20.2productreleasenotes · 2020-07-17 · jaggaer ii improvedabilitytofilterlistpages 45...

20.2 PRODUCT RELEASE NOTESFORSOURCING+ ENHANCEMENTS

JULY 20, 2020 - FINAL VERSION

Last updated 07.20.20. JAGGAER Confidential. © 2020

JAGGAER i www.JAGGAER.com

TABLE OF CONTENTSWELCOME 1

SOURCING+ ENHANCEMENTS 2

SOURCING+ RFX 2

Ability to Select Information to be Copied When Creating an RFx 2Ability to Duplicate Price Sections in Commercial Envelopes 5Improved Management of Technical Sections with Percentage Weighting 6Improved Ability to Change RFx Deadline for RFx in Running Status 8Summary Report Enhancements 9Supplier Access to Public Events Based on Universal Assessment Status 10Improved Management of the Supplier Publishing Process 12Improved RFI and RFQWidgets for Suppliers 13Improved Functionality of the Supplier Answer Form 14Improved Email for RFx that are Not Awarded 15Targeted Visibility of RFx Remarks Column to Suppliers 15Automatic Link of RFx to Opportunity 16Improved Approval and Validation Process for RFQs in Multi-Lot Projects 17

SOURCING+ RFX AND AUCTIONS 21

Ability to Delete Supplier-Visible Attachments from Running RFx and Published Auctions 21Inheriting Additional Fields in Awarding Forms 23

SOURCING+ AUCTIONS 24

Improvement of Current Weighting to Avoid Negative Amounts 25Ability to Set Absolute Minimum Bid Decrements as a Percentage 26Ability to Submit Surrogate Bids on Behalf of Suppliers 28Improved Multi-Lot Auction Awarding Pages 30Ability to Export Multi-Item Bid Details 35Access to Information About Sub-Users Who Submit Bids 36Ability to Refresh the Unit Price Table When Bidding in Multi-Item Auctions 38

SOURCING+ PURCHASE REQUESTS 40

Ability to Remove the Submit Button from Purchase Request Pages 40

SOURCING+ NOTICES 41

Additional Validation Checks for OJEU Form F06 41

SOURCING+ BID COLLECTOR 41

Introduction of Final Evaluation Status to Bid Collector 42Addition of External Call Links 43Enhanced Dashboard Quick Search 44

JAGGAER ii www.JAGGAER.com

Improved Ability to Filter List Pages 45More Descriptive File Names for Export Files 46

SOURCING+ RFX AND CONTRACTS 48

Ability to Copy RFQ-Awarded Items to a New Section of an Existing Contract 48Improved Functionality of Deleting Attachments from Additional Attachments Area 51Optional Tooltips For Objects Settings 52Archive Audit Trail 54Improvement of Division Management for a Single Buyer Organization 56

JAGGAER 1 www.JAGGAER.com

WELCOMEThe purpose of theProduct Release Notes is to prepare administrators for the upcoming 20.2 release.Themain goal of this document is to provide an overview of key features that are planned and committedfor delivery.

Important:Please see theGeneral release notes document for information about features that affect allmodules, as well as some features that are intended for multiple modules.

FEATURE ICON KEY

Features may be added after publication of the Release Preview document. Additionally, in some cases, afeaturemay be included with a specific Product group for the Release Preview, but moved to anotherProduct group for the full Product Release Notes. If there is a noteworthy change to a feature, the releasenote will bemarked with one of the following icons:

Indicates that the feature release note was added since the initial version of the release noteswas published with the push to the test environment.

Indicates that the feature release note has had a major update since the initial version of therelease notes was published with the push to the test environment.

Indicates that the feature release note has been moved to a different document since the initialversion of the release notes was published with the push to the test environment.


SOURCING+ ENHANCEMENTS

SOURCING+ RFXThis section focuses on updates to JAGGAER ONE Sourcing+ RFx.

Ability to Select Information to be CopiedWhenCreatingan RFxPreviously, when a user created a new RFx by copying an existing RFx, the information that could bemodified during RFx creation was limited to Title, Project Code, and Type. If other elements of the RFxconfiguration were not wanted, the user had to delete these elements after RFx creation was complete.

In 20.2, the RFx creation page has been expanded with a new section in which users can select data toomit, such as attachments, envelopes, suppliers, currencies, and generic contracts. In addition, other datasuch as email recipients, redefined rights, default alerts, opening committees, and evaluation groups arenot copied by default. Instead, users have the option to select this data for inclusion in the new RFx.

Customer Impactl Related Solutions: Sourcing+l Feature Activation: This feature is ON by default.l New User Rights related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT

l When users create a new RFx by copying an existing RFx, new checkboxes are available to selectfrom a list of data fields that can be copied or omitted. Note:Data from theDetails > Settings pageis always copied and does not appear in the selection list.

l This enhancement applies under the following conditions:

l Users choose to Save as RFQ from within an RFQ'sDetails pages.

l Users select eitherCreate From Existing orCreate From Archived in the RFx creationwizard, which is accessed from theMy RFI/My RFQ lists, a project'sDetail page, or a task'sDetail page.

l This enhancement does not apply when users create an RFx from a template or as part of thenegotiation process, such as creating an RFx from a contract.

l Checkboxes have been added to the RFx creation confirmation page to allow users to select the datathat will be copied or omitted from the new RFx:


l The following table illustrates the specific RFx data that are selected or not selected by default:

Data Default Behavior Note

Additional Information* Copied From the RFx(alternatively, users may chooseto copy From the Project or DoNot Copy)

This row is not displayed if notapplicable.

Buyer Attachment Selected Not selectable if the user doesnot have the right to access theAttachment area or if the RFxdoes not contain attachments.

Supplier Attachment Selected Not selectable if the user doesnot have the right to access theAttachment area or if the RFxdoes not contain attachments.


Data Default Behavior Note

Qualification Envelope Selected Displayed only if this envelope isavailable in the source RFx.

Technical Envelope Selected Displayed only if this envelope isavailable in the source RFx.

Commercial Envelope Selected Displayed only if this envelope isavailable in the source RFx.

Currencies Selected Displayed only if currencies areconfigured in the source RFx.

Email Recipients Not Selected Displayed only if email recipientsare configured in the source RFx.

Redefined Rights Not Selected Displayed only if redefined rightsare configured in the source RFx.

Suppliers Selected Displayed only if suppliers areconfigured in the source RFx.

Generic Contract Selected Displayed only if a genericcontract is configured in thesource RFx.

Default Alerts Not Selected Displayed only if default alertsare redefined in the source RFx.

Opening Committees Not Selected Visibility depends on siteconfiguration and whether anopening committee is configuredin the source RFx.

Evaluation Group Not Selected Displayed only if evaluationgroup(s) (members or scopes)are configured in the source RFx.

Award Information Never Copied Never Displayed.

l *Rules for copying data from Additional Information forms:

l From the RFx - Only the shared content of the source RFx is copied.

l From the Project - The content shared with the project is copied, as well as the content sharedonly with source RFx.

l Do Not Copy - No content values are copied.

ADMINISTRATOR IMPACT

This feature does not impact administrators.

THIRD-PARTY INTEGRATION IMPACT

This feature does not impact integration.


Supplier Impact

This feature does not impact suppliers.

Ability to Duplicate Price Sections in CommercialEnvelopesPreviously, when buyers were configuring an RFx through the user interface, there was no action buttonavailable for duplicatingPrice sections within the Commercial envelope. In 20.2, an option to duplicatePrice sections has been added. Buyers can choose to copy any items and additional columns that havebeen configured in the original Price section, which saves time and reduce typographical errors. Scoringweights and algorithms are copied when configured.

Customer Impactl Related Solutions: Sourcing+l Feature Activation: This feature is ON by default but optional for use.l New User Rights related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT

l A new menu option calledDuplicate Section has been added to theMore drop-downmenuwithinPrice sections in RFx Commercial envelopes:

1. Navigate to Sourcing > RFIs > My RFIs or Sourcing > RFQs > My RFQs andsearch / filter for the appropriate sourcing event.

