View Workflow - Receive/Invoice
If a transaction is active in the Receive or Invoice tabs, the View Workflow option will now be accessible in the Next Step dropdown. This option will also be visible if the transaction is viewed from Order Summary.
View Workflow Option in Receive
Ability to edit account code string
After adding an account code to a transaction, an edit icon will display in the Action section. Clicking the icon will re-open the segment drop-downs with each value from the account string populated to allow for edits.
Edit icon in GL Details
This enhancement is available for the new user interface only.
Bids and Quotes
The Evaluate tab allows entities to create committees to review supplier responses. Separate user permissions can be configured in Add/Edit User for this functionality. As part of the committee setup, users can be assigned to sections; if a user is not assigned to a section, the user will not be able to see the section or responses within it as part of the review process. In addition, administrators can determine if members of the committee can see supplier contact information within responses, which is useful in preventing bias by committee members.
Once the event’s responses have been opened, the users assigned to sections as part of the committee can review response detail, add notes and scores and propose awardees as part of their evaluation. All of the submitted evaluations will be visible in the Results tab. If desired, one or more evaluations can be copied to the Award tab; this step will default the Proposed Awardees in Award based on the submitted evaluation data.
Add/Edit User - Evaluation privileges
Evaluation - Section Visibility
Ability to flag multiple templates for use with Purchase integration
In the Add/Edit Template screen, the ‘Default Template For Purchase Transactions” has been renamed to “Available for Purchase Transactions.” This change allows administrators to select multiple templates for use in creating sourcing events from purchase transactions. In Purchase, a Manage tab user will be prompted with a popup to select from any of the flagged templates if selecting the Sourcing option from the Next Step drop-down.
Add/Edit Template - Available for Purchase Transactions
Purchase - Prompt for user to select template
Supplier Portal – Filter by submitted responses
A filter for “My Submitted” has been added to the Events tab for sourcing suppliers. This change allows suppliers to quickly view events for which a response was submitted to the entity.
Supplier - My Submitted