Spec Matrix Updates Dec-20 release
Ability to see the Supplier on Estimates & Orders
If a spec is in the estimating stage, a user can see the lowest estimated price from Suppliers. In addition to displaying the lowest estimate, the Spec Matrix will now display the name of that Supplier.
Displaying the Supplier will help organize what items should be awarded to which Suppliers. Of course, the ability to go into the RFE and see the comparison of all Supplier responses will remain.
Similarly, if a spec is in the Ordered stage, the Spec Matrix will display the Order amount, as well as the Supplier name. This way, you can see the vendor for each item, rather than going to the order to see what items are included for which vendor.
Sort by Purchase Attributes
We are adding the functionality to sort the Spec Matrix by the Buying column which includes by Supplier, by Purchase Status, or by Purchase Price. Purchase Price considers an ordered amount and the lowest estimate amount in the evaluation of price.
When there are multiple specs and you are making procurement decisions, it may be helpful to group specifications by various criteria. For example, if one were looking to make an award to a Supplier, being able to group specification by Supplier or Status could clarify the view.
Award Rate Card Orders from the Spec Grid
If a spec falls within a Rate Card's parameters, then vendor and cost are already known. New functionality will allow a quick order to be populated with rate card data (price & Supplier contact) if available. This way you can order from the Spec Matrix while still pulling relevant rate card information, and not having to remember or rekey it. (Constraint: If there are already orders or estimates for the selected item(s), the rate card data will not carry over.)
Steps: (1) choose a spec(s) from the Matrix and (2) click Create Order. The Create Order page will display with (3) Supplier Selection and (4) Price populated. Proceed to Confirm order as normal. The populated values can be overridden if necessary.
Workspace > Orders: Filter by Supplier Jan-10 release
On the Workspace > Orders page we are adding an option to filter orders by Supplier.
Terms & Conditions Jan-10 release
Whether Terms & Conditions will be displayed will be based on the workgroup preference setting. If your workgroup does not have Terms & Conditions enabled for the workgroup, the Terms & Conditions section will not display at all. If you do have Terms & Conditions enabled, but do not have them set up in My Group then it will indicate that the workgroup has not entered any Terms & Conditions.
Terms & Conditions are not enabled:
Terms & Conditions are enabled but not set up:
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