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Maintenance Release Notes
For SciQuest Products
Documented changes between the 14.3 & 15.1 releases
Thursday, January 22, 2015
Last updated: 1/22/2015. SciQuest Confidential. Copyright © 2015, SciQuest, Inc.
TABLE
OF
CO NTENTS
Welcome
1
What Are Maintenance Releases?
1
How this Document is Organized
1
Ge n e r a l E n h a n c e m e n ts f o r P r o d u c ts o n th e
Se l e c tSi te P l a tf o r m
Updates as of January 22, 2015
2
None
2
Updates as of January 8, 2015
2
None
2
Updates as of December 18, 2014
Customer Feedback
2
2
Salesforce Idea Community Replaces User Voice
Updates as of December 4, 2014
None
2
3
3
Sh o p p i n g a n d In ve n to r y P r o d u c ts
Updates as of January 22, 2015
4
4
None
4
Updates as of January 8, 2015
4
None
4
Updates as of December 18, 2014
Contract Director
4
4
Contract Director Import Default Applicability
Updates as of December 4, 2014
None
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A c c o u n ts P a ya b l e P r o d u c ts
6
Updates as of January 22, 2015
6
Workflow
6
ADW Invoice Workflow Rule Import- Allow User Name for Invoice Owner Criteria
Updates as of January 8, 2015
6
7
None
7
Updates as of December 18, 2014
None
7
7
Updates as of December 4, 2014
None
7
7
T o ta l Su p p l i e r M a n a ge r
8
Updates as of January 22, 2015
8
None
8
Updates as of January 8, 2015
8
None
8
Updates as of December 18, 2014
None
8
8
Updates as of December 4, 2014
None
8
8
C o n tr a c t D i r e c to r - 1 3 .2
9
Updates as of January 15, 2015
9
Build 7.2.0.10483
9
Updates as of January 2, 2015
9
Build 7.2.0.10474
9
Drop Down Fields on Contract Header Corrected
Updates as of December 18, 2014
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Build 7.2.0.10471
10
No significant changes
10
Updates as of December 4, 2014
10
Build 7.2.0.10463
10
Administration
10
Legal Entity Validation Updated
10
Home
10
Global Update Updated
10
Document Library
10
Default Settings on Template Header Fields Updated
Contracts
10
Limited Edit Corrected
10
Recurring Performance Items Corrected
10
Contract Manager Added as Sort Option on Configure Grid Tab
11
Build 7.2.0.10452 (November 13, 2014)
11
All
11
Global Search Corrected
11
Contracts
11
Word IO Updated to Use Word 2013 Documents
11
Word IO Enhanced
11
C o n tr a c t D i r e c to r - 1 4 .3
Updates as of January 22, 2015
12
12
Administration
12
New! User License Types Screen
12
Supplier Sync Corrected
12
Custom Access Groups Corrected
12
Document Configuration
12
Stylesheet Selection on Library Groups Corrected
Contracts
12
13
Print Order Corrected
13
Days Notice Required For Renew Field Corrected
13
Updates as of January 8, 2015
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Configuration
13
New! New Placeholders Available for Email Notifications
13
New! Ability to Turn Off Automatic Email Notifications for Contract Renewal and Contract End
13
Properties Tab in Manage Metadata (Advanced) Screen Corrected
13
Tooltip Help Text Changed
13
Placeholder Display Names Modified
14
Document States Corrected
14
Document Status Corrected
14
Administration
14
Default Settings for Effective Date Fields on Legal Entities Corrected
Contracts
14
New! Automatic Tabbing Added to User Fields on Contract Header
14
Contract Owner Field Default Settings Changed
14
Time Zone Display on View Contract Screen Updated
14
Recurring Compliance Items Corrected
14
Compliance Items on Approved Templates and Contracts Corrected
15
Configured Views Corrected on Contract View Hierarchy Screen
15
Updates as of December 30, 2014
All/Home
15
15
New! Contract Emails Added to Global Search
15
New! Ability to Sort Columns on My Tasks Screen
15
Validation Added for Global Search
15
Configuration
15
Contract Currency Field on Contract Types Corrected
15
Email Subscriptions Corrected
15
Document Configuration
16
Stylesheets on Library Groups Corrected
Contracts
SciQuest, Inc.
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New! File Extensions Added to File Names in Contract Attachment List Screen
16
Main Document As Attachment Corrected
16
Contract Effective End Date Field Corrected
16
Start and End Dates on Child Contracts Corrected
16
Type Ahead on Contract Header Corrected
16
Validation Added for Invalid Email Addresses in UIT Environments
16
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Subject Text Corrected in Contract Outbound Emails List Screen
16
Validation Messages Updated for Uploading Attachments
17
Updates as of December 11, 2014
Configuration
17
New Ability to Hide Log Off Button for SSO
17
Search Result Metadata Fields Corrected
17
New Reference Code Validation
17
New Validation Message for Deleting Commodity Groups
17
Document Configuration
17
Template Export/Import XML Corrected
17
Compliance Items on Templates Corrected
17
Contracts
18
New Validation for Contract End Dates
18
Contract Amendments Corrected
18
Contracts with Outbound Emails Corrected
18
Contract Emails Updated
18
Updates as of December 4, 2014
Home/All
18
18
Error Message Added to Log In Screen
18
Configured Search Dashboard Panel Corrected
18
Configuration
18
Create New Action on Manage Metadata (Advanced) Screen Corrected
Administration
18
19
New Validation for Legal Entities
19
IsAccountLocked Column on User Listing Screen Corrected
19
Unlock Account Option on User Listing Screen Corrected
19
Document Library
19
Template Used By Screen Corrected
Contracts
19
19
Contract Time Value Fields Updated
19
Custom Field Placeholders Corrected
19
Email Notification Links Corrected
19
Sc i Qu e s t Su p p l i e r N e tw o r k
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Updates as of January 22, 2015
20
None
20
Updates as of January 8, 2015
20
None
20
Updates as of December 18, 2014
Sourcing Events
20
Countdown Timer for Sourcing Events
Updates as of December 4, 2014
None
20
21
21
Sp e n d R a d a r
22
January 2015
22
None
22
December 2014
22
None
22
November 2014
22
None
22
So u r c i n g D i r e c to r
23
Updates as of January 22, 2015
23
None
23
Updates as of January 8, 2015
23
Workflow
23
Check for Supplier ERP ID in Sourcing Evaluation Workflow
Events
23
24
Resend Supplier Event Invitation
24
Updates as of December 18, 2014
Navigation
24
24
Owner Added to Key Dates Panel in Sourcing Dashboard
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Workflow
25
ADW Options for Finalize Award Value and Estimated Value
Updates as of December 4, 2014
None
25
25
A d va n c e d So u r c i n g O p ti m i z e r
Updates as of January 22, 2015
26
26
Event Configuration and Monitoring
RFIs Updated
26
26
Analysis
26
Partial Package Assumption Report Corrected
Bidding
26
26
Bid Sheet Download Corrected
26
Pre-Bid Tasks Messaging Corrected
26
Errors Only Bid Sheet Link Corrected
27
Updates as of January 8, 2015
27
Event Configuration and Monitoring
27
Bulk Download Corrected
27
Event Copying Corrected
27
RFxpress Upload Updated
27
Manual Supplier Contact Approval Corrected
27
Admin
27
User Management Corrected
27
All
27
Forgot Password Updated
27
Updates as of December 18, 2014
28
Event Configuration and Monitoring
28
Initial Bid Time Updated
28
Conditionally Required Bid Fields Corrected
28
Negotiation Guide Updated
28
Bulk Supplier Upload Corrected
28
Reverse Auction Copying Corrected
28
Bidding
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Multi-Select RFI Questions Corrected
Updates as of December 4, 2014
Event Configuration and Monitoring
28
28
Analysis Configuration Corrected
28
Manage Template Permissions Corrected
28
Manage Suppliers Invitations Corrected
29
Event List Filtering Corrected
29
Bidding
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29
Event Document Gating Status Corrected
29
Package Management Updated
29
RFI Cell Validation Updated
29
Supplier Home Page Corrected
29
RFI Availability Updated
29
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W ELCOME
Wha t Are Ma intena nce Relea s es ?
