SciQuest SelectSite/HigherMarkets v7.3

1
SciQuest SelectSite/HigherMarkets v7.3

• Release Overview 1 Webinar

2
SciQuest SelectSite v7.3 Webinar 1 Objectives

• SciQuest
• Present new pending functionality
• Deliver a PPT of each Overview presentation
• Listen
• Customer
• Provide feedback during Overview webinar
• Functional as well as UI
• Review PPTs and provide feedback to Overview
• E-mail, or phone call

3
Overview

• This presentation will review the following
  topics
• Product Release Schedule
• Support Updates
• Integration Support of Special Character
• Custom Field Integration Update
• Workflow Outbox Search by Workflow Approver
• Workflow Super User
• Order Management for Supplier Portal
• Banner Invoice Integration Follow-up from User
  Group
• Appendix

4
SciQuest Product Timeline 2007-2008
Timeline
5
Support Updates

• Workflow notifications
• SciQuest is enabling a scheduled process to
  remove workflow notifications 90 days or older
• Process will run nightly
• This does not effect the requisitions or purchase
  orders pending approval
• Advanced Dynamic Workflow
• Updated advanced dynamic workflow (ADW) has been
  updated to include taxes, shipping and handling
  when comparing the document total

6
Support Updates (cont.)

• View Cart Return Messages
• New link at the bottom right of the cart page
  View Cart
• Allows SpendDirector administrators the
  capability to view returned cart messages or
  create a message on the fly
• User must have the System Configuration
  permission
• Cart messages will be saved for carts generated
  after the 7.3 go-live
• Cart messages will be stored and available for 2
  weeks
• cXML PO Response Message Viewable via Application
• Currently available in production!!
• The cXML PO message returned by the supplier is
  visible from the PO Revision page
• Available to all users who can view the PO
• Both cXML success and failure messages saved

7
Integration Support of Special Characters

• All integrations updated to support handling of
  special characters
• Inbound / Outbound
• XML / CSV
• Part of the on-going standardization /
  internationalization project
• Supported characters
• XML UTF-8 character set
• CSV subset of UTF-8. Standard extended windows
  character set (CP-1252)
• See Appendix Supported Characters
• Changes required
• None. Processes remain the same

8
Custom Field Integration Updates

• New supported functionality
• Include only the new relationships (ADD) and
  remove the old (DELETE). All relationships no
  longer required to be passed.
• Support for removing custom field values via the
  integration
• New Integration rules
• 1st integration to support the new SciQuest
  Integration Rules
• When information is provided with the message,
  that information is saved
• If optional fields are not included in the
  message, the data associated with the optional
  element is not modified in the application
• An optional field with no value will delete the
  information from the application
• Changes required with 7.3
• No changes required with 7.3. Current DTD will be
  supported
• The functionality described above requires the
  organization to upgrade to the 7.3 DTD version

9
Workflow Approver Outbox

• Search and view your approval actions
• Lists the approval actions you have completed for
  any workflow step
• Available for all approvers
• Supports Requisitions and POs

10
Workflow Approver Outbox (cont.)

• Search by predefined filters or your own filter
• Predefined filters
• This month
• Last Month
• Today
• Yesterday
• Manual filters
• Date
• Workflow status
• Step Action

11
Approver Search

• Two types of Approver Search
• My Approved Orders
• By Approver
• My Approved Orders
• PRs / POs that I have approved or rejected
• List of documents that I completed 1 or more
  workflow steps

Requisitions I approved
12
Approver Search (cont.)

• By Approver Search
• End-users can search their orders by specific
  approvers
• Department heads / Site Administrator can search
  requisitions and purchase orders by any approver
• Searching by Approver is restricted by
  permissions
• End user approver search
• Documents limited by department permissions

• Search on an approver
• Select approver
• Return requisitions that the approver has
  approved or rejected

13
Approver Search (cont.)

• Full PR and PO History CSV export includes
  additional file
• Approval history CSV file All approval actions
  for each document in search results

14
Workflow Super User

• New type of user the Super User
• An approver with extra permissions that allows
  the following actions
• Manage documents assigned to other approvers
• Manage personal and shared workflow folders for
  other users
• Edit documents assigned to other approvers or
  failed in an automated step
• Expedite documents past any step

15
Workflow Super User (cont.)

• Manage documents assigned to other approvers
• Ability to manage documents controlled by
• Document type permissions (PR vs. PO vs. Sales
  Order)
• Department approver access limited by Department
  Permissions
• New warning message on the documents
• When Super User views documents assigned to other
  approvers and they have the ability to manage,
  Super User is warned

16
Workflow Super User (cont.)

• Managing Documents Actions
• Assign to myself
• Move to my personal workflow folder
• Approve/Complete step as myself
• Allows the Super User to complete the step with
  their approval limits
• Document history recorded with Super Users name

17
Workflow Super User (cont.)

• Managing Documents Actions (cont.)
• Approve/Complete step as currently assigned
  approver
• Allows the Super User to complete the step on
  behalf of the assigned approver
• Uses assigned approvers workflow approval limits
  (financial workflow)
• Assigned approver identified as user completing
  the step
• Document history recorded with Super Users name

18
Workflow Super User (cont.)

• Manage other Approvers Folders
• View and Manage an approvers personal and shared
  folders
• Permissions
• Access controlled by document type permissions
  (PR, PO, Sales Order)
• Department approver access limited by Department
  Permissions
• Manage list of frequently viewed approvers

19
Workflow Super User (cont.)
My frequently watched approvers. Select other
to choose a new approver.
Warns the Super User they are viewing approval
folders belonging to another approver
20
Miscellaneous Workflow Updates

• Edit PO Number
• New permission to edit PO number
• Edit Documents Assigned to Automated Steps
• Fix PRs / POs that are in error status
• Expedite Any Workflow Step
• New permission to allow approvers to expedite to
  any step within the workflow process
• Expedite past steps indicated as not allow
  by-pass

21
Order Management for Supplier Portal

• Order History
• Suppliers with a Supplier Portal can view any
  order sent by SciQuest Order Manager
• View PO Documents (Fax, Email, cXML)
• View attachments sent with order
• Order history will not be migrated
• Order Delivery
• New delivery option available for customers and
  suppliers
• POs can be delivered to the suppliers portal for
  entry into the suppliers fulfillment system
• Supplier assigns portal users to the delivery
  queue to view and process delivered orders

22
Order Management for Supplier Portal

• Invoicing Orders
• Flip an order into an invoice or credit memo
• Deliver the invoice electronically to customers
  with SciQuest Settlement Manager
• Fully or partially invoice orders
• Search Sales Orders by Has Invoices flag

23
Banner Invoice Integration Follow-up from User
Group
24
Appendix
25
Supported Characters
26
Supported Characters (cont.)