August 2019

 

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Purchase Enhancements

Receive – Optional configuration to prevent users from receiving their own transactions

In Edit Entity Settings, a new setting labeled “Prevent Self-Receipt” has been added. When set to Yes, a Receive user will not be able to enter received quantity or value data for transactions they created. This setting defaults to No, which means users would continue to enter receipts based on the Receive Filter in Add/Edit User.
 
Edit Entity Settings - Prevent Self-Receipt
Edit Entity Settings - Prevent Self-Receipt
 

Edit Entity Settings – Ability to disable Ad Hoc Review

Entity administrators who wish to disable Ad Hoc Review functionality can do so in Edit Entity Settings. The Ad Hoc Review checkbox will default to checked; if unchecked, the Ad Hoc Review option will no longer display in Checkout, Approve or Manage views.

Edit Entity Settings - Ad Hoc Review
Edit Entity Settings - Ad Hoc Review
 

Purchase Order / Credit Card Order page – Miscellaneous changes

In the new user interface, the Bill To section on the Credit Card Order page will again display the card type, last four digits of the card number and the card’s expiration date.

The Order Comments and line item notes have been corrected to properly display line breaks.

View Order - Bill to and Order Comments
View Order - Bill To and Order Comments

 

Bids and Quotes

Approval Delegates – Support for date range

Start and End Dates have been added to the Delegate setup area in Add/Edit User. If a delegate is specified and the dates are left blank, it is assumed the Delegate Email ID is a permanent delegate. If dates are specified, Requirement Bid requests / event awards will only display for approval for the delegate during the specified date range.

 
Add/Edit User - Delegate
Add/Edit User - Delegate
 

Requirement Bid – Additional columns in Request view

Unit List Price, Extended List Price and Item Number columns have been added to the Request functionality for Requirement Bid users. These fields will be read only.

Requirement Bid - Request
Requirement Bid - Request

HTML Text Editor enhancements

The text editor utilized for Content Only sections, section descriptions and Terms and Conditions has been updated to address formatting issues. This change should not impact the formatting of any existing sections.

Edit Section - Text Editor
Edit Section - Text Editor


 
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