format across all sections and attributes, ensuring unambiguous interpretation of dates. All the dates are displayed based on the standard format set at the platform level.

This change applies across UI, PDFs, exports, reports, notifications, and search results, and is also retroactively applied to historical documents for consistency.

 

Invoice – Enhancements to Reassignment Functionality

PLI-12094 | Configurable: Yes (Activity Based)

Customer: Carigali Hess

With this release, the Order Contact/Approver/Reviewer can perform reassignment within the Invoice document for the Approval pending and Review pending status.

You can select the Approvers and Reviewers on the Reassign slider from the dropdowns listing the users filtered by Activity and Org Entity.

This feature is available for the following Invoice types:

  • PO

  • Non-PO

  • Advance

  • Credit Memo

Activity Name: Reassign Invoice

Configuration Details: The availability of this feature/enhancement is based on the Activity setting. Please reach out to your Account Manager for more information.

 

GR - Introducing Consistent Date Format

PLGR-2754 | Configurable: No

Customer: Chevron

With this release, the application now supports a standardized date format across all sections and attributes, ensuring unambiguous interpretation of dates. All the dates are displayed based on the standard format set at the platform level.

This change applies across UI, PDFs, exports, reports, notifications, and search results, and is also retroactively applied to historical documents for consistency.

 

GR – Introducing ‘Item Type’ Field

PLGR-2758 | Configurable: Yes (GEP Quantum Studio)

Customer: Chevron

With this release, the material Line Type and Price Basis fields are combined and shown in a single field Item Type, instead of maintaining 2 different fields.

The Item Type is determined based on the logic that if the Line Type is Material and the Price Basis is quantity-based, the Item Type is Material.

Configuration Details: The availability of this feature/enhancement is based on the GEP Quantum Studio setting. Please reach out to your Account Manager for more information.

 

SC – Referencing Line, Subline, and Accounting Information

PLSC-2333 | Configurable: Yes (GEP Click)

Customer: JAPFA

With this release, the subline and split Accounting Information is sourced directly from the corresponding Purchase Order. Field editability is governed by the Service Confirmation's status and the role‑based access permissions.

Configuration Details: The availability of this feature/enhancement is based on the GEP Click setting. Please reach out to your Account Manager for more information.

 

SC – Introducing Consistent Date Format

PLSC-2312 | Configurable: No

Customer: Chevron

With this release, the application now supports a standardized date format across all sections and attributes, ensuring unambiguous interpretation of dates. All dates are displayed based on the standard format set at the platform level.

This change applies across UI, PDFs, exports, reports, notifications, and search results, and is also retroactively applied to historical documents for consistency.