2. Click the Title link to open the RFQ or RFI.

3. Navigate to the Commercial envelope (Details > Response Envelopes (Q+T+C)> Commercial Envelope.)

4. Click the Edit button and scroll to the Price section that will be duplicated.

5. Expand theMore drop-down menu within the Price section and select DuplicateSection.

6. A confirmation page appears. Changes can be made to the configuration of the new section bycompleting these fields before the buyer clicksSave to create the new section:

a. Select Position within the envelope (checkbox)

b. Title (text box)

c. Section Total Included in Total (yes/no)


d. Change Column Header (yes/no) If yes:

l New Quantity Column Header (text box)

l New Unit Price Column Header (text box)

Select Information to Copy:

e. Price Items (checkbox)

f. Additional Columns (checkbox)

Note: These options appear only if they are contained within the existingsection.

7. ClickSave.

8. If the Select Position checkbox is selected, the buyer will be prompted to drag and drop thesections into the appropriate order of appearance within the envelope.

9. ClickSave again to save the newly-created Price section to the Commercial envelope..

l The following information is copied from weighted RFx with the envelope scoringmode set toAggregation of Supplier Section Scores:

l Section Weight (percentage weight) orMaximum Section Score (absolute weight)

l Scoring Algorithm and all algorithm parameters (based on the selected scoring algorithm)

l Algorithm Input Data

l Algorithm Values Strategy





Supplier Impact


ImprovedManagement of Technical Sections withPercentageWeightingFor each section in a Technical or Commercial envelope with percentage weighting, the sum of theweightings for each question in the sectionmust equal 100. Previously, this rule was applied even if thesection weight was set to equal 0%. In 20.2, this rule has been adjusted so that users no longer need to


enter question weights for sections with weights of zero.


USER IMPACT

l User Interface:

TheQuestion Weights for questions within Technical or Commercial envelopes with sectionweights of 0% are automatically set to 0 when users save their weighting configurations:

l Import/Export

TheQuestion Weights values for questions within Technical and Commercial envelopes withsection weights of 0% are set by default to 0 in Excel download files. If these question weights areoverwritten with values that are not zero, these values are not considered during import and a non-blocking warningmessage is displayed to the user.





Supplier Impact



Improved Ability to Change RFx Deadline for RFx inRunningStatusPreviously, changing the deadline of aRunningRFx required users to click and scroll through RFx pagesin order to access and edit theClosing Date field on the RFx Settings page. In 20.2, JAGGAER ONEhas improved users' ability to manageRunningRFx by adding a new Change RFx Deadline button at thetop of each RFx page.


USER IMPACT

l Users with the right toModify Details After Publication now see a button toChange RFxDeadline in the top right corner of each page in aRunningRFx.

l Note: This button is hidden if the RFx is located within a workflow task that has an activityfilter to block this action.

1. When Change RFx Deadline is clicked, users are navigated to a page on which they canchange the Closing Date and Time. Only future dates / times can be set.

2. ClickConfirm to open a Confirmation page. Optionally, enterComments on Changes in thetext box to document the change.

3. Select the appropriate action for alerting suppliers from the Send Email drop-down.

4. ClickSave. Users are navigated back to the Sourcing > RFIs/RFQs> My RFIs/RFQspage.





Supplier Impact



Summary Report EnhancementsIn 20.2, JAGGAER ONE has continued to improve the functionality of the RFx Summary Report andrefine the information contained within it. In this release we have added additional details about invitedsuppliers, estimated contract values, notes, and attachments. We have also collapsed conditionalsections when they do not apply to a supplier's response.


USER IMPACT

l The following data has been added to theSummary Report:

Section Addition Notes

RFQ Settings / RFI Settings • Estimated Contract Valuefield• Currency field

Responses Evaluation Details(Q-T-C)

• Note field• Details field

This change pertains to all RFxEnvelopes - Qualification,Technical, and Commercial

Responses Evaluation Details(Q-T-C)

Attachment file name ofevaluator comment attachments.

Previously, this field was Yes/No

List of Invited Suppliers • Supplier field• Date Invited field• Invited By field

The section and fields are bothnew for 20.2

l A change has also beenmade to conditional sections in RFx Envelopes. Previously, questions inconditional sections were always displayed in theSummary Report for all suppliers, even if thesupplier did not respond to a linking question in a way that activated the conditional section.Conditional sections are now expanded to display the list of questions only if the conditional sectionis active. If a conditional section was not activated by a supplier, only the section name is displayedin theSummary Report for that supplier.






Supplier Impact


Supplier Access to Public Events Based on UniversalAssessment StatusPreviously, any supplier could express interest in the RFx that have been configured as Open to AllSuppliers, even if the buyer organization had previously blocked the supplier as unqualified forparticipating in sourcing events. In 20.2, it is possible for organizations to block supplier access to thesepublic sourcing events based on new values that can be introduced into organizations' UniversalAssessment configuration.


USER IMPACT

If Universal Assessments have been configured to block supplier access to sourcing events that areOpen to All Suppliers, it is no longer necessary for buyers to screen responses to public sourcing eventsfor suppliers that were previously marked as ineligible.


l Universal Assessment statuses can be configured to block ineligible suppliers from expressinginterest in sourcing events that areOpen to All Suppliers. The necessary configuration steps canbe performed through the user interface or through import/export functionality:

User Interface

1. Navigate toAdministration > Assessment Statuses > Segmentation Status /Qualification Status / orRisk Status.

2. Click theStatus Name link for the status that will be configured.


3. Click Edit.

4. Expand theBlock Negotiation Invitations drop-down. Previously, this drop-down containedYes/No values. Now, the following options are now available:

l No (no change from previous behavior) - Buyers can invite suppliers that haveassessments with this status.

l Yes - Buyer Invitation Only (no change from previous Yes behavior) - Buyers cannotinvite suppliers that have aBlock Negotiation Invitations assessment status.

l Yes - Buyer Invitation and Supplier Express Interest (new) - Buyers cannot invitesuppliers that have aBlock Negotiation Invitations assessment status and supplierscannot express interest in RFx that are open to all.

Note: If your site is configured without the ability to configure RFx as Open to All Suppliers,only the first two options in the drop-down are visible and there is no change from previousfunctionality.

5. Select the appropriate value and click Save.

Import/Export

1. Navigate toAdministration > Assessment Statuses > Segmentation Status /Qualification Status / orRisk Status.

2. Expand theMore drop-downmenu at the top of a page and select Export List. Thisprocess exports all assessment status data for the selected type of status (Segmentation,Qualification, or Risk). The export file can be used as a template for importing changes to thedata.

3. Open the Excel file that has been downloaded locally andmake the necessary changes in theBlock Negotiation Invitations column.

4. Return to the Assessment Status page and expand theMore drop-downmenu. SelectImport Data.

5. In theSelect File to Import field, click Choose File, locate the updated file in the file selector,and click Open.

6. Click Import Excel to import the data.




Supplier Impact

If this enhancement has been activated, suppliers that are not eligible to participate in a buyer's sourcingevents receive a blocking error when they click toExpress Interest in the buyer company's public RFx.

ImprovedManagement of the Supplier Publishing ProcessTo ensure that suppliers are aware that they have not submitted their answer to an RFx, a new warningmessage appears at the top of theRFQ Details > My Response page if the supplier has not yetsubmitted a response to the RFx.


USER IMPACT

This feature does not impact end users.





Supplier Impact

A new warningmessage appears at the top of theRFQ Details > My Response page if the supplier hasnot yet submitted a response to the RFx:


Improved RFI and RFQWidgets for SuppliersPreviously, supplier widgets that list RFx with pending responses did not include RFx when respondingsuppliers were invited to new rounds. In 20.2, this functionality has been improved so that if a supplier isinvited to a new round in an RFx, that RFI or RFQ is listed in the appropriate RFx widget. The widgets thatare impacted by this change areMy RFIs with Pending Responses andMy RFQs with PendingResponses.

Customer Impactl Related Solutions: Sourcing+ RFxl Feature Activation: This feature is ON by default.l New User Rights related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT

Buyer invitations to responding suppliers for new rounds in RFx will have greater visibility through theexisting supplier widgets.





