Releases
DSI Release 1.48-1.49
BOM Insight/Demand Management/Quoting
No updates in this release as all backend changes.
DSI Release 1.47 - Sept 7, 2023
BOM Insight
No updates in this release.
Demand Management
No updates in this release.
Quoting
Projects Homepage
The RFQ homepage “dashboard” has undergone significant enhancements to improve your experience and project management. The primary transformation involves a shift of the Quoting module dashboard from the layout visual of RFQs (Request for Quotations) to Projects, which are now presented in a more informative and organized manner.
Modified Views
The redesign includes modifications to existing views, along with the introduction of new views, in order to enhance usability and accessibility.
- Folder View (formerly Project View): The familiar "Project View" has been renamed to "Folder View." This view retains its core functionality of organizing projects into logical groupings.
- List View (moved to All Projects): The "List View" can now be accessed within the "All Projects" section. This centralized placement streamlines navigation and ensures that you can conveniently access a comprehensive list of all projects.
- My Lists (now My Projects > List View): The "My Lists" feature has been repositioned to the "My Projects" section and is now named "List View." This alteration enhancement places the feature in a more contextually relevant location.
New Views
The RFQ homepage redesign also introduces two new views, which were created to provide you with a deeper understanding of your project statuses.
- All Projects > Detailed View: This innovative new “All Projects Detailed View” presents a card-design layout that offers a comprehensive overview of the status of all projects in your account. You can efficiently grasp the overall progress and health of projects, thereby facilitating more informed decision-making.
- My Projects > Detailed View: The new “My Projects Detailed View” presents you with a card-design display of your own projects. This is a tailored approach that provides a focused analysis of your own personal project statuses.
Card Design Layout
Each card within the redesigned Projects interface serves as a comprehensive representation of a specific project or RFQ (Request for Quotation), thereby offering an in-depth glimpse into your project's status and its essential details. These cards encapsulate a range of information to provide you with a holistic understanding of each project's progress and attributes.
Line Cards Upload in Bulk
This new functionality enables you to upload line cards in bulk using an upload file (ie Excel, CSV or TSV). The purpose is to streamline the process of adding suppliers and their associated line cards.
"Multiply based on Qty breaks" option for Min System Column
This feature extends the "Multiply based on Qty breaks" option to include the “Min” system column in addition to the existing Price, Qty, and custom columns. When dealing with multiple quantity breaks in RFQs, you will have the ability to have the “Min” (minimum) values identified by suppliers for each quantity break, as these minimum values can vary. In a template, you are now able to define the “Min” system column to have multiple min values based on how many quantity breaks are defined for an RFQ.
Ref Actual Spend
The new calculated data point in an RFQ is "Ref. Actual Spend". This is a new calculated column that is added to the Spend and Savings section as well as a new column in the line item level in the “Responses” tab. This formula is: Unit Cost * (Ref. Quota/100) * Qty.
New Implementation Status of “None”
This feature updates the default implementation status in an RFQ in the “Review and Implement” tab. There is a new status introduced called “None”, which is now the fourth option. This will be the default status upon awarding. The four statuses will be as follows:
- None (default, gray color box)
- To Be Impl (yellow color box)
- Implemented (green color box)
- Issue (red color box)
API
API - RFQ Items - New Implementation Date Field
Added the new Implementation Date field (implemented_on) to the GET RFQ Items endpoint responses. Whenever the implementation status of an RFQ line item changes to “Implemented,” the system will record the time and date in the “implemented_on” field. If the “Implementation” status changes to None, To Be Impl, or Issue, the “implemented_on” field will revert back to “null”.
API - Add Implementation Status and Date Filters in RFQ Items Endpoint
In the GET RFQ Item endpoint, 2 new parameters were added to the endpoint that allows the API user to get a list of RFQ items based on its “implementation” status (None, To Be Impl or Issue) as well as based on when it was implemented_on (Date range in the format yyyy-mm-dd/yyyy-mm-dd).
Contract Pricing & Purchase Orders Tables - Search by CPN or MPN
In the Purchase Order Items page, you can do a text string search on the following fields: CPN, MPN, PO Number, Manufacturer, Manufacturer ID, Supplier & Supplier ID.
In the Contract Pricing Items page, you can do a text string search on the following fields: CPN, MPN, Manufacturer, Manufacturer ID, Supplier, Supplier ID, Vendor & Vendor ID.
DSI Release 1.46 - Aug 7, 2023
BOM Insight
No updates in this release.