Maintenance releases are minor software upgrades that are scheduled between major release dates. The purpose of
these releases is to accommodate minor feature requests from clients, the promotion of corrected defects, and activities for client go-lives. Maintenance releases generally occur every two weeks.
Please refer to this document at any time for an updated list of changes and features for the SaaS version of the following SciQuest products:
l
l
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l
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Shopping and Inventory Products: Spend Director, Order Manager, Requisition Manager and Supplies Manager
Accounts Payable Products: Accounts Payable Director and Accounts Payable Express (formerly Settlement
Manager)
Supplier Management Products: Total Supplier Manager, along with add-on modules Dynamic Qualification
and 2nd Tier Reporting
Contract Product: Contract Director
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Updates to Versions 13.2 and 14.2 are provided.
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Contract management in Spend Director is included in the Shopping section of this document.
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Updates to the deployed version of Contract Director are not covered in this document.
Supplier Product: SciQuest Supplier Network – This product is used by suppliers to SciQuest customers to
manage profile information, manage catalogs, communicate about invoices, and more.
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Spend Analysis Products: Spend Radar
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Sourcing Products: Sourcing Director and Advanced Sourcing Optimizer
NOTE: Only defects and features deemed significant to the SciQuest customer base are included in this document.
Occasionally changes will warrant additional communication, and in this case, an email will be sent to administrators
communicating these changes.
How this Document is O rga niz ed
The information in this document is presented by products. The products used for shopping, approvals, order distribution are presented first (Shopping and Inventory Products). From there updates to accounts payables are presented. Next, changes to Total Supplier Manager and then Contract Director. Next, changes to the SciQuest Supplier
Network are listed. Finally, changes to Spend Radar, Sourcing Director and Advanced Sourcing Optimizer will be
presented. Within each grouping, the information is presented in chronological order.
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GENERAL E NHANCEMENTS F OR P RODUCTS O N T HE
SELECT SITE P LATFORM
This section focuses on general enhancements that are applicable to all products on SciQuest’s SelectSite platform.
These products include:
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Shopping: SpendDirector, Order Manager, Requisition Manager
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Inventory: Supplies Manager
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Accounts Payable: AP Director and AP Express
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Supplier Management: Total Supplier Manager
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Sourcing: Sourcing Director
The updates reflect maintenance changes made between the 14.3 and 15.1 major releases, from November, 2014
through March, 2015.
Scheduling
Maintenance releases occur Thursday nights (approximately 9pm, ET). Maintenance releases do not affect your ability to access and use your site. A site outage is not required.
Below is a list of scheduled maintenance releases occurring between the 14.3 and 15.1 releases:
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December 4, 2014
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December 18, 2014
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January 8, 2015
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January 22, 2015
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February 5, 2015
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February 19, 2015
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March 5, 2015
Upda tes a s of J a nua ry 22, 2015
None
Upda tes a s of J a nua ry 8, 2015
None
Upda tes a s of December 18, 2014
Customer Feedback
S a l e s f o r ce I d e a C o m m u n i t y R e p l a ce s U s e r V o i ce
SciQuest is no longer using User Voice to manage customer feedback. Instead we have switched to Salesforce Idea
Community. The link location and permissions have not changed, but will now navigate the user to the Idea Community login.
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Impact
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Products Affected: User Voice (now Salesforce Idea Community)
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End User Impact: Low
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Admin User Impact: Low
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Integration Impact: None
Key points of Feature
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This feature is ON (enabled) by default .
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New Permissions related to this Feature:None
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The link on the Admin dashboard page under “Visit Our Idea Forum” now shows as “Go to the Idea Community". Clicking this link navigates the user to the Idea Community login screen.
The Daily customer feedback report has been removed from the user Notification Preferences, as this was specific to the User Voice application.
Upda tes a s of December 4, 2014
None
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SHOPPING AND I NVENTORY P RODUCTS
This section focuses on general enhancements that are applicable to all products on SciQuest’s SelectSite platform.
These products include:
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SpendDirector
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Requisition Manager
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Order Manager
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Supplies Manager
The updates reflect maintenance changes made between the 14.3 and 15.1 major releases, from November, 2014
through March, 2015.
Scheduling
Maintenance releases occur Thursday nights (approximately 9pm, ET). Maintenance releases do not affect your ability to access and use your site. A site outage is not required.
Below is a list of scheduled maintenance releases occurring between the 14.3 and 15.1 releases:
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December 4, 2014
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December 18, 2014
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January 8, 2015
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January 22, 2015
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February 5, 2015
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February 19, 2015
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March 5, 2015
Upda tes a s of J a nua ry 22, 2015
None
Upda tes a s of J a nua ry 8, 2015
None
Upda tes a s of December 18, 2014
Contract Director
C o n t r a ct D i r e ct o r I m p o r t D e f a u l t A p p l i ca b i l i t y
A new integration configuration has been added to control whether new contracts from Contract Director are applicable for all users when first imported into SelectSite. Beginning with this maintenance release, when a contract is
imported into SelectSite from Contract Director, the system will enable access to the contract using departments and
roles by default.
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Impact
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Products Affected: SelectSite with Contract Director Integration
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End User Impact: Low
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Admin User Impact: Low
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Integration Impact: Low
Key points of Feature
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This feature is ON (enabled) by default, and you must contact SciQuest to change it.
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New Permissions related to this Feature: None
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A new option is available for customers that are configured to import Contract Director contracts into
SelectSite. With this setting enabled, all contracts originating in Contract Director will have Grant access to
this contract using Departments and Roles set to true by default.
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This setting can be changed by SciQuest.
The setting does not affect contracts that are already in SelectSite. Only new contracts coming from
Contract Director are affected.