Supplier Impact

l If suppliers with an RFx status of Response Submitted to Buyer are invited to a new round in theRFx, their status is moved toNew Offer Required and they see the RFx listed in one of the followingsupplier widgets:

l My RFIs with Pending Responses

l My RFQs with Pending Responses

Note: If the buyer changes the RFx envelope structure, the supplier status will be returned toResponse To Be Submitted to Buyer. The RFx will be displayed in the appropriate supplierwidget.

l Suppliers with an RFx status other thanResponse Submitted to Buyer are not impacted by this


change.

l Suppliers that were not invited to a new RFx round are not impacted by this enhancement. Theirresponse status does not change when the buyer launches new rounds in the current RFx.

Improved Functionality of the Supplier Answer FormTheExport/Import Response button is used by suppliers to download the entire online RFxquestionnaire as an Excel workbook, create their response offline, and then import the updated file back totheRFQ / RFI Details > My Response page. Previously, theExport/Import Response button wasalways displayed as an option for suppliers in the top-right corner of theRFQ / RFI Details > MyResponse page, even if all supplier responses to an RFx had to be submitted as attachments and thebutton was not applicable. This could be a source of confusion for supplier users. In 20.2, theExport/Import Response button has been renamed so that its purpose is clearer to supplier users, andthe instructions that appear when the button is clicked have been updated tomore clearly indicate how theimport/export functionmust be used. The button has been removed from theRFQ / RFI Details > MyResponse page for RFx in which all supplier responses must be entered as attachments.

Customer Impactl Related Solutions: Sourcing+ RFxl Feature Activation: This feature is ON by default.l New User Rights related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT






Supplier Impact

l TheExport/Import Response button has been renamedOnline Questionnaire in Excel. Theexplanatory text that appears onscreen when this button is clicked has been rewritten tomore clearlyexplain the function of this button.


l If an RFx contains only questions that must be answered by uploading file attachments, theOnlineQuestionnaire in Excel button is not displayed on theRFQ /RFI Details > My Response page.

Improved Email for RFx that are Not AwardedIn 20.2, a tag to indicate the reason an RFx was not awarded has become available for inclusion in theemail alert that is sent to suppliers when an RFx is ended in this way. This enhancement increases thetransparency of the RFx process between buyers and suppliers.

Customer Impactl Related Solutions: Sourcing+l Feature Activation: This feature is ON by default for customers using the standard email contentprovided by JAGGAER.

l New User Rights related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT

If this feature is enabled, the text that buyers enter into theReason field when they confirm that an RFxwill not be awarded is included in the email alert that is sent to suppliers to inform them that the RFx hasnot been awarded.


If you are using customized email content, review the rfx-no-awarding-or-close email to include the newTAG.



Supplier Impact

If this feature is enabled, the email alert that is sent to suppliers to inform them that an RFx has not beenawardedmay contain text from the buyer explaining the reason for this decision.

Targeted Visibility of RFx Remarks Column to SuppliersPreviously, when suppliers viewed Commercial envelope sections containing items, theRemarks columnwas always displayed, even if there were no remarks visible to suppliers in that section. In 20.2, toimprove the appearance of the Items table in Commercial envelope sections for suppliers, theRemarks


column is not displayed if there are no remarks available for suppliers.


USER IMPACT






Supplier Impact

If Remarks are not available for suppliers in Commercial envelope sections containing items, theRemarks column is not displayed.

Automatic Link of RFx to OpportunityPreviously, when buyers created a new opportunity in a project that contains RunningRFx, they had tomanually link the opportunity to these RFx. In 20.2, an automatic link is created between the opportunityand theRunningRFx that areOpen to All Suppliers and visible to the buyer. The opportunity deadlinealso defaults to automatic management to ensure that the opportunity is available while any linked RFx inthe project are inRunning status.



USER IMPACT

l When users create new opportunities, these opportunities are automatically linked to all of theproject's RunningRFx that areOpen to All Suppliers and visible to the user. The RFx are listed onthe opportunity creation page in the section calledRFx Open to all Suppliers.

Note: Users can unlink RFx from opportunities by clicking the link icon beside the appropriateRFx:

l TheDeadline Calculation Mode drop-down on the opportunity creation page now defaults toAutomatic.





Supplier Impact


Improved Approval and Validation Process for RFQs inMulti-Lot ProjectsMulti-Lot projects are used specifically for sourcing events in the Public Sector. These projects aredesigned to ensure that sourcing events comply with the strict requirements that regulate the sourcingprocess in the Public Sector. Each RFQwithin amulti-lot project is used tomanage a single lot and thereis often a single Qualification-Only RFQwhich links the project's RFQ lots. The complexity of theseprojects canmake themanagement of multi-lot projects difficult for buyers. In 20.2, several enhancementshave been introduced to improve the efficiency and effectiveness of the process by which RFQs areapproved and validated in multi-lot projects:


Approval Process

Previously, an organization's approval matrixes based onBusiness Units, Category, Type, andValuecould not be applied to RFQs within multi-lot projects. In 20.2, thesematrixes can be applied to the valuesconfigured in theQualification-Only RFQ and, by extension, to all of the other RFQ lots in the project as aresult of the linking property of the Qualification-Only RFQ. A new Validate and Submit for Approvaloption has been introduced on the Project's RFQ Lot Publishing page to support the approval workflow.

Note: This enhancement does not apply to RFIs or to Multi-Lot Projects that do not contain a Qualification-Only RFQ.

Improved Validation

Previously, when users clicked toValidate and Publish RFQs inmulti-lot projects, the RFQs werevalidated and published sequentially, beginning with the Qualification-Only RFQ. If an error was identifiedin an RFQ further down the chain, previous RFQs that were already published often had to be invalidated.

In 20.2, all RFQs contained in amulti-lot project are validated before the publishing process begins. If anyerrors are identified, a warningmessage is displayed and none of the RFQs are published. Thisenhancement applies to both theValidate and Publish and theValidate and Submit for Approvalactions.

Publishing at the Project-Level

Previously, publishing could occur within individual RFQs. As a result, users who required approval had tomanually request approval to publish each of the RFQs within amulti-lot project. This manual processmade it possible for buyers to inadvertently breach Public Sector regulations by publishing single RFQsout of the order of their placement in the project, adding new RFQs to a project when existing RFQs are inRunning status, or by invalidating individual RFQs within a project.

In 20.2, publishing and invalidating actions cannot be performed within individual RFQs. Instead, they areavailable only through the Project's RFQ Lot Publishing page. All RFQs within the project are publishedtogether and, if it is necessary to invalidate an RFQ, all RFQs in the project are invalidated. It is no longerpossible to add new RFQ lots to a project that contains RFQs that have been published.



USER IMPACT

Publishing Approval Requests

l ThePublishing Approval tab is only available in the Qualification-Only RFQ. ThePublishingApproval tab is never available in other types of RFQs within amulti-lot project.

l When configuring aQualification-Only RFQwithin amulti-lot project, users with approval matrixesshould configure the following fields, as relevant to their matrixes, to reflect the values of allcombined RFQs in the project negotiation:

l Business Units

l Category

l Type

l Value

l When configuration of themulti-lot RFQs is complete, follow these steps to submit them forapproval:

1. Open themulti-lot project and navigate to the Details > RFQ Lot Publishing page toaccess options to validate and request approval to publish RFQs. These actions cannot betaken from within any of the RFQs contained in the project.

2. If the project contains a Qualification-Only RFQ requiring publishing approval, a new buttoncalled Validate & Submit for Approval appears on the RFQ Lot Publishing page. Clickthis button to open a confirmation page.

l Awhite Validate Only button appears on the confirmation page.

l A green Validate & Submit for Approval button alsoappears if the user has the rights to publish all of the RFQs, but approval isrequired.

3. ClickValidate & Submit for Approval to open a page where the request can be configuredand submitted for approval. Note: If necessary, it is possible to click the Stop Multi LotPublishing button during this process.

