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New Features in Release 5.3 (October 2, 2006). 2 Release 5.3 New Features New “Attention To” Field Redesigned Shopping Cart, Requisition and PO Navigation.

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Presentation on theme: "New Features in Release 5.3 (October 2, 2006). 2 Release 5.3 New Features New “Attention To” Field Redesigned Shopping Cart, Requisition and PO Navigation."— Presentation transcript:

1 New Features in Release 5.3 (October 2, 2006)

2 2 Release 5.3 New Features New “Attention To” Field Redesigned Shopping Cart, Requisition and PO Navigation Easier editing of Shortcode, Dept Ref# and Ship To During Shopping Cart Review Plant Fields are removed

3 3 New “Attention To” Field “Deliver Name” and “Deliver To” fields have been removed a New “Attention To” field has been added that allows for 30 characters. Ship To information in users Profile have been converted to the New “Attention To” Field (Deliver To and Deliver Name have been combined into the “Attention To” for all addresses listed in a users profile.

4 4 New “Attention To” Field User should review Ship To information within their profile to make sure that the new “Attention To” field has been updated correctly. “Attention To” Field should be populated with a room number and a deliver to name

5 5 Redesigned Shopping Cart, Requisition, and PO Navigation M-marketsite 5.3 brings a redesigned navigation offering a more efficient screen display of the shopping cart, requisition, and PO. Benefits: Easier editing of Shortcode, Dept Ref# and Ship To During Shopping Cart Review Shopping cart items are grouped by supplier for easier review

6 6 Redesigned Shopping Cart Items will be grouped by supplier for easier review Users can change Cart Name, Shortcode and Dept Ref# on the Edit Cart or Review Cart screens Shortcode & Dept Ref # can be entered free form or form profile values on the Edit Cart or Review Cart screens Ship To information can be changed or updated on the Review Cart screen Line Item History is now viewed using the dropdown navigation Any cart errors will be highlighted with a Yellow box and Red text

7 7 Redesigned Shopping Cart Items are grouped by supplier for easier review

8 8 Redesigned Shopping Cart Users can change Chart Name, Shortcode and Dept Ref# on the Edit Cart or Review screens Change Cart Name Change Shortcode by entering a valid Shortcode or selecting one from your list of profile values Change Dept Ref# by entering free form text or selecting one from your list of profile values After making changes click the Save button

9 9 Redesigned Shopping Cart Shortcode & Dept Ref # can be entered free form or form profile values on the Edit Cart or Review screens Change Shortcode by entering a valid Shortcode or selecting one from your list of profile values Change Dept Ref# by entering free form text or selecting one from your list of profile values Edit Screen

10 10 Redesigned Shopping Cart Shortcode & Dept Ref # can be entered free form or form profile values on the Edit Cart or Review screens Use the edit link to open the edit box. Change Shortcode or Dept Ref# by entering free form text or selecting one from your list of profile values (The Shortcode must be a valid value) Review Screen

11 11 Redesigned Shopping Cart Changing or update Ship To information on the Review Screen Review Screen On the Review Screen users can edit Ship To information by clicking the edit link. Users can select from their list of profile values or organization values

12 12 Redesigned Shopping Cart Line Item History is now viewed using the dropdown navigation 1.) Select item you would like line item history for 2.) Select Line Item History from the dropdown navigation and click the Go button Line Item History is used to view previous orders at the University for the same SKU. The search covers orders for the past 120 days. You may use this feature to contact other individuals in the organization who have purchased the same product in the past.

13 13 Redesigned Shopping Cart Any cart error will be highlighted with a Yellow box and Red text

14 14 Redesigned Requisition Users can change Chart Name, Shortcode and Dept Ref# on the Edit Cart or Review screens General order information: Cart Name User Name Shortcode, Depart Ref# Ship To line information Supplier and item

15 15 Redesigned Purchase Order Users can change Chart Name, Shortcode and Dept Ref# on the Edit Cart or Review screens General order information: PO Number Supplier Shortcode, Depart Ref# Buyer Ship To Billing Distribution line information Item

16 16 Easier Editing During Shopping Cart Review Edit links allow users to edit Cart Name, Shortcode, Dept Ref#, and Ship To information easier and quicker in pop-up boxes

17 17 Plant Fields Removed Plant users should use the Department Reference Number to capture plant field information Work Request Work Phase Work Code Employee Department Reference Number format for plant fields: Entire work request string with colons to separate the fields. Work Request:Work Phase:Work Code:Employee


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