Supplyframe NPI-DirectSource (DSI) Release Notes 2.5.0 - June 12, 2024

DSI Release 2.5.0 - June 12, 2024  

• BOM Insight
  • CO2 Data Integration
  • Import from Teamcenter (Options for Existing BOM and Price Settings)
  • Multi-Part Alternate Comparison Feature
  • PCN: Life Cycle Alerts
  • Line Item History
• Quoting
  • Lowest Current Cost and Settings
  • Drop downs for RFQ fields with allowed list values within Buyers View
  • Adding Project Due Dates
• System Enhancements
  • Accepting Qty “0” in BOM and DM Line Items (BOM Insight and Demand Management)
  • Add CAGE Code to Suppliers Metadata
  • Users and Activity - Search and Sort Functionality
• API Updates
• Supplier Portal
  • Export and Upload Design Refresh

BOM Insight

CO2 Data Integration

This feature provides detailed CO2 emission data for each component within the BOM as available, thereby enabling more informed decisions regarding the environmental impact of their products.

BOM View

CO2 data is visible within the BOM at the line item level for accounts with the feature enabled.

The field of CO2 has been added as an additional BOM filter. This allows you to filter BOM components based on their CO2 data, with the option to view parts either with available CO2 information or those without data.

CO2 data is included as part of the BOM export options.

BOM Intelligence
The system calculates the total CO2 emissions for the entire BOM, considering component quantities and multiple quantity breaks.

Part Intelligence
CO2 data information is added to the part intelligence section in the Info and Details tabs.

API Enhancement

• GET BOM Endpoint: The response now includes a "Total CO2" field.
• GET BOM Items Endpoint: The response includes CO2e (mg), Average Weight (mg), kg CO2e/kg, and total CO2 data.

Import from Teamcenter (Options for Existing BOM and Price Settings)

When choosing to import a BOM from Teamcenter, if the system finds that it’s previously been imported, you are given three options:

• Open Existing BOM
• Recreate BOM
  • This will replace all items in BOM with current items in Teamcenter BOM (IPNs, MPNs and Qty).
• Create New Version
  • You can input the name (if custom version settings) and add a description; or just add a description (if standardized setting is checked in system settings for version options).

When creating a new version of a previously imported BOM, then this version will be based on the original BOM, and not any potentially already existing versions.

If a BOM is being imported for the first time, then you will be presented with the option to select price settings before the BOM is created. Price settings are the same as when opening the cost Settings from within a BOM.

Multi-Part Alternate Comparison Feature

This feature allows you to select multiple parts from the "Did you mean," "Xrefs," and "Functionals" tabs for comparison. Additionally, you can export the comparison data for offline analysis or inclusion in reports.

1. Selection Capability Across Tabs
   You can select multiple parts for comparison from the "Did you mean," "Xrefs," and "Functionals" tabs using the checkbox next to each part. You can select up to 10 part numbers for comparison (including the original part number).
   
2. Initiate Comparison
   A “Compare” button is available to initiate the comparison after the selected parts have been checked.
3. View Comparison Page
   The comparison page layout dynamically adjusts based on the number of parts being compared, ensuring all relevant information for each part is displayed in an easy-to-compare table format.
4. Export Functionality
   An "Export" button is added to the comparison page and is accessible through the comparison page submenu. The default export format is .xlsx (Excel). The export action initiates automatically and saves the report in your download folder.
   

PCN: Life Cycle Alerts

Functionality has been added to provide notification if one of the parts in your BOMs incurs a life cycle change. Knowing if the part incurs a lifecycle change (especially towards End of Life) provides insight into if the part will be discontinued.

This is available based on the viewership roles. If you have permission to see the BOM, then you can also view these alerts details. These alerts can be configured through the following steps:

1. Open the Alert Settings.
2. Select the "Alert Name" and "Alert Frequency".
3. Then check the box to turn on the Product life cycle change.

The Life Cycle works with items selected inside BOM. You can set an alert for all items in the BOM and will receive an email alert whenever any product(s) incurred a Life Cycle change.

