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Release Overview Webinar

Release Overview Webinar. SelectSite / HigherMarkets 12.3 Wednesday, October 17, 2012. What we’ll Talk about today. Miscellaneous. Administrative Topics. AP. Spend Director. Reporting. Approvals. Recommended Browsers / Operating Systems.

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Release Overview Webinar

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

  2. What we’ll Talk about today Miscellaneous Administrative Topics AP Spend Director Reporting Approvals

  3. Recommended Browsers / Operating 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

  4. What’s New in SelectSite? Spend Director

  5. 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

  6. 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

  7. New Concept: Shopping Personas • Personas allow users to shop for more than one Department and Business Unit • The 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.

  8. Persona Selection Personas are available for selection The selected Persona is identified with the icon and displayed on the page

  9. 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.

  10. Product Search Feedback Notification • Administrators can now receive an email when shopper’s submit feedback regarding product search.

  11. What’s New in SelectSite? Approvals

  12. Approval Enhancements Approvers are the second largest user group in SelectSite. • 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: • The approvals interface • Order consolidation

  13. New Approvals Interface You can choose to see approvals by folder (like today) or in list form Control your view: show/hide details and collapse folders 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

  14. New Approvals Interface Sort options for your approval documents Aging Information is displayed and available for approvers and administrators to see

  15. New Approvals Interface • Three new sub-tabs for approvals Single outbox tab for all approvals that have been reviewed

  16. New Approvals Interface • Three new sub-tabs for approvals Separate tab for notifications

  17. New Approvals Interface • Three new sub-tabs for approvals Assign a substitute approver when you will be unavailable – for a single folder or all folders

  18. What’s New in SelectSite? Reporting

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

  20. New 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

  21. New Report: Invoice Source By Supplier This new report helps organizations understand how invoices are being received from suppliers. Suppliers invoices can be created manually, electronically, automated, or through import.

  22. New 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

  23. What’s New in SelectSite? AP

  24. Matching Details Available from Invoice Matching Tab Matching Exceptions

  25. Rejected Lines Excluded from Matching • Rejected lines are no longer included in matching calculations • Matching 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!

  26. What’s New in SelectSite? Miscellaneous

  27. Miscellaneous Enhancements • 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)

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

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