Release Notes – July 2022

Q2 Training Release: July 01, 2022

Q2 Production Release: July 16, 2022

 

ESM Support Enhancement

Help Widget

 

We are excited to announce that the new Help Widget is now available in all ESM applications, including:  

• ESM Source
• ESM Purchase
• ESM Supplier
• Login Page
• Supplier Registration Page
• Supplier Portal

 

Users can click on the Help Widget in the application to search for user guides or submit a Support ticket.

 

1. Click on Help Widget.
2. Type in the keyword(s) to search user guides.
3. Click on the link of a user guide in the search results.
4. View the user guide article. Click on the back arrow in the top left corner to return to the previous page.
5. If a user still has questions, click on the Contact Us button in the bottom right corner.
6. Fill out the form with the requested information to start the ticket. Users can attach up to 5 files to each form if needed.
7. Click on Send button to submit the form to the ESM Support Team. A copy of this form will be also sent to the email provided in the form.

ESM Login Page

 

ESM Login Page>ESM Support Articles

 

ESM Login Page>Ticket Form

 

ESM Source Enhancements

Enhanced Multi-User Collaboration for Suppliers during Event Response

In the last release, we adopted new technology to better support multi-user collaboration in ESM Source. In this release, we extended this capability to the Supplier Portal and allow multiple supplier users to collaborate more effectively when responding to a sourcing event. When a supplier starts creating a response to a section of an event, this section will become read-only to other users under the supplier’s account who are also on the event response page of this event. An icon will be displayed next to the section name to indicate that another user is editing this section.

Supplier Portal > Event Response Page

 

Supplier Portal > Event Response Page > Hover Over Message

Supplier Portal > Event Response Page > Section in Read-Only

Moreover, when a user tries to submit the response while other the user(s) is still making the changes, an alert message is added to the confirmation pop-up window. If the user ignores the alert message and continues submitting the response, the other user(s) who is stilling editing will receive a toaster message.

Supplier Portal > Event Response Page > Submit Response Confirmation Window

 

Supplier Portal > Event Response Page > Toaster Message

 

New Action Buttons on Event Response Page in Supplier Portal

Before, the available actions were stored in the drop-down menu in the top-right corner of the event response page. In this release, we moved the actions out of the drop-down menu and display available actions directly on the event response page in the supplier portal. Suppliers can clearly see what actions are available and these actions will change depending on the event status.

 

Before Event Due By Date:

• Submit: To submit event responses to the customer.
• No Response: To submit no response to the customer, used when suppliers decide not to participate in an event.
• Print: To print event header information, all sections, and the supplier’s own response.
• Print Ship-To Details: To print all ship-to addresses for items in a bid. This action is available to suppliers when the bid was a requirement bid.
• Back: To navigate to the previous page.
• Retract: To retract a submitted response, including No Response.

 

After Event Due By Date:

• Print: To print event header information, all sections, and the supplier’s own response.
• Print Ship-To Details: To export a report of all ship-to addresses for the items in a bid. This action is available to suppliers when the bid was a requirement bid.
• Print Award: To export a report of all suppliers’ bid responses. This action is available to suppliers when the customer sets the Public Response option of an event to Yes. Award decisions of each item in the bid will also be included in the exported report when the event is awarded by customer.
• Back: To navigate to the previous page.

Supplier Portal > Event Response Page > Before Event Due By Date

 

Supplier Portal > Event Response Page > Before Event Due By Date

 

Supplier Portal > Event Response Page > After Event Due By Date

 

Add Internal Note Attachments on the Evaluate, Approve, and Award Tabs

ESM Source users can add Internal Note Attachments in the Manage, Evaluate, Approve, and Award Tabs. This new capability allows users to add required forms or documents after an event is solicited for requirements, published, evaluated or awarded, so that everything is stored in one place and the other team member(s) can easily view and download the files when needed.

ESM Source > Evaluate Tab > Review Page > Event > Event Details > Event Header – Event Description, Attachment, Terms & Conditions Accordion

 

ESM Source > Evaluate Tab > Review Page > Event > Event Details > Event Header – Event Description, Attachment, Terms & Conditions Accordion > Internal Note Attachment Pop-up Window > Attachment Tab

 

Users can add attachment(s) for internal notes by navigating to Upload Tab to upload a file from their local drive or to the Library Tab to select an existing file from Attachment Library.