Upda tes a s of December 4, 2014
None
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ACCOUNTS P AYABLE P RODUCTS
This section of the document provides information about maintenance releases for the following SciQuest Products:
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Accounts Payable Director
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AP Express
The updates reflect maintenance changes made between the 14.3 and 15.1 major releases, from November, 2014
through March, 2015.
Scheduling
Maintenance releases occur Thursday nights (approximately 9pm, ET). Maintenance releases do not affect your ability to access and use your site. A site outage is not required.
Below is a list of scheduled maintenance releases occurring between the 14.3 and 15.1 releases:
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December 4, 2014
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December 18, 2014
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January 8, 2015
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January 22, 2015
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February 5, 2015
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February 19, 2015
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March 5, 2015
Upda tes a s of J a nua ry 22, 2015
Workflow
A D W I n v o i ce Wo r k f l o w R u l e I m p o r t - A l l o w U s e r N a m e f o r
I n v o i ce O w n e r C r i t e r i a
Previously if a client wanted to import an ADW invoice workflow rule based on “Invoice Owner” they would have to use
the internal user ID for the referenced user. This value is difficult for end users to find. With this maintenance release,
the rule may reference the username or the internal user ID.
Impact
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Products Affected: AP Director, AP Express
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End User Impact: Low
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Admin User Impact: Low
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Integration Impact: None
Key points of Feature
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This feature is ON (enabled) by default.
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New Permissions related to this Feature: None
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SciQuest, Inc.
This update affects both the XML and Tab Delimited ADW Rule imports available at: Site Configuration >
Workflow Setup > Invoice Workflow Setup > Invoice Advanced Dynamic Workflow (ADW) > Import And
Export Rules
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l
To configure a rule based on an Invoice Owner, either of the following references may be used:
l
“oneOf|AdvancedSearch_Invoice_POLine_Owner|1234567”
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“oneOf|AdvancedSearch_Invoice_POLine_Owner|jowens”
Upda tes a s of J a nua ry 8, 2015
None
Upda tes a s of December 18, 2014
None
Upda tes a s of December 4, 2014
None
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T OTAL SUPPLIER M ANAGER
This section of the document provides information about maintenance releases for the Total Supplier Manager
product, and also includes update for the add-on modules Dynamic Qualification and 2nd Tier Reporting.
The updates reflect maintenance changes made between the 14.3 and 15.1 major releases, from November, 2014
through March, 2015.
Scheduling
Maintenance releases occur Thursday nights (approximately 9pm, ET). Maintenance releases do not affect your ability to access and use your site. A site outage is not required.
Below is a list of scheduled maintenance releases occurring between the 14.3 and 15.1 releases:
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December 4, 2014
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December 18, 2014
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January 8, 2015
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January 22, 2015
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February 5, 2015
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February 19, 2015
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March 5, 2015
Upda tes a s of J a nua ry 22, 2015
None
Upda tes a s of J a nua ry 8, 2015
None
Upda tes a s of December 18, 2014
None
Upda tes a s of December 4, 2014
None
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C ONTRACT DIRECTOR - 13.2
This section of the document provides information about maintenance releases for the 13.2 version of the Contract
Director module. These changes only apply to the SaaS version of the software. The updates reflect maintenance
changes made to 13.2 environments from November, 2014 through March, 2015.
Scheduling
Maintenance releases occur Thursday nights (approximately 9pm, ET) unless otherwise noted. Maintenance releases
do not affect your ability to access and use your site. A site outage is not required.
Below is a list of scheduled maintenance releases occurring between the 14.3 and 15.1 releases:
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December 2, 2014 (Tuesday)
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December 18, 2014
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January 2, 2015
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January 15, 2015
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January 29, 2015
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February 12, 2015
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February 26, 2015
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March 12, 2015
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March 26, 2015
Upda tes a s of J a nua ry 15, 2015
Build 7.2.0.10483
No significant changes.
Upda tes a s of J a nua ry 2, 2015
Build 7.2.0.10474
D r o p D o w n F i e l d s o n C o n t r a ct H e a d e r C o r r e ct e d
The contract header captures basic information required to create a contract. Previously, on systems with SSO
enabled, an error occurred when accessing drop down fields on the Create New Contract screen if it was inactive for a
long period of time. As of this release, the screen automatically refreshes and no error occurs.
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Upda tes a s of December 18, 2014
Build 7.2.0.10471
N o s i g n i f i ca n t ch a n g e s
Upda tes a s of December 4, 2014
Build 7.2.0.10463
Administration
Le ga l Ent it y Va lida t ion Upda t e d
Legal entities are identities for the individuals and companies that are referenced within Contract Director. Previously,
saving a legal entity with a blank Legal Name field caused an unexpected error message to appear. As of this release,
an error message indicates that the Legal Name field cannot be blank when a legal entity is saved without a legal
name.
Home
Global Update Update d
Global Update allows users to update some fields on multiple records at once. Previously, searches on the Old Contract Manager field did not list contracts with an amendment number of 0. As of this release, searches on the Old Contract Manager field displays all contracts associated with the contract manager.
Document Library
De fa ult Se t t ings on Te mpla t e He a de r Fie lds Upda t e d
Templates and library groups contain document text for contracts. Previously, the default settings on the template
header displayed a checkbox with no name in the Other panel. As of this release, the Derived Contracts Are Renewable checkbox and other related fields are displayed in the Other panel by default.
Contracts
L i m i t e d E d i t C o r r e ct e d
The Limited Edit operation allows you to make changes that don't affect the terms and conditions of a contract. Previously, double clicking on the Limited Edit operation before the screen loaded caused error messages and duplicate
"Respond to Workflow" messages to appear. As of this release, double clicking the Limited Edit operation shows the
appropriate error message and menu.
R e cu r r i n g P e r f o r m a n ce I t e m s C o r r e ct e d
Performance items are conditions that must be met during the contract life cycle. Previously, recurring performance
items ending on an annual date did not accept dates after 28 in some languages. As of this release, recurring
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performance items accept annual dates after 28 in all languages.
C o n t r a ct M a n a g e r A d d e d a s S o r t O p t i o n o n C o n f i g u r e G r i d T a b
The columns that appear on listing screens are defined in the Configured Grid tab. Contract Manager has been added
as a sort field on the Configure Grid tab.
Build 7.2.0.10452 (November 13, 2014)
All
G l o b a l S e a r ch C o r r e ct e d
Global Search is used to search for items throughout Contract Director. Previously, global searches using wildcard
characters did not return all records that met search criteria. As of this release, global search has been updated so
that global searches with wildcard characters perform as expected.
Contracts
Wo r d I O U p d a t e d t o U s e Wo r d 2 0 1 3 D o cu m e n t s
Word IO is used to send contracts back and forth during contract negotiations and import third party documents. Previously, Word IO could not import documents saved in Word 2013. As of this release, Word IO can import documents
saved in Word 2013.
