Updates to Procurement Planning

  • Updated

October 2023

New settings

  • Admins are now able to bulk reassign users.
  • To accommodate for both GST inclusive and GST exclusive - either can be set as the default option for your organisation.
  • To define and set up 'Regions' as part of a plan.

 

Enhanced navigation

  • We've added a stepper for each stage in the Procurement Planning process to show the workflow/steps that need to be completed before the user can progress to the next stage.

 

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  • Administrators can now view the approval route for a plan. 

 

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Guidance towards compliance

If you require users to upload supporting documents for specific fields in their plan you can now specify this in your set up.

 

Enhanced flexibility

  • Better tooling for re-ordering steps as well as the ability to enable/disable steps. 
  • Approvals can now be set up to include approvers from departments other than the department that owns the procurement plan.
  • Users can now select multiple categories and sub-categories when they're creating their plan.
  • A user can now go back and make edits to previous stages in their Procurement Plan by using the 'Unlock' button. The caveats of this feature are as follows:
    • A plan cannot be edited if it has been submitted for approval i.e. is awaiting approval.
    • If the has been approved then edits can be made by using the unlock feature but the plan will have to go back through the approval process.
    • Procurements that have been posted to market are not able to be edited using this functionality.

 

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Increased utility

A new section within the Procurement Planning stepper where you can access and manage documents and roles and add actions, meetings and notes. 

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* File Notes section

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Additional reports

A new visual reports section has been added to the Reports tab on the Dashboard which includes built-in reports and also supports Administrators to create their own reports.