Purchase Order Email – Copy to Transfer Cart user
When a Purchase Order is released, Transfer Cart users will now receive an emailed copy of the PO. For POs released to the supplier via XML, the Transfer Cart user will receive a notification indicating the transaction has been released. The Transfer Cart user must have Email Alerts enabled in Add/Edit User to receive the email.
Please contact Customer Support if you would like more information regarding Transfer Cart functionality.
User Import – Support for Change Order and Transaction to Sourcing
A new version of the User upload template has been added to allow administrators to add or modify users with Change Order and Transaction to Sourcing permissions. For more information regarding Change Order, please contact Customer Support. Transaction to Sourcing will be available in an upcoming release for entities who also utilize the Sourcing application.
Profile – Default Application setting
For users who utilize both Purchase and Sourcing, a Default Application setting has been added to the Profile page. This setting allows the user to determine whether the Purchase or Sourcing application opens after a successful login. The setting will default to Purchase.
Bids and Quotes
Line Item Bid Award
Supplier Response View
When viewing an individual supplier’s response to an event in the Award tab, Line Item Bid sections will display a Propose Award checkbox for each response item. When checked, the supplier will be flagged as a proposed awardee for the line item. Each line item can be awarded to multiple suppliers if needed. Item View
In the Event Header screen, each Line Item Bid section will display an Award Status for each item:
- Proposed indicates one or more suppliers are planned awardees for the item
- No Proposal indicates no suppliers have been selected as awardees for the item
- Awarded indicates the proposed awards have been published
- No Responses indicates the line item did not receive any responses from suppliers
The Award Status will be hyperlinked. Clicking the Award Status for the individual line item will navigate the user to a list of all supplier responses for that item. A supplier can be marked as a proposed awardee for a line by selecting the Propose Award checkbox. Each line item can be awarded to multiple suppliers if needed. The supplier’s name will display as a hyperlink; if clicked, the supplier response details, including contact information and any section notes or attachments provided by the supplier, will display. The Previous and Next links can be used to cycle through line items within the section, and the section name will be hyperlinked to allow the user to return to the full item view.
Please contact Customer Support if you would like more information regarding Line Item Bid.
Supplier Response – Print Line Item Bid sections
If a sourcing event contains any Line Item Bid sections, a zipped folder will be generated when the supplier selects the Print option from the Next Step drop-down. The folder will contain a PDF file listing the other event sections as well as an Excel spreadsheet with all Line Item Bid sections.
Bids and Quotes – Profile screen
A Profile screen can be accessed from the upper right menu to allow the user to set name, phone and location information along with the Default Application setting if Purchase is also enabled.