Release Overview Webinar SelectSite / HigherMarkets 12.3 Wednesday, October 17, 2012.

Release Overview WebinarSelectSite / HigherMarkets 12.3Wednesday, October 17, 2012

WHAT WE’LL TALK ABOUT TODAYWHAT WE’LL TALK ABOUT TODAY

Administrative Topics

Spend Director

Approvals

AP

Miscellaneous

Reporting

RECOMMENDED BROWSERS / RECOMMENDED BROWSERS / OPERATING SYSTEMSOPERATING SYSTEMS

• SciQuest is now providing a list of recommended browsers and operating systems.

• As before, this information is available from the Product Release Library.

• The primary change with this release: Firefox 3.6 is no longer recommended

Platform Operating Systems

Browsers

Windows XP

Vista

Windows 7

• Internet Explorer (IE) 7, 8, and 9

• Chrome – latest version - automatically updated by Google

• Firefox – latest version – automatically updated by Mozilla

• Opera 10 and higher

Mac OS 10.x • Safari 4.0 and higher

• Firefox – latest version – automatically updated by Mozilla

iPad iOS 4, 5 • Safari – embedded browser within the iPad

WHAT’S NEW IN SELECTSITE?WHAT’S NEW IN SELECTSITE?

Spend Director

PRODUCT SHOWCASE ENHANCEMENTS

Home Page View: 12.3 brings more flexibility in how you display suppliers and forms on the home page

Option: Show icons on stickers to

indicate punch-outs and forms

FORMS IN THE PRODUCT SHOWCASE

Forms today: •Only in “Showcased Services” area•Limited control in terms of user visibility

12.3 Forms in the Showcase: •Works like all other “stickers” •Can be made visible by role, department, business unit, or specific users

Personas allow users to shop for more than one Department and Business UnitThe Persona shopping experience will be the same as if the

user changed their Business Unit or Department in their profile.

The user is able to select the appropriate persona and shop with the available forms, favorites, and showcase assigned for the department or business unit.

NEW CONCEPT: SHOPPING PERSONAS

PERSONA SELECTION

Personas are available for selection

The selected Persona is identified with the icon and displayed on the page

PERSONA ACCESS: SETUP

Administrators can grant persona access by selecting the appropriate assignment using the Access tab in the user profile. NOTE: This tab was previously labeled document access.

All current document access assignments are not impacted with the changes to the Access tab.

PRODUCT SEARCH FEEDBACK PRODUCT SEARCH FEEDBACK NOTIFICATIONNOTIFICATION

Administrators can now receive an email when shopper’s submit feedback regarding product search.


Approvals

What do approvers review?• Purchase Requisitions (Requisition Manager)• Purchase Orders (Requisition Manager)• Invoices (AP Director/Settlement Manager)• Sales Orders (Supplies Manager)

• For the 12.3 release, we’ve focused on two areas for approvals improvement:1. The approvals interface2. Order consolidation

APPROVAL ENHANCEMENTS

Approvers are the second largest user group in SelectSite.

NEW APPROVALS INTERFACE

You can choose to see approvals by folder (like today) or in list form

Filter the approval documents by supplier, by folder, by custom

field , and more

The numbers to the right of the filters indicate how many

documents fit that criteria

Control your view: show/hide details and collapse folders


Sort options for your approval documents

Aging Information is displayed and available for approvers

and administrators to see


Single outbox tab for all approvals that have been reviewed

Three new sub-tabs for approvals


Separate tab for notifications



Assign a substitute approver when you will be unavailable – for a single folder or all folders



Reporting

NEW PERMISSION FOR VIEWING NEW PERMISSION FOR VIEWING REPORTSREPORTS

New permission allows access to cycle time and invoice reports for non-administrators. Great idea for AP team!Permission name: View Operational Reports

NEW REPORT: PR TO PO CYCLE TIMENEW REPORT: PR TO PO CYCLE TIME

This new cycle report measures the time between when a PR was created and the original PO creation date – not including any revisions.

Report name :Time from PR submission to original PO revision

NEW REPORT: INVOICE SOURCE BY NEW REPORT: INVOICE SOURCE BY SUPPLIERSUPPLIER

This new report helps organizations understand how invoices are being received from suppliers.

Suppliers invoices can be created manually, electronically, automated, or through import.

NEW REPORT: INVOICE CYCLE TIMENEW REPORT: INVOICE CYCLE TIME

This new report measures the time it takes for an invoice to be created (submitted) to completion.

The Goal: Find efficiencies in invoice processing time


AP

MATCHING DETAILS AVAILABLE FROM INVOICE

Matching Exceptions

Matching Tab

REJECTED LINES EXCLUDED FROM MATCHING

Rejected lines are no longer included in matching calculationsMatching will only occur on lines that have not been rejected

Approvers will no longer have to manually approve every invoice with rejected lines

Time saver for AP Processors!


Miscellaneous

Document Attachment as filter criteria for Document Search

Management of (Account) Code Favorites through user import

Organizations can create new supplier classes (in addition to the 100 pre-defined classes that SQ provides)

MISCELLANEOUS ENHANCEMENTS

Thank you for attending the SelectSite/HigherMarkets 12.3 Release Overview Webinar!

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Release Overview Webinar SelectSite / HigherMarkets 12.3 Wednesday, October 17, 2012.

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Transcript of Release Overview Webinar SelectSite / HigherMarkets 12.3 Wednesday, October 17, 2012.