4. When configuration is complete, click the Send Approval Request button. Clicking thisbutton sends the request and moves the status of all RFQs contained in the multi-lot project toPublishing Approval.

l If an error is found in any of the RFQs, an error message is displayed, with a link to send the user tothe appropriate page to correct the error before the RFQ can be submitted for approval.

l If necessary, users can expand theMore drop-downmenu at the top of the project's Details >RFQ Lot Publishing page to access aRecall Approval button.


Project-Level Approvals

l The approval process is linked to the Qualification-Only RFQ and as a result, approvers receive onlyone approval request containing the details for the Qualification-Only RFQ. However, their approvalapplies to all RFQs within aMulti-Lot Project.

l A summary area in the approval request indicates the number of RFQ lots contained in the project. AGo to Multi Lot Details button navigates approvers to the project's Details > RFQ Lot Publishingpage.

l Note:Buyers should configure the Qualification-Only RFQ to reflect the values of all combined RFQsin the project negotiation.

l If the Qualification-Only RFQ is approved, all the project RFQs aremoved toPublished Approvedstatus. If the Qualification-Only RFQ is rejected, all the project RFQs are returned to To be Publishedstatus.

Publishing Approved RFQs

l Automatic publishing is not available for RFQs inmulti-lot projects. Buyers with the user right toPublish RFXmust navigate to the project's Details > RFQ Lot Publishing page to access one ofthe following buttons:

l Confirm Publishing - A single publishing email is sent and all RFQs in Published Approvalstatus are moved to Running status.

l Stop Publishing - All RFQs in Published Approval status are returned to To be Publishedstatus.

Publishing RFQs Without Approval Requests

l Publishing occurs at the project-level. Follow these steps to publishmulti-lot RFQs that do notrequire an approval request:

1. Click the Publish button within a Technical/Commercial RFQ. The project'sDetails > RFQLot Publishing page will open.

2. Click the Validate & Publish button to open a confirmation page.

l Awhite Validate Only button appears on the confirmation page.

l A green Validate & Publish button also appears if theuser has the rights to publish all of the RFQs.

3. ClickValidate & Publish. Note: If necessary, it is possible to click the Stop Multi LotPublishing button during this process.

4. Confirm publication. A single publishing email is sent and all RFQs are moved to Runningstatus.


l If an error is found in any of the RFQs, an error message is displayed, with a link to send the user tothe appropriate page to correct the error before publishing can occur.

Managing Multi-Lot Projects

l The Invalidate action is only available at project-level. If necessary, buyers with the appropriate userrights can expand theMore drop-downmenu at the top of the project's Details > RFQ LotPublishing page and select Invalidate. All RFQs in the project are invalidated.

Approval Workflow

l If a Multi-Lot Project does not contain aQualification-Only RFQ, the approval workflow will not beinitiated, and the availability of project-level publishing is based on the buyer's user rights.





Supplier Impact


SOURCING+ RFX AND AUCTIONSThis section focuses on updates that affect both JAGGAER ONE Sourcing+ RFx and Auction solutions.

Ability to Delete Supplier-Visible Attachments fromRunningRFx and Published AuctionsPreviously, when RFx are inRunning status and also when auctions have been published, buyers wereunable to delete the attachments that are visible to suppliers within these sourcing events. If it wasnecessary to remove an attachment that is visible to suppliers, buyers had tomake the attachmentinactive, so that suppliers could not download it. Buyers could then contact JAGGAER to have theinactive attachment removed.

In 20.2, if this enhancement is activated, buyers have the ability to delete the supplier-visible attachmentsthey havemade inactive withinRunningRFx and auctions withPublished status. Buyers are alerted ifsuppliers have already downloaded the attachments, as the download history is also deleted.


Customer Impactl Related Solutions: Sourcing+l Feature Activation: This feature is OFF by default andmust be enabled by JAGGAER.l New User Rights related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT

l If this enhancement has been activated, a trash can icon is available for buyers to deleteattachments that have beenmade inactive inRunningRFx and published auctions:

1. Open an RFx in Running status or an auction that has been published and navigate to theAttachments area (Details > Attachments > Visible to Suppliers).

2. Click the gear icon to the right of the attachment that will be deleted.

3. Click the Edit button.

4. Expand the Active drop-down and select No.

5. ClickSave.

6. The attachment list reappears. Click the trash can icon that appears to the right of theattachment.

7. If the attachment has already been downloaded by supplier(s), a warning message will appearin a screen overlay. ClickOK to close the overlay.

8. ClickSave All.

9. A confirmation page appears. Choose the appropriate email option from the Send Email drop-down and enter any comments in the Notes box.

10. ClickSave.

Note: The number of downloads and download details are accessible to buyers when they click the gearicon to access an attachment's File Details. This information is also deleted when an attachment thatis visible to suppliers is deleted.



Please contact JAGGAER to activate this feature.



Supplier Impact

Although the process for deleting supplier-visible attachments may be different for buyers, suppliers willnot see a change in the end result.

Inheriting Additional Fields in Awarding FormsAdditional Information fields can be configured by site administrators for use on their organization'sforms. Previously, the data stored in Additional Information fields that appear on an organization'sAwarding forms was independent from the values of the sameAdditional Information fields located onthe RFx's Settings page. In addition, this data was not transferred when buyers converted an RFx into anauction or created a contract from anRFQ or auction. In 20.2, the awarding process has been improvedwith the introduction of new rules to extend the customary functionality of JAGGAER ONE AdditionalInformation fields to Awarding forms.


USER IMPACT

The values inAdditional Information configuration are transferred to the corresponding fields on anorganization's Awarding forms following these rules:

Start RFx Evaluation or Move Auctions into To Start Status

l If the Additional Information field contained on the Awarding form is not empty, the existingvalue is retained.

l If the field is empty, it inherits the value configured by the administrator for the AdditionalInformation field for the RFx or auction.

l If the value for the Additional Information field is undefined for the RFx or auction, it inheritsthe value of the project'sAdditional Information.


Select an Awarding Type / Change the Awarding Type

l The field inherits the value configured by the administrator for the Additional Informationfield for RFx or auctions.

l If the value for the Additional Information field is undefined for the RFx or auction, it inheritsthe value of the project'sAdditional Information.

Note: The value of the sharedAdditional Information field is copied without any warning tothe buyer. If the buyer changes theAwarding Type, a warningmessage requiringconfirmation is displayed, but this warning does not contain information about the changes tothe content of the Additional Information field.

Create a Contract from an RFx or Auction

l The Additional Information field of the contract inherits the value of the AdditionalInformation contained in the Awarding forms for RFx or auctions or, if it is undefined, from theAdditional Information field located in the RFx or auction's Settings page.

l If the value for the Additional Information field is undefined in the RFx or auction's Settings,it inherits the value of the Additional Information in the contract template, if a contracttemplate was used.

l If neither of these rules apply, the Additional Information value is copied from the project'sAdditional Information.





Supplier Impact


SOURCING+ AUCTIONSThis section focuses on updates to the JAGGAER ONE Sourcing+ Auctions solution.


Improvement of Current Weighting to Avoid NegativeAmountsIn weighted auctions that are English, Englishmulti-lot, or Sealed Bid, before 20.2, new bids were rejectedif they were less than themaximum bonus plus themaximummalus that were configured for the auction.This rule ensured that buyers did not see negative bids and suppliers did not see bids entered bycompetitors as negative numbers. However, this rule did not consider percentage weighting and it appliedthe same bid threshold to each supplier. This could result in imbalanced bid requirements, since thethreshold for each supplier bid was not based on the supplier's weighting.

In 20.2, this formula was refined so that percentage weights and the weighting of the supplier areconsidered before bids are accepted. This creates amore balanced experience for the entire pool ofsuppliers participating in an auction.


USER IMPACT

l As before, buyers will never see supplier bids displayed as a negative number in weighted auctionsthat are English, Englishmulti-lot, or Sealed Bid.





