DSI Release 2.14.0 - February 18, 2025
Quoting
Add 'Notify Assignee' for Manually Assigning Internal Assignee
There is a new option to notify an Internal Assignee, when the assignment is done via
bulk manual assignment. There is a checkbox for "Notify Assignee", which you can select during the
‘Internal Assignment Manually’ option. When the box is checked, then that person will be notified that they're an internal assignee.
Spend and Savings Summaries by Additional Criteria
In addition to the Total for the entire RFQ, you will see Spend and Savings breakdowns grouped per your choice. There are a few default options available as well.
- Default remains showing for Total RFQ and dropdown selection is identified
as “Group By”. - Qty used is Qty 1, as current Spend and Savings are for Qty 1.
- You will be able to select grouping options from the following system columns:
- Supplier
- Manufacturer
- Category
- Region
- Custom Region
- Plant
- Subcontractor
- Internal Assignee
Ref. Pricing from Quote History
This new functionality provides you with the ability to populate Ref. Prices from your Quote History. Similar to populating Ref. Price from your Contract Pricing (CP) and Purchase Orders (PO), you can populate the Ref. Price from Quote History (QH), where the source is your list of RFQs. Ref. Pricing uses Qty1 only on Assignments to look for matches across all quantity breaks from the selected lists of RFQs.
Match By:
- IPN/CPN
- MPN
- Manufacturer (Only Manufacturer is considered, in case there has been a Recommended Manufacturer in the RFQ for one of the lines.)
- Supplier
- Plant
- Subcontractor
- Qty (When this is checked the system will approximate down to meet Qty1 from Assignments)
A maximum of 10 RFQs can be selected from within the list. If you have selected more, then you will be provided an error message.
Quote Price specific options:
- Exclude Expired Dates
- Awarded (line level)
Apply to Options:
- Only Items Without Ref. Price (default) (New option, which is available also for CP and PO sources.)
- Selected Items
- All Items
When the Ref. Unit Price populates from Quote History (QH), certain other Ref. Price columns will also populate based on the data existing on the line where the price is pulled from in QH. This logic mirrors the same logic of Ref. Pricing for other sources:
- Ref. Quota: Quota column from RFQ - (a scenario has had to been applied in
RFQ for Quota to be pulled) - Ref. Unit Cost: Unit Cost from RFQ
- Ref. Unit Price Currency: Unit Price Currency from RFQ
- Ref. Markup: Markup from RFQ
- Markup: Ref. Markup from RFQ. (When no price is found for a line and if Supplier = Vendor)
- Markup is populated as 1, otherwise (if Supplier is not the same with Vendor) it stays blank.
- Ref. Vendor: Vendor from RFQ
- Vendor: Ref. Vendor from RFQ. (When no price is found for a line, or if Ref. Vendor is missing in RFQ, Vendor is populated the same as the Supplier, ensuring each line will have a Vendor.)
Ref. Supplier: Supplier from RFQ - Ref. Qty: Qty from RFQ
API
Bulk API Endpoints for Create and Update
Implemented is a new bulk upload functionality in the Supplyframe API. This new feature allows you to upload multiple items (up to 1000) in a single API request, significantly improving efficiency and data management for large datasets.
Features
- Available for
- Contract Pricing (CPs)
- Purchase Orders (POs)
- Mapping Tables
- Approved Vendor Lists (AVLs)
- Approved Manufacturer Lists (AMLs)
- Support for up to 1000 items per request
- Improved efficiency and reduced API calls for large dataset management
Supported Endpoints
The following endpoints now support bulk upload functionality:
- /api/contract-pricing/:id/items
- /api/purchase-order/:id/items
- /api/mapping-tables/:id/items
- /api/avl/:id/items
- /api/aml/:id/items
How It Works
You can now send an array of objects in the items parameter of the request body for supported endpoints. The API will process each item individually.
Important Notes
- Existing single-item upload functionality remains supported for backward compatibility
- POST requests are used for creating new records, while PUT requests are for updating existing records
- The API enforces a maximum limit of 1000 items per bulk upload request
Improvements
RFQ Supplier Due Date Reminder
This function enhances the configuration options for RFQ supplier due date reminders, giving you precise control over notification timing.
Configurable Reminder Timing
- Configure the exact number of days before and after the supplier due date for sending reminders
- Flexible settings allow granular control over reminder scheduling
- Choose reminder frequency: One-time, Daily, or Every Other Day
- Custom numeric input fields for specifying reminder days
This feature empowers you to create tailored reminder strategies, ensuring timely supplier responses while maintaining communication efficiency.