Wo r d I O E n h a n ce d
Word IO is used to send contracts back and forth during contract negotiations and import third party documents. Word
IO has been updated to improve screen load time.
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C ONTRACT DIRECTOR - 14.3
This section of the document provides information about maintenance releases for the 14.3 version of the Contract
Director module. These changes only apply to the SaaS version of the software. The updates reflect maintenance
changes made to 14.3 environments from November, 2014 through March, 2015.
Scheduling
Maintenance releases occur Thursday nights (approximately 9pm, ET) unless otherwise noted. Maintenance releases
do not affect your ability to access and use your site. A site outage is not required.
Below is a list of scheduled maintenance releases occurring between the 14.3 and 15.1 releases:
l
December 2, 2014 (Tuesday)
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December 11, 2014
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December 30, 2014 (Tuesday)
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January 8, 2015
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January 22, 2015
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February 5, 2015
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February 19, 2015
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March 5, 2015
Upda tes a s of J a nua ry 22, 2015
Administration
N e w ! U s e r L i ce n s e T y p e s S cr e e n
A new read-only User License Type screen shows how many users occupy the Read Only, Limited Edit, and Power
license types. The numbers are calculated from user access assignments. The screen is located under Administration
> User License Types and is only available to users with the appropriate permissions.
S u p p l i e r S y n c C o r r e ct e d
Supplier Sync imports suppliers entered in SelectSite to Contract Director as legal entities. Previously, the supplier
record did not import if the email address was not unique. As of this release, supplier records with duplicate email
addresses are imported, and only one email address is saved to the record.
C u s t o m A cce s s G r o u p s C o r r e ct e d
Custom access groups are used to define unique areas of access to the system. Previously, custom access groups
could not be deleted. As of this release, a custom access group can be deleted provided it is not being used in another
area of Contract Director.
Document Configuration
S t y l e s h e e t S e l e ct i o n o n L i b r a r y G r o u p s C o r r e ct e d
Stylesheets set formatting for templates, library groups and contract documents. Previously, the Stylesheet field on
library groups did not populate based on the Language selected for the library group. As of this release, only
stylesheets with the same language as the library group appear for selection in the Stylesheet drop down field.
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Contracts
P r i n t O r d e r C o r r e ct e d
Print order sets the sequence in which contract attachments are printed. Previously, print order was suppressed when
the "Main Document As Attachment" option was selected, preventing additional attachments from being included in
the contract document. As of this release, print order is enabled when "Main Document As Attachment" is selected,
allowing all attachments to be included in the contract document.
D a y s N o t i ce R e q u i r e d F o r R e n e w F i e l d C o r r e ct e d
The Days Notice Required For Renew field on templates sets the number of days prior to the contract renewal date
that an email notification is sent out. Previously, entering a number greater than 0 in the field caused an error and prevented the template from being saved. As of this release, the field functions as expected.
Upda tes a s of J a nua ry 8, 2015
Configuration
N e w ! N e w P l a ce h o l d e r s A v a i l a b l e f o r E m a i l N o t i f i ca t i o n s
The following email placeholders have been added to the system and can be inserted into email notification text:
l
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[[Contract2ndParty]] - links to Second Party field.
[[ContractDescr]] - Links to Contract Description field. If the Description field is empty, the system will send
the contract title as a description.
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[[ContractEndDate]] - links to Contract End Date field. The format is ISO 8601.
l
[[ContractLastNote]] - links to the most recent note added to a contract.
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[[ContractManager]] - links to Contract Manager field.
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[[ContractTitle]] - Links to Contract Title field.
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[[ContractType]] - links to Contract Type Description field.
N e w ! A b i l i t y t o T u r n O f f A u t o m a t i c E m a i l N o t i f i ca t i o n s f o r C o n t r a ct R e n e w a l a n d C o n t r a ct E n d
Email notifications are automatically sent by the system prior to a contract's renewal or end date. Previously, Contract
End and Contract Renew email notifications were sent for contracts that ended in the past, causing unnecessary
email notifications to be sent for legacy contracts. As of this release, this feature can be turned off for contracts that
end prior to the current date.
P r o p e r t i e s T a b i n M a n a g e M e t a d a t a ( A d v a n ce d ) S cr e e n C o r r e ct e d
The Manage Metadata (Advanced) screen manages entities throughout Contract Director. Previously, the Properties
tab on the Manage Metadata (Advanced) screen did not load correctly. As of this release, the Properties tab loads correctly and values can be modified as expected.
Toolt ip He lp Te x t C ha nge d
Help text tooltips can be provided for a field by completing the Help Text field in the Manage Metadata (Advanced)
screen. Previously, tooltip help text added to many to many panels caused the field to collapse or expand when the
tooltip was accessed. As of this release, the behavior of help text tooltips has been modified so that users must click
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the help icon next to the field to make the tooltip help text appear, and clicking the icon does not affect the associated
field.
P l a ce h o l d e r D i s p l a y N a m e s M o d i f i e d
Contract types set properties for all contracts created from the contract type. As of this release, on custom fields
added to a contract type, placeholder display names have been updated to include the contract type, making placeholders easier to identify.
D o cu m e n t S t a t e s C o r r e ct e d
Document states describe the condition of a record. Previously, creating a new document state caused an error. As of
this release, new document states can be created and saved successfully.
D o cu m e n t S t a t u s C o r r e ct e d
Document status indicates where a document is in the workflow process. Previously, creating a new document status
caused an error. As of this release, new document statuses can be created and saved successfully.
Administration
D e f a u l t S e t t i n g s f o r E f f e ct i v e D a t e F i e l d s o n L e g a l E n t i t i e s C o r r e ct e d
Legal entities are the identities for individuals or companies referenced within Contract Director. Previously, the Effective Date fields on legal entity screens defaulted to yesterday's date. As of this release, Effective Date fields on legal
entity screens default to today's date.
Contracts
N e w ! A u t o m a t i c T a b b i n g A d d e d t o U s e r F i e l d s o n C o n t r a ct
He a de r
The contract header is used to enter information regarding the contract. Auto-tabbing has been added to the contract
header so that after selecting a user in the Owner, Contract Manager or Invoice Manager fields, the cursor automatically moves to the next field
C o n t r a ct O w n e r F i e l d D e f a u l t S e t t i n g s C h a n g e d
Entity roles allow the user selected in an entity role field to acquire permissions attached to the field. Previously,
default values could not be selected for the Owner entity role field on the contract header. As of this release, default
values can be selected on the Owner entity role field.
T i m e Z o n e D i s p l a y o n V i e w C o n t r a ct S cr e e n U p d a t e d
Contract start and end date fields can be configured to display the time zone as well as the date. Previously, the display name of the time zone selected on the contract header was not fully displayed on the View contract screen. As of
this release, the time zone is displayed identically on both the contract header and the View contract screen.