Demand Management
No updates in this release.
Quoting
RFQ Complete Needs All Required Fields
When responding to your quote, a supplier cannot mark their RFQ as “Complete” in the Supplier Portal if they have not provided all required fields data. This holds true even if the RFQ is set to “accept partial responses.”
Supplier Contact Search
The new options allows you to look for a specific supplier contact's name or their email in the Suppliers search bar on the Suppliers List page.
Part Master
Show Source List in Part Master View
A new sourcing column was added to the following sections: Contract Pricing, Purchase Order History, AML and AVL. The sourcing column is the table or file name where the CPN is referenced in the CP, PO, AML and/or AVL. This allows you to identify the actual file where the CPN reference is coming from.
API
BOM Insight Items Endpoints
New options added to the Items Endpoints, consisting of: "List a single BOM Item", "List all BOM Items", and "Delete a BOM Items".
API - Add Ref. Pricing Fields to PO Items Response
The following fields have been added to the PO Items responses for the GET, POST and DELETE endpoints: Subcontractor, Vendor, Quota, Markup and Unit Cost.
API - Disable PUT PO Endpoint
There is no ability to update the PO name or location, and so removed this endpoint from the API. When attempting to make changes to the PO name or location_id, the system will give a 404 error response.
DSI Release 1.45 - Jul 12, 2023
BOM Insight
“Account Preferred” Functionality Update
In the “Edit Web Price” modal of a BOM, you can define your Supplier Preferences specific to that BOM. There are 3 options: All Suppliers, Preferred suppliers first, and Preferred suppliers only. When using one of the “Preferred” suppliers options, you can define your preferred supplier preferences by clicking on the “Preferred suppliers for this list” link. The link opens the “Select preferred distributors” modal, which allows you to select the suppliers you want to use for this BOM by:
- Checking the box for each supplier
- “Select All” Suppliers
- “Select My Suppliers” (This option is based on: account settings > preferences > my preferred supplier settings)
Manufacturer and Part Comparison Update
When doing part number comparisons in the FFF or other pricing tabs, the “Part Feature Comparison” page matches both the part number and manufacturer that is being matched.
Demand Management
No updates in this release.
Quoting
RFQ Currency Specification Prior to Supplier Submission
You can set line level currency in an RFQ in the “Assignments” tab prior to submitting the RFQ line items to your supplier. The currency would initially show as the default currency of the account. Once the currency is changed in the “Assignments” tab, then the same currency will appear in the supplier portal when the RFQ is submitted to your suppliers. Suppliers can still respond in other currencies.
Savings Calculations based on User’s Selection (“Set Criteria”)
The new “Set Criteria” functionality allows you to calculate savings based on a custom column of your choice. For example, if you are looking to add other costs to the Quote Price and create a Total Cost column, then you can see the “Savings” calculated based on this Total Cost (which would be a custom column). To add additional custom columns to the “Set Criteria” modal, you will need to enable the “Available to Scenarios” option under the Internal Rule in forecast and part category templates.
Send Messages during Supplier Awarding
You can now send an email message to the supplier in the “Notification Message” section of the “Award” modal. This allows you to ask your suppliers any questions when awarding line items.
Use Req. Manufacturer in RFQ
This new option allows you to decide if you want to use the “Req. Manufacturer” or “Manufacturer” when a BOM is added to an RFQ.
Display Supplier ID during Manual Assignment
The “Manually Assign to Selected Suppliers” modal now includes the “Supplier ID” next to the supplier name (in parenthesis). This allows you to identify your suppliers even if they have similar names.
API
BOM Insight Endpoints
The BOM Insight API calls are used to manage the BOMs in the customer’s Supplyframe account. The following are the new BOM Insight endpoints: “List a single BOM” and “List all BOMs”.
GET RFQ Items Parameter Limit Update
The updated functionality allows the parameter limit in this endpoint to count the amount of line items in the RFQ instead of counting the like CPN as a single group.
DSI Release 1.44 - June 14, 2023
BOM Insight
CIQ Links Update in BOM Intelligence
Removed “Chart View” link if there is no data.
Demand Management
No updates in this release.
Quoting
Aliases
Available for Manufacturer or Supplier Matching for Reference Price in CP or PO.
No Bid Flag
Clear Price Data in an RFQ with “No Bid” Flag.
Report
A new “Users and Activity” report was added to the “Reports” section.
Mapping Table
Mapping Table Upload now supports UTF-8.
