Release Notes - August 2022

Q3 Midterm Training Release: August 19, 2022

Q3 Midterm Production Release: August 31, 2022

ESM Supplier

Banking and Routing Information

The following fields are added to the Banking and Routing Information section on supplier registration form in order to allow organizations to collect banking information from suppliers for ACH/Direct Deposit payments.

• Use Direct Deposit for Payments (Yes/No)
• Account Type (Checking/Saving)
• Email Address for ACH Notifications
• Effective Date

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

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

Supplier Portal > Registration Form Pop-up Window > Banking and Routing Information Section

Supplier Portal > Profile Tab > Banking and Routing Information Page

Bug Fix

• Fix for the issue where a user is not able to view Banking Information even though the user has the View permission for Banking and Routing Information.
• Fix for the issue where values on Supplier Portal > Registration Form Pop-up Window > Banking and Routing Information Section disappears after submitting the registration form.

ESM Purchase

Bug Fix

• Fix for the duplicated records displayed in Supplier dropdown menu in the Order Summary page.

Integration

Colleague/Ethos Integration

Support for Multiple Currencies

ESM now supports multiple currencies with Colleague/Ethos Integration. New settings to configure the multi-currency are added to ESM Admin. Please contact ESM Support for more information and inquiries.

Handles Taxes and Shipping & Handling at Line Level instead of Summary Level

We have updated Colleague/Ethos GL/Encumbrance Messages to handle Taxes and Shipping and Handling at line level instead of summary level.

A new setting, Calculate Tax for S&H, is added to ESM Purchase > Admin > General Settings > Edit Entity Settings page. When this setting is checked and the integration type is Colleague/Ethos, the application will calculate and send Shipping & Handling and Taxes (GUID’s) at line level.

ESM Purchase > Admin > General Settings > Edit Entity Settings