Release Notes

Release Notes highlight the enhancements and defect resolutions made to the WebProcure application suite.

If enhancements were included in the release, they will be listed as bullet points below each link.

Click a release versions link below to view related PDF version of Release Notes in a new browser window.

2024

• WebProcure 24.4 - August 2024

  • Product enhancements - general availability

    • Login

      • Extended timeframe for password rese link 

• WebProcure 24.1 - February  2024

  • Product fixes

    • Notifications

      • Update of support email address in notifications.

    • Contracts

      • Users not receiving contract event notification emails.

    • Solicitations

      • Unable to upload documents in a solicitation.

2023

• WebProcure 23.6 - December  2023

  • Product enhancements - general availability.

    • Vendor portal

      • Organizational updates in vendor portal.

  • Product fixes

    • Vendors

      • Supplier allowed to register without FEIN or SSN

    • Contracts

      • Closing a contract view directed users to contract new search

      • Format issues with printable version of contracts

    • Solicitations

      • Unable to specify vendor Q&A duration

      • Closing a solicitation view directed users to solicitation new search

 

• WebProcure 23.5 - October  2023

  • Product enhancements - general availability.

    • Approval inbox

      • Download Solicitation Documents option added.

    • Public contract board

      • Addition of Custom Fields and Contract Clauses in the contract summary print.

      • Jasper Personal Reports saving and sharing.

  • Product fixes

    • Approval inbox

      • Approval attachments not showing in the audit trail.

    • Requests

      • Error from adding documents to the Request for Contract.

    • Solicitations

      • Bid/Unit was blank when it should display 0.00.

 

• WebProcure 23.4 - August  2023

  • Product enhancements - general availability.

    • Analytics

      • New Contract and Invoice view added.

    • Public contract board

      • Contract Print button added to contract board.

    • Vendor portal

      • Additional validations to prevent vendor from disassociating from buyer.

      • Moving document from one category to another category did not create audit record.

      • Organizational updates to vendor portal.

  • Product enhancements - limited availability.

    • Approvals

      • Skip Approver functionality added to Expedite Approvals.

  • Product changes

    • Admin

      • Prevent Duplicates  in Item Spec Library cannot be changed by enterprise admin.

    • Admin/solicitations

      • Item template import Library Items checkbox tied to permission.

    • Contracts

      • Retiring Classic Contract Search (view current, view archived).

      • Suppliers listed alphabetically under contract Supplier Diversity Information section.

    • Public bid board

      • Username and Password fields, Download link on award report removed.

    • Public contract board

      • Cancelled icon changed for contracts on contract board.

    • Solicitations

      • Retiring Classic Solicitation Search (view current, review/award, view archived).

      • Award report Award Report Notes section to default to list of vendors who responded to solicitation.

  • Product fixes

    • Analytics

      • Buyer usernames with a hyphen cannot schedule reports.

      • Reports containing master contracts would not display contractor contact name.

    • Contracts

      • Total value contract event notification displayed incorrect data.

      • Capital letters affect contract title (ascending) sort.

      • Several issues reported with new contract search.

      • Contract notification override default template body content not saving.

      • Contract custom recurring notification displaying ‘undefined’.

    • Public bid board

      • Incorrect time zone under solicitation questions & answers.

    • Solicitations

      • Buyer unable to modify estimated total value via addendum.

      • Award report for two envelope solicitation does not display technical evaluation documents.

      • Incorrect time zone on Q&A center export.

      • Bid award report history ‘solicitation questionnaire’ section included draft responses.

    • Vendor portal

      • Remittance address not validated on vendor profile.

    • Vendors

      • Add new supplier search does not return expected results.

 

• WebProcure 23.3 - June  2023

  • Product enhancements - general availability.

    • Admin

      • Ability to select a default organization on login.

    • Contracts

      • Ability to deselect suppliers when creating a solicitation from a master contract.

      • Audit records added for update to contract header custom fields.

  • Product enhancements - limited availability

    • Admin/public contract board.