ADDITIONAL KEY POINTS ABOUT THIS FEATURE

l The new rule applies to weighted auctions that are English, EnglishMulti-Lot or Sealed Bid. Theseauctions may have percentage weight, absolute weight, or both percentage weight and absoluteweight. The new threshold that is applied to each bid is evaluated as follows:


l Tn = (Amax - An) / Pn

l Where:

l Tn = Threshold for supplier n

l Amax = Higher absolute weight

l If all suppliers have a bonus, then Amax = 0)

l An = Absolute weight of supplier n

l Pn = Coefficient of the percentage weight of supplier n

l The rule is implemented when validating pre-bids and also during auction run-time.

l The rule is applied to both reverse and forward auctions. Amax is always the weight withthe higher value.

l If the supplier has no percentage weight, the coefficient = 1

Supplier Impactl All supplier bids are no longer evaluated against the same threshold based onmaximum bonus andmaximummalus. Instead, the new rule applies to the weight of each supplier.

l As before, suppliers will never see other supplier bids displayed as a negative number in weightedauctions that are English, Englishmulti-lot, or Sealed Bid.

Ability to Set AbsoluteMinimum Bid Decrements as aPercentageIn reverse auctions, as the auction nears its end, the auction value decreases. For this period, it is usefulfor bidders to be able to configure aPercentage Minimum Bid Improvement. Previously, theminimumbid decrement had to be configured as an absolute value. In 20.2, it is possible to configure theminimumbid decrement as a percentage for English reverse auctions and Englishmulti-lot reverse auctions. Inthese auctions, it is possible for suppliers to enter any value that falls within theminimum andmaximumbidding threshold limits when the value is calculated as a percentage of the current bid.



USER IMPACT

l A new section calledMinimum Bid Improvement Configuration has been added below theBidding Rules section of the auctionDetails > Settings page to enable buyers to configureMinimum Bid Improvements by absolute values, exact multiples, or percentage values.

l Follow these steps to configure theMinimum Bid Improvement Configuration section:

1. On a new auction configuration page, scroll down to theMinimum Bid ImprovementConfiguration section. If editing an existing auction, navigate to the Details > Settings page,clickEdit, and scroll to the section.

2. Select an option for the threshold:

l Absolute Threshold (default selection) - Suppliers can enter any valid valuebeyond the defined minimum bid improvement.

l Exact Multiple - Suppliers can only enter valid values that improve the bid bymultiples of the minimum bid improvement.

l Percentage Threshold - Suppliers can enter any valid value beyond theminimum bid improvement defined as a percentage.

l Percentage numbers must be between 0 and 100.

l Percentage numbers may have no more than 1 decimal place. Allnumbers between 0.1 and 99.9 are valid provided they fall within theminimum bid improvement and maximum limit on bid improvement,if configured.

3. Enter numeric values in theMinimum Bid Improvement field and optionally in theMinimumBid Improvement Once Reserve Price is Reached field. Numeric values must correspondto the type of bid improvement threshold selected for the auction.

4. Optionally, users may select an entry from theMaximum Limit on Bid Improvement drop-down. By default, no limit is set. Note: This option may be either an absolute value orpercentage value regardless of the type of bid improvement threshold selected for the auction:

l Absolute Threshold or Exact Multiple:

l No Limit (default)

l Percent of the Best Bid

l Number of Bid Improvements

l Percentage Threshold:

l No Limit (default)

l Percent of the Best Bid

l Value of Maximum Bid Improvement

l If an option other than No Limit is selected, users must enter a value into thenumeric field that appears beside theMaximum Limit on Bid Improvementdrop-down.


l If the Percent of the Best Bid field is selected from theMaximum Limit onBid Improvement dropdown, the value entered must be higher than thePercentage Threshold value.

l If the threshold type is changed after values are entered into theMinimum Bid ImprovementConfiguration, all values entered into this section will be deleted.

l If theMinimum Bid Improvement Configuration field is changed in a published auction, thechange is recorded in the auction's History of Changes and emailed to suppliers.

l If theMinimum Bid Improvement Is configured as a percentage, it is displayed as a percentage inthe AuctionMonitor.


Please contact JAGGAER to enable this feature.



Supplier Impact

l If theMinimum Bid Improvement is configured as a percentage, it is displayed as a percentage onthe supplier's Configuration page and in the supplier's AuctionMonitor.

l With this configuration, new bids must improve on the existing bid by the configured percentage.

Ability to Submit Surrogate Bids on Behalf of SuppliersPreviously, buyers were not able to enter auction bids on behalf of suppliers. As a result, suppliers thatwere unable to connect to the AuctionMonitor while an auction was running were referred to JAGGAER'sGlobal Customer Care for technical support. In 20.2, additional flexibility has been added with theintroduction of surrogate bidding. If this feature is enabled, buyers with the necessary user rights haveaccess to the supplier AuctionMonitor in the auction's supplier list. Surrogate bidding applies to all auctiontypes.


Customer Impactl Related Solutions: Sourcing+l Feature Activation: This feature is OFF by default andmust be enabled by JAGGAER. Administratorsetup is also required.

l New User Rights related to this feature: Surrogate Biddingl New Notifications related to this feature: None

USER IMPACT

l If this feature is enabled, buyers with the necessary user rights can access an AuctionMonitor iconbeside each active, enabled supplier name on the auction's Details > Suppliers page and on

thePublish > Monitor page. Clicking this icon opens the AuctionMonitor to the bidding page for thecorresponding supplier. Buyers can have only one supplier AuctionMonitor page open at a time.

l To prevent errors, before the supplier monitor opens, the system checks to see if the supplier isconnected to the site. If the supplier is connected, a warningmessage is displayed to the buyer.

l Buyers can submit a bid as directed by the supplier. Only the information that is visible to a supplier isvisible to the buyer. Rules for accepting the bid are the same as when a supplier enters a bid.

l A new icon appears on the buyer's own AuctionMonitorBids tab to indicate any surrogate bids thathave been entered in the auction. When users mouse-over this icon, the name of the buyer thatentered the bid on behalf of the supplier is displayed:

l TheSurrogate Bidding right spans cross-account. If necessary, buyers with the appropriatepermissions may enter surrogate bids in the auctions of another division or company within theircorporate account.


l Please contact JAGGAER to enable surrogate bidding.

l Users who should have the ability to perform surrogate biddingmust be given theSurrogateBidding user right. Surrogate Bidding permission can be set on the user or role-level. The rightcannot be assigned at auction-level.

l Values for this user right are:


l No

l Yes, when I am the owner

l Yes, including when I am on the project team

l Yes



Supplier Impact

l Depending on the buyer's site configuration, if a supplier is unable to connect to the AuctionMonitor,they can ask the buyer to place an auction bid on their behalf.

l Surrogate bids that are entered by a buyer are indicated with a new icon in the supplier's My Bid listwithin their AuctionMonitor. When users mouse-over this icon, the name of the buyer that enteredthe bid on behalf of the supplier is displayed:

ImprovedMulti-Lot Auction Awarding PagesPreviously, the Lot Awarding tab in Multi-Lot auctions required buyers to click throughmultiple pages inorder to view lot details and award each lot in the auction. In 20.2, the functionality of the Lot Awardingtab has been improved with the following changes:

l Summary information about best bids and best suppliers is more easily accessible to buyers.

l Shortcuts are available for buyers to award each lot, or the remaining lots, to the best supplier or to asingle supplier. Alternatively, a new shortcut allows buyers to award the entire auction to a singlesupplier. With these shortcuts, buyers also have the ability to exclude lots from this blanketawarding.

l Fewer clicks are necessary for buyers to select specific lots to award to a single supplier.

The preexistingmulti-lot awarding process is still available for buyers to access the details of specific lotsbeforemaking an awarding decision about a lot.



