Release 4.9 introduces improvements to the user interface to keep things fresh and clean and automated FTP functionality for transaction runs. We have also added several Contract Management enhancements including workflow.
Look and Feel Refresh
Release 4.9 introduces some subtle changes to create a new clean look which removes the highlighting from the tables and improves the tabs. We have also reorganised the administration menus and done away with the bouncing menus!
We have split out the administration options specific to each module (Procurement, Sourcing, Contracts etc.) into a new Modules menu so they are logical and easy to find.
Contract Workflow and Approvals
We have added the ability to define customizable workflows within the Contract Management solution. Workflows can be defined for different contract types where the community can specify defined approvers or groups of approvers within the workflow for specific contract types such as technology, consultant agreements or any other community defined contract type. Alternatively, workflow can be configured to remain flexible and allow the user to select the next person or approver in the workflow.
Finely Control Contract Access
It is now possible to add any community user to a contract (view or edit) without the need for them to have the View Contracts role. This allows contract owners to finely control access to specific contracts so that only specified users can view or access the contract.
Automate Transaction Runs to an FTP Location
We have added the ability for communities to schedule transaction run reporting and automatically send the file to an FTP location. This function provides you with a very easy way of integrating Unimarket if you simply need a flat file of invoice data (or similar) which is sent to a folder location of your choice.
Other Changes and Fixes
- Sourcing: We have added a banner to Internal sections that differentiates them for evaluators.
- We have increased the number of incorrect password attempts to 5 before a user's account is locked and needs to be unlocked by an admin.
Next up we are making further improvements to the contract module including the ability to link contracts, make contracts evergreen and create a contract from a requisition. The next release will also include updates to the US tax forms and the ability to comment on requisitions so that questions about a requisition can be made within the tool.
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