      • Setting to control display of cancelled contracts on contract board

  • Product changes

    • Contracts

      • Contract admin dropdown display modified

    • Login

      • Password reset link valid for extended timeframe

    • Public bid board

      • New toggle and checkbox option for organization section and results display

      • Under evaluation and closed statuses combined on public bid board

      • Vendor change details report for all addendum versions to display on solicitation view

      • Bid types section display order change

    • Public contract board

      • Contract board attachments sorting changes

    • Solicitations

      • New toggle and checkbox option for organization dropdown and results display

      • Breakdown of vendor response documents added in evaluation committee document selection

      • Solicitation award doc available in download solicitation documents zip folder after bid is finalized

      • Vendor bid notifications enabled by default + bid submission confirmation message updated

      • Incomplete required fields for bid response indicated to vendor

  • Product fixes

    • Contracts

      • Contract search missing or erroneously displaying actions for some statuses

      • Unable to modify subcontractors via amendment on contract with catalog

      • Remaining balance calculation display issue

      • Users not receiving contract event notifications

      • Public bid board/solicitations

      • Buyer-only fields displaying on bid board solicitation summary

    • Solicitations

      • Solicitation search missing or erroneously displaying actions for some statuses

      • Published award report changed from original form following vendor award

      • Vendor may email buyer directly solicitation header checkbox does not carry to q&a Center

      • Price evaluation documents not included in email link to evaluation committee

      • Solicitation contact change created incorrect audit entries

    • Vendor portal

      • Indirect main contact address change did not trigger vendor status change and notification

    • Workflow

      • Workflow approval steps out of order when adhoc approvers are added

• WebProcure 23.2 - April  2023

  • Product enhancements - general availability.

    • Admin/public bid board

      • Setting to control display of attachments for canceled/retracted solicitations on bid board.

  • Product changes.

    • Admin.

      • Change to request workflow configuration inheritance flow.

    • Email notifications.

      • WebProcure support email address updated on all email notifications.

  • Product fixes.

    • Admin.

      • Orders closed with order closure tool had incorrect close date.

    • Analytics.

      • Req commodity name field displaying req commodity #.

    • Approval inbox.

      • Compare version with last contract action missing for ad hoc approver.

    • Contracts.

      • Cumulative encumbered/expended value, remaining balance and % value to go fields not reflecting correct amounts.

      • Email and user notification, auditing corrections for administrative documents.

    • Contracts/public contract board.

      • Partial list of subcontractors displaying on contract board.

    • Document cross reference view.

      • Request displaying incorrect supplier for purchase order dispatched to distributor.

    • Invoice.

      • Vendor icon opens profile for incorrect supplier when purchase order dispatched to distributor.

    • Solicitations.

      • Internal error when saving copied new items and selecting existing library items.

      • Vendor responses accessible when formal solicitation cancelled before closing date/time.

      • Display issue on actions column of restricted access section.

      • Review/award and view archived solicitation search not working.

      • Questionnaire template out of order on solicitation.

      • Supplier can mark documents confidential when allow confidential documents setting is unchecked.

 

• WebProcure 23.1 - February  2023

  • Product enhancements - general availability.

    • Analytics

      • New commodity view added to jasper reporting.

      • Contract manager field added to contract view.

      • Contract diversity allocation fields added to contract view.

    • Approval inbox.

      • Multiple attachment support to documents in approval inbox.

    • Contract board.

      • Search results display diversity indicator for multi-vendor contracts.

    • Contract board/contracts.

      • hyperlinks accepted in contract description field.

    • Contracts

      • Managing administrative documents on a contract – addition of contract manager field.

    • Invoice.

      • Item delete action reflected in invoice history.

  • Product enhancements - limited availability.

    • Admin/solicitations.

      • Solicitation project manager approval rule and project manager addition to solicitation restricted access list.

  • Product changes.

    • Contracts.

      • Updates to diversity allocation contract header section.

      • Contract admin drop-down field defaults to logged-in user.

      • Contract admin field format changed to ‘last name, first name’.