R e cu r r i n g C o m p l i a n ce I t e m s C o r r e ct e d
Recurring compliance items are conditions that must be met throughout the lifecycle of the contract. Previously, recurring compliance items could not be updated on approved contracts. As of this release, recurring compliance items on
approved contracts can be updated through the contract Operations menu.
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C o m p l i a n ce I t e m s o n A p p r o v e d T e m p l a t e s a n d C o n t r a ct s C o r r e ct e d
Compliance items are conditions that must be met before or during a contract's lifecycle. Previously, the Update
option appeared in the Compliance Configuration menu for approved templates and contracts. As of this release,
compliance items on approved templates are updated by selecting Contract Update Compliance Performance from
the Operations menu.
C o n f i g u r e d V i e w s C o r r e ct e d o n C o n t r a ct V i e w H i e r a r ch y S cr e e n
The Contract View Hierarchy screen displays a list of records related to a contract. Previously, configured views could
not be saved in the Contract View Hierarchy screen. As of this release configured views can be saved in the Contract
View Hierarchy screen.
Upda tes a s of December 30, 2014
All/Home
N e w ! C o n t r a ct E m a i l s A d d e d t o G l o b a l S e a r ch
Global Search allows users to search for records in various areas of the application. Contract inbound and outbound
emails have been added to global search. Records that match the search criteria are indicated by the titles "Contract
Inbound Email" or "Contract Outbound Email" in the search results screen. Clicking on the title will open the email.
N e w ! A b i l i t y t o S o r t C o l u m n s o n M y T a s k s S cr e e n
The My Tasks screen shows tasks assigned to the logged-in user. Previously, there was no way to sort tasks on the
listing screen. As of this release, each click of the icon next to a column title allows users to sort the column in: 1.
ascending order, 2. descending order, or 3. turn off the sort feature.
V a l i d a t i o n A d d e d f o r G l o b a l S e a r ch
Global Search allows users to search for records in various areas of the application. Previously, entering multiple wildcard characters such as "**" or "+*" caused an error. As of this release, entering multiple wildcard characters in the
Global Search field does not cause an error, but no results are listed in the Results screen.
Configuration
C o n t r a ct C u r r e n cy F i e l d o n C o n t r a ct T y p e s C o r r e ct e d
Contract types establish settings for all contracts created form the contract type. Previously, when creating a contract
type, saving a blank value or a value less than 6 characters as the default value for the Contract Currency entity
caused an error message. As of this release, a blank value or value less than 6 characters long can be saved as the
default value for the Contract Currency field on a contract type.
E m a i l S u b s cr i p t i o n s C o r r e ct e d
Email subscriptions allow users to receive automatic email notifications sent by the system. Previously, an error message was received if a user tried to subscribe to emails, but was not associated with a legal entity. As of this release,
users do not have to be associated with a legal entity to subscribe to email notifications.
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Document Configuration
S t y l e s h e e t s o n L i b r a r y G r o u p s C o r r e ct e d
Library groups a contain a collection of items that can be inserted into template and contract text. Previously, the
Stylesheet field did not display the appropriate stylesheets on the Create New Library Group screen. As of this
release, stylesheets are displayed as expected and can be selected for a library group.
Contracts
N e w ! F i l e E x t e n s i o n s A d d e d t o F i l e N a m e s i n C o n t r a ct A t t a ch m e n t L i s t S cr e e n
Files can be attached to the contract record as attachments or as the main contract document. Previously, file extensions for attachments were not indicated in the Contract Attachment listing screen. As of this release, file extensions
are included on the listing screen and a new File Name field shows the complete title of the attachment, including the
file extension.
M a i n D o cu m e n t A s A t t a ch m e n t C o r r e ct e d
Selecting the Main Document As Attachment checkbox allows an attachment to be used as the contract document.
Previously, selecting the Word As Attachment checkbox caused a "primary template is required" message to appear.
As of this release, if the Word As Attachment checkbox is selected, templates are not required.
C o n t r a ct E f f e ct i v e E n d D a t e F i e l d C o r r e ct e d
Contract end dates can be set by selecting a date, or indicating the duration that the contract is active. Previously, the
Effective End Date field value changed when the contract was approved on contracts where the start date was fixed,
and a duration was selected for the end date . As of the release the Effective End Date does not change upon
approval.
S t a r t a n d E n d D a t e s o n C h i l d C o n t r a ct s C o r r e ct e d
Child contracts must have start and end dates and times within those of the parent contract. Previously, an error message indicating that the start date was wrong prevented child contracts from being created from a parent. As of this
release, start and end date calculations on child contracts have been updated so that validation messages appear
only when the child contract start and end dates and times are outside that of the parent.
T y p e A h e a d o n C o n t r a ct H e a d e r C o r r e ct e d
The type ahead feature allows users to enter a few letters in a field to display matching values. Previously, type ahead
did not work correctly on the contract header for users belonging to a "with children" organization unit. As of this
release, type ahead functions as expected for all access groups and access assignments.
Va lida t ion Adde d for Inva lid Ema il Addre sse s in UIT Environme nt s
Emails regarding a contract can be sent from Contract Director. Previously, in UIT environments, there was no indication that an email address was invalid, and a record failed email attempts did not appear in correct area. As of this
release, a validation message appears when an invalid email address in entered., and information regarding the
email is displayed in the appropriate area.
S u b j e ct T e x t C o r r e ct e d i n C o n t r a ct O u t b o u n d E m a i l s L i s t S cr e e n
Contract Outbound Emails lists all emails sent by the system. Previously, text from the Subject field did not wrap
within the Subject column on the Contract Outbound Emails List screen. As of this release, Subject text wraps within
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the Subject column as expected.
V a l i d a t i o n M e s s a g e s U p d a t e d f o r U p l o a d i n g A t t a ch m e n t s
Files can be attached to a contract in the Contract Attachments screen. Open files cannot be uploaded when using
the Internet Explorer browser, however the validation message did not indicate why the open files could not be
uploaded. As of this release, a validation message indicates that the file cannot be accessed because it is being used
by another process. Closing the open file will allow it to be uploaded.
Upda tes a s of December 11, 2014
Configuration
Ne w Abi l i t y t o Hi de Log Off But t on for SSO
Single Sign On (SSO) can be enabled to allow users to use a single log in screen to access both Contract Director and
SelectSite. Previously, the log off button on Contract Director could not be hidden, and for systems with SSO enabled
it is not needed. As of this release, the Log Off button can be hidden for systems with SSO enabled.
S e a r ch R e s u l t M e t a d a t a F i e l d s C o r r e ct e d
The Manage Metadata (Advanced) screen maintains all entities in the system. Previously, pausing over the Label,
Alignment, or Position fields in the "Display in Search Results" metadatum area did not allow the selection to be
saved. As of this release, drop down options in the Label, Alignment, or Position fields can be saved as expected.
N e w R e f e r e n ce C o d e V a l i d a t i o n
Reference Codes are custom drop down fields unique to your business. Previously, entering a string length maximum
greater than 256 in the Name property field caused an error. As of this release, a validation message appears when
the value entered is larger than the maximum allowed value, and indicates that the user cannot exceed the maximum
permitted length of the field.
