Release 7.14, June 2022 PremierConnect® Supply Chain ERP & Sourcing and Contract Management |
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New Features and Enhancements - Release 7.14A summary of enhancements made in updates since Release 7.13 is also included in this document. Browsers: The Google Chrome™ and Microsoft Edge® browsers are now functional for both ERP and SCM.Sourcing and Contract Management (SCM)
ERP Materials Management and Financials
Chrome and Edge NotesSourcing and Contract Management (SCM)SCM Reports: The following new fields have been added to the Report Object "Contract Header with Detail with Prices"PA Start Date Contract Tiers TabSCM main Contents > Supplies > Contracts > Contract Workbench > open contract > Tiers The Search capability on the Services Contract Workbench Contracts Expiring tab now provides
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Minority Vendor | Preferred Status |
Minority Vendor Certified | Female Owned |
Minority Vendor Certified Number | Locally Owned |
Asian-Indian | Small Business |
Asian-Pacific | In Compliance |
Black | Veteran |
Hispanic | Veteran - Service Disabled |
Native American | LGBTQ |
The field is located on the System Values Other tab, as follows: Administration > System Values > edit > Other
Figure 3 displays the new field and the options.
The field Vendor Maintenance Mode provides the following settings for vendor imports:
- To always only enter new vendor records manually: select Manual Only.
- To always use the vendor import only for new vendors: select Import Only.
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To use either the import or manual entry, as you choose, at any time: select Manual and Import.
For ERP users logging into the application from an Excel Add-In, a new Host Setup panel is available to make the process easier.
The new Sign On – Host Setup panel has two options: Premier/SSO and Aperek.
- Premier/SSO is for users who access ERP/SCM via Premier Connect as single sign-on (SSO) users.
- Aperek is for users who access ERP/SCM directly via the ERP application URL for their site.
This enhancement is currently in effect for these features:
The first time you sign on to the Excel Add-In, you will need to select a host (Figure 4). This step has not changed.
Here is a summary of how to sign on to an Excel Add-In once you have installed it.
Your site's network/application login panel appears. Your site administrator can set you up with the correct URL and other parameters.
Then, the sign on proceeds as follows;
- The Excel Add-In directs control to the Premier Connect page.
- The Premier Connect page looks at the email address and decides if you are an SSO user or not.
- In case of incorrect credentials, the user will get invalid login message.
- Otherwise, the Sign On panel disappears and you are signed on.
Complete instructions for downloading and installing the Excel Add-Ins are in the online documentation.
From the main Contents, for ERP or SCM, mouse over a menu element and right click. The role object appears. Next to the role object is the setting for your User Profile (Figure 10 and Figure 11).
The role object setting contains your level of permission to use the feature: None, View, Modify, Create, or All. If you need access and do not currently have access, contact your System Administrator.
Update 7.13.1
ERP Enhancements
ERP Problem Resolutions
(Materials main Contents > Vendors > locate vendor > Menu > Buy From Locations > edit)
- If the total amount of the requisition lines for the vendor buy-from location is less than the Minimum Order Amount, the associated PO line can be created. Saving the bill-only PO closes the edit page and adds the PO line.
- When an existing PO line is edited and the changes saved, the PO line is successfully updated.
- The Payment Profile value did not appear on the Payment Run panel when using Edge. However, it did appear with IE.
Users need to see the Payment Profile on a Payment Run record to know what profile they are working with. This problem has been resolved so that the Payment Profile appears on Edge, Chrome, and IE when creating a new payment record.
- When adding lines to Quick Issues, the cursor was landing in the Position to: field.
On the Quick Issue form when clicking Enter adding lines, the cursor focus was moving to the Position to ... field instead of to the Item Number. This was causing extra clicks for users and a loss of productivity. This problem has been resolved so that this feature works as designed: Clicking Enter after populating required fields for a new Inventory Quick Issue line moves the cursor focus back
to Item Number so users can quickly create the next issue line.