    • Solicitations.

      • User and buyer name drop-down fields default to logged-in user.

      • User and buyer name field format changed to ‘last name, first name’.

  • Product fixes.

    • Contracts.

      • Contract amendment could not be created when contractor’s insurance expiration date had passed.

      • Contract Clauses contained HTML code on contract print

    • Contract board.

      • Incorrect hover on icon for new contract awaiting effective date.

    • Document cross reference view.

      • Document cross reference view not reflecting correct supplier on request, order and receipt if order dispatched to distributor.

    • Invoice (buyer).

      • Edit action to remain available for supplier-created invoices rejected/auto-rejected to buyer.

      • Invoice could not be deleted when in rejected or auto-rejected status.

      • Invoice/credit list not reflecting correct supplier for purchase orders dispatched to distributor.

      • Supplier notification not reflecting correct supplier for purchase orders dispatched to distributor.

    • Invoice (vendor).

      • Purchase orders and associated invoices displaying erroneously for contractor when purchase order dispatched to distributor.

    • Request

      • Unable to print entire request for requests in open status.

    • Solicitations.

      • Evaluation committee zip file contained price information during technical evaluation phase.

    • Vendors.

      • Html code appearing on supplier search paperclip icon hover.

 

2022

• WebProcure 22.5 - December  2022

  • Product enhancements - general availability

    • Invoice

      • Copy action added for payment vouchers.

  • Product enhancements - limited availability

    • Admin/contracts

      • Managing administrative documents on a contract.

  • Product changes

    • Public bid board

      • Button size and display updated on bid board solicitation view.

    • Solicitations (vendor)

      • Optional fields on vendor line item response template and ui.

    • Workflow

      • Suspended accounts will not be allowed in workflow.

  • Product fixes

    • Contracts

      • Contract clause deletions not in revision history.

      • Hide contract value field resets on contract amendment.

    • Invoice (buyer)

      • Invoiced to date field includes incorrect invoice statuses.

      • Invoiced to date field includes incorrect credit memo statuses.

      • Invoice pop-up message for partially matching invoice to receipt displays incorrect unmatched quantity.

    • Invoice (vendor)

      • Closed purchase order displaying for vendor to select when invoicing.

    • Public bid board/solicitations

      • Urls not displaying as hyperlinks in solicitation description.

    • Solicitations (buyer)

      • Ability to view or add ad hoc approvers to pre-award workflow missing after award issue.

      • Unable to finalize award when awarding by group with some groups not awarded.

      • Vendor response documents does not include confidential attachments.

      • Item template issues.

    • Solicitations (vendor)

      • Vendor line item response import does not allow negative prices.

      • Vendor line item response template issues.

 

• WebProcure 22.4 - September  2022

  • Product Enhancements - General Availability

    • Solicitation

      • Import solicitation items adding option to remove existing solicitation items upon item import. 

      • Estimated unit price (usd) is a new column in item template.

      • Importing items matching those in item spec library.

    • Vendor

      • File size limits on vendor response attachments.

    • Contract

      • Event-triggered email notifications.

  • Product Changes 

    • Request

      • Preventing users from creating solicitation on a request a second time.

    • Invoice

      • Paid invoice notification email sent to supplier should display supplier invoice number.

      • Paid invoice created by buyer now displays payment details on vendor portal.

      • Supplier-facing invoice status update.

  • Product Fixes 

    • Request 

      • Switching contract number on request edit should not change item description.

    • Solicitation

      • View audit detail displays no records for retracted/canceled solicitations.

      • Justification document upload erases solicitation field values for those solicitations created from request.

      • Solicitation evaluation committee invitation link for document download.

      • Print/download solicitation summary on public bid board does not generate for retracted/canceled solicitations.

    • Vendor

      • Audit records page should include vendor name and menu tabs for ease of navigation.

• WebProcure 22.3 - July  2022

  • Product Enhancements - General Availability

    • Analytics

      • Master contract number and contract number added to solicitation view. 

