Order Summary – Ability to Delete Transactions with Release Failed Status
If a transaction has a status of Release Failed, the Delete option will be available in Order Summary for users with the Order Summary Edit privilege. This functionality currently exists for transactions with a Submitted to Supplier status.
A confirmation message will display upon selecting the Delete option to indicate the financial system will need to be updated manually. If the transaction is deleted, it will not be visible in the application but can be referenced on reports.
Release Failed - Delete option
Print functionality – Transfer Cart and Checkout
A Print icon has been added to both the Transfer Cart > Cart page and Checkout views. Selecting the icon will generate a request for a PDF report of the cart or transaction detail. The report will be downloaded to the web browser once it completes. These changes are only available for the new user interface.
Checkout - Report Generation
Checkout – Additional detail in location search
The Delivery and Billing Detail location searches in the new user interface have been expanded to display additional detail. The search box will search all detail of the location (Address Line 1, Address Line 2, etc.)
Delivery Details - Location Search
Bids and Quotes
Ability to request a Purchase catalog from a Sourcing award
For entities with both Sourcing and Purchase enabled, a Create Purchase Catalog option will display if a line item bid award has been published to suppliers and all awarded suppliers have a corresponding record in the Purchase application.
Selecting the Create Purchase Catalog option will prompt for the Catalog Name and Start Date. A Special Instructions area will also display to allow input of any special considerations, such as a request to map an auxiliary field to an item description. Once submitted, the catalog will be sent to the request queue. It may take up to two business days for the catalog to process. An email will be generated to entity administrators once the catalog is available for assignment.
Only line item bid sections are considered during catalog creation. Question and Answer, Content Only and Pricing Matrix sections cannot be converted to a catalog. Please contact Customer Support if you would like additional information.
Create Purchase Catalog