Ne w V a lida t ion Me ssa ge for De le t ing C ommodit y Groups
In Contract Director, child records must be deleted before a parent record can be deleted. Previously, parent commodity groups could be deleted without deleting child records first. As of this release, a new validation message indicates that the child commodity group must be deleted before the parent can be deleted.
Document Configuration
T e m p l a t e E x p o r t / I m p o r t X M L C o r r e ct e d
The Export/Import XML feature allows templates from an older version of Contract Director to be exported, then
imported into a newer version of Contract Director. Previously, exported amendment templates did not always import
correctly. As of this release, templates can be exported and imported using the Export/Import XML feature.
C o m p l i a n ce I t e m s o n T e m p l a t e s C o r r e ct e d
Compliance items added to templates appear on contracts created from the template. Previously, Update and Delete
options appeared for compliance items attached to approved templates. As of this release, compliance items on
approved templates cannot be updated or deleted unless a new version of the template is created.
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Contracts
N e w V a l i d a t i o n f o r C o n t r a ct E n d D a t e s
Contract end dates can be set by selecting a date, or indicating a period of time that the contract is active. Previously,
contracts with fixed end dates that had already occurred (in the past) could be approved. As of this release, a new validation message indicates that the contract cannot be approved if the end date is in the past.
C o n t r a ct A m e n d m e n t s C o r r e ct e d
Contract amendments are used to make changes that affect the terms and conditions of a contract. Previously,
amendments could not be created if the original contract was associated with a workflow or distribution group. As of
this release, amendments can be created from contracts associated with workflow or distribution groups.
C o n t r a ct s w i t h O u t b o u n d E m a i l s C o r r e ct e d
Emails regarding a contract can be sent from the Send An Email screen and viewed in the Contract Outbound Emails
screen. Previously, contracts could not be deleted if they had outbound emails associated with access groups. As of
this release , contracts with emails tied to access groups can be deleted.
C o n t r a ct E m a i l s U p d a t e d
A Word IO export can be initiated by selecting the "Initiate Word Io Express" checkbox in the Send An Email screen.
Returned emails can be viewed in the Contract Inbound Emails screens. Previously, emails returned in reply to an
email sent from Contract Director did not always appear in the Contract Inbound Emails screen. As of this release,
contract inbound emails function as expected.
Upda tes a s of December 4, 2014
Home/All
E r r o r M e s s a g e A d d e d t o L o g I n S cr e e n
A user name and password are required to log into Contract Director. Previously, entering an incorrect user name or
password caused an error. As of this release, entering the wrong user name or password causes the validation message "The User Name or Password is Incorrect" to appear.
C o n f i g u r e d S e a r ch D a s h b o a r d P a n e l C o r r e ct e d
The dashboard displays information and links to other areas of Contract Director. Previously, the Configured Search
Dashboard panel would not always load when users with limited dashboard permissions tried to access it. As of this
release, the Configured Search dashboard panel loads as expected.
Configuration
C r e a t e N e w A ct i o n o n M a n a g e M e t a d a t a ( A d v a n ce d ) S cr e e n C o r r e ct e d
The Manage Metadata (Advanced) screen controls entities throughout Contract Director. Previously, the Properties
tab for the Create New action in the Manage Metadata (Advanced) screen did not load. As of this release, the Properties tab for the Create New action appears and functions as expected.
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Administration
Ne w V a lida t ion for Le ga l Ent it ie s
Legal entities are companies or individuals referenced within Contract Director. Previously, a legal entity could be
saved with the same legal name as an existing legal entity. As of this release, a validation message prevents a legal
entity being created if the legal name is identical to an existing legal entity.
I s A cco u n t L o ck e d C o l u m n o n U s e r L i s t i n g S cr e e n C o r r e ct e d
User accounts control who has access to Contract Director. Previously, the IsAccountLocked column in the User listing screen did not update when a user account was locked to due to too many password login attempts. As of this
release, "True" displays in the IsAccountLocked column if a user account has been locked.
U n l o ck A cco u n t O p t i o n o n U s e r L i s t i n g S cr e e n C o r r e ct e d
User accounts control who has access to Contract Director. Previously, administrators could not unlock a user account
even if they had the appropriate permissions. As of this release, users with the appropriate permissions can unlock an
account by selecting Unlock Account in the left menu.
Document Library
T e m p l a t e U s e d B y S cr e e n C o r r e ct e d
The Template Used By screen displays a list of contract created from a template. Previously, an error message
appeared when accessing the screen. As of this release, the Template Used By screen functions as expected.
Contracts
C o n t r a ct T i m e V a l u e F i e l d s U p d a t e d
The Contract Starts On and Contract Ends On fields on the contract header are used to indicate time period that the
contract is in effect. Previously, negative values could be entered in contract time period fields. As of this release, negative values cannot be entered in the contract time period fields.
C u s t o m F i e l d P l a ce h o l d e r s C o r r e ct e d
Custom fields can be marked as placeholders to insert data from the field into contract text. Previously, when the
Show Placeholder Values button in the document editor was clicked, not all placeholders resolved. As of this release,
placeholder values display correctly in the document editor.
E m a i l N o t i f i ca t i o n L i n k s C o r r e ct e d
Email notifications allow users to link to a document in Contract Director via email. Previously, users set up with SSO
would receive an error message if they logged out of Contract Director and then clicked on a link in an email notification. As of this release, logging out of Contract Director, then clicking a link in an email notification will direct them
to the appropriate document.
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SCI Q UEST SUPPLIER N ETWORK
This section of the document provides information about maintenance releases for the SciQuest Supplier Network,
which is the application used by suppliers. The updates reflect maintenance changes made between the 14.3 and
15.1 major releases, from November, 2014 through March, 2015.
Scheduling
Maintenance releases occur Thursday nights (approximately 9pm, ET). Maintenance releases do not affect your ability to access and use your site. A site outage is not required.
Below is a list of scheduled maintenance releases occurring between the 14.3 and 15.1 releases:
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December 4, 2014
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December 18, 2014
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January 8, 2015
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January 22, 2015
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February 5, 2015
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February 19, 2015
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March 5, 2015
Upda tes a s of J a nua ry 22, 2015
None
Upda tes a s of J a nua ry 8, 2015
None
Upda tes a s of December 18, 2014
Sourcing Events
C o u n t d o w n T i m e r f o r S o u r ci n g E v e n t s
Previously, suppliers could see the closing date and time for an event in a banner message above each page for the
event. With this maintenance release, suppliers will now also see a highlighted countdown timer that lists the number
of days and hours left to respond to the event, depending on when the event closes. The close date and time will continue to be shown.
Impact
l
Products Affected: Sourcing Director
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End User Impact: Low
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Admin User Impact: None
l
Integration Impact: None
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Key points of Feature
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This feature is ON (enabled) by default .
