New Features in Release 11.2 (July 24, 2011). Release 11.2 New Features –View all Comments/history...
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Transcript of New Features in Release 11.2 (July 24, 2011). Release 11.2 New Features –View all Comments/history...
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
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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.
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View all Comments/History in a single location
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PO History – Screen Shots
Expand Filter
Select Filter
Select All to see both PO and Cart / Requistion information in a
Single Location
Click Apply
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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.
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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.
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M-marktsite Cart / Requisition Comments – Screen Shots
Select All from the
Filter
Need screen shot of comments
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M-marktsite Cart Comments / History – Screen Shots
While on the review cart page you will have access to Comments and History
• 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.
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View Future M-marketsite Req/Cart Number
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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
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Allow Assigned Carts To Be Returned
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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
• The M-marketsite is supported by the ITS Service Center
– E-mail: [email protected]
– 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/mmarketsite
– The web site has Browse Only and Release Information
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M-marketsite Help and Support