Line Item History

You can now access the Activity Stream of historical events for individual line items in the BOM's expanded view. Open the side modal, click on the Line History icon.

Quoting

Lowest Current Cost and Settings

1. Default Cost Settings for the Account:

Cost settings have been introduced in System Settings under Quoting. Admins can set here the default costing rules for the account.

You can populate the "Lowest Current Cost" using the Costing button in the Responses tab of the RFQ, which will be used in the Savings calculations for comparison with the supplier's quoted price.

Criteria

• All sources: CP, PO, QH, SP, and WP will be checked by default. If you unselect all sources, then no data is pulled in.
• There is no prioritization of the sources. The lowest price is always selected amongst all of them. If items have the same price, then any of them will be selected and there is no further differentiation.
• When Qty is selected for “Match by” then just Qty 1 is used.
• If one of the match options is checked but not present in the price source, then there will be no price match.
  For example: When IPN is checked but not present inside the CP, and only CP is the active source, then no price is populated. If multiple are checked and one is missing, then no price is populated. Also, when IPN, MPN and Manufacturer are checked and the Manufacturer is missing or does not match.
• Aliases are used for matching Suppliers and Manufacturers (supplier type is Manufacturer), when checked.

CP Criteria:

• Select CP List or All.
• Starting From and Ending At date (Default blank).
• Exclude Expire data option for CP lists (Default - Exclude Expire dates checked).
• Match By: IPN, MPN, Manufacturer (uses aliases of type Manufacturer), Supplier (uses aliases), Plant, Subcontractor, Qty 1 (matches by exact qty).
• Default: IPN or MPN has to be checked.
  If neither is checked and the source is active and you try to save, then it will show an error: “IPN or MPN for an active price source has to be checked.”

PO Criteria:

• Select PO List or All.
• Starting From and Ending At date based on PO Date (Default is blank).
• Match By: IPN, MPN, Manufacturer (uses aliases), Supplier (uses aliases), Plant, Subcontractor, Qty 1 (match by exact qty).
• Default: IPN or MPN has to be checked.
  If neither is checked and the source is active and you try to save, then it will show an error: “IPN or MPN for an active price source has to be checked.”

QH Criteria:

• Select RFQ List or All.
• Starting From and Ending At date in RFQ (Default is blank).
• Exclude Expired Dates (Default - Exclude expired dates is checked).
• Awarded from RFQ (Default - Unchecked).
• Match By: IPN, MPN, Manufacturer (uses aliases), Supplier (uses aliases), Plant, Subcontractor, Qty 1 (match by exact qty).
• Default: IPN or MPN has to be checked.
  If neither is checked and the source is active and you try to save, then it will show an error: “IPN or MPN for an active price source has to be checked.”

SP Criteria:

• Match By: MPN, Manufacturer (uses aliases) and Qty 1.
  The system checks here for the quantity to fall in the correct quantity breaks of the distributor, as opposed to checking for exact Qty.
• Default: MPN is checked and cannot be unchecked.

WP Criteria:

• Match By: MPN, Manufacturer (use aliases) and Qty 1.
  The system checks here for the quantity to fall in the correct quantity breaks of the distributor, as opposed to checking for exact Qty.
• Default: MPN is checked and cannot be unchecked.
• All Suppliers (Radio button is checked by default)
• Preferred Supplier First - at the user level options where default of selected suppliers follows.
  global settings (Radio button is unchecked by default)
• Preferred Supplier Only - at the user level options where default of selected suppliers follows
  global settings (Radio button is unchecked by default).
• Same preferred suppliers as in BOM Insight cost settings, which are selected by default.

There is no difference between Authorized Suppliers and Independent Suppliers for the purpose of costing. When checked, they represent the Preferred Suppliers and work together with the your settings of: All Suppliers, Preferred Suppliers First or Preferred Only. If All Suppliers is selected, then this ignores any of the checked preferred suppliers.

2. Populating Lowest Current Cost inside an RFQ:

Within an RFQ on the Responses tab, click on Costing. Similar to Reference Price, the Lowest Current Cost represents an additional data point for comparison to the price quoted by a supplier in an RFQ.

