Enter your enhancement requests or ideas for any of the components of the Aprimo SAAS platform, or vote for your preferred feature requests below.

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+3
New

Currency and Amount Fields Should be 2 Separate Fields

Monika Pickard 2 months ago in Spend Management • updated by Mark Weissman 4 weeks ago 2

Description: Separate currency code USD in 1 field and another field with value such as $2,008.00.

Business Use Case: In Aprimo SaaS, all currency fields export to Excel in a manner that combines the Currency Code with the dollar value. Example: US$2,008.00 as text. This requires the user to further manipulate the export so that the values can be utilized as numbers in the CSV or Excel file.

Instead, this should export as 2 separate fields: currency code USD in 1 field, and another field with value $2,008.00.

+3
Qualified

Enhanced Audit Trail - Activity Forecast, Funding Account, Supplier, Invoice/JV

Ben Mason 3 months ago in Spend Management • updated by Susan Gwynn 2 months ago 4

Request to add the Enhanced Audit Trail functionality to financial items which are regularly 'audited' in relation to payment and financial planning processes. This would help track exactly what happened to indicate what was changed/when/and who made the change.


Priority list for Enhanced Audit Trail for financials/spend management: 1) Activity Forecast 2) Funding Account 3) Supplier 4) Invoice/JV.

Configuration
+2
Qualified

Workflow for Budgets

Athar Siddiqui 4 weeks ago in Spend Management • updated by Mark Weissman 4 weeks ago 1

Currently there is no workflow on budgets. All approval process on workflow needs to be done outside of system. It will be good to have at least two levels of approval workflow on budgets. This will provide more control within system.

Budgets
+2
Shelved

Cascading of expense categories by Activity type

Athar Siddiqui 4 weeks ago in Spend Management • updated by Mark Weissman 4 weeks ago 1

Ability to filter expense categories by activity type. Not all expense categories are applicable to every activity type. Currently marketer needs to go through all the expense categories to pick one which is relevant and their is high chance to make an error. If application have ability to filter by selected activity then it will significantly reduce the chances of error and unnecessary rework e.g. If activity type is media then only media related expense categories will be available to select.

+2
Rejected

Budget Control

Athar Siddiqui 4 weeks ago in Spend Management • updated by Mark Weissman 4 weeks ago 1

Currently system allowed to create proposal/activity forecast which can exceed remaining budget amount. It doesn't restrict or notify users that not enough budget left to proceed with an activity/proposal. This will kill the purpose of budget control systematically. There should be control so if a marketer try to over spend, they will be restricted and need to request budget increase. 

+2
Rejected

Activity Forecast : Make expense line unique based on base items as well as Extended Attribute

Adarsh Mathur 4 weeks ago in Spend Management • updated by Mark Weissman 4 weeks ago 1

Make the expense line unique on base items and Extended attributes . 


Current Unique Item Combination = ( Year+Period+Expense Category+Description) 

Requested  Unique Item Combination =  ( Year+Period+Expense Category+Description+ Extended Attributes )

Example: If we have a Expense line by Multiple Brand & Segments then in current set up the uniqueness is lost and we have to change the description with a suffix of 1, 2 etc but if we had the uniqueness with base items and extended attributes then we need not have to change descriptions to make them unique. 

+2
Rejected

Activity Forecast : Make Vendor as Mandatory on Expense line

Adarsh Mathur 4 weeks ago in Spend Management • updated by Mark Weissman 4 weeks ago 1

Proposal is to make Vendor as Mandatory filed while entering Forecast so that we can track the spending by Vendor. 

+2
Qualified

Activity Forecast : Disable the functionality to delete requested forecast when an activity denied

Adarsh Mathur 4 weeks ago in Spend Management • updated by Mark Weissman 4 weeks ago 1

When an Activity Forecast is "Rejected" during workflow process , all the forecast lines related to this activity is deleted. This creates double work as the users will need to enter the entire forecast again . 

Example: If we have an activity with 50 forecast lines and if only a few need to be rejected, there is no capability to reject those few lines, instead the entire forecast lines are deleted . Then the user has to re-enter the entire 50 lines again . 

Proposal : Ability to reject but not delete the Forecast lines so that users can just make changes for rejected lines and then resend for approval.

+1
New

Ability to plan at higher level and casecasde at lowest level

Athar Siddiqui 4 weeks ago in Spend Management • updated by Mark Weissman 4 weeks ago 1

Business case: Wiithin a brand their are multiple segment and current user needs to create forecast lines for each segment. We need an option where marketer can provide forecast at planning segment level which will then explode to underlying child segment. This way marketer has ability to either forecast at specific child segment (which is correspond to GL entry) or at planning level which will be explode to child level by system. This is critical as based on current functionality marketer needs to spend unnecessary extra time to enter the data.

+1
Qualified

Ability to reallocate unused activity forecats to budget for a closed month or option to move to next month - Sweep Process

Athar Siddiqui 4 weeks ago in Spend Management • updated by Mark Weissman 3 weeks ago 3

As per current functionality budget is consumed by approved activity forecast, the issue is forecast amount doesn't get released back to budget if no execution against that activity for the month i.e. no actuals for the month. We need ability in the system to either move the forecast to next month or release the amount back to budget as part of month end.

+1
Shelved

Enabling of workflow when other expense line attributes changes not only amount on activities/proposal

Adarsh Mathur 4 weeks ago in Spend Management • updated by Mark Weissman 4 weeks ago 1

Enabling of workflow when other expense line attributes changes not only amount on activities/proposal