    • Solicitations/admin

      • Bid tab report abbreviated in case of manage solicitation line items via spreadsheet submission functionality.

    • Solicitations/public bid board

      • Ability to display and keep a history of multiple award reports.

    • Solicitations

      • File attachment size increased for solicitation manual audit.

      • File attachment size increased for buyer header-level attachments.

    • Vendors

      • New audit entries related to w-9 document visibility.

  • Product Changes 

    • Contracts

      • Contract amendment scheduled amendment checkbox default controlled by setting.

    • Solicitations

      • Apply to all items checkbox on solicitation additional item fields properly applies changes to other line items.

  • Product Fixes 

    • Analytics 

      • Contract statuses missing from contract view contract status filter / statuses to create 2nd record expanded.

    • Invoice

      • Remaining balance and % value to go incorrect on contract print.

      • Committed contract releases export displays incorrect supplier for orders.

    • Invoice

      • Credit memos allowed with quantity greater than order quantity.

      • Credit memos not included in po total tolerance approval rule.

    • Solicitation.

      • Vendor may e-mail buyer directly checkbox not functioning properly on solicitation create and edit.

      • Unknown commodity codes incorrectly appearing in item spec library.

• WebProcure 22.2 - April  2022

  • Product Enhancements - General Availability

    • Admin

      • Ability to set vendors to pending and trigger notification when vendor custom fields change is made. 

    • Analytics

      • Ability to report on total contract approval cycle time and individual approval workflow steps.

      • Contract view field changes and additions.

      • Unit price effective/expiration date fields added to contract view.

      • Ability to handle custom fields according to their data type.

    • Solicitation

      • Audit document upload progress bar added to solicitation manual audit entry creation. 

  • Product Enhancements - limited availability

    • Admin/contracts

      • Contract and vendor performance evaluation enhancements.

    • Admin/contracts/Solicitations

      • Setting to control display of unkown commodity codes on solicitations and contracts.

    • Invoice/order

      • Error condition for PO with outstanding receipts (behind setting).

    • Solicitations

      • User permission to create/edit restricted access list.

      • New user scope option for edit a bid, view only bids, edit a quote and view only quotes user permissions

  • Product Changes 

    • Solicitations 

      • Option added to consolidate item history for items of the same item spec number.

  • Product Fixes 

    • Analytics 

      • Contractor name missing from contract view for migrated contracts.

      • Adding scorecard fields on vendor management view yields error.

    • Contracts

      • Remaining balance and % value to go incorrect on contract print.

      • Committed contract releases export displays incorrect supplier for orders.

    • Invoice

      • Inactivated/disabled vendor should not be selectable on invoice or payment voucher.

      • Invoice PO lookup screen not reflecting correct orders when contract exists with contractor and distributor.

    • Request

      • Off-catalog commodity approver workflow does not use classification structure.

    • Invoice

      • Documents attached to manual audit entries not retained.

      • Item history should include only final submitted bids

      • Publish award report and modify published award report action labels are displaying backwards.

• WebProcure 22.1 - Feb 2022

  • Product Enhancements - General Availability

    • Approval

      • Supplier name(s) added to approval email notifications. 

    • Contracts

      • ‘Cumulative Expended Value’ calculation updated.

      • ‘Total Paid’ and ‘Remaining Balance’ contract field additions.

  • Product Enhancements - limited availability

    • Solicitations

      • Addendum capability added with ‘Manage Solicitation Line Items via Spreadsheet Submission’ feature.

  • Product Changes

    • Contracts

      • Post-award evaluation tool feedback.

    • Requests

      • New setting to control Commodity Category populating Item Description .

  • Product Fixes 

    • Analytics 

      • Personal reports ‘Copy to Organization’ and ‘Copy to Personal’ issues.

    • Approval

      • Expedite Approvals Search not yielding results for organization(s) where the user is not a member.

    • Invoice

      • On Invoice submission, current PO accounting not picked up until invoice integration.

      • ‘Cancel Request for Payment’ action missing from vendor-submitted ‘Submitted for Payment’ Invoices in some match statuses.

