new features in release 5.3 (october 2, 2006). 2 release 5.3 new features new “attention to”...

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New Features in Release 5.3 (October 2, 2006)

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Page 1: 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

New Features in Release 5.3 (October 2, 2006)

Page 2: 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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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

Page 3: 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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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.

Page 4: 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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New “Attention To” Field

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

Page 5: 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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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

Page 6: 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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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

Page 7: 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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Redesigned Shopping CartItems are grouped by supplier for easier review

Page 8: 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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Redesigned Shopping CartUsers 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

Page 9: 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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Redesigned Shopping CartShortcode & 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

Page 10: 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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Redesigned Shopping CartShortcode & 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

Page 11: 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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Redesigned Shopping CartChanging 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

Page 12: 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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Redesigned Shopping CartLine 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.

Page 13: 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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Redesigned Shopping Cart

Any cart error will be highlighted with a Yellow box and Red text

Page 14: 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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Redesigned RequisitionUsers can change Chart Name, Shortcode and Dept Ref# on the Edit Cart or Review screens

General order information: Cart Name User NameShortcode, Depart Ref# Ship To

line informationSupplier and item

Page 15: 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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Redesigned Purchase OrderUsers can change Chart Name, Shortcode and Dept Ref# on the Edit Cart or Review screens

General order information:PO NumberSupplier Shortcode, Depart Ref# BuyerShip ToBillingDistribution

line informationItem

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

Page 17: 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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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