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Marketplace 20.2 Release Impact - procurement.virginia.edu

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Marketplace 20.2 Release Impact Procurement & Supplier Diversity JULY 16, 2020 Procurement Systems Management
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Page 1: Marketplace 20.2 Release Impact - procurement.virginia.edu

Marketplace 20.2 Release Impact

P r o c u r e m e n t & S u p p l i e r D i v e r s i t y

J ULY 16, 2020

Procurement Systems Management

Page 2: Marketplace 20.2 Release Impact - procurement.virginia.edu

20.2 RELEASE NOTES

This slide deck highlights noteworthy updates from the 20.2 Release.

Marketplace will be down from Friday, July 17 at 9:00 PM to Sunday, July 19 at 12:00 PM for install of these updates.

Updates from the 20.2 Release will be active on Monday, July 20.

Please note that general Marketplace functionality has not changed.

If you have additional questions or concerns after reviewing this slide deck, please email [email protected].

Page 3: Marketplace 20.2 Release Impact - procurement.virginia.edu

GENERAL - CLASSIC SEARCH INTERFACE

Page 4: Marketplace 20.2 Release Impact - procurement.virginia.edu

GENERAL - NEW SEARCH INTERFACE

The new search interface for requisitions, purchase orders, and invoices have the below features:

A. Quick Filters Toggle Button B. Quick Filters SectionShows or hides the Quick Filter Section Displays filter options and counts of each filter option.

C. New ButtonsHas expanded dropdown options for Save As and Export All buttons.New Pin Filters button dropdown enables users to pin filters and pin columns.

B. Quick Filters Section

A. Quick Filters Toggle ButtonC. New Buttons

Page 5: Marketplace 20.2 Release Impact - procurement.virginia.edu

EPROCUREMENT – CLASSIC CHECKOUT SCREEN

Page 6: Marketplace 20.2 Release Impact - procurement.virginia.edu

EPROCUREMENT – NEW CHECKOUT SCREENThe new checkout screen has the below features:

A. Order Delivery FieldStates how the purchase order will be delivered.

B. Total Quantity and PriceMoved next to the supplier name.

C. Supplier Details FieldDisplays the supplier’s fulfillment address.

D. Item Details SectionCollapsible section that contains Commodity Code and symbol indicating order type.

E. Edit Line Details PencilMoved under line’s checkbox.

Page 7: Marketplace 20.2 Release Impact - procurement.virginia.edu

EPROCUREMENT – CLASSIC PURCHASE ORDER SCREEN

Page 8: Marketplace 20.2 Release Impact - procurement.virginia.edu

EPROCUREMENT – NEW PURCHASE ORDER SCREEN

A. Shipments and Receipts Tabs

B. Retitled Columns

C. Details Section

The new purchase order screen has the below features:

A. Shipments and Receipts TabsAppearance of tabs depends on your Marketplace permissions.

Not functional to UVA as receiving takes place in Oracle’s iProcurement.

B. Retitled ColumnsCheckmark column is now named “Status”.

“Product Description” column has been renamed to “Item”.

C. Details SectionCollapsible section that contains the Supplier, Invoicing, and Matching columns

Page 9: Marketplace 20.2 Release Impact - procurement.virginia.edu

CONTRACTS – CLASSIC SEARCH EXPERIENCE

Page 10: Marketplace 20.2 Release Impact - procurement.virginia.edu

CONTRACTS – NEW SEARCH EXPERIENCE TOGGLE BUTTON

The new Contracts search experience can be turned on and off using the toggle button.

Selecting the toggle button will pull up the below window that allows users to select the desired search experience.

Page 11: Marketplace 20.2 Release Impact - procurement.virginia.edu

SUMMARY

The general functionality of Marketplace has not changed.

Notable updates:

GENERAL Added Quick Filters and new buttons to the search interface for requisitions, purchase orders, and invoices.

EPROCUREMENT• Checkout Screen

Added 2 fields and 1 section. Moved 2 fields and the Edit Line Details Pencil.• Purchase Order Screen

Added 2 tabs and 1 section. Retitled 2 columns.

CONTRACTSAdded a toggle button to switch between the classic and new Contracts search experiences.

Please email [email protected] for any questions or concerns.


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