Release 6.11 contains the first portion of Catalog Review (Vetting) changes. Suppliers no longer need to select buyer groups when uploading their Catalogs. Communities will be able to control which buyer groups are assigned within a new Administration screen. Other improvements have also been deployed, including the long awaited Save option on blanket orders.
What's new in Unimarket 6.11
Catalog Review - Supplier Changes
Selecting a buyer group is confusing for Suppliers and they often ask Unimarket Support for assistance. The first big change for Catalog Review is to move the buyer group selection out of the Create Catalog process and replace this with Community (Customer) selection.
This should make the process easier for Suppliers and remove any confusion or uncertainty for Communities.
Catalog Review - Community Changes
A frequent piece of feedback Unimarket receives is that there is no way to view all catalogs a Community has access to. To help address this, Community Administrators can use a new screen in the Administration Module called 'Catalogs'.
This screen shows a complete list of all catalogs submitted from all connected Suppliers, and will allow administrators to choose which of their buyer groups can access the catalogs. In Version 6.11, use the 'Edit Buyer Groups' option:
Please note that any new catalogs without buyer groups will not be available in the Marketplace for purchasing. Existing catalogs have not been modified and will remain available.
Create Blanket Order - Save Option
A fairly high amount of information is required when creating a blanket order so we have given users the ability to save their work. Saved blanket orders can be completed later from the View Requisitions screen and will also generate an Incomplete Requisition task.
Expenses - Similar Expense Validation
The similar expense validation is intended to help users avoid submitting the same expense more than once. One of our customers noticed this was including Declined expenses and confusing both their users and approvers. Declined expenses have been removed from this validation, which should make it more useful.
Checkout - Retrofit Orders & Financial Year relationship
Retrofit orders require the Buyer to select an order date at Checkout. Customers utilising financial years wanted the ability to restrict what dates are available, so these two dates are now related:
eg: Buyer selects Financial Year 2018 (July 2017 - June 2018), the Order Date must fall within these dates.
- Contract sorting is no longer case sensitive. This was causing issues finding the right contracts for a number of users.
- The 'Supplier Request Approved' email notification has been reworded to "Your supplier request has been approved. An email will be sent to the supplier inviting them to register."
- A small change to Self-Approval has been made so it is no longer available at user level if it is not permitted within your Approval configuration.
- Improved support in the rare case of a server error in some payment scenarios.
6.12 will focus on extending the new Catalog Review functionality, though we are also working on enhancements to Expense Approvals, our Support Error page and the sharing of Contracts.