Community Administrators and users with the Community Features role can, manage global system behaviors. By navigating to the Administration module > Settings > Settings tab.
This screen is divided into six functional headers that control the checkout experience, automated communications, and security.
Justifications
In Unimarket, Justification Settings allow administrators to control how buyers provide the necessary business context for their purchases. These settings ensure that approvers have the information they need to make informed decisions.
Core Justification Settings
| Setting | Definition |
|---|---|
| Enable Justifications in Checkout | This is the master switch. It allows buyers to enter text and upload attachments that are forwarded to approvers along with the requisition. |
| Justification on all Order Types | When enabled, justification is required even for orders that typically bypass approval, such as some Credit Card and Release Orders. |
| Justification Text Required | Makes the free-text justification field a mandatory part of the checkout process. |
Settings for Justification Forms
If your community uses specific Justification Forms to capture structured data, the following settings apply:
Justification Type Required: Ensures the user selects a specific justification category/type during checkout.
Justification Fields Required to Save/Reassign: This applies specifically to individual fields within a form. When enabled, mandatory form fields must be completed before a requisition can be saved or reassigned to another user.
Default Justification Type: Sets the initial selection for the justification category. This can be customized at the community level or overridden for specific suppliers.
Why use Justifications?
Justifications are primarily used to:
Assist Approvers: Provide context for high-value or unusual purchases.
Audit Compliance: Maintain a record of why specific vendors or products were chosen.
Streamline Communication: Reduce the need for approvers to follow up with buyers for more information.
Tasks & Notifications
The Tasks settings allow Community Administrators to automate how users are notified about their pending actions (e.g. requisitions awaiting approval or supplier requests).
| Setting | Definition |
|---|---|
| Enable Task Digest Email | When enabled, the system sends a consolidated summary of all outstanding Unimarket tasks to relevant users, rather than sending a separate email for every individual task. |
| Task Digest Frequency | Determines the schedule for these notifications. Options include: • Daily: Sent every day excluding weekends. • Mon/Wed/Fri: Sent three times a week. • Weekly: Sent every Monday. • Custom: Allows for a highly specific schedule. |
Custom Schedule Options
If the Custom frequency is selected, two additional configuration fields become available to provide maximum flexibility:
Days: Administrators can select the specific weekday(s) from Monday to Friday on which the email should be sent.
Run Time: Administrators can define the specific time of day for the delivery. The system supports up to six different run times per day.
Account Code
In Unimarket, Account Code settings are designed to streamline the checkout process by determining how the General Ledger (GL) or accounting strings are populated for a buyer.
Configuration Options
Administrators can choose from three primary behaviors to balance data accuracy with user efficiency:
None: No default is provided. Users must manually search for or enter a valid account code for every requisition line item during the checkout process. This ensures users are intentional about coding but increases the time required to complete an order.
Remember last used: The system automatically populates the account code fields with the exact string used by the buyer in their most recent successful order. This is highly effective for users who consistently bill to the same department or project.
User Default: The system pulls the specific account code designated in the User Profile settings. This is ideal for organizations where employees are strictly tied to a single cost center or budget line.
Community User Settings
Community User Settings allow administrators to define how much control buyers have over the supplier network. By configuring these options, you can balance user flexibility with procurement oversight.
Enable Users to Request Suppliers: When this checkbox is enabled, buyers gain the ability to search the extensive Unimarket Directory for vendors, not currently connected to your community. If they find a supplier they wish to use, they can submit a formal request to your organization's Supplier Administrator to have that vendor added.
Request Supplier Form: To ensure your procurement team receives all necessary data (e.g. diversity status or contact information) before reviewing a vendor, you can assign a specific Supplier Request Form. This dropdown menu allows you to select a pre-configured form that users must complete during the request process.
Supplier Page
The Supplier Profile Form setting allows administrators to select and apply a specific form to the community’s view of supplier profiles.
How it Works
Customization: Administrators can create a custom form with specific fields (such as internal vendor IDs, risk assessments, or specialized contact roles) and apply it to all suppliers within their community.
Visibility: Once a form is selected in the Supplier Page settings, it becomes the standard template used to display information on the supplier's profile page within the Unimarket Administration module.
Data Collection: This is often used to capture community-specific data that may not be part of the supplier's global Unimarket registration but is required for the community's internal procurement processes.
Inbound Emails (Invoice Security)
In Unimarket, the Inbound Emails settings are a critical security feature for communities, that utilize an Invoice Inbox. These settings allow Administrators to manage a spam filter, that automatically screens incoming email invoices. To ensure only legitimate documents are processed.
Inbound Spam Filtering Settings
| Setting | Definition |
|---|---|
| Enable Inbound Spam Filtering | This is the master control for the filter. It uses a scoring system to evaluate incoming emails and block those that appear suspicious. It is enabled by default to protect your community from malicious or junk invoices. |
| Spam Threshold | This numerical value determines the sensitivity of the filter. A higher number is more lenient (allowing more emails through), while a lower number is more restrictive. Unimarket recommends starting at 15+ and gradually lowering the number if you find that spam is still reaching your inbox. |
Performance Monitoring
To help administrators fine-tune the filter without accidentally blocking valid invoices, the system provides a snapshot of activity from the last seven days:
Total Accepted: Shows the number of emails that successfully passed the filter and were processed by Unimarket.
Total Blocked: Shows the number of emails that failed to meet the spam threshold and were rejected.