USER IMPACT

l The Lot Awarding page has been divided into two tables:

l The first table provides the list of lots with summary information about Best Bid andBestSupplier for each lot. A Bid Total below the table displays the total amount that would be spentif all lots are awarded to the best supplier for each lot within the auction.

l A button to Award Each Lot to Best Supplier appears above this table.

l When the icon that appears to the right of each lot entry is clicked, the buyer isnavigated to the Lot Details for the corresponding lot.

l The second table lists the suppliers with details about their overall ranking. Suppliers are rankedby their entries in theBid Total column. This column displays the amounts that would be spentif all lots within the auction are awarded to a single supplier.

l Each supplier with at least one bid for a lot in the auction has a corresponding button toSelect Lots to Award. This button is located on the right side of the second table.

l When lots are awarded to suppliers that are not the Best Supplier for the lot, a BidDifference column appears on the Confirmation page to alert buyers to the extra cost thatwill be incurred by the awarding:


l With this new page configuration, users can select the following award options with fewerclicks:

l Award each lot to the best supplier

l Award remaining lots to the best supplier

l Award the whole auction to a single supplier

l Award some lots to a single supplier

l Award a single lot

l To access the Lot Awarding page:

1. Navigate to Sourcing > Auctions > My Auctions and search / filter for theappropriate Multi-Lot auction.

2. Click the Title link to open the auction.

3. Navigate to Evaluate and Award > Lot Awarding.

Award All Lots to the Best Supplier

1. Click the Award Each Lot to Best Supplier button, which is located above the first table.

2. A confirmation page listing all lots to be awarded and the Best Bid and Best Supplier foreach lot appears. Select all lots by clicking the checkbox that appears at the top of the lot list:

3. ClickConfirm Award to complete awarding for the selected lots. The Lot Awarding pagereappears. The status for selected lots is updated to Awarded and email notifications are sentto the awarded suppliers. Note: If all lots were awarded, only the first table is displayed. If thebuyer did not select all lots to be awarded, the second table will also appear and it will containthe remaining lots.


Award All Remaining Lots to the Best Supplier

1. Click the Award Each Lot to Best Supplier button.

Note: Buyers can use this button to award lots even if not all lots are inEnded status. Thiscan occur if some of the lots were awardedmanually to a specific supplier, if some lots areawarded automatically, or if some of the lots are inNot Awarded status.

2. All lots are listed on the confirmation page, but only the lots in Ended status can be selected.

3. Click the checkbox at the top of the lot list to select all available lots.

4. ClickConfirm Award to complete awarding for the selected lots. The Lot Awarding pagereappears. The status for selected lots is updated to Awarded and email notifications are sentto the awarded suppliers. Note: If all remaining lots were awarded, only the first table isdisplayed. If the supplier did not select all remaining lots to be awarded, the second table willalso appear and it will contain the lots that have not been awarded.

Award All Lots to a Single Supplier

Note: This scenario is only available if all lots have ended and no automatic awarding has occurred.

1. Click the Select Lots to Award button beside the supplier that will be awarded.

2. A confirmation page listing all lots to be awarded appears. Click the checkbox at the top of thelot list to select all available lots.

3. ClickConfirm Award. The Lot Awarding page reappears. The status for selected lots isupdated to Awarded and email notifications are sent to the awarded suppliers. Note: If all lotswere awarded, only the first table is displayed. If the supplier did not select all lots to beawarded, the second table will also appear and it will contain the remaining lots.

Note:Although theBest Supplier column on this pagemay contain supplier names that arenot the supplier to be awarded, all selected lots are awarded to the supplier named at the topof the page

Award Some Lots to a Single Supplier

1. Click the Select Lots to Award button beside the supplier that will be awarded.

2. A confirmation page listing all lots to be awarded appears. Select the lots that will be awardedto this supplier. Note: ASelect Lots shortcut button located above the lot list will select all lotswhere the supplier is listed in the Best Supplier column.


3. ClickConfirm Award. The Lot Awarding page reappears. The status for selected lots isupdated to Awarded and email notifications are sent to the awarded supplier. Note: If allremaining lots were awarded, only the first table is displayed. If the buyer did not select allremaining lots to be awarded, the second table will also appear and it will contain the lots thathave not been awarded.

Award Single Lots or Choose Not to Award a Lot

Themanual awarding functionality is still available to award single lots or to choose not to award a lot. To

access this functionality, click the icon to access Lot Details for a specific lot.

l Award

1. ClickAward to access a list of eligible suppliers.

2. Select the appropriate supplier and clickConfirm Award.

3. ClickOK on the confirmation overlay.

4. Click to return to the Lot Awarding page.

l Do Not Award

1. To choose not to award a lot, expand theMore drop-down within the Lot Details andselect Do Not Award.


3. Click to return to the Lot Awarding page.

Cancel Awarding Decision

1. ClickCancel Awarding Decision on the Lot Details page.


3. Click to return to the Lot Awarding page. The lot has returned to Awarded status.





Supplier Impact



Ability to Export Multi-Item Bid DetailsBuyers can export an Excel file containing a list of all bids in an auction, both accepted and rejected, fromthe AuctionMonitor. However, details about the items contained in amulti-item lot were not included in theExcel file. The only place where buyers could access item details and bid details together for multi-itemlots was in the auction's Evaluation tab after the auction closed.

In 20.2, additional details for Englishmulti-item auctions, Sealed Bidmulti-item auctions, and Englishmulti-lot multi-item auctions are now available in Excel exports from the AuctionMonitor. Excel files forthese auctions contain an additional sheet that provides item-level bid details.


USER IMPACT

l Item-level bid details are available in Excel export files for Englishmulti-item auctions, Sealed Bidmulti-item and Englishmulti-lot multi-itemmulti-lot auctions:

1. Open the Auction Monitor for a multi-item auction.

Note:Multi-item lots are identified by the icon displayed in theBest Bid column.

2. Navigate to the Bids tab and click the Download Excel icon located on the right side of thetop navigation bar.


l The download file contains a new worksheet calledMulti Items, which contains information aboutsuppliers, date/time of bids, item codes, descriptions, quantities, units of measurement, unit prices,subtotals, bids, and currencies.





Supplier Impact


Access to Information About Sub-UsersWho Submit BidsPreviously, buyers did not have access to the identity of sub-users who submitted bids in auctions. In20.2, full transparency is available through the addition of supplier users' first and last names for each bidsubmitted. This information is available through the Excel export of bid information in the AuctionMonitor.



USER IMPACT

l The names of the suppliers who submitted bids is now included in the Excel export of bid informationfrom the AuctionMonitor. Follow these steps to access this report:

1. Open the Auction Monitor and navigate to the Bids tab.

2. Click the Excel download button .

l The User column containing user name details appears to the right of the Time column:





Supplier Impact



Ability to Refresh the Unit Price TableWhen Bidding inMulti-Item AuctionsThe table that suppliers use to enterUnit Price bids for multi-items is never refreshed automatically. Thisis a safeguard against the possibility of a refresh occurring while a user is editing a value in the table.However, there are circumstances in which a supplier may need tomanually update the data in the tablebefore entering a unit price. This can occur if a user wants to adjust the item price for selected items basedon the values of a previous bid.

To provide supplier users with greater flexibility for preparing bids in multi-item auctions, in 20.2, a refreshbutton has been added to the overlay that displays the details of existing bids in the AuctionMonitor. Thisbutton updates the values in the Unit Price Table tomatch the existing bid values selected by the supplieruser.


USER IMPACT






Supplier Impactl A Copy Values button is available for suppliers to manually refresh theUnit Price table before theyenter their bids in amulti-lot auction:


1. Click the information icon on the bid in theMy Bid table to open the Unit Price details ofthe bid.

2. Click the Copy Values button to update the values in the Unit Price table to match the entryin theMy Bid table.


SOURCING+ PURCHASE REQUESTSThis section focuses on updates that affect Purchase Requests in JAGGAER ONE Sourcing+.

Ability to Remove the Submit Button from PurchaseRequest PagesTo ensure that the purchase request (PR) process works effectively to meet the needs of all JAGGAERONE customers, it is now possible for customers to have theSubmit button removed from theMy Purchase Requests page and from theDetails pages within PRs.


USER IMPACT

If this feature is enabled, theSubmit button is not available for users tomanually submit PRs through theirJAGGAER ONE site. If theSubmit button is not available on your site, please contact your siteadministrator for information about the process for submitting PRs in your organization.


If this feature is enabled, the standard JAGGAER help documentation for purchase requests does notapply to the PR process for your site.



Supplier Impact



SOURCING+ NOTICESThis section focuses on updates that affect Notices in JAGGAER ONE Sourcing+.