      • Invoice Import error report does not list errors for invalid dates.

      • Invoice Approvals not sending emails to approvers.

    • Solicitations

      • Solicitation Item Import with ‘update’ action causing 500 error.

      • Buyer Solicitation Item Import and supplier Solicitation Response Import email and report feedback.

2021

• WebProcure 21.6 - Nov 2021

  • Product Enhancements - General Availability

    • Admin

      • Manage item spec library columns renamed and sorting added. 

    • Contract board

      • Supplier search capability added to public contract board.

      • Diversity icon added for distributors on public contract board.

    • Contracts

      • Contract dispatch capability added to master contracts.

      • Supplier search capability added to contract search.

    • Orders

      • ‘Justification’ field added to order print as ‘notes to approver’.

    • Other

      • Type-ahead search added to logged-in organization drop down. 

    • Solicitations

      • Bid total added to award report.

      • Item spec library columns renamed and sorting added.

  • Product Enhancements - limited availability

    • Admin

      • Approved supplier propagation on newly created organization.

    • Orders

      • User cannot change accounting on partially invoiced line item.

  • Product Changes

    • Contracts

      • Post-award evaluation tool feedback.

      • Contract contact added as recipient of single-supplier contract dispatch.

      • Generating contract from solicitation displays contract contact.

    • Requests

      • Required asterisk added to ‘service or commodity code’ field .

  • Product Fixes 

    • Contracts 

      • Request for contract amendment’ action not available on contract search

      • Single letter displays instead of drop-down value selection for custom fields in contract print.

    • Solicitations

      • Solicitation summary title page shows incorrect end date.

      • Additional item field attributes missing when creating consecutive line item.

• WebProcure 21.5 - Sept 2021

  • Product Enhancements - General Availability

    • Admin/contracts

      • External contract spend data feed.

      • New request contract spend approval workflow rule.

    • Admin/solicitations

      • Management of solicitation item spec library. 

      • Prevent duplicate item specs in item spec library.

    • Analytics

      • Organization name added to differentiate views/reports copied to multiple organizations.

      • Pending contract amendment records added to contract view.

  • Product Changes

    • Analytics

      • Additional line item data now bid-specific.

    • Contracts

      • Increase in maximum file size for catalog upload.

    • Orders

      • Delivery date unchanged when change order processed same day as purchase order.

    • Solicitations

      • Document link unavailable for evaluation committee.

  • Product Fixes 

    • Admin 

      • Evaluation attachments displaying in solicitation doc library.

      • W-9 forms not visible to buyer after vendor approved.

    • Contracts

      • Contract expiration date in contract amendment email notification incorrect.

      • Permission dependency removed for sub-org user running post-award evaluation on head org contract.

    • Requests

      • Error selecting supplier roundtrip link on request.

    • Single sign-on

      • Single sign-on password changes.

    • Solicitations

      • Bid tab report displaying blank amounts for additional item field.

      • Solicitation search improvements.
         

• WebProcure 21.4 - July 2021

  • Product Enhancements - General Availability

    • Admin

      • Ability To Set Default Bid Board View to Status = Open.

      • Notification And Validation When Suppliers Disassociate Themselves from Buyer.

    • Analytics

      • Add Fields to Org and User Settings View. 

      • Add Fields to Invoice View.

      • Add Fields to Master Bill to Address Information View and Master Ship to Address Information View .

      • Add Fields to Req and Po View, Req and Po Active Versions View. 

    • Contracts / Solicitations

      • Contract Search and Solicitation Search Page Improvement.

    • Solicitations

      • Restricted Access Feature in Solicitations Refined.

      • Solicitation Submitter User Added to Solicitation Approval Email Notifications.

  • Product Enhancements - Limited Availability

    • Solicitations / Contracts

      • Post-Award Evaluation Tool.

        • Buyer – Create Solicitation

        • Vendor Portal – Respond to Solicitation

        • Buyer – Award Solicitation

  • Product Changes

    • Admin

      • Contract Workflow Approval Rules Relabeled.

