Release Note - September 2022
Q3 Training Release: September 23, 2022, and October 7, 2022
Q3 Production Release: October 14, 2022
Contents
ESM Supplier Enhancements
Display Change History on the Supplier Management Tab and the Approve Tab
Users can now view a log of their changes for the Supplier Management Tab and the Approve Tab within the View History pop-up window.
ESM Supplier > Approve Tab > Diversity and Business Classification Section
ESM Supplier > Approve Tab > Diversity and Business Classification Section > View History Pop-up Window
When a user does NOT have the View SSN permission, the SSN will be hidden on the View History pop-up window as well.
ESM Supplier > Supplier Management Tab > Company Type Section > View History Pop-up Window
Invite New Supplier Permission
A new permission for inviting new suppliers is added to ESM Supplier Admin page. Now organization administrators can control Create New Supplier and Invite New Supplier permissions separately.
When only the Invite New Supplier is checked for a user, this user will only has the Invite New Supplier link on the Supplier Management Tab.
ESM Supplier > Admin > Add/Edit User
ESM Supplier > Supplier Management Tab
Optional Field: Expiration Date for Business Classifications
The Expiration Date for Business Classifications is now an optional field. For the certifications that do not have expiration dates. Suppliers can leave this field empty on their Profile page or while they are filling out a registration form.
ESM Supplier Portal > Profile Tab > Business Classifications Page
ESM Supplier Reporting
Users can access and use TheReporter from ESM Supplier. Administrators can now add Reporting as a menu option for your users. On ESM Supplier > Admin > Add/Edit User page, administrators can select Reporting as a menu option.
ESM Supplier > Admin > Add/Edit User
Once the Reporting setting is turned on, the user can access TheReporter by clicking on the Menu at the top left corner.
ESM Supplier > Menu
ESM Supplier > Menu > Reporting
To learn more about how to use TheReporter, please see TheReporter User Guide on the ESM Support site.
Display ESM Purchase Supplier TIN/EIN Field
For organizations that have saved supplier information in ESM Purchase, the ESM Purchase Supplier TIN/EIN Field is now also displayed on the Company Type section of the Supplier Management Tab and/or Approve Tab in ESM Supplier. A tooltip is added for this field as well. Note that the ESM Purchase Supplier TIN/EIN field is NOT visible to suppliers.
ESM Supplier > Supplier Management Tab > Supplier > Company Type Section
ESM Supplier > Supplier Management Tab > Supplier > Company Type Section
Bug Fix
- Fixed the issue of deactivating a supplier on the Supplier Management Tab. Users no longer need the Edit permission of the Approve Tab in order to deactivate suppliers.
ESM Purchase Enhancements
Enhanced ESM Purchase Email Alert
When the email alert is unchecked for a user, the user will stop receiving ALL email notifications from ESM, including transaction release-related email notifications. Before this release, users can still receive transaction release-related emails even when the email alert is turned off.
ESM Purchase > Admin > General Settings > Add/Edit User
Bug Fix
- Fix for character length mismatch of Catalog Image Caption and Catalog Image Override Label. The system now allows users to enter 100 characters maximum for the Catalog Image Caption field.
ESM Source Enhancement
Export Event Details PDF for Printing Events that Only Has Line-Item Bid Section(s)
When a user clicks on the Print button of an event that only has a Line-Item Bid section(s), the system will also include the Event Details PDF file as part of the exported zip file. Suppliers will also be able to export the Event Details PDF file for events with only a Line-Item Bid section(s) by clicking on the Print button on the Event Response page in the Supplier Portal.
ESM Source > Manage Tab > Event
ESM Source > Manage Tab > Event > Exported Zip File
ESM Source > Manage Tab > Event > Exported Zip File > Event Details PDF File
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