BOM Insight
Support for multiple top assemblies with BOM upload
Expanded filtering in BOM Insight
Update 'Equivalents' tab to use Parametric Search
Sourcing
Add the Same Price Source Multiple Times in Sourcing
Make/Buy for Subassemblies in Sourcing
Quoting
RFQ Details: Start Date and Expire Date
Customers Management for RFQ and Sourcing Projects
Capture “No Bid” Reasons in RFQs
RFQ Email Delivery Status Notifications
New Quoting Supplier Assignment Scheme: “Req. Supplier”
Contact Enhancements for Supplier Notifications and Line Item Filtering
Reporting & Dashboards
Spend Report: Date Range Filter
Improvements
Improved Manufacturer Matching When No Distributor Data Is Available
Background Processing for Data Exports & Migrating to XLSX
Agents
Conversion of Hardcoded Sourcing Tagging to Agent-Driven Tagging
BOM Insight
Support for multiple Top assemblies with BOM upload
What is it? - We're adding a 'Level 0' for missing parent parts, ensuring that BOM hierarchies can be reconstructed and processed correctly.
Where can I find it? - This will happen automatically when uploading your BOMs.
Why do I need this? - This update will help with preventing orphaned hierarchy structures, reducing the need for manual adjust before upload, and allowing customers to upload multiple assemblies or projects in a single BOM file.
How does it work? - During BOM upload, the system now detects parent part numbers referenced in the hierarchy that are missing as IPN. When such cases occur, BOM Insight automatically creates a Level 0 row for the missing parent part number.
Expanded filtering in BOM Insight
What is it? - We have expanded the filtering options available in BOM Insight. These new filters allow users to quickly narrow down BOM lines based on compliance, sourcing attributes, and lifecycle risk signals.
Where can I find it? - In BOM Insight, on the left hand side filter side panel:
Why do I need this? - These new filters make it easier for engineering and sourcing teams to quickly identify parts that meet specific compliance, sourcing, or lifecycle criteria, for example:
How does it work? - All filters work independently and can be combined, allowing you to adjust your BOM view across multiple dimensions. Filtered results update counts, charts, and metrics across the page to reflect the active selection. Individual filters or the full filter set can be cleared at any time.
Update 'Equivalents' tab to use Parametric Search
What is it? - This update adds enhanced filtering capabilities to the Equivalents tab to help users more easily identify Form-Fit-Function (FFF) and Functional Equivalent (FE) replacement parts for items on a BOM.
Where can I find it? - You'll see this update in the 'Equivalents' tab in the pop-up module after clicking a part number in BOM Insight:
Why do I need this? - This enhancement helps with identifying suitable replacement parts. Existing FFF and FE result sets remain unchanged by this update.
How does it work? - You can view additional fields to get more detailed information about the parts in the results list. You can also apply parametric filters to narrow large result sets when searching for alternate parts. The FFF group filter can be removed to view additional parts.
Sourcing
Add the Same Price Source Multiple Times in Sourcing
What is it? - You can now add multiple instances of the same price source type to the Cost Settings priority table in Sourcing projects, enabling cascading fallback pricing strategies with different configurations per instance.
Where can I find it? - You'll see this update when selecting your your price sources when creating new Quotes, or in your Price Source settings:
Why do I need this? - Previously, each price source type could only appear once in the priority table, allowing only a one time to configuration to each source. Now any source type can appear multiple times, each with its own independent settings.
How does it work? - You can click the 'New Price Source' button to add additional sources, with a maximum of 10 price sources total.
Make/Buy for Subassemblies in Sourcing
What is it? - We've added a 'Sub-Assemblies' tab to Sourcing projects which can now distinguish between assemblies that are manufactured internally and those that are purchased as complete units from suppliers.
Where can I find it? - In Sourcing, after you’ve filled out the Details and Cost Settings of a Sourcing project, if there are multi-level BOMs in the project, you will have available the Subassemblies tab:
Why do I need this? - Make/Buy designation empowers you to model internal manufacturing vs supplier sourcing decisions.
