Presentation on theme: "New Features in Release 11.2 (July 24, 2011). Release 11.2 New Features –View all Comments/history in a single location –View future M-marketsite Req/Cart."— Presentation transcript:
New Features in Release 11.2 (July 24, 2011)
Release 11.2 New Features –View all Comments/history in a single location –View future M-marketsite Req/Cart Number –Allow assigned carts to be returned 2
This feature allows users to view all document comments and order history in a single location Comments and History for an order is a common way to track status and view an audit trail of events. Previously, Comments and History could only be viewed for one document at a time. For example, while viewing a PO, you were required to open the associated M-marketsite Cart / Requisition (PR) to see the earlier history for the order. Users can now select to view all comments or history to see information for all associated documents (M-marketsite Carts / Requisitions, Purchase Orders). The new unified comments and history save valuable time toggling to different screens and documents. 3 View all Comments/History in a single location
4 PO History – Screen Shots Expand Filter Select Filter Select All to see both PO and Cart / Requistion information in a Single Location Click Apply
5 PO History – Screen Shots Cart / Requisition Data PO Data History for the complete order M-marketsite Cart / Requisition to PO are now viewable in one location.
6 PO Comments – Screen Shots Select All from the Filter Need screen shot of comments
8 M-marketsite Cart / Requisition History – Screen Shots Cart / Requisition Data PO Data History for the complete order Cart / Requisition to PO are now viewable in one location.
9 M-marktsite Cart / Requisition Comments – Screen Shots Select All from the Filter Need screen shot of comments
10 M-marktsite Cart Comments / History – Screen Shots While on the review cart page you will have access to Comments and History
11 M-marktsite Cart Comments / History – Screen Shots Comments Tab History Tab
This feature allows users to view the future M-marketsite cart / requisition number for a cart. The future M-marketsite requisition number will display in draft carts and assigned carts. This allows users to have a reference number they can use to search for draft carts and assigned carts. 12 View Future M-marketsite Req/Cart Number
13 View Future M-marketsite Cart / Requisition Number for a Cart The future M-marketsite cart / Requisition number is list at the top of the shopping cart page.
This feature allows cart assignees to return the draft cart to the shopper instead of having the shopper withdraw the cart. A return link will be present on the assigned cart next to the cart name that will allow you to return it. This is beneficial for requisitioners in the event they get a cart assigned to them by mistake or they simply want to send the cart back to the shopper for them to make changes. If you are able to receive an assigned cart you may return it. Important: Browse only users must have a completed M-markesite profile with a valid e-mail address or they will not receive the Return Cart system e-mail 14 Allow Assigned Carts To Be Returned
15 Allow Cart Assignees To Return A Cart To The Shopper – Screen Shots After opening the assigned cart you will have a button. Upon clicking the button you will be prompted to enter a note to the shopper. After entering a Note click the button Note: The Shopper / Browse only user will only get the note and Return Cart system e-mail if they have a completed M-marketsite profile with a valid e-mail address. M-marketsite Browse Only profile setup Job Aid - http://www.finance.umich.edu/system/files/PR_MS_BrowserProfileSetUp_SS_0.pdf http://www.finance.umich.edu/system/files/PR_MS_BrowserProfileSetUp_SS_0.pdf
The M-marketsite is supported by the ITS Service Center –E-mail: 4HELP@umich.edu4HELP@umich.edu –Phone: 734-764-4357 Training information for the M-marketsite is located on My LINC. Procurement Website - “M-marketsite Page” –http://www.finance.umich.edu/procurement/howtobuy/m marketsitehttp://www.finance.umich.edu/procurement/howtobuy/m marketsite –The web site has Browse Only and Release Information 16 M-marketsite Help and Support