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New Permissions related to this Feature:None
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When viewing an open event, the message above each event page will display a countdown timer displaying
the number of days and hours left until the event closes. The information displayed depends on the time left:
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l
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Event close time is greater than 48 hours away - the message will display the remaining days until the
event is closed.
Event close time is less than 48 hours away - the message will display the number of days and hours
remaining until the event is closed.
Event close time is less than 24 hours away - the message will display "less than X hours" until the
event is closed.
The countdown is updated each time the page is refreshed.
Upda tes a s of December 4, 2014
None
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SPEND R ADAR
This section of the document provides information about maintenance releases for the SpendRadar product. The
updates reflect maintenance changes made between the 14.3 and 15.1 major releases, from November, 2014
through March, 2015.
Maintenance releases occur approximately once per month. Customers will be notified of date and time prior to the
maintenance release.
J a nua ry 2015
None
December 2014
None
November 2014
None
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SOURCING DIRECTOR
This section of the document provides information about maintenance releases for the Sourcing Director product.
The updates reflect maintenance changes made between the 14.3 and 15.1 major releases, from November, 2014
through March, 2015.
Scheduling
Maintenance releases occur Thursday nights (approximately 9pm, ET). Maintenance releases do not affect your ability to access and use your site. A site outage is not required.
Below is a list of scheduled maintenance releases occurring between the 14.3 and 15.1 releases:
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December 4, 2014
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December 18, 2014
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January 8, 2015
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January 22, 2015
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February 5, 2015
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February 19, 2015
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March 5, 2015
Upda tes a s of J a nua ry 22, 2015
None
Upda tes a s of J a nua ry 8, 2015
Workflow
C h e ck f o r S u p p l i e r E R P I D i n S o u r ci n g E v a l u a t i o n Wo r k f l o w
Buyers can now add an additional check in the sourcing evaluation workflow to identify if suppliers have an ERP ID.
This will allow organizations to prevent purchase orders from being created for suppliers without ERP ID's .
Impact
l
Products Affected: Sourcing Director
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End User Impact: Low
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Admin User Impact: Low
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Integration Impact: None
Key points of Feature
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This feature is OFF (disabled) by default, and you must contact SciQuest to update your organization's workflow to support this feature.
New Permissions related to this Feature:None
With a new workflow step configured, organizations will be able to identify suppliers in sourcing evaluation
workflow who do not have an ERP ID.
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l
l
If an awarded supplier for the event does not have an ERP ID (Supplier Number), approval will be
required for the event to proceed through evaluation workflow.
If all awarded suppliers on an event have an ERP ID, the event will not require approval for that particular step in the workflow process.
Events
R e se nd Supplie r Eve nt Invit a t ion
Buyers will now have the option to resend an invitation to a supplier from the Supplier Responses page for an Event.
After an Event has been released or opened, the buyer can navigate to Evaluations > Supplier Responses and select
to resend invitations to suppliers who have not responded. If a supplier has already bid on an event, the buyer will not
have the option to resend an invitation. When selecting to resend, the invitation will be sent to each of the supplier's
contacts added to the event.
Impact
l
Products Affected: Sourcing Director
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End User Impact: Low
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Admin User Impact: None
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Integration Impact: None
Key points of Feature
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This feature is ON (enabled) by default, but is optional for use.
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New Permissions related to this Feature:None
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When an event is in Released or Open status, a buyer will have the option of resending the event invitation to
suppliers who have not responded.
l
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Navigate to Evaluations > Supplier Responses in an event.
Each supplier who has not yet submitted a bid on the event will show a button for Resend Supplier
Invite. Select this button and confirm you want to resend the supplier invitation email. The email will be
sent to all supplier contacts listed for the event.
Upda tes a s of December 18, 2014
Navigation
O w n e r A d d e d t o K e y D a t e s P a n e l i n S o u r ci n g D a s h b o a r d
The Upcoming Key Event Dates panel available on the Sourcing Dashboard shows a list of sourcing events that are
pending in the next seven days, or that closed in the previous seven days. With this maintenance release, the panel
has been updated to include an Owners column. The My Roles column has been removed.
Impact
l
Products Affected: Sourcing Director
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End User Impact: Low
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Admin User Impact: None
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Integration Impact: None
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Key points of Feature
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This feature is ON (enabled) by default .
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New Permissions related to this Feature:None
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When viewing the Upcoming Key Event Dates panel on the Sourcing Dashboard, the Owners for the event
are now displayed.
If there is one owner for the event, the owner's name is displayed. If there is more than one owner, a link will
display that shows the number of Owners for the event. Upon selecting the link, the name of each owner displays in a pop-up window.
Workflow
A D W O p t i o n s f o r F i n a l i ze A w a r d V a l u e a n d E s t i m a t e d V a l u e
Customers may choose to configure Advanced Dynamic Workflow rules for sourcing event evaluations that are based
on the Finalized Award Value or the Estimated Award Value of the sourcing event. With this maintenance release,
the new options are available to be configured by an administrator. SciQuest must update the customer's workflow
process to incorporate the new rule group.
Impact
l
Products Affected: Sourcing Director
l
End User Impact: Low
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Admin User Impact: Medium
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Integration Impact: None
Key points of Feature
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This feature is OFF (disabled) by default. You must contact SciQuest to enable this feature.
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New Permissions related to this Feature:None
l
Sourcing Event Estimated Value may now be configured as an Advanced Dynamic Workflow rule for
Sourcing Event Approval Workflow and/or Sourcing Event Evaluation Workflow.
l
l
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If an estimated value is not provided on the event, it is considered 0.00.
Sourcing Event Finalized Award Value may now be configured as an Advanced Dynamic Workflow rule for
Sourcing Event Evaluation Workflow. A rule may be set up to stop the event in workflow or skip an approval
step based on the finalized award value.
The rule may be set up to stop the event in workflow or skip an approval step based on the field's value.
Each rule may configured to evaluate the value as equal to, not equal to, less than or equal to, greater than or
equal to a specific dollar amount.
Upda tes a s of December 4, 2014
None
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ADVANCED SOURCING O PTIMIZER
This section of the document provides information about maintenance releases for the Advanced Sourcing Optimizer (ASO) product.
The updates reflect maintenance changes made between the 14.3 and 15.1 major releases, from November, 2014
through March, 2015.
Scheduling
Maintenance releases occur Thursday nights (approximately 9pm, ET). Maintenance releases do not affect your ability to access and use your site. A site outage is not required.
Below is a list of scheduled maintenance releases occurring between the 14.3 and 15.1 releases:
l
December 4, 2014
l
December 18, 2014
l
January 8, 2015
l
January 22, 2015
l
February 5, 2015
l
February 19, 2015
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March 5, 2015
Upda tes a s of J a nua ry 22, 2015
Event Configuration and Monitoring
R FI s Upda t e d
Buyers can have suppliers fill out questionnaires (RFIs) as part of RFP events. As of this release, users can specify
exactly which phases of an event an RFI is available: before, during, and/or after bid rounds.