ESM Source >Internal Note Attachment Pop-up Window > Upload Tab

 

ESM Source >  Internal Note Attachment Pop-up Window > Library Tab

 

Bug Fix

• Items with same name, manufacturer, and manufacturer part number were considered as duplicates and dropped out when converting an awarded line-item bid to Purchase Catalog.
• Email was not sent to user after clicking “Print Purchase Catalog” button when an event award was retracted and then awarded again.

ESM Supplier Enhancements

 

Banking and Routing Information

A new default section is available in the supplier registration form that allows ESM Supplier users to collect banking information from suppliers for ACH/Direct Deposit payments. We understand the banking information is such a critical and sensitive piece of information. To ensure the security and safety of your data, we encrypted the banking information during transition and when it gets stored. Please use this link to view more information on our privacy policy.

ESM Supplier > Registration Form Tab > Banking and Routing Information Section

 

Like other sections, when creating a registration form, the user can Add/Edit Approver for the Banking and Routing Information section. If the user does not want to collect banking information from suppliers, the user can disable the section so that it is not visible to suppliers.

ESM Supplier > Registration Form Tab > Banking and Routing Information Section > Add/Edit Approver Pop-up Window

 

ESM Supplier > Registration Form Tab > Banking and Routing Information Section > Disable

 

After the registration form is published, suppliers can fill out their banking information in the section. If the supplier does not want to share banking information with the customer, the supplier can select the checkbox for Do not share Banking details with customer.

Supplier Portal > Registration Form > Banking and Routing Information Section

 

If a supplier was filling out the banking information on registration form for the first time, the banking information will be automatically stored in Supplier Portal > Profile Tab > Banking and Routing Information Page. If a supplier already stored banking information in the Profile Tab, the banking information will be auto-populated when the supplier is responding to a registration form.

 

Supplier Portal > Profile Tab

 

Supplier Portal > Profile Tab > Banking and Routing Information Page

 

Supplier administrators can configure which user(s) can view and/or edit banking information for their account. The settings are found in Profile Tab > Add/Edit User Page.

 

Supplier Portal > Profile Tab > Add/Edit User Page

 

When a user does not have the privilege to view the banking information, all the details of banking information will be hidden.

Supplier Portal > Registration Form > Banking and Routing Information Section Hidden

 

After a registration form is submitted for approval, an ESM Supplier user can view banking information on ESM Supplier > Approve Tab. A setting that controls if a user can view banking information is available on the ESM Supplier Admin Page. ESM Supplier administrator can find the setting on ESM Supplier Admin > Add/Edit User Page.

ESM Supplier > Approve Tab > Registration Form > Banking and Routing Information Section > No View Privilege

 

ESM Supplier > Approve Tab > Registration Form > Banking and Routing Information Section > With View Privilege

 

ESM Supplier > Admin > Add/Edit User Page > Additional Settings

 

An ESM Supplier user can also see banking information on the Supplier Management Tab.

ESM Supplier > Supplier Management Tab

 

Additional Permissions

Additional permissions were added to ESM Supplier Admin > Add/Edit User page.

Admin users can control who can edit information on the Supplier Management Tab and/or Approve Tab.

ESM Supplier Admin > Add/Edit User Page > Edit Settings for Supplier Management Tab

 

ESM Supplier Admin > Add/Edit User Page > Edit Settings for Approve Tab

A setting that controls who can add/edit custom sections on the Registration Form tab has also been added.

ESM Supplier Admin > Add/Edit User Page > Settings for Registration Form Tab

 

These additional settings are also displayed on the Profile page in ESM Supplier.

ESM Supplier > User Drop-down Menu

 

ESM Supplier > User Drop-down Menu > Profile Page

 

Additional Enhancements

ESM Supplier users can search by Doing Business As on the Supplier Management Tab.

ESM Supplier > Supplier Management Tab

Doing Business As is also available in the Reporter data model for reporting needs.

 

Bug Fix

• Company Type drop-down menu did not include the option “Limited Liability – P”.

 

ESM Purchase Enhancements

General Enhancements

• Printed PO Order footer message was updated. “Copy Right Reserved By ESM” was removed.
• Added display "Self-Approval Limit" text in the workflow section for the Receive page and mobile approval

 

Bug Fix

• Supplier Catalog - Display catalog name instead of GUID in notification and upload status emails