    • Analytics

      • Personal Reports - Save Button Added for Reports.

    • Approvals

      • Expedite Approvals – New Required Field, Existing Field Revised, Scope Added.

    • Contracts

      • Contract Administrator Drives Contract and Contract-Amendment User-Based Workflows.

    • Invoices

      • Change Order Receiving Error on A Line That Has Not Been Invoiced.

    • Orders

      • Order Date Column Re-Labeled.

    • Vendor Registration

      • Update Of Additional Contacts Default for Vendor Registration.

  • Product Fixes 

    • Admin 

      • Vendor Did Not Appear in Search.

      • Saving/Uploading Vendor Profile Results in Error.

    • Admin/Session Details

      • Incorrect Time Zone Referenced on Session Details Pop-Up.

    • Analytics

      • Solicitation Status Displays as Null.

    • Approvals

      • Expedite Approval Issues.

    • Bid Board

      • Issue With Displayed Solicitation End Date.

    • Contract Board

      • Buyer-Only Fields Appear on Public Contract Board.

    • Contracts

      • Catalog And Price Files Fail to Upload.

      • Contract Performance Assessment and Score Not Displayed.

      • Contract Amendment Notification/Event Notification Emails Not Sent.

      • Contract Event Notifications Delayed and Custom Notifications Not Sent.

      • Incorrect Contract Clauses for New and Uploaded Contracts.

      • Audit Entries Out of Order.

      • Error Adding New Contract Type.

    • Contracts / Approvals

      • Request For Contract Amendment and Standard Contract Amendment Approval Map Access Change.

    • Cross-Reference Search

      • Inaccurate Total Received Amount in Document Cross-Reference View.

    • Form Builder

      • Smartystreet Validation Not Working for Contact Addresses.

      • Update Customer Specific Content on Instructions Section of Vendor Registration.

    • Invoices

      • System Not Unmatching Items on Cancelled Final Invoices.

      • Invoice Supplier Notification Not Formatted Correctly.

      • Payment Voucher Rounding Issue.

    • Receipts

      • Commodity Code Added to Receipt Entry Screen.

    • Requests

      • Acceptable Vendor Name Length Increased in Database.

    • Requests / Orders

      • System Allows Po Creation That Exceeded Contract Total Value.

    • Single Sign-On

      • End Users Getting Forced Off of Webprocure.

    • Solicitations

      • Issue With Audit Records on Solicitations.

      • Solicitation Audit Record and Procurement Profile Download Have Incorrect Time Stamps.

      • Solicitation Document Library and Admin Document Library Out of Sync.

 

• WebProcure 21.3 - May 2021

  • Product Enhancements - General Availability

    • Admin

      • All Field Types Fully Functional When Used as Editable, Buyer-Only

    • Analytics

      • Commodity Code Added to Receipt View

      • Add New Request and PO View Fields

      • Remove HTML Tags from Jasper Fields

      • Multiple New Fields Added to Org and User Settings View

    • Approval / Contracts

      • 'Compare Version with Last Contract' Action Added to the Contract Amendment Type Approval Workflow Rule

    • Bid Board / Contract Board

      • Public-Facing Contract Board and Bid Board Improvements

    • Solicitations

      • Questionnaire / Requirements Uploads Included in Download All Documents Zip File

  • Product Enhancements - Limited Availability

    • Admin

      • Add SSN and WebPRocre System ID to Vendor Diversity API

      • Create Setting for Order Closure and ERP Integration

      • Order Closure Tool:  Error Condition for PO With Outstanding Receipts

    • Analytics

      • Personal Reporting Improvements

    • Invoices

      • Void Invoice (Void Payment) - Additional Scenarios Supported
         

• WebProcure 21.1 - January 2021

  • Product Enhancements - General Availability

    • Admin

      • Manage Field Library Enhancements

        • Document Field Mapping Section Added (Fields Added at Parent Org. Level or Sub-Org. Level)