Populating the Lowest Current Cost through the Costing functionality will work in the background until all items are processed for pricing. You can continue to work within the RFQ as the Current Lowest Cost details are being populated. Once started, it cannot be canceled.

For new RFQs as of the 2.5.0 release, the price columns of CP, PO, QH, SP, and WP are not copied based on the item from its BOM or Demand. These columns will start in the RFQ as blank, until the Costing is triggered. These columns will populate only on the Responses tab. The CP, PO, QH, SP and WP fields in new RFQs will always stay blank on the Assignments tab.

Applying the Costing on the Responses tab does not affect the Assignments tab. It will not change what is already populated for older RFQs in their CP, PO, QH, SP and WP fields.

If there exists a Recommended MPN and Recommended Manufacturer at the time that a benchmark price is being populated, then the system will pull data based on these as opposed to the Original MPN and Original Manufacturer.

By hovering over the information icon of a Lowest Current Cost, the Supplier, Manufacturer and cost Source are displayed whenever the Supplier and Manufacturer is different than the one in the RFQ.

There are two added calculations at the line level, similar to the formulas for Spend and Savings. These new calculations are:

• Lowest Current Cost Savings = (Lowest Current Cost - Price1) * Quota / 100 * Qty . This is displayed in the default account currency.
• Lowest Current Cost Savings % = Lowest Current Cost Savings / Actual Spend * 100

You can always trigger Costing to refresh or adjust its settings.

Within your RFQ on the Spend and Savings tab, there are aggregated calculations in the "Total RFQ" for Lowest Current Cost Savings and for Lowest Current Cost Savings %.

Clicking on the Edit Costing icon to the right of the button takes you to a page to customize the rules, which pulls the Lowest Current Cost into the RFQ. It will start at the default settings as set by your Admin.

Drop downs for RFQ fields with allowed list values within Buyers View

This functionality for RFQs on the buyer side provides drop downs for fields that have an allowed list values set. If an RFQ has system or user-defined columns (from system or demand templates) with list values (as sourced from a BOM or Demand), then those fields will be displayed with a dropdown box listing the allowed values for that field.

Adding Project Due Dates

You can now add an RFQ project due date, which is project specific for buyers. This gives you time to process the RFQ after the due date for the supplier has been met. This project due date will be available on the Create RFQ and Details page and will not be displayed in the supplier portal.

System Enhancements

Accepting Qty “0” in BOM and DM Line Items
(BOM Insight and Demand Management)

This new functionality allows you to include multiple Internal Part Numbers (IPNs) for the same part within the BOM or Demand, and set the quantity to "0" for IPNs not currently in use. This ensures that these IPNs are listed for analytical or preparatory purposes, without impacting the total cost of the list.

This feature enhances BOM and Demand Management by:

• Providing Flexibility: You can keep alternate IPNs listed in the list, which is particularly useful in managing supply chain constraints such as part shortages.
• Improving Accuracy: By allowing a quantity of "0", you can maintain a comprehensive list of potential substitutes without affecting operational calculations.
• Streamlining Processes: This capability allows for the easy substitution of parts without needing to reconfigure or manually adjust the BOM each time an alternative is used.

BOM and Demand Calculation Logic

The logic used for BOM and Demand calculations has been revised to handle a Qty of "0". This includes adjustments to cost calculations. Items with a Qty of "0" are included in the list analysis but excluded from total cost.

Handling Blank Quantities in File Uploads

When uploading a BOM or Demand file, blank quantities will still have the same functionality and will default the Qty to 1. It is only when the file explicitly has "0" in the Qty field that the system will keep it as "0". This ensures that the system maintains consistency and accuracy in BOM and Demand processes.

Add CAGE Code to Suppliers Metadata

Supplyframe has added the CAGE code to Suppliers metadata. Companies working with the government are required to have the CAGE code. This is a code pertaining to the supplier, and it stands for "Commercial and Government Entity Code".

