July 2017

ESM Release Notes - July 2017
 

Purchase Enhancements

theReporter – Additional fields in data models

Fields have been added to the below data models to reflect added functionality in the Purchase application.
 
Entity Admin - Suppliers

• Supplier Unique ID

Entity Admin – Users

• Change Order Approval Process
• Change Order Filter
• Change Order Privilege
• Transaction to Sourcing

 
Entity Admin – Supplier Catalogs

• Allow Change Order
• Basic Authentication
• Change Order Email
• Require Card Security Code

 
Entity Admin – Locations

• Default Tax Code 1
• Default Tax Code 2

Transaction to Sourcing Integration

Manage Tab users can opt to send a transaction containing hosted or non-catalog items to the Sourcing application to obtain pricing from suppliers. Once the transaction is sent to Sourcing, an event will be created with a default template, and a line item bid section containing the transaction’s items will display on the event.
 
After the event has been published to suppliers and the due date has passed, the event’s responses can be reviewed. Once awards are made to one or more suppliers, and those suppliers are linked to their respective profiles in the Purchase application, the awards can be published to Purchase. The awarded data will create one or more new transactions for the awarded supplier(s), and the original transaction will be archived. The new transactions can be released to the supplier or sent back to the requester if additional approvals are needed.
 
Please contact Customer Support if you would like more information regarding Transaction to Sourcing or Line Item Bid.