        • Delete Field Privilege Added

        • Document Field Mapping Management Changes

      • Delete User Validations

    • Admin / Solicitations

      • Added EBO Setting to hide/display Demand Aggregation on Solicitations

    • Approvals

      • Enhance Transfer Approvals Process to Accommodate Multiple Scenarios (Expedite Approvals)

    • Contracts

      • Mark All as Public Checkbox Will Mark All Items on Multiple Pages (Catalog Items)

      • Added Workflow Specific to Contract Type

    • Requests

      • More Intuitive Need By (Requested Delivery) Date Selection

    • Solicitations

      • Add Time Stamp to Create Date Column on Supplier Information Page (Evaluate Supplier Responses/Review Vendor Documents)

  • Product Enhancements - Limited Availability

    • Admin

      • Extend Vendor Contract Signature Rule on Basis of Contract Type

      • PO Closure Tool Updates

    • Admin / Orders

      • Updated Change Order Logic

    • Admin / Vendor Management

      • API Creation and File Processing for Customer Specific Vendor Diversity Feed

    • Analytics

      • Schedule Reports Permission and Functionality

    • Invoices / Vendor Portal

      • Invoice Cancellation: Void Payment Action

    • Solicitations

      • Two Envelope - Prevent Technical Evaluation Submission if No Suppliers are Selected / Confirm Technical Finalist Selection

  • Product Changes

    • Requests

      • Special Characters Introduced from Copy & Paste into a Request Item Description

    • Solicitations/Admin

      • Move Ability to Send Supplier Message from View Bids/View Quotes Permission to Edit Bid/Edit Quotes Permission

      • Refined Actions/Capabilities Associated with the View Q&A Permission

2020

• WebProcure 12.6 - November 2020

  • Product Enhancements - General Availability

    • Admin

      • Creation of New Privileges for Admin Sections and Subsections

      • Management of Document Libraries

    • Order / Invoice

      • Add Order Line Numbers to Receipt and Invoice Entry Pages

    • Request

      • Financial System Pending Status Added to Track Requests Page

  • Product Enhancements - Limited Availability

    • Invoice

      • Account Code Description Added to Multiple Pages including:

        • Payment Voucher - View, Create and Edit pages

        • Track Requests

        • Track Orders

        • Purchase Order History

        • Approval Inbox

        • Invoice Summary

        • Invoice Items

        • Request Modal in Document Cross Reference View

        • PO Modal in Document Cross Reference View

    • Solicitations

      • Two-Envelope - All Buyer Visible Proposals Available to Publish in an Award Report

  • Product Changes

    • Contracts

      • Master Contract and Do Not Dispatch Change

 

• WebProcure 12.5 - September 2020

  • Product Enhancements - General Availability

    • Admin / Contracts

      • Request for Contract Amendment Workflow Modifications

    • Analytics

      • Solicitation Header Description Added to Solicitation View

    • Solicitations

      • Complete Redesign of Q&A Center

        • Q&A Center Question Visibility Default

        • New Look and Layout for Solicitation Q&A Center

        • Post and Publish - Q&A Center 

        • Post and Publish - Bulletin Board

        • Attachments and PDF Print

        • Enhanced Auditing for Q&A Center

  • Product Enhancements - Limited Availability

    • Analytics

      • Personal Reporting

        • Access the Personal Reporting Document to learn more about this functionality.

        • NOTE: Personal Reporting must first be enabled by an internal Proactis Administrator in your UAT environment.

    • Invoice

      • Validation for Errors on Invoice Import

      • User Validation for 2-Way or 3-Way Match Privilege Prior to Invoice Import

      • New Invoice Workflow Rule: PO Line Item Quantity Approver

      • Cancelling Requests for Credit

  • Product Changes

    • Admin

      • Validation When Configuring Invoice Auto-Rule Workflows

    • Invoice / Vendor Portal

      • Change in Behavior When Buyer Edits Supplier-Entered Invoice

 

 

• WebProcure 12.4 - August 2020

  • Product Enhancements - General Availability

    • Admin / Contracts

      • Ability to Modify Default Text of