November 5th & 7th 2024, Release Note: Adaco: Splitting Non-Quoted Items into a Separate Requisition

Summary

Release date: November 5th (EMEA & APAC) and 7th (US) 2024

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - No

What's Changing?

When the option Do not requisition product without valid quotation is set in Adaco, any items received from the Ordering app that do not have a valid quotation will be split into a separate purchase requisition and will not be processed further without manual intervention.

Reason for the Change

Ensures that a customer's requirement only to purchase items against valid quotations is enforced when using the Ordering app.

Customers Affected

Customers using the Ordering app to create purchase requisitions, with the option Do not requisition product without valid quotation in Adaco enabled (set to None, Partial, or Full).

Release Note Info/Steps

When a basket/cart is checked out from the Ordering app and is processed in Adaco, if the option above is set then any items in the basket/cart that have a valid quotation will be added to a purchase requisition, which will be processed as normal. Any items that do not have a valid quotation will be added to a separate purchase requisition, which will not be processed further without manual intervention. 

This does not impact items that would be added to an Outlet Requisition where quotations are never required.

The user who submits the basket/cart from the Ordering app will receive an email stating that some items could not be purchased due to there not being a valid quote. The email will list the items not quoted and also the requisition to which they have been added - see Fig.1.

Fig.1 - Email advising a user that some items not processed as they do not have a quotation

The new requisition for the items without a quotation will have the description Non Quoted Items (see Fig.2), making it easy to find such requisitions within the Requisition Center.

Fig.2 - Non-quoted items added to a separate quotation

• To further process these items, either remove them from the requisition and replace them with a suitable, quoted alternative or add a quotation to the item which can be done from the Bids button within the requisition.

As well as the creator of the requisition being notified it is also possible to designate a member of your purchasing team as the property Purchasing contact, who will also receive the email advising of unquoted items.

• To set a designated Purchasing contact select a suitable user from Property > Administration > Property Preferences > Purchasing > Purchasing contact

Fig.3 - Setting a user as the Purchasing contact so they also receive the email