Release 7.13, April 2022 PremierConnect® Supply Chain ERP & Sourcing and Contract Management |
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New Features and Enhancements - Release 7.13A summary of enhancements made in updates since Release 7.12 is also included in this document. ERP Materials Management and Financials
Sourcing and Contract Management (SCM)
Web Financial ReportingAdministration for SSO Sites
ERP Materials Management and FinancialsNew supplier diversity classifications are available for vendors.Sites wish to create reports based on several new diversity classifications for their suppliers. These classifications are available in this release. System administrators can assign new classifications to vendors using new fields on the vendor record Demographics tab (Figure 1). Columns for the new diversity classifications are also available on the vendor import template (Figure 2). New Vendor Diversity Classification FieldsMaterials Management or AP main Contents > Vendors > Vendors > locate vendor > edit > Demographics tab New Vendor Diversity Fields on the Vendor Import TemplateThe new classification fields are available for use in the following report objects: A new solution is available for handling capital purchase orders that avoids EDI transmission.Customers want to prevent capital POs from being transmitted via EDI. Currently, to handle this situation, sites can set buy-from locations for these POs to transmit via Print. However this method is not ideal because it requires a user to remember to choose those particular buy from locations. This release makes a better solution available. In this release, a new organization-level field controls the PO communication method and automatically sets it to Print when a Project Code is entered on a manual or system-generated PO. (No particular Project Code is needed. You can use any Project Code.) The check box is on the Organization record's MM Info panel (Figure 3). Setting the PO With Project Code Feature for an Organization
Organization Record Field for Setting Capital POs to PrintMaterials Management or AP main Contents > Tables > Organizations > locate/edit organization > MM Info tab Purchase orders that use this method to avoid EDI transmission need to have an associated project code. Setting up a Project Code
Project Code Edit PanelMaterials Management main Contents > Tables > Projects > edit or New
Using the Capital PO Comm Type Print FeatureBelow are two images of the Additional Information tab for a capital PO. The organization record flag PO With Project Code: Comm Type Print has been set.
Using the PO With Project Code: Comm Type Print Organization Setting for a Capital POMaterials Management main Contents > Purchasing >Purchase Orders by PO or Create Date > New In Figure 5A, the user has not yet entered a project code, so the EDI PO Comm Type setting is still visible. In Figure 5B, when the user enters a project code, the PO Comm Type changes to Print. The PO Comm Type is still editable, if desired, and can be changed. Bill-only requisitions can now be imported into ERP.Users need to import bill-only requisitions into ERP, in particular, because bill-only requisitions must often be passed between surgery management programs and ERP. A bill-only requisition import is available with this release. The bill-only requisition import contains these additional fields:
Additionally, for bill-only requisitions, values are required in fields Vendor, Buy From Location, Manufacturer ID, Manufacturer Item Number, Vendor Item Number. Bill-only requisition lines created from imports default to Receiptless, unless the Receipts Required column is set to "yes.". Bill-only requisitions can be imported as "mixed" with other non-bill-only requisitions. A new requisition is created when the department, case information, or Vendor/Buy From Location changes in the import batch. Note: Stock items are not allowed in bill-only requisitions. If you enter stock items on the bill-only import template, upon upload, the line will fail to be imported, and an error message will result. The bill-only requisition import uses the standard import from the menu location: Materials Management > Requisitioning > Requisition Imports. See the online documentation topic "Requisition Import and Replenishment of Supply-Dispensing Units" for details on the import process. In the ERP application, the new fields are visible on the Requisition Import Details list (Figure 6). If the user is not allowed to work with ePHI data, the case and physician columns do not appear (Figure 7). Requisition Import Details for a Bill-Only Requisition - ePHI AllowedMaterials Management main Contents > Requisitioning > Requisition Imports > menu > View Import Details Requisition Import Details for a Bill-Only Requisition - ePHI Not AllowedMaterials Management main Contents > Requisitioning > Requisition Imports > menu > View Import Details A new Bill Only tab is available on the requisition import lines edit detail (Figure 8). This tab displays values for the new case and physician fields above. The values are protected by the ePHI rules and user settings. Requisition Import Line Bill Only Tab: ePHI Data Allowed for UserMaterials Management main Contents > Requisitioning > Requisition Imports > menu > View Import Details > Edit The revised import file fields are described below in Table 1. The new columns AM to AS for bill-only imports have been added. The import must be in .csv format with the final line <EOF> Contact the Help Desk for a copy of the template. It includes detailed instructions on the worksheet tabs.
