September 2022

Release Note - September 2022

Q3 Training Release: September 23, 2022 and October 7, 2022

Q3 Production Release: October 14, 2022

 

Contents

ESM Supplier Enhancements

ESM Purchase Enhancements

ESM Source Enhancement

 

ESM Supplier Enhancements

Display Change History on Supplier Management Tab and Approve Tab

Users can now view a log of their changes for Supplier Management Tab and Approve Tab on the View History pop-up window. 

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ESM Supplier > Approve Tab > Diversity and Business Classification Section

 

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ESM Supplier > Approve Tab > Diversity and Business Classification Section > View History Pop-up Window

 

When an user does NOT have the View SSN permission, the SSN will be hidden on the View History pop-up window as well. 

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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

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ESM Supplier > Admin > Add/Edit User 

 

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ESM Supplier > Supplier Management Tab

 

Optional Field: Expiration Date for Business Classifications

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 a registration form. 

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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. 

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ESM Supplier > Admin > Add/Edit User 

 

Once the Reporting setting is turned on, user can access TheReporter by clicking on the Menu at the top left corner. 

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ESM Supplier > Menu

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ESM Supplier > Menu > Reporting

 

To learn more about how to use TheReporter, please see TheReporter User Guide on 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 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

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ESM Supplier > Supplier Management Tab > Supplier > Company Type Section

 

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ESM Supplier > Supplier Management Tab > Supplier > Company Type Section

 

Bug Fix

  • Fixed the issue of deactivating a supplier on Supplier Management Tab. Users no longer need the Edit permission of Approve Tab in order to deactivate suppliers on Supplier Management Tab.  

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. 

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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 user to enter 100 characters maximum for Catalog Image Caption field. 

 

ESM Source Enhancement

Export Event Details PDF for Printing Events that Only Has Line-Item Bid Section(s)

When user clicks on Print button of an event that only has 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 Line-Item Bid section(s) by clicking on Print button on the event response page in Supplier Portal. 

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ESM Source > Manage Tab > Event 

 

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ESM Source > Manage Tab > Event > Exported Zip File 

 

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ESM Source > Manage Tab > Event > Exported Zip File > Event Details PDF File

 

 

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