Strategic Sourcing

This section contains enhancements in Financials and Supply Management.

Drill around added for two-way supplier dialogue

Added the drill around ability to start or continue a dialog for Supplier Message Dialog for the sets of Invoice, Purchase Order, Receipt, Vendor Return, and Event.

Add sets to Supplier Message Dialog so drill around from Invoice, Purchase Order, Receipt, Vendor Return, and Event can be enabled for Dialogue.

Before testing can begin these steps must be done:

  1. Supplier Group > Supplier Portal Access tab > Supplier Order Management section.
  2. Select all fields for Primary Contact
  3. Supplier Group > General tab > Supplier Setup > Select Can Create Dialogue With Supplier check box is selected.
  4. Buyer requires a work email.
  5. Supplier requires a work email.
  1. Create a Purchase Order > Release > Issue final and refresh the page until the document link is shown.
  2. In Purchase Order > the Actions button > Supplier Dialogue and enter a message, a response is required. Select Submit.
  3. Sign out as Internal User.
  4. Sign in as Supplier.
  5. Verify that the Supplier receives an email and that it includes a link that resolves to the Supplier Portal. Navigate to Messages and Dialogue. The link is not available from the Purchase Order on the Supplier side.
  6. Supplier Portal > Messages and Dialogue, Respond, Enter a Response and select Submit.
  7. Sign out as Supplier.
  8. Sign in as Internal User
  9. View the Email to see if the Buyer receives an email and that the Supplier responded.
  10. Purchase Order > Release > Highlight the Line, Right-click, and Drill Around to Supplier Dialogue.
  11. Create Receive All > Release
  12. Purchase Order Receipt > Start a Supplier Dialogue, and enter a message, a response is required. Select Submit.
  13. Sign in as Internal User
  14. Verify that the Supplier receives an Email including a link that resolves to Supplier Portal, Messages and Dialogue.
  15. Supplier Portal > Messages and Dialogue > Respond > Enter a Response > select Submit. Access to Receipts not available from the Email Link.
  16. Access to the Receipts through the Supplier Portal available.
  17. Supplier Portal > Order Management > Orders > Receipts > Highlight the Receipt, select the Actions button > Message Dialogue.
  18. Sign out as Supplier.
  19. Sign in as Internal User.
  20. View Email to verify that the Buyer receives an email and the Supplier responded.
  21. Manage Receiving > Receiving > Release tab > Highlight the Line and right-click, select the Drill Around to the Supplier Dialogue.
  22. Open the Receiver > select the Actions button > Drill Around > Supplier Dialogue.
  23. Create a Match Invoice for $480.00 > Details from Receipt and select Save.
  24. Invoice > select the Actions button > Start a Supplier Dialogue, and enter a message a response is required . Select Submit.
  25. Sign out as Internal User.
  26. Verify that the Supplier receives an Email, it includes a Link, sign in as Supplier.
  27. Supplier Portal > Messages and Dialogue, Respond, and enter a response. Select Submit.
  28. Sign out as Supplier.
  29. View Email to verify that the Invoice Creator receives an email and the Supplier responds.
  30. Manage Invoices >Unsubmitted > Highlight the Line and right-click, select the Drill Around to Supplier Dialogue
  31. Open the invoice, select the Actions button > Drill Around > Supplier Dialogue.
  32. Once in the invoice change the detail of the unit cost to $48.00 and verify that a Message is created.
  33. Invoice > Message > Accept Work in Smart Reconciliation and enter a reason code. Select Save and release.
  34. Work List for Reconciliation > Open > Refresh Work Files > Select All Invoice Lines > Select All Receipt Lines > Set Chargeback to Yes > specify a Reason Code.
  35. Match, verify that a Chargeback is created.
  36. Create a Vendor Return for 2EA > Create from Purchase Order.
  37. Click the View Vendor Return > select the Actions button > Start a Supplier Dialogue and enter a message a response is required. Select Submit.
  38. Sign out as Internal User.
  39. Verify that the Supplier received an email, and it includes a link.
  40. Sign in as Supplier.
  41. Supplier Portal > Messages and Dialogue, Respond and enter a response. Select Submit.
  42. View Email to verify that the Return Creator receives an email and the Supplier responded.
  43. Manage Receiving > Vendor Returns > Highlight the Line and right-click, select the Drill Around.
  44. Supplier Dialogue is displayed. Verify that you can see the Dialogue for the Receiver.
  45. Update the Return, Authroize and Ship.
  46. Create a Sourcing Event with Allow Supplier Q & A check box selected. Get Suppliers, Release and verify that Start A Supplier Dialogue is available from Notifications.
  47. Sign out as Internal User.
  48. Sign in to Supplier Portal.
  49. Event > Highlight the event, Start a Dialogue and enter a message. Select Submit.
  50. Sign out as Supplier.
  51. Sign in as Internal User.
  52. View email to verify that the Event Creator receives an email and that the Supplier started a Dialogue.
  53. Manage Events > Open > Highlight the Line and right click, select the Drill Around and navigate to the Supplier Dialogue. View the message.
  54. Open the Event > select the Actions button > Supplier Dialogue.
  55. Verify that you can see the Message for the Event.

JR-3264371