New Features in Release 11.2 (July 24, 2011). Release 11.2 New Features –View all Comments/history in a single location –View future M-marketsite Req/Cart.

New Features in Release 11.2 (July 24, 2011)

Release 11.2 New Features

– View all Comments/history in a single location

– View future M-marketsite Req/Cart Number

– Allow assigned carts to be returned

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This feature allows users to view all document comments and order history in a single location

• Comments and History for an order is a common way to track status and view an audit trail of events.

• Previously, Comments and History could only be viewed for one document at a time. For example, while viewing a PO, you were required to open the associated M-marketsite Cart / Requisition (PR) to see the earlier history for the order.

• Users can now select to view all comments or history to see information for all associated documents (M-marketsite Carts / Requisitions, Purchase Orders).

• The new unified comments and history save valuable time toggling to different screens and documents.

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View all Comments/History in a single location

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PO History – Screen Shots

Expand Filter

Select Filter

Select All to see both PO and Cart / Requistion information in a

Single Location

Click Apply

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PO History – Screen Shots

Cart / Requisition Data

PO Data

History for the complete order M-marketsite Cart / Requisition to PO are now viewable in one location.

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PO Comments – Screen Shots

Select All from the

Filter

Need screen shot of comments

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M-marketsite Cart / Requisition History – Screen Shots

Expand Filter

Select Filter

Click Apply

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M-marketsite Cart / Requisition History – Screen Shots

Cart / Requisition Data

PO Data

History for the complete order Cart / Requisition to PO are now viewable in one location.

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M-marktsite Cart / Requisition Comments – Screen Shots

Select All from the

Filter

Need screen shot of comments

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M-marktsite Cart Comments / History – Screen Shots

While on the review cart page you will have access to Comments and History

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M-marktsite Cart Comments / History – Screen Shots

Comments Tab

History Tab

• This feature allows users to view the future M-marketsite cart / requisition number for a cart.

• The future M-marketsite requisition number will display in draft carts and assigned carts.

• This allows users to have a reference number they can use to search for draft carts and assigned carts.

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View Future M-marketsite Req/Cart Number

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View Future M-marketsite Cart / Requisition Number for a Cart

The future M-marketsite cart / Requisition number is list at the top of the shopping cart page.

• This feature allows cart assignees to return the draft cart to the shopper instead of having the shopper withdraw the cart.

• A return link will be present on the assigned cart next to the cart name that will allow you to return it.

• This is beneficial for requisitioners in the event they get a cart assigned to them by mistake or they simply want to send the cart back to the shopper for them to make changes.

• If you are able to receive an assigned cart you may return it.

• Important: Browse only users must have a completed M-markesite profile with a valid e-mail address or they will not receive the Return Cart system e-mail

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Allow Assigned Carts To Be Returned

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Allow Cart Assignees To Return A Cart To The Shopper – Screen Shots

After opening the assigned cart you will have a button. Upon clicking the button you will be prompted to enter a note to the shopper. After entering a Note click the button

Note: The Shopper / Browse only user will only get the note and Return Cart system e-mail if they have a completed M-marketsite profile with a valid e-mail address.

M-marketsite Browse Only profile setup Job Aid - http://www.finance.umich.edu/system/files/PR_MS_BrowserProfileSetUp_SS_0.pdf

• The M-marketsite is supported by the ITS Service Center

– E-mail: [email protected]

– Phone: 734-764-4357

• Training information for the M-marketsite is located on My LINC.

• Procurement Website - “M-marketsite Page”

– http://www.finance.umich.edu/procurement/howtobuy/mmarketsite

– The web site has Browse Only and Release Information

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M-marketsite Help and Support