April 29th 2025
Summary
This release introduces enhancements across key modules to streamline document generation, data management, and evaluation workflows. With a better Purchase Order Administration, users can now choose whether to generate a contract or a Purchase Order (PO) at the end of the Contract Distribution and Execution stage. This provides a more flexible and guided experience, including tailored input forms and organized access to generated documents through a new PO tab in the contract repository.
The Global Data Sets: Allow for CSV Upload Multi-Column Data Sets feature expands the functionality of smart tables by allowing users to define and import custom fields (such as Unit, Price, and Description) for items like SKUs. These additions enhance the accuracy and efficiency of bulk uploads and data entry through CSV templates and improved auto-population logic.
Finally, Cost Criteria Enhancements for Evaluations introduces more flexible scoring options, allowing evaluators to enter actual cost values or manually adjust points-based scores. The system now supports the automatic application of SB/DVBE preference incentives and ensures that cost-based (P/F) and points-based evaluations are accurately reflected in summary reports. These updates align scoring behavior more closely with business rules while reducing manual adjustments.
Release Features
Purchase Order Administration
Global Data Sets: Allow for CSV Upload and Multi-Column Data Sets
Cost Criteria Enhancements for Evaluations
Purchase Order Administration
Summary
This feature lets users choose between generating a contract or a Purchase Order (PO) at the end of the Contract Distribution and Execution (CD&E) stage. The selected option triggers the creation of the corresponding document, which is then stored in the contract repository. POs are organized under a dedicated PO tab within the repository. Users can view, manage, and download the associated contract or PO documents. This feature streamlines the contract creation process and improves flexibility in managing contract-related documentation.
New Functionalities Added:
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Modal for choosing between contract and PO generation: At the end of the Contract Distribution and Execution (CD&E) stage, users are presented with a modal prompting them to select whether to generate a contract or a Purchase Order (PO). This ensures a precise and guided workflow decision before document generation.
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Contract and PO document creation functionality: Based on the user's selection in the modal, the system initiates the appropriate workflow:
- If Generate Contract is selected, the user is prompted to fill in contract-specific fields.
- If Generate PO is selected, the user is prompted to enter PO-specific details. After completion, the system automatically generates the corresponding document.
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PO tab added to the contract repository: A new PO tab is added to the repository to store all generated PO documents separately from contracts.
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User prompts for entering contract- or PO-specific fields: Users are guided through tailored input forms to enter all required details for a contract or a PO, depending on their selection.
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Option to download both contract and PO documents: All generated documents can be downloaded from their respective detail pages in the contract repository.
Planned Future Enhancements:
- PO Admin Stage – Full Version: This enhancement will bring a fully-featured PO management stage, supporting supplier awarding, document signing, and amendments, with advanced tracking and broader integration with the Contract Repository.
Global Data Sets: Allow for CSV Upload and Multi-Column Data Sets
Summary
This feature allows users to enhance global data sets by adding custom fields to items, such as Stock Keeping Units (SKUs). Using smart table functionality, users can define additional columns—such as Option Name, Value, Unit, Individual Price, and Description—to organize better, track, and display item-specific data.
Users can also import data sets with custom fields through a blank Comma-Separated Values (CSV) template, streamlining bulk uploads. The template supports default mapping and custom fields for the global data set.
The "Value from select" feature has also been extended to support the automatic population of custom fields based on the selected item (e.g., an SKU), improving accuracy and efficiency during data entry.
New Functionalities Added:
- Add custom fields to global data sets: Users can now define extra SKU fields (like Unit, Individual Price, etc.).
- Import via CSV template with custom fields: A blank CSV template lets users upload data in bulk and map both default and custom fields.
- Enhance smart tables with "Value from select": This functionality now supports auto-populating both default and custom fields based on item selection (e.g., choosing an SKU fills in related fields automatically).
Cost Criteria Enhancements for Evaluations
Summary:
This update improves how cost-based and points-based scoring is configured and applied within evaluation workflows. Users can now input actual cost values or point scores more flexibly, apply SB/DVBE preference incentives automatically, and see accurate scoring in the evaluation summary. These enhancements make the evaluation of cost criteria more consistent with business rules while reducing manual effort.
New Functionalities Added:
- Enabled flexible configuration for cost-based scoring, allowing users to select cost criteria without requiring a maximum point value.
- Allowed evaluators to enter actual cost values instead of abstract numerical scores.
- Supported points-based scoring for cost criteria, with manual adjustment of point values by evaluators.
- Integrated automatic SB/DVBE preference incentives, eliminating the need for manual discount calculations.
- Displayed cost-based scores as Pass/Fail (P/F) and points-based scores based on configured evaluator input.
- Ensured accurate evaluation summary reporting, with correct calculation and display of final cost criteria scores.