January 2020

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Purchase Enhancements

 

Ability to search for supplier by Supplier GL Code

 
When searching for suppliers in Add/Edit Supplier or shopping for non-catalog items, the supplier search field will accept the Supplier GL Code to generate results. Partial searches are also accepted.

 
Non-Catalog Item - Supplier Search


 

Ability to create notification, validation, and workflow rules based on Tax Code 1 / Tax Code 2

 
Tax Code 1 and Tax Code 2 can be assigned as criteria values for creating notification, validation, and workflow rules if the tax code functionality is enabled. These fields will reflect any label customizations in the Workbench Page Configuration screen.

 
Workflow / Validation Criteria - Tax Codes
 

Sourcing Enhancements

Evaluate – Price Visibility setting

 
In the Evaluate > Administer screen, a new setting has been added to allow administrators to restrict visibility of the price fields in line item bid sections.
 
When Hide Price Information is checked for a user who is assigned as a reviewer of a line item bid section, the user will not see bid price totals or related columns.

 
Evaluate - Price Visibility setting


 

Converting Line Item Bid Award to Purchase catalog

 
There are now two options to create catalogs from awarded bid line item events:
 
Manual:
 
The Create Purchase Catalog option in the Next Step drop-down in Award has been relabeled “Print Purchase Catalog”. When this option is selected, a popup will display so the user can specify the Catalog Name, Start Date, Expiration Date (optional), and Catalog Image (optional). After these details are specified, a multi-supplier catalog will be added and an email will be generated with a file containing the award details and instructions. The user can use the file to populate the multi-supplier catalog template and then load the file.
 

Print Purchase Catalog
 
Automatic:
 
After the award is published, the Convert to Purchase Catalog option allows the user to automate the catalog load process. This option requires the Purchase catalog fields to be mapped in the Line Item Column Configuration popup to a corresponding bid field. The popup does not allow multiple bid fields to be mapped to the same catalog field. If a catalog requires multiple bid fields to be mapped to the same catalog field, the “Create Purchase Catalog” option should be utilized.

The Line Item Column Configuration popup will default the mappings (bid field Item Number to catalog field Catalog Item Number, etc.) but these can be modified if desired until the award has been published.

 
Line Item Column Configuration - Catalog Field


When the Convert to Purchase Catalog option is selected, a popup will display so the user can specify the Catalog Name, Start Date, Expiration Date (optional), and Catalog Image (optional). After these details are specified, a multi-supplier catalog will be added and the award details will be converted automatically to a catalog file, which will be staged for validation. After the file validates, it will be staged to load overnight.

 
Convert to Purchase Catalog
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