Release Overview Webinar
SelectSite / HigherMarkets 12.3
Wednesday, October 17, 2012
W HAT WE ’ LL TALK ABOUT TODAY
Miscellaneous
Administrative Topics
Spend Director
AP
Reporting
Approvals
R ECOMMENDED B ROWSERS / O PERATING
S YSTEMS
Operating
Browsers
• SciQuest
is
now
providing a list of recommended
Systems
browsers and operating systems.
Platform
Windows
XP
• Internet Explorer (IE) 7, 8, and 9
Vista
• Chrome – latest version
- automatically
updated
• As before,
this information
is available
from
theby
Google
Windows 7
Product Release• Library.
Firefox – latest version – automatically updated by Mozilla
• Opera 10 and higher
• The primary change
with this release: Firefox 3.6 is
no longer recommended
Mac
OS 10.x
• Safari 4.0 and higher
• Firefox – latest version – automatically updated by Mozilla
iPad
iOS 4, 5
• Safari – embedded browser within the iPad
W HAT ’ S N EW IN S ELECT S ITE ?
Spend Director
P RODUCT S HOWCASE E NHANCEMENTS
Home Page View: 12.3 brings more flexibility in how you display
suppliers and forms on the home page
Option: Show icons
on stickers to
indicate punch-outs
and forms
F ORMS IN THE P RODUCT SHOWCASE
Forms today:
• Only in “Showcased Services” area
• Limited control in terms of user visibility
12.3 Forms in the Showcase:
• Works like all other “stickers”
• Can be made visible by role, department, business unit, or
specific users
N EW C ONCEPT: S HOPPING P ERSONAS
Personas allow users to shop for more than one
Department and Business Unit
 The Persona shopping experience will be the same as if
the user changed their Business Unit or Department in
their profile.
 The user is able to select the appropriate persona and
shop with the available forms, favorites, and showcase
assigned for the department or business unit.
P ERSONA S ELECTION
Personas are
available for
selection
The selected
Persona is
identified with the
icon and displayed
on the page
P ERSONA A CCESS : S ETUP
 Administrators can grant persona access by selecting the
appropriate assignment using the Access tab in the user profile.
NOTE: This tab was previously labeled document access.
 All current document access assignments are not impacted with
the changes to the Access tab.
P RODUCT S EARCH F EEDBACK
N OTIFICATION
Administrators can now receive an email when shopper’s submit
feedback regarding product search.
W HAT ’ S N EW IN S ELECT S ITE ?
Approvals
A PPROVAL E NHANCEMENTS
Approvers are the second largest
user group in SelectSite.
 What do approvers review?
•
•
•
•
Purchase Requisitions (Requisition Manager)
Purchase Orders (Requisition Manager)
Invoices (AP Director/Settlement Manager)
Sales Orders (Supplies Manager)
• For the 12.3 release, we’ve focused on two areas for
approvals improvement:
1.
2.
The approvals interface
Order consolidation
N EW A PPROVALS I NTERFACE
You can choose to see approvals by
folder (like today) or in list form
Control your view: show/hide
details and collapse folders
Filter the approval documents by
supplier, by folder, by custom field
, and more
The numbers to the right of the
filters indicate how many
documents fit that criteria
N EW A PPROVALS I NTERFACE
Sort options for your
approval documents
Aging Information is displayed
and available for approvers
and administrators to see
N EW A PPROVALS I NTERFACE
Three new sub-tabs for approvals
Single outbox tab for all approvals
that have been reviewed
N EW A PPROVALS I NTERFACE
Three new sub-tabs for approvals
Separate tab for notifications
N EW A PPROVALS I NTERFACE
Three new sub-tabs for approvals
Assign a substitute approver
when you will be unavailable –
for a single folder or all folders
W HAT ’ S N EW IN S ELECT S ITE ?
Reporting
N EW P ERMISSION FOR V IEWING R EPORTS
New permission allows access to cycle time and invoice reports for nonadministrators. Great idea for AP team!
Permission name: View Operational Reports
N EW R EPORT: PR TO PO C YCLE T IME
This new cycle report
measures the time
between when a PR was
created and the original PO
creation date – not
including any revisions.
Report name :
Time from PR submission
to original PO revision
N EW R EPORT: I NVOICE S OURCE B Y
S UPPLIER
This new report
helps
organizations
understand how
invoices are being
received from
suppliers.
Suppliers invoices
can be created
manually,
electronically,
automated, or
through import.
N EW R EPORT: I NVOICE C YCLE T IME
This new report
measures the time
it takes for an
invoice to be
created
(submitted) to
completion.
The Goal: Find
efficiencies in
invoice processing
time
W HAT ’ S N EW IN S ELECT S ITE ?
AP
M ATCHING D ETAILS AVAILABLE FROM
I NVOICE
Matching Tab
Matching Exceptions
R EJECTED L INES E XCLUDED FROM
M ATCHING
 Rejected lines are no longer included in matching
calculations
 Matching will only occur on lines that have not been
rejected
 Approvers will no longer have to manually approve
every invoice with rejected lines
 Time saver for AP Processors!
W HAT ’ S N EW IN S ELECT S ITE ?
Miscellaneous
M ISCELLANEOUS E NHANCEMENTS
 Document Attachment as filter criteria for
Document Search
 Management of (Account) Code Favorites through
user import
 Organizations can create new supplier classes (in
addition to the 100 pre-defined classes that SQ
provides)
Thank you for attending the
SelectSite/HigherMarkets
12.3 Release
Overview Webinar!
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