The following functionality has been added for Suppliers Upload page:

1. When uploading supplier data in bulk, you can map the CAGE code.
2. When editing any supplier data, then you can edit its CAGE code.
3. The CAGE code is displayed under Supplier Intelligence.

Users and Activity - Search and Sort Functionality

User Search Functionality

This new feature allows you to search by a user's name or email address within the User and Activity report section.

Ascending/Descending Sorting for Users and Activity Report Columns

You can now sort all columns in the User and Activity report section in both ascending and descending order. This provides greater flexibility and efficiency in managing your user data, allowing for quicker access to relevant information.

API Updates

A new API endpoint has been added that allows you to retrieve detailed information for a single RFQ item. This enhancement provides more granular access to RFQ data, enabling more precise and efficient supply chain management.

Endpoint

GET {{base_url}}/api/rfq/{rfq_id}/items/{id}

Response Definition:

The response for a single RFQ item includes comprehensive details about the item, as outlined below:

Response Item	Description	Data Type
id	The id of the RFQ item	Integer
rfq_id	The id for the RFQ	Integer
rfq_name	The RFQ name	String
created_at	The date when the RFQ was created	Date (GMT)
updated_at	The date when the RFQ was updated	Date (GMT)
cpn	IPN/CPN	String
mpn	Manufacturer Part Number	String
manufacturer	Manufacturer Name	String
part_description	Part Description	String
qty	Quantity	Number
qty2	Quantity Break	Number
qty3	Quantity Break	Number
qty4	Quantity Break	Number
qty5	Quantity Break	Number
qty6	Quantity Break	Number
supplier_name	Supplier Name	String
nobid	No Bid	Boolean
responded_on	Responded On	Date (GMT)
nc_nr	NC/NR	Boolean
rohs	ROHS	Boolean
lead_free	Lead Free	Boolean
obsolete	Obsolete	Boolean
tariff	Tariff	Boolean
min	Minimum Order Quantity	Number
mult	Package Multiples (SPQ)	Number
uom	Unit of Measure	String
quota	Quota	Number
ref_distributor	Reference Distributor	String
ref_quantity	Reference Quantity	Number
ref_quota	Reference Quota	Number
ref_unit_price	Reference Unit Price	Number
ref_unit_price_currency	Reference Unit Price Currency	String
ref_mark_up	Reference Mark Up	Number
ref_unit_cost	Reference Unit Cost	Number
mark_up	Mark Up	Number
start_date	Start Date (GMT)	Date (GMT)
expire_date	Expire Date (GMT)	Date (GMT)
plc_status	PLC Status	String
incoterms	Incoterms	String
incoterms_location	Incoterms Location	String
country_of_origin	Country of Origin	String
ref_vendor	Reference Vendor	String
awarded	Award	Boolean
status	Status	String
price_application	Price Application	String
implementation	Implementation	String
vendor	Vendor	String
category	Category	String
region	Region	String
custom_region	Custom Region	String
custom_grouping	Custom Grouping	String
site	Site	String
subcontractor	Subcontractor	String
supplier	Supplier	String
savings	Savings	Number
target_price	Target Price	Number
ref_prices: Web: price	Reference Web Price	Number
ref_prices: Specific: price	Reference Specific Price	Number
awarded_on	Date (GMT) when the “awarded” field changed to “Awarded”	Date (GMT)
price_change	Market Trend	Number
market_saving	Market Price 1 Savings %	Number
ref_price_savings[1..6]	Ref. Price [1..6] Savings % - based on qty breaks	Number
unit_cost[1..6]	Unit Cost [1..6] - based on qty breaks	Number

Usage:

To use this new endpoint, replace `{base_url}`, `{rfq_id}`, and `{id}` with the appropriate values for your specific RFQ item.

Supplier Portal

Export and Upload Design Refresh

Within the DSI Supplier Portal, the appearance and location of the export and upload functionalities have been modified. Suppliers can now click on Project in the upper left of their RFQ and then on Export when needing to download an Excel file of their quote. In order to upload their responses when finished working on Excel, they can click on the renamed Upload Responses.