Additional Validation Checks for OJEU Form F06JAGGAER has confirmed that Notices could be rejected for publication by the OJEU if the optional NoticeNumber in the OJ S field in section IV2.1 onOJEU Form F06 is left blank in combination with otherspecific entries on the form. To eliminate the possibility of this error, theNotice Number in the OJ S fieldin section IV2.1 has becomemandatory in 20.2 and a blocking error is issued from JAGGAER ONE if thisfield is left blank.


USER IMPACT

Users will receive a blocking error on the JAGGAER ONE site when publishing a Notice if theNoticeNumber in the OJ S field in section IV2.1 of OJEU Form F06 is left blank.





Supplier Impact


SOURCING+ BID COLLECTORThis section focuses on updates to the JAGGAER ONE Sourcing+ Bid Collector solution.


Introduction of Final EvaluationStatus to Bid CollectorIn 20.2, we have continued to add functionality to the Bid Collector module and refine the features within it.In this release we added several new features to support a new Final Evaluation status:

l As in the Sourcing+module, buyers can freeze and unfreeze documents during the evaluationprocess.

l The Conclude action is available for Bid Collectors only during Final Evaluation status.

l The Undo Conclude action returns Bid Collectors to Final Evaluation status.


USER IMPACT

l A Freeze Evaluation button has been added to theEvaluation > Responses page. Clicking thisbuttonmoves the Bid Collector document from Under Evaluation status to Final Evaluation status.When a Bid Collector is in Final Evaluation status, buyers cannot create new rounds or collect anyadditional supplier bids for the Sourcing event.

l The Freeze Evaluation button is replaced with anUnfreeze Evaluation button when the BidCollector is in Final Evaluation status. ClickingUnfreeze Evaluation returns the Bid Collector toUnder Evaluation status.

l TheConclude button is no longer available on theEvaluation > Responses page when BidCollectors are inUnder Evaluation status. TheConclude button becomes accessible only after theBid Collector has moved to Final Evaluation status.

l As before, theConclude button is replaced with anUndo Conclude button when the Bid Collectoris inEnded status. Now, clickingUndo Conclude returns the Bid Collector to Final Evaluationstatus.






Supplier Impact


Addition of External Call LinksMany objects in the JAGGAER ONE framework includeExternal Call links, which are integration pointswith external systems. Each object type defines the requirements to support a limited set of External Calllinks. The definition of these integration points includes whether the link appears for buyers or suppliers,and what page the link appears on. Each link also supports a set of parameters that are posted as part oftheExternal Call link when a user clicks the link.

In 20.2, it is possible to addExternal Call links to the following pages in the Bid Collector module:

l All pages in Bid Collector'sDetails area for buyers

l All pages in Bid Collector templates'Details area


USER IMPACT

If enabled, anExternal Call buttonmay appear on all pages in theDetails area in Bid Collectordocuments and/or templates. Check with your JAGGAER ONE administrator for directions for its use inyour buyer account.


Please contact JAGGAER to determine whichExternal Call links should be implemented on your site.



Supplier Impact



Enhanced Dashboard Quick SearchIn 20.2, the homepageQuick Search portlet has been improved with the addition ofMy Bid Collectors tothe drop-down options. The text entered in theSearch Value filter is checked against entries in the BidCollectors' Title, Code, andDescription fields.

Customer Impactl Related Solutions: Sourcing+l Feature Activation: This feature is ON by defaultl New User Rights related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT

My Bid Collectors now appears as an option in theQuick Search portlet drop-down. Text that is enteredin themandatory Search Value filter is checked against entries in the Bid Collectors' Title, Code, andDescription fields:





Supplier Impact



Improved Ability to Filter List PagesPreviously, users were unable to filter Bid Collector lists using both the Filter By stored search filters andthe filter drop-down containing searchable fields. In 20.2, users can construct more complex searchescontaining a stored filter andmultiple searchable field filters.


USER IMPACT

Users can filter Bid Collector lists using both a Filter By stored search filter andmultiple searchable fieldfilters:






Supplier Impact


More Descriptive File Names for Export FilesCurrently, no identifying information is contained in the file names assigned to Bid Collector export filesand it can be difficult for buyers to identify a specific export file from the list of file names. In 20.2,additional information such as Code, Round, andSupplier, will be included in newly-generated filenames and zip file names when applicable to save time and improve the user experience. File names willbe truncated when necessary to comply with theWindows File System length limitation for file names.


USER IMPACT

l The table below outlines the changes made to export files in the Bid Collector module:

Data Source File Name - Before 20.2 New File Name

Export Structure BidCollectorStructure.xlsx <BDC_CODE>-Structure.xlsx

Item Sheet BdcItemData-<section_id>-<bdcVersionId>.xlsx

<BDC_CODE>-items-<PriceSectionName>.xlsx

Item Template BcItemDataTemplate.xlsx <BDC_CODE>-itemtmpl-<PriceSectionName>.xlsx

Bid Sheet (Supplier) BdcResponse-supplierBids.xlsx <BDC_CODE>-bid-<PriceSectionName>.xlsx

Bid Sheet (Buyer - SupplierPreview)

BdcResponse-supplierBids.xlsx <BDC_CODE>-bid-<PriceSectionName>.xlsx

Bid Sheet (Buyer - EvaluatorPreview)




Bid Sheet (Buyer - EvaluateResponse)


Supplier Entire Response <BDC_CODE>-<SUPPLIER_NAME>.zip

<BDC_CODE>-<SUPPLIER_NAME>.zip

Best TCO Report <BDC_CODE>-Best-TCO-RD<round#>.zip

<BDC_CODE>-Best-TCO-RD<round#>.zip

Award Detail (Price Section) N/A <BDC_CODE>-<PriceSectionName>-AwdDetail.xlsx

Award Report N/A <DC_CODE>-AwardDetails.zip

l File names are truncated when necessary to comply with theWindows File System length limitationfor file names.

l Illegal file name characters such as *, ?, : are omitted from file names.

l File names within zipped files have the following file name structures:

ZippedFolder Description File Name - Before 20.2 New File Name

SupplierEntireResponse

Question/Discountsection answers(also has summaryinfo about pricesections)

QuestionsAndDiscounts.xlsx <BDC_CODE>/RD-<round#>/<SUPPLIER_NAME>/QuestionsAndDiscounts.xlsx

SupplierEntireResponse

Price Sectiondetails (1 per pricesection indocument)

<PriceSectionName>.xlsx <BDC_CODE>/RD-<round#>/<SUPPLIER_NAME>/<PriceSectionName>.xlsx

Best TCOReport


<PriceSectionName>.xlsx <BDC_CODE>/TCO-RD<round#>/<PriceSectionName>.xlsx

AwardReport


<PriceSectionName>.xlsx <BDC_CODE>/Award/<PriceSectionName>.xlsx






Supplier Impact

l The table below outlines the changes made to export files in the Bid Collector module:


Bid Sheet (Supplier) BdcResponse-supplierBids.xlsx <BDC_CODE>-bid-<PriceSectionName>.xlsx

Supplier Entire Response <BDC_CODE>-<SUPPLIER_NAME>.zip

<BDC_CODE>-<SUPPLIER_NAME>.zip

l File names are truncated when necessary to comply with theWindows File System length limitationfor file names.

l Illegal file name characters such as *, ?, : are omitted from file names.

l File names within theSupplier Entire Response zipped file have the following file name structures:

Description File Name - Before 20.2 New File Name

Question/Discount sectionanswers (also has summary infoabout price sections)

QuestionsAndDiscounts.xlsx <BDC_CODE>/RD-<round#>/<SUPPLIER_NAME>/QuestionsAndDiscounts.xlsx

Price Section details (1 per pricesection in document)

<PriceSectionName>.xlsx <BDC_CODE>/RD-<round#>/<SUPPLIER_NAME>/<PriceSectionName>.xlsx

SOURCING+ RFX AND CONTRACTSThis section focuses on updates that affect both JAGGAER ONE Sourcing+ RFx and Contractssolutions.

Ability to Copy RFQ-Awarded Items to a NewSection of anExisting ContractBefore 20.2, it was possible to copy items from Awarded orPre-AwardedRFQs and use them to create anew contract. In the 20.2 release, we have expanded this functionality by allowing users to copy items oritem sections from anAwarded orPre-Awarded RFQ andmove them to new sections of an existingcontract.