Analysis
P a r t i a l P a ck a g e A s s u m p t i o n R e p o r t C o r r e ct e d
When a scenario is optimized, depending on what sort of conditions are triggered by that scenario's settings, different
analysis reports are populated with data. Previously, the Partial Package Assumption report did not populate with
data. As of this release, the Partial Package Assumption report is populating correctly.
Bidding
B i d S h e e t D o w n l o a d C o r r e ct e d
Previously, downloading a bid sheet without items configured would result in an error. As of this release, users are
unable to download bid sheets without items configured.
P r e - B i d T a s k s M e s s a g i n g C o r r e ct e d
Previously, if an event was configured to require a supplier to upload a document as part of their pre-bidding requirements, the messaging the supplier received regarding the status of that document was misleading. As of this release,
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this messaging has been corrected.
E r r o r s O n l y B i d S h e e t L i n k C o r r e ct e d
The Errors Only bid sheet allows suppliers to download a bid sheet that only contains the items with errors in bids
placed. Previously, the link on the Supplier Home page to download the Errors Only bid sheet was not working. As of
this release, the link is functioning as expected.
Upda tes a s of J a nua ry 8, 2015
Event Configuration and Monitoring
B u l k D o w n l o a d C o r r e ct e d
Users have the ability to upload documents into their events in various places, and can bulk download those documents in a Zip file. Previously, downloading these files would not work correctly if there were wide characters in the
document names. As of this release, bulk download of files with names containing wide characters works as expected.
E v e n t C o p y i n g C o r r e ct e d
When events with future bid rounds are copied, those future bid rounds are also copied into the new event. Prior to a
new round, bids are automatically copied into the new round. Previously, these events did not correctly copy bids. As
of this release, bids are copied as expected.
R Fx pre ss Uploa d Upda t e d
The RFxpress file is used to quickly configure sourcing event information. Previously, uploading Excel files containing
#N/A as a value would result in an error. As of this release, ASO will not accept RFxpress files that contain values with
leading # symbols and will return a validation error if this is attempted.
M a n u a l S u p p l i e r C o n t a ct A p p r o v a l C o r r e ct e d
When suppliers register for an event, they are either automatically approved, or buyers can manually approve each
supplier as they register. Previously, the ability to manually approve supplier contacts was not working. As of this
release, supplier contacts can be approved as expected.
Admin
U s e r M a n a g e m e n t C o r r e ct e d
Previously, editing the Full Name field in User Management did not save correctly. As of this release, the Full Name
field can be edited and saved as expected.
All
Forgot P a ssword Upda t e d
As of this release, a CAPTCHA verification test has been added to the Forgot Password page.
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Upda tes a s of December 18, 2014
Event Configuration and Monitoring
Init ia l Bid Time Upda t e d
Previously, the initial bid time and phase start time could be set to the same time, preventing bids from being
entered. As of this release, the initial bid time cannot be the same as the phase start time.
C o n d i t i o n a l l y R e q u i r e d B i d F i e l d s C o r r e ct e d
Conditionally required bid fields allow buyers to configure bid fields to be required only if other criteria are met. Previously, using conditionally required bid field rules that only applied to one item type in a multi-item type event would
result in an error. As of this release, conditionally required bid fields can be configured as expected.
Ne got ia t ion Guide U pda t e d
The Negotiation Guide shows a combination of awarded and non-awarded bids in one report. As of this release, the
Average Historic Price column on the Negotiation Guide has been renamed Historic Equivalent.
B u l k S u p p l i e r U p l o a d C o r r e ct e d
Previously, the Bulk Supplier upload did not allow yes-no supplier attributes to be edited when changing the value
from yes to no. As of this release, the Bulk Supplier upload can be edited as expected.
R e v e r s e A u ct i o n C o p y i n g C o r r e ct e d
You can use an existing event to create a new event using the copy command. Previously, attempting to copy a
reverse auction would sometimes result in an error. As of this release, reverse auctions can be copied as expected.
Bidding
M u l t i - S e l e ct R F I Q u e s t i o n s C o r r e ct e d
As part of the bidding process, buyers may require suppliers to complete a Request for Information (RFI). RFI
responses can either be entered online using the wizard or offline using Excel. Previously, answering RFI multi-select
questions would result in an error that displayed options that were not available in the question. As of this release,
RFI multi-select question answers are correctly validated.
Upda tes a s of December 4, 2014
Event Configuration and Monitoring
A n a l y s i s C o n f i g u r a t i o n C o r r e ct e d
Analysis Configuration allows event and template managers to define the various elements of the analytics environment that is available for users who conduct event analysis. Previously, attempting to add ranges to fields on the
Analysis Configuration page would result in errors. As of this release, ranges can be added to fields on the Analysis
Configuration page as expected.
M a n a g e T e m p l a t e P e r m i s s i o n s C o r r e ct e d
Previously, assigning user configure permissions on templates did not always grant the users the permissions. As of
this release, assigning users configure permissions functions as expected.
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M a n a g e S u p p l i e r s I n v i t a t i o n s C o r r e ct e d
Previously, suppliers could be invited to events through the Manage Suppliers page before the minimum event configuration requirements were met. As of this release, suppliers cannot be invited to an event until the minimum configuration requirements are met.
E v e n t L i s t F i l t e r i n g C o r r e ct e d
Users can access all ASO events they have permissions to view using the Event List page of ASO. Previously, clicking
the Status filter icon on the Event List page did not cause the drop-down menu to load. As of this release, the dropdown loads as expected.
Bidding
E v e n t D o cu m e n t G a t i n g S t a t u s C o r r e ct e d
Gating allows buyers to specify the steps a supplier must complete before participating in an event. Previously, document gating would display as rejected to suppliers before buyers reviewed the gating. As of this release, document
gating statuses are displayed correctly to suppliers.
P a ck a g e M a n a g e m e n t U p d a t e d
As of this release, invalid package bids are marked as such in the Complete column of Package Management.
R FI C e ll V a lida t ion Upda t e d
As part of the bidding process, buyers may require suppliers to complete a Request for Information (RFI). RFI
responses can either be entered online using the wizard or offline using Excel. Previously, entering invalid information
in multi-select fields in the RFI download file would not trigger cell validation on upload. As of this release, uploading
the RFI download file with invalid information in multi-select fields triggers the appropriate error messaging.
S u p p l i e r H o m e P a g e C o r r e ct e d
The supplier Home page contains important event information provided by buyers. The Home page includes information/alerts, pre-bid tasks, bidding tasks, receipts, and supplier support information. Previously, the supplier Home
page did not display a link to upload bidding documents. As of this release, the link appears as expected.
R FI Ava ila bilit y Upda t e d
As part of the bidding process, buyers may require suppliers to complete a Request for Information (RFI). Previously,
RFIs were only available once a bid round was open. As of this release, RFIs can be made available without the need
for the bid round to be open so that suppliers can complete them prior to events being open for bid.
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