Remitra users: The Invoice Create Date has been added to the existing invoice export file.This enhancement will help Remitra sites to calculate metrics and improve invoice process performance. Figure 9 is an example of the import file with the new column. The Invoice Create Date on the import file appears on the invoice list drop down panel as the Create Date. Portion of Remitra Import Table with New Invoice Create DateFigure 10 displays an example of the field (Create Date) on a Remitra invoice on the ERP invoices list. For Remitra invoices, this date is the same as a date on the Excel spreadsheet in the column Invoice Create Date. Remitra Invoice on the ERP Invoices ListAccounts Payable main Contents > Invoicing > Invoices EDI Users: EDI 855 and EDI 832 records older than 30 days are now purged.EDI users would like to archive old EDI records and remove them from the list so that they can manage their daily queue more efficiently. With this release, EDI 855 and EDI 832 records older than 30 days are purged. The current system rules already archive EDI 810 invoices and EDI 856 documents. Financial reporting fields have been added to the order guide/par cart import.Users needed the financial reporting fields (FinRptFld1 to FinRptFld3, defined by the site) to be included on the Order Guide (OG) / Par Cart (PC) imports. When financial reporting fields are required by a GL account associated with an order guide/par cart, the import would fail. To resolve this issue, the columns (FinRptFld1 to FinRptFld3, as defined by the site) for financial reporting have been added to the View and Edit pages accessed from the Order Guide Par Cart Import Details panel, and to the import/export template in columns R, S, and T. Sourcing and Contract Management (SCM)Better contract information is available on the Contract Workbench Price Changes panel with the addition of several columns.The Supply Contract Workbench Price Changes now contains these fields: Owner, Entity, and GPO. Figure 11 is an example. Price Changes Panel New ColumnsOn the Contract Lines panel, the tier displayed as the current tier defaults to the same active tier indicated on the contract header.Activating a new tier deactivates the current tier. Previously, on the Contract Lines panel, SCM did not indicate which tier was the active one. So, users would need to refer back to the Tiers tab to determine which is the active tier. To help make users more productive, and avoid inefficiency, the Contract Lines panel now indicates inactive tiers with the label Inactive (Figure 12), and points to the current, active tier. Previously, the Tier filter was initially set to All; it now defaults to the active tier. Contract Lines Panel Indicates Inactive Tier(s)SCM main Contents > Contract Workbench > Contracts > locate contract > open contract > Actions > View Contract Lines New columns for Prior 12 Month Spend and Total Contract Spend are available on the Expired Contracts panel Excel Output.When you export the Expiring Contracts panel contents to Excel, you will see that two new columns (M and N) are available: Prior 12 Spend and Total Contract Spend (Figure 13). New Columns on the Excel Output for Expired Contract SpendSCM main Contents > Supplies > Contracts > Contract Workbench > Contracts Expiring > click Excel icon . Price changes for Vizient contracts can no longer be set to "Accept Leave."Price changes in Vizient contracts can only be set to Accept Remove or Reject. The field for Accept Leave is nonactive. If you mouse over Accept Leave, a message appears (Figure 14). Price Changes Panel for a Vizient Contract: Accept Leave is Not AvailableSCM main Contents > Supplies > Contracts > Contract Workbench > Price Changes > locate/select contract Web Financial ReportingWeb Financial Reporting Users only: A new feature allows users to assign descriptions to expense account segments for use in financial reporting.Web Financial Reporting requires the expense segments of account codes to have a description/name for detail reports. This enhancement lets users efficiently and easily create descriptions for account segments. Security: To use this feature, the role object "AccountDesc" must be set to Modify or higher in a user's role. This is a new role object whose function is "Maintain GL Expense Account Part Descriptions." Here is how this new account description feature works. The application identifies all distinct expense account segments in a site's chart of accounts. These segments are either P2 or P3, whichever a site uses for expenses. This data, along with expense segment descriptions, populates a new table for use in Web Financial Reporting. Users can assign a description to individual expense segments, one at a time, from a list on a General Ledger panel, or by using an import to add descriptions for multiple expense segments. The list of distinct account expense segments is available in this location: General Ledger > Account Management > Account Descriptions (Figure 15). List of Expense Segments in Accounts for Entering Account DescriptionsGeneral Ledger main Contents > Account Management > Account Descriptions If an expense segment in the new table is also listed with a description in the Expense Codes table (Materials Management > Tables > Expense Codes) and you edit its description in the new table, the changed description also appears in the Expense Codes table. The changed description will apply to all organizations that use the expense code. To add/change an expense segment description on the Account Descriptions... panel,
To import expense segment descriptions, This process uses the standard import.
