Purchase Transaction to Contract integration - ESM Contract Management™
For customers utilizing ESM Contract Management™, a Contract Required flag can be added to the General Details section of the transaction. When this setting is checked, the transaction must be sent to ESM Contract Management™ by a Manage tab user before the transaction can be submitted. Transaction header fields can be configured to populate corresponding fields in a contracts table by an administrator. ESM Contract Management™ will send back a contract number, which will display on the transaction and the purchase order.
The Contract Required setting can also be used to construct notifications, validations and workflows.
Please contact Customer Support if you would like additional information.
Manage - Contract Required
Manage - Contract NumberContract initiated from Purchase
Supplier GL Code in Supplier Details popup
The Supplier GL Code has been added to the Supplier Details popup, which can be accessed from the Transaction Summary.
Supplier Details popup
TRN Number on POs
In Edit Entity Settings, a setting has been added to print the supplier’s TRN (Tax Registration Number) value on Purchase Orders. This setting defaults to unchecked.
Edit Entity Settings - Display TRN on Purchase Orders
When checked, the supplier’s TRN value will display on the purchase order.
PO View - TRN
Transaction to Sourcing – Support for items added directly to sourcing event
If a sourcing event is initiated from a Purchase transaction, any items added directly in Sourcing to the event will be included if the event’s award is published back to Purchase to create transactions.
Invite – Additional Contact details in search results
The Invite screen, accessible from the Manage tab, has been updated to display additional address and contact information for registered suppliers.
Invite - Address and Contact detail
Supplier Registration – SSN field for Individual/Sole Proprietor Company Type
Suppliers who select the Individual/Sole Proprietorship Company Type during registration will be prompted to provide a Social Security Number instead of an Employer Identification Number. This value will be masked in the supplier profile once it is saved and only visible to users with the View SSN privilege in Add/Edit User.
Supplier Profile - Add/Edit User
Supplier – Ship To Details report
Suppliers who respond to events with requirement bids will have an additional print option in the Next Step drop-down labeled Print Ship To Details. The report will display each item quantity shipped to an individual location, as well as the location detail.
Supplier Response - Print Ship To Details
Excel - Ship To Details