How does it work? - You'll be able to review the BOM structure where the Subassembly exists. Clicking on the BOM structure icon next to the IPN will open the tree view to visualize where subassemblies sit in the overall BOM. This helps users understand the downstream impact of marking a subassembly a Make vs. Buy.
Quoting
Cancel and Restore RFQs
What is it? - Quoting now has Cancel and Restore workflow for RFQs, allowing you to mark abandoned RFQs and communicate the status to supplier.
Where can I find it? - You'll see the 'Cancel' option in the RFQ's 'Project' drop-down menu:
Why do I need this? - This update makes it easier to clearly distinguish active RFQs from abandoned projects.
How does it work? - You can cancel and restore RFQs. Email notifications will be sent on cancel and restore. The RFQ will still be editable for you, and set to Read-only for your suppliers.
RFQ Details: Start Date and Expire Date
What is it? - RFQs now support Start Date and Expire Date fields to be set at the Details level of the RFQ. These dates allow you to define the requested pricing validity period for the RFQ, while still allowing suppliers to provide their own applicable validity dates when submitting responses.
Where can I find it? - You'll see this change when first creating your RFQ:
Why do I need this? - This update will help with communicating the desired pricing window, while suppliers maintain the liberty to extend that window.
How does it work? - Dates are optional when creating an RFQ. If provided, they pre-populate all RFQ line items on Assignments, Responses, Review & Implement. Line-level dates remain editable later in the RFQ workflow. Please note that Start Date and Expire Date cannot be used together with Periods.
Customers Management for RFQ and Sourcing Projects
What is it? - We've added a new option for a 'Customers' module, a list that allows EMS teams to manage their customers in a centralized place and associate RFQs or Sourcing projects with them.
Where can I find it? - If enabled in your account, you'll see the Customers module at the top of the page:
Why do I need this? - This will help with reducing repeated manual entry and ensures consistent naming across RFQs.
How does it work? - Users can create and manage a list of customers with basic details. Then, when creating or editing Sourcing or RFQ projects, users can now select a Customer from a dropdown:
Capture “No Bid” Reasons in RFQs
What is it? - We're introducing a No Bid Reason field that allows suppliers to indicate why they are not bidding when marking items as No Bid.
Where can I find it? - The column will be added to your templates, but not select. If enabled, you'll see the 'No Bid Reason' column in your RFQs:
Why do I need this? - This enhancement helps sourcing teams better understand supplier engagement by turning non-bids into actionable insights. Buyers can quickly determine whether a supplier declined due to pricing, capacity, technical constraints, or other factors, enabling faster decisions such as rebidding, identifying alternates, or adjusting sourcing strategy.
How does it work? - Suppliers who mark a line as No Bid are prompted to select a No Bid Reason before submitting their response. This behavior works in conjunction with the Accept Partial Responses setting. If this option is enabled for the RFQ, suppliers can submit their response even if required fields are incomplete. In that case, a supplier may still submit the RFQ with No Bid Reason left blank, even when the line is marked as No Bid.
RFQ Email Delivery Status Notifications
What is it? - We're introducing email delivery monitoring for RFQ notifications, helping buyers quickly identify when RFQ emails fail to reach supplier contacts.
Where can I find it? - In your Quote, on the 'Suppliers' tab, you'll be able to click on an the mail icon to open a side panel to see your email delivery status:
Why do I need this? - This enhancement helps sourcing teams: detect communication issues earlier, ensure RFQs reach the intended supplier contacts, and maintain better visibility into supplier engagement during the quoting process. Overall, this feature strengthens our system by improving the reliability and transparency of supplier engagement during sourcing events.
How does it work? - The system now detects when RFQ emails sent to supplier contacts fail to deliver. When a delivery failure occurs, the RFQ Assignee receives a notification so they can take corrective action.