Spreadsheet for Importing Account DescriptionsImport List for Account DescriptionsGeneral Ledger main Contents > Imports/Exports > Account Description Import Administration for SSO Sites - User Template and ImportThe User Data Profile Template now allows administrators to delete a user's data profile (organization, department, and/or asset locations).Previously, only "add" and "change" were allowed. Note: Importing data profiles is explained in detail in the online documentation topic "Create New Data Profiles via Template Import." Security: This feature is controlled by the "Administration" role object.
Data Profile Template: Deleting a Data ProfileERP checks that the data profile is not assigned to any user before it runs the delete. If it is assigned to someone, the delete fails and a message appears. Here are additional rules for data profile records that are to be deleted: - When a Delete (D) record doesn't have an organization, department, or asset location entered, then the entire data profile will be deleted. - When a Delete (D) record has only an organization entered, then the organization and all the departments and asset locations for that organization will be deleted from that Data Profile. - When a Delete (D) record has an organization and department entered, then the department for that organization will be deleted from that Data Profile. - When a Delete (D) record has an organization and asset location entered, then the asset location for that organization will be deleted from that Data Profile. - When a Delete (D) record has an organization, department, and asset location entered, an error message appears. - When a Delete (D) record has a department entered, but no organization, an error message appears because the same department name can be present in multiple organizations. - When a Delete (D) record has an asset location entered, but no organization, an error message appears, because the same asset location name can be in multiple organizations. Further detailed instructions are on the Data Profile Template worksheet tabs. A new utility import is available that makes it easier to import and update missing information for SSO users of ERP.Both a manual and an automated process are available for this import. Security: Users working with this feature must have the role object "SSOUserMaintImport" set minimally to Modify. When a user is provisioned for SSO, Premier staff create a "shell user profile." Once the user "shell" has been created, the site administrator must manually assign the role, data profile, default organization, default department, and other details. The process, until this release, relied on the existing user maintenance import template. That template has other fields in whose data the site administrator must manually key-in or copy. To improve the process, this release has a new user data import template available that handles more of the needed user data. Manual import process From the Administration menu, you can access a list of SSO users that are missing required information such as role, data profile, default organization, and department. A second menu element provides the import. See Figure 19.
Administration Table of Contents with New SSO User Maintenance ElementsAn example of the SSO Users List is in Figure 20.
List of SSO Users Needing More User Profile DataAdministration main Contents > Administration > SSO Users Missing Info On the list (Figure 20), the Spreadsheet link creates an Excel document in the format of a new SSO User Import. Administrators can open the spreadsheet and provide missing information, along with additional approval values, if needed by the user. Save the spreadsheet as a .csv file. The last field must be <EOF>. You can then upload the .csv file to ERP using the new SSO user data import function that will apply the changes to the user profiles. The menu option SSO User Maintenance Imports (Figure 19) opens a list of existing imports. Figure 20 is the import list where you can see current imports and create new ones.
SSO Imports List with New Button to Create a New ImportAdministration main Contents > Administration > SSO User Maintenance Imports On the Imports List, the standard import functions are available, including the ability to view the details of the import, see messages, etc. The import process applies the changes from the import to the user and user settings tables in the application. Existing validations already in the ERP ensure that only correctly formatted data is used to update the actual user values. Automatic import process The automated process occurs through the Gateway when template files with completed data from an external application are dropped in a Gateway in-box. The import is available from the Imports List (Figure 21). This process needs no action by your site administrator; except in the case of errors which may require a conversation involving a corrected re-import. Enhancements and Problem Fixes from Updates
The New In-Tolerance Column on the EDI Confirmation Exceptions List
To set up a scheduled job to process recurring invoices monthly
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