Also in 20.2, new sub-tabs forRFQs andAuction have been added to the Links area in the Contractsmodule. These sub-tabs have replaced the existingAssociated Objects section of a contract's Details >Settings page.


Customer Impactl Related Solutions: Sourcing+, Contractsl Feature Activation: This feature is ON by default for customers with both the Sourcing+ andContracts modules.

l New Permissions related to this feature: None.l New Notifications related to this feature: None.

USER IMPACT

l If this feature is enabled, a new option calledAward to Existing Contract is available under specificconditions for users to copy selected or all awarded items into a new section(s) of an existingcontract:

1. Navigate to Complete > Final Response Rankings in an RFx in Pre-Awarded or Awardedstatus.

2. Expand the Transforming Actions drop-down. If the RFx conditions and the buyer's userrights allow for the display of contract creation options, a new entry called Award to ExistingContract appears in the drop-down list. Select this option to access the list of existing contractsinto which the items can be transferred.

l These contracts meet the following requirements:

l The existing contract must be in the same project.

l The main contractor must be among the awarded suppliers of the RFQ.

l The Price List Proposal must be in Not Negotiated status.

3. Search/filter for the appropriate contract.

4. Select the checkbox of the appropriate contract and clickSelect to confirm the choice.

5. Configure the contract details by selecting/deselecting the following checkboxes:

l Transfer Buyer Attachments (Recommended)

l Transfer Supplier Response Attachments (Recommended)

l Transfer Formula Column Values (Recommended)Note:Changes made toconfirmed quantities and price information is not included in the Formulacolumns. The RFQ Response values are copied and can be edited in the contract.

l A system check is performed to validate the compatibility configured for the RFQ, thesupplier response, and the contract currencies. If necessary, the offer is recalculated, orthe creation process is blocked if the currency differences cannot be resolved. If thecreation process is blocked, an explanatory message appears on the page and the onlyaction possible is Cancel.

6. If the outcome of the system check is successful, clickNext to proceed to the next page whereitems for transfer can be selected.


7. Select the sections or items that will be copied. Note: This selection process is identical to theprocess followed when creating a new contract.

8. ClickConfirm.

l The following changes occur:

l New section(s) / item(s) are added to the contract's existing price list proposal and price listtotals are recalculated. Note: The Total Contract Value on the contract Details > Settingspage is not recalculated.

l An entry is added to the contract'sHistory of Changes area. The user, date, price list, anddescription are logged.

l The selected contract is listed on the RFQ's Links > Contracts page.

l The RFQ is listed on the new Links > RFQs page located within the contract.

l The RFQ information is included in a new Linked to RFQ section of the Contract'sPrintableView. Note:When applicable, a new Linked to Auction section is also available in thePrintable View.

l The contract information is included in the Linked Contracts section of the RFQ'sPrintableView.

New RFQs and Auctions Sub-Tabs in Contracts

As noted above, new RFQs andAuction sub-tabs have been added to the Links tab in the Contractsmodule. These tabs replace the existing Linked Objects section of the contract's Details > Settingspage.

l Links > RFQs - Lists the RFQ(s) that have been associated to the contract through TransformationActions during RFQ negotiations. The following information is displayed:

l Originating Object

l Code

l Title

l Project Code

l Owner

l Status

l Closing Date

Note:Because RFQs can be linked to existing contracts, there is no longer a 1-to-1 ratiolimitation of RFQs and contracts. Multiple RFQs may be linked to the same contract.

l Links > Auction - Lists the auction associated with this contract through a sourcing negotiation. Thefollowing information is displayed:

l Code


l Title

l Format

l Description

ADMINISTRATION IMPACT


INTEGRATION IMPACT

This feature does not impact any third-party integrations.

Supplier Impact


Improved Functionality of Deleting Attachments fromAdditional Attachments AreaPreviously, when buyers weremanaging attachments in Object configuration (RFx, Auction, Contract,

etc.), they had to access theProperty button in order to delete the file. With the 20.2 release, the

process of deleting attachments in objects is simplified. A new Delete button is displayed next to theProperty button to facilitate the deleting process.

Customer Impactl Related Solutions: Sourcing+, Contractsl Feature Activation: This feature is ON by default.l New User Rights related to this feature: Nonel New Notifications related to this feature: None


USER IMPACT

l Buyers can easily delete the attachments from the object's attachment area (RFx, Auction, Contract,etc.):

l This option is available for both attachment types Visible Only to Buyers andVisible toSuppliers.

l TheProperty button remains unchanged for other actions.





Supplier Impact


Optional Tooltips For Objects SettingsWith the 20.2 release, new features were added to theObjects Settings page in read-only and edit modeto improve the navigation and functionality of the RFX, Project and Contract Settings:


l Table of Contents: A new Table of Contents allows a quick navigation between the various Settingsections.

l Visibility Icon: Buyers are able to easily identify the setting fields that are visible to suppliers via anicon.

l Field Help Tips: Depending on the platform configuration, Help Tips can be available for any fieldon theRFx andContract Settings page. Note: The Help configurationmust be enabled for yourorganization in order to see the Field Help Tips.

Customer Impactl Related Solutions: Sourcing+, Contractsl Feature Activation: This feature is ON by default.l New User Rights related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT

l The following changes appear on objects' Details > Settings pages in the RFx, Project, andContract modules:

l Table of Contents: The Table of Contents allows a quick navigation between the various

Settings sections. Click on the icon to expand the TOC. Selecting any section in the TOCdrop-down list will take you directly to the selected section.

l Visibility Icon: Buyers can now easily identify the fields that are visible to suppliers via anicon. After publication, if any changes aremade to these fields, a change email alert is sent to


suppliers to keep them informed.

l Field Help Tips: If theOnline Help is enabled for your organization, you will be able to seeHelp Tips for any field on the RFx and Contract Settings page.





Supplier Impact


Archive Audit TrailIn Release 20.2, we have improved the ability of organizations to audit archived and restored objects.When specific objects are archived or restored, either manually or, if enabled, through a batch procedure,an entry is added to theHistory of Changes for those objects. This allows organizations to better track


the archiving process, including the date objects are archived and the user who performed the archiveaction. The objects that are affected by this change are projects, collaborations, RFIs, RFQs, auctions,and contracts.

Customer Impactl Related Solutions: Sourcing+, Contractsl Feature Activation: This feature is ON by default.l New Permissions related to this feature: None.l New Notifications related to this feature: None.

USER IMPACT

l Standard entries are added to an object's History of Changes area when the object is archived orrestored from archive. These actions may bemade either manually or through a batch importprocess. This enhancement applies to the following types of objects:

l RFIs

l RFQs

l Auctions

l Contracts

l The following information is included in theHistory of Changes entry:

l User - User name if performed manually; System User - to be verified if performed through abatch procedure

l Date - Date and time the action was completed

l Description - A fixed string: Example: "Contract archived"

l Comments - Optional

l Attachment - Optional

l Detailed Description - A fixed string. Example: "Contract was manually archived"

ADMINISTRATION IMPACT


INTEGRATION IMPACT


Supplier Impact



Improvement of DivisionManagement for a Single BuyerOrganizationMany JAGGAER customers are configured with aSingle Buyer Organization andmultipleDivisionsthat correspond to different companies. With the 20.2 release, theDivision name is available to suppliersto assist them in identifying the companies/divisions in negotiation events through the addition of a newDivision column appears after theBuyer Organization column in the Object lists. Suppliers are able toeasily identify theBuyer Organization Division associated with an object and they also have the abilityto filter by Division. This option is available in the following areas:

l Published Opportunities

l RFx

l Auction

l Contracts

Customer Impactl Related Solutions: Sourcing+, Contractsl Feature Activation: This feature is OFF by default andmust be enabled by JAGGAER.l New User Rights related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT






Supplier Impact

l Suppliers can now see theDivision of the buyer organization when they access the object's list(Opportunities, RFx, Contract, Auction).


l Suppliers can also search forDivision from the filter menu option.

20.2productreleasenotes · 2020-07-17 · jaggaer ii improvedabilitytofilterlistpages 45...

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