- Under certain conditions, ERP was switching off the Receipts Required flag for bill-only requisition lines and causing
the PO Line to also have Receipts Required flag turned off.
Users creating bill-only purchase orders with Receipts Required noticed that when the PO was generated from the requisition,
the flag was not turned on. The problem occurred when a change was made directly on the Requisition line (not within the Edit Screen). Note that there is a separate Receipts Required flag for file items and non-file items. This issue was affecting both. Also, the authority "Allow Add/Update of Bill Only Reqs and POs" must be enabled on the User Profile for the person doing the work.
This problem has been resolved. The setting of Receipts Required that the user selected on the bill-only requisition now
correctly persists on the associated purchase order.SCM Problem Resolutions
- Cleared contract price exceptions returned as "uncleared" after a few days.
This problem was traced to a deletion of a price record and has been resolved. This situation should no longer occur.
Update 7.13.2
ERP Problem Resolutions
- Several problems with 1099-MISC processing were fixed in this update.
- When users tried to open documents (attached to POs) with a comma in the document filename, an error message appeared.
This error was occurring in Chrome and MS Edge (but not in Internet Explorer).
The problem is resolved so that these documents open as designed, without error.
- In matching a PO and receipts, users had to delete and re-create the invoice several times.
As a result, the invoice details on PO lines were not updated correctly. An invoice was created and deleted;
then a new invoice was created and deleted. At this point, the PO line quantities were incorrect.
Also, the invoice match status was "part matched," also incorrect.
This problem has been resolved. In situations where invoice matching requires deleting multiple created invoices for the match,
the PO line quantities will be correct (as originally specified in the PO) and the invoice match status will remain as "unmatched."Update 7.13.3
- SCM Vizient clients: On the Price Changes panel for Vizient contracts, the Accept Leave option has been restored.
See Figure 13 and Figure 14 below. The Accept Leave field, when checked, accepts the price change and leaves the
item on contract. The tool tip no longer appears when you mouse over the Accept Leave field.
Accept Leave Option Restored for Vizient
Accept Leave Selected for Vizient Contract
ERP Problem Resolutions
- When users attempted to merge vendors, the process was unexpectedly terminating with errors in the AP location
and item usage tables.
This problem has been resolved so that the application successfully merges the buy-from location and AP location without any issues.Update 7.13.4
ERP Problem Resolutions
- Unposted transactions on the invoice distribution lines were being included in ISR 1099 form totals, which is incorrect.
When the system was calculating the total amount for a 1099 for a vendor, the total included unposted adjustment transactions
that were on paid-in-full invoices. This problem has been resolved so that only posted transactions are included in the 1099 totals
and the totals are then correct.
- Tax ID information containing non-numeric characters could not be imported from the vendor import template.
The TaxID field on the import did not accept non-numeric characters. This problem has been resolved: on the vendor import template,
you can use numeric and non-numeric values in the TaxID column.
- When nine characters are entered, the TaxID value imports to the vendor record as is.
- When the TaxID is zero, it is imported to the vendor record as "blank."
- When the TaxID has nine characters that include one or more leading zeros, the zeros are retained on import.
- When the value for the TaxID is not zero, and has has less than 9 characters, the application returns an error.ERP Problem Resolutions
Zero-cost items on a PO were being received at an unknown cost.
When multiple lines were received, and included lines with zero-cost items, the zero-cost items picked up the unit price of the prior costed line.
This problem has been resolved as follows:
- Given that a PO with multiple lines has one line with a unit cost, while the unit costs of the other lines are zeroed out: when the order is processed, the zero-cost lines stay zero.
- When a PO with multiple lines is processed without changing the unit cost, the invoice and receipt line match, as normal.
- When multiple attachments exist for emails, the count in the Documents link under Attachments (Correspondence tab) was not accurate.
Figure 15 illustrates the problem. The example is from SCM Projects, but the problem occurs in other areas with included emails as well.Incorrect Count for Multiple Attached Documents on the Correspondence Tab
This problem has been resolved so that the Attachments list displays the correct count of actual documents.
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