Last updated for the Summer 21 (1.33) Release.
What’s New in Summer 21 (1.33)
The following new features were added in the Summer 21 release:
Ability to generate Supplier Invoices by Account instead of by Resource
Ability to delete Goods Received Notes
Ability to edit Unplanned SR line items
A running total is now calculated for Unplanned SR lines
The Requisition Date now appears in SR lists
What’s New in Winter 21 (1.32)
The following new features have been added in the Winter 21 release:
Supplier Credit Notes enable you to partially, or fully credit a Supplier Invoice.
Multiple Tax Codes (as apply in Canada and Australia) may be applied to Supplier Invoices and Supplier Credit Notes.
Locale is supported on Supplier Invoices. Supplier Credit Notes will use the locale used on the original Invoice. Tax Rate amount fields and percentage values will all be localised.
When Batch Supplier Invoicing, a new Business Unit Trading Entity filter allows Supplier Requisitioned invoiceable items to be filtered by Business Unit.
Introduction to Supplier Requisitions
The Supplier Requisition feature enables you to plan and record work with external contractors (“Associates”) who are acting as part of your project team instead of or alongside regular employees.
In this guide, we refer to contractors as “Associates” and distinguish them from employees appending (C) to their Resource names in screenshots.
Using Supplier Requisitions, you can forecast cost and record the purchase of materials or services as part of the Project Delivery. You can forecast costs as part of your Element forecasts, raise Purchase Orders against Suppliers, and actualize costs for external services with a Goods Receipt Note or by actualizing cost items within Kimble, for example by approving an Associate’s Timesheet. This enables you to account for direct costs that you incur to third parties while completing a project, such as Associate services, licence resales, or equipment and materials needed for delivery.
If you have Associates on your project teams, you can include them as Resources and forecast them on projects alongside your employees.
Because Associates are set up in Kimble as Suppliers, you can raise Supplier Purchase Orders using the cost and effort forecasts linked to the Associate. When this has been approved, it provides commercial cover for Associate services contextualized within a project with all the associated details, including start dates, cost rates, and effort. This can be transferred to Accounts Payable.
Because the Associate can be included as a Resource on the project team, they can enter time directly into Kimble for approval and actualization by the project owners. At the end of the Tracking or Forecasting Period, you can upload a Supplier Invoice for the actualized time for automated reconciliation and future payment. You can also set Kimble up to automatically raise Self-Bill Invoices based on the actualized time and expenses and match it to the Supplier Purchase Order that will pay it, offering reductions in the time and cost spent reconciling Invoices submitted by Associates.
Kimble’s Contractor Self-Billing functionality enables you to forecast costs and buy services as part of Project Delivery. Kimble enables you to forecast the cost as part of the Element forecasting, raise Supplier Purchase Orders to cover Associate Time and Expense, and then Actualize those costs by approving Timesheets and Expense Claims, before generating a Self-Bill invoice raised for external services.
If you want to configure Supplier Requisitioning features, your Kimble System Administrator should contact your Customer Success Manager.