January 2024

January Release Notes

Ability to apply delegate actions to the 'Evaluation' phase of a Sourcing Activity

Sourcing Activity Process templates can now have a flag to require a delegate action template to be completed before the evaluation can be finalised. This template will appear at the bottom of the evaluation page and will lock evaluation outcomes once in progress and completed.

Contract Process template, progress and progression

Contract users will be able to complete contract details, and request delegate actions (approvals, endorsements, reviews) from other team members in order to progress the contract status from 'Draft' to 'Executed'. This will also be applied in the act of closing a contract, specifically from an active/open state to a closed state (terminated or completed).

Contract Variation Approvals

This feature allows system admins to define delegate approval flows for contract variations, on a contract type by contract type basis. When a contract user creates a new variation, the appropriate Delegate Action Template will be added to the variation. The user must seek and receive the required delegate actions before they can apply the variation to the contract.

Allow the addition of Internal stakeholders without the need to select system users

Users can now add internal stakeholders with manually added details, rather than only being able to source from users already setup within the solution.

Condition of tendering can be configured to only be displayed against certain categories

Allows system administrator to match conditions of tendering to categories, in the same manner as contract templates can be.

Prevention of Sourcing Activity Completion with "Needs attention" Health Check Status

Optional feature toggle which prevents a user from completing a sourcing activity if the health check items have not been addressed.

Sending notification email to Sourcing activity owner when suppliers submit their quotes

Owners of a sourcing activity will be notified when a supplier responds to a quick quote request form.

Document Generation enhancement - Displaying error message when hovering over the failed icon

When a document fails to generate using document generation, an error message will be displayed with information as to why generation failed. This feature also includes an icon against documents that have been generated via document generation.

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June 2024

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