API
Improvement
Added RFQ Calculation Fields to the RFQ Item Responses
Adjust PO and CP Ingestion Scripts
Export ID for CP and PO are adjusted to include additional columns.
DSI Release 1.43 - May 15, 2023
BOM Insight
BOM Pricing Modal Contract Pricing
The new logic will only show lines from the selected Contract Pricing files. This allows you to see only the CP lines that are only available in the selected CP lists.
Demand Management
No updates in this release.
Quoting
PO Option for Reference Pricing
When assigning “Ref Pricing” to an RFQ, the new functionality allows you to use reference pricing from the PO history tables.
CP Reference Price Matching Logic for Quantity Breaks
The new functionality for the CP Ref Price options allows you to select the “Qty” checkbox as a matching logic option between the Contract Price history and the RFQ line items.
Mapping Tables Improvement
Mapping table upload functionality supports up to 100k line items.
API
Improvement
In the GET RFQ endpoint, a new “status” parameter was added to the endpoint that allows the API user to get a list of RFQs based on its status.
Improvement
The API Rate Limits were increased for the Write (POST, PUT and DELETE) Endpoints from 500/hr to 1000/.
Improvement
You can now differentiate an AVL item based on Category and Region even if all the other fields are the same.
DSI Release 1.42 - April 19, 2023
BOM Insight
Compare Functionality in “Did you mean?”, FFF and Functional Equivalents Modal
The new “Compare” button was added to the “Did you mean?”, FFF, and Functional Equivalent modals, so you can have a faster way to identify if a part is a good substitution for another one. This feature allows comparing a part number alternative in the modal to the selected part number.
Channel Stock and Filters (SP and WP)
This functionality offers a count of the total stock in the market for both SP (Specific Pricing) and WP (Web Pricing) sources separately. It allows identification of stock in the market if required quantities could be purchased from two or multiple sources. Channel stock is visible in the "Expand View". There are also two new Filter by Status options for “Don’t match SP channel stock” and “Don’t match WP channel stock”.
Demand Management
Mapping Table Items "Add New Item"
Ability added to insert new line items to a mapping table using the “Add New Item” button. Therefore, mapping tables don’t have to be removed and re-added for minor edits.
Quoting
Display RFQ # with Sort Functionality
The RFQ # column was added to the RFQ list page. This allows easy identification of the RFQ number of a quote. This is the number that suppliers will reference regarding quotes sent to them. The column can be sorted in ascending or descending order.
Ref. Pricing Modal "Select All"
In the Reference Pricing Information modal in an RFQ, the ability to “Select or Deselect All” contract price files to use was added.
API
No updates in this release.
DSI Release 1.41 - March 20, 2023
BOM Insight
CIQ in BOM Intelligence
For those with a CIQ (Commodity IQ) subscription, the CIQ index values are now integrated in the BOM Intelligence section of BOM Insight. This allows you to see data trends (such as demand, pricing, lead time and inventory) for each of the categories in their BOM.
Demand Management
No updates in this release.
Quoting
System Templates Improvement
The "No Bid" column has been added to all system templates.
API
Improvement
The disabled parameter has been added for when you create suppliers and supplier contacts via the API.
DSI Release 1.40 - February 23, 2023
BOM Insight
Add Categories to Parts not in Part Master within BOM
Added the ability to define a category for a part number even if it is not in the Part Master database. The part number will inherit the category’s fields/columns and appropriate settings when the part is added to an RFQ.
Demand Management
No updates in this release.
Quoting
Categories
You can attach a category to parts not in Part Master during BOM Upload to bring into an RFQ.
Suppliers in RFQs
Existing system Suppliers can be added to an RFQ after the RFQ has already been submitted.
API
No updates in this release.
DSI Release 1.39 - January 23, 2023
BOM Insight
Add Categories to Parts within BOM
The ability to add categories when inside a BOM to parts who's categories are not in the Part Master database. The part number will inherit the category’s fields/columns and appropriate settings when the part is added to an RFQ.
Demand Management
No updates in this release.
Quoting
Adding Categories to Parts
You can now add categories to parts to define a category for a part number even if it's not in the Part Master database.
RFQ Internal ID
A field was added to the RFQ header section, allowing you to add your own reference ID to the Supplyframe RFQ.
System Template (Unit Cost)
Unit Cost has been added to Template Columns, to allow you to utilize Unit Cost in their custom formulas.
Markup Column Settings
These settings (Supplier Rule in RFQ, Validation, Data Source) are no longer editable.
API
No updates in this release.