New Quoting Supplier Assignment Scheme: “Req. Supplier”
What is it? - A new supplier assignment scheme has been added based on “Req. Supplier”. With this scheme, a column for Req. Supplier may be included in a Demand file.
Where can I find it? - When you are assigning Suppliers:
Why do I need this? - This will help with managing supplier assignments in an offline master file and upload pre-assigned line items into DSI, this Req. Supplier column and supplier assignment scheme provides that.
How does it work? - When assigning suppliers in a Quoting project, DSI will look for matches between values in the Req. Supplier column and the Supplier list, and assign suppliers where matches are found.
Contact Enhancements for Supplier Notifications and Line Item Filtering
What is it? - RFQ Regions has been renamed to Contact Groups and expanded to support multiple Contact Groups at both the Supplier contact and RFQ level. We've also added Contact Tags to help filtering of line items sent to specific supplier contacts for quote.
Where can I find it? - You'll see this update everywhere RFQ Regions previously was:
Why do I need this? - Contact Groups and Contact Tags allow DSI organizations to have fine grain control over how RFQs are submitted to Suppliers and Contacts. DSI organizations may be more specific and intentional about how line items are submitted to specific contacts to create additional focus for suppliers responding.
How does it work? - When creating an RFQ, the RFQ may be assigned to multiple contact groups. This expands the reach of contacts to all of those being members of the selected groups. Note that contacts which do not have any contact group assigned are treated as “global” contacts and will receive all RFQs.
Reporting & Dashboards
Spend Report: Date Range Filter
What is it? - We've added a Date Range Filter to Spend Reports.
Where can I find it? - You'll see the filter on the left-hand side in your Spend Report:
Improvements
Improved Manufacturer Matching When No Distributor Data Is Available
What is it? - This update improves the manufacturer matching logic by prioritizing your provided manufacturer information when distributor data is unavailable.
Where can I find it? - You'll see this change in your uploaded BOMs in BOM Insight.
Why do I need this? - This enhancement improves the accuracy of manufacturer identification for parts that lack distributor data, ensuring that the system aligns more closely with the your expected manufacturer while maintaining strong part recognition rates across BOM uploads.
How does it work? -
Background Processing for Data Exports & Migrating to XLSX
What is it? - Exports for BOM, and for RFQs on both buyer and supplier side are now generated in the background and delivered as XLSX files for improved reliability.
Where can I find it? - Whenever you export a BOM or an RFQ in BOM Insight or Quoting.:
Why do I need this? - These improvements make exports more reliable and easier to use by: preserving data formatting and identifiers (required column identification, dropdown for accepted values where applicable) supporting very large datasets, and allowing users to continue working in the platform while reports are generated.
How does it work? - Large exports are now processed in the background. After initiating an export, you'll receive confirmation that the report is being generated. Once ready, you'll be notified in app and via email.
Agents
New Agent Action: Remove Tags
What is it? - A new Agent action has been added to remove Sourcing line item tags. If a rule with this action is triggered, the selected tags will be removed from the sourcing line item.
Where can I find it? - The automatic removal of tags was implicit in DSI’s tagging automation for Sourcing. It has been elevated to an Agent action point to support Agent-driven tagging
Why do I need this? - Agents are now capable of fully managing tagging - both adding and removing - based on evolving line item conditions.
Conversion of Hardcoded Sourcing Tagging to Agent-Driven Tagging
What is it? - Line item tagging in Sourcing projects was previously automatic and hardcoded. It has now been elevated to Agent-driven tagging.
Where can I find it? - The Tagging Agent can be found on the Agents configuration page in system settings. It has been pre-populated with rules which match current tagging behavior. Organizations may adjust those rules as they see fit.
Why do I need this? - The Tagging Agent provides a relevant, working example of Agent automation for DSI organizations to build from.
How does it work? - The Tagging Agent can be found on the Agents configuration page in system settings. It has been pre-populated with rules which match current tagging behavior. Please see our additional update article on the Sourcing Project Tagging change here.