(Release Date: July 12th, 2021)
New User Interface – Approve
The user interface has been modified in Approve to be consistent with the experience in ESM Purchase. Fields have been organized into sections for improved readability and process efficiency.
In the Approve – Request screen, requests are displayed as accordions and users can click on the accordions to open the requests.
Sourcing New UI – Approve - Request
When a request is opened, users will see the line item bid section(s) that contains requested qualities. Users can click on different sections to view other contents of the event. Users can also click on Event Request (highlighted in the red box) to expand and view other information of the request, such as Request Number, Request Created By, Ship To Location, and etc.
Sourcing New UI – Approve – Request – Request Details
Sourcing New UI – Approve – Request – Event Request (1)
Sourcing New UI – Approve – Request – Event Request (2)
To approve or reject, users can use the Approve or Reject button displayed at the button of each page (highlighted in the red box below). When rejecting a request, a pop-up window will be displayed after users click on the Reject button and it will ask users to confirm if they want to reject the request. When users click on the Yes button, users then need to fill in the rejection reason in the request note pop-up window
Sourcing New UI – Approve – Request – Event Header
Sourcing New UI – Approve – Request - Reject
Sourcing New UI – Approve – Request – Rejection Note
In the Approve – Award screen, award proposals are displayed as accordions, similarly to the Approve – Request screen. Users can click on the accordions to open the award proposals.
Sourcing New UI – Approve - Award
When users open an award approval request, they will see a similar screen of the Award screen. Users can navigate to different sections to view event contents and supplier responses.
Sourcing New UI – Approve – Award – Event
To approve or reject an award proposal, users can click on the Approve or Reject button at the bottom of each screen. When rejecting an award proposal, a modal window will be displayed after clicking on the Reject button. If users click on the Yes button on the confirmation modal window, an internal note modal window will be shown to allow users to leave rejection reasons.
Sourcing New UI – Approve – Award – Supplier Responses
Sourcing New UI – Approve – Award – Reject Confirmation Modal Window
Sourcing New UI – Approve – Award – Rejection Reason
Line Item Bid Enhancement – Previous Unit Price Column
In the Admin – Edit Entity Settings screen, a Previous Unit Price control has been added. This control allows an administrator to display or hide the Previous Unit Price column in the line item bid section.
Sourcing – Admin – Edit Entity Settings
When the control is turned on, the Previous Unit Price column will be shown in all line item bid sections, including in the Add/Edit Event Section, Add/Edit Template, Manage, Request, Evaluate, Approve, and Award screens. Please note the events that are published before this release will not display this new column.
Sourcing – Admin – Event Library – Add/Edit Event Section
Sourcing – Admin – Event Library – Add/Edit Template
Sourcing – Manage – New & Existing
Sourcing – Manage – Requirement – Request Details
Sourcing – Request
Sourcing – Evaluate – Review
Sourcing – Approve – Request
Sourcing – Approve – Award
When users copy an awarded event, the awarded unit price will also be copied and displayed in the Previous Unit Price column. In the scenario of multiple awarded unit prices for one item, the lowest awarded unit price of the item will be copied to the new event.
Sourcing – Manage – Existing – Copying An Awarded Event (Copy Icon highlighted in the red box)
Sourcing – Manage – New Event (created from copying) – Line Item Bid Section
The Previous Unit Price column is visible to customer only. Users can change the column settings for the Previous Unit Price by clicking the Column Setting icon in the line item bid section. On the Edit Column Configuration modal window, users can change the Included Status and Required Status for this new column. Users can also change the order of the Previous Unit Price column in the Set Column Order modal window by dragging Previous Unit Price to preferred place.
Sourcing – Manage – New Event – Line Item Bid Section – Column Settings
Line Item Bid Section – Column Settings – Edit Column Configuration
Line Item Bid Section – Column Settings – Set Column Order (Default)
In the Evaluate screen, the visibility of the Previous Unit Price column is controlled by Price Visibility like other price information. If the event manager hides price information from a reviewer, then the Previous Unit Price column will not be displayed for this reviewer along with other price information.
Sourcing – Evaluate – Setup – Price Visibility
Sourcing – Evaluate – Review – Line Item Bid Section with No Price Information Visible
In Addition, the Previous Unit Price column is also added to the excel sheet that is produced by Print and to the Reporting tool.
We encourage Sourcing customers to turn on this new feature in the training environment first. Once familiar with using the Previous Unit Price feature, it can be enabled in the production environment based on a date and time that meets your organizations needs.
Edit Section Name
Users can now edit the section names after sections are created. This new feature allows users to easily modify section names based on their needs when using a general template or copying from an old event.
Section Name now has become a required field in all the sections. Users can update the name at any time before soliciting the requirement (if it is a requirement bid) or publishing to the suppliers. The character limit of Section Name field is 100 characters.
Sourcing – New Event – Line Item Bid Section
Sourcing – New Event – Q&A Section
Please note for Content Only and Pricing Matrix sections, users need to click on the Edit button to edit the Section Name.
Sourcing – New Event – Content Only Section – Edit Button
Sourcing – New Event – Content Only Section
Sourcing – New Event – Pricing Matrix Section – Edit Button
Sourcing – New Event – Pricing Matrix Section
When the event is published to suppliers, users can create addendum(s) to update the section names. The changes are captured in Addendum History. When publishing the addendum, a modal window will be shown and it includes all the changes made in the addendum.
Sourcing – Published Event – Create Addendum – Update Section Name(s)
Sourcing – Published Event – Event Overview
Sourcing – Published Event – Event Overview – Addendum History
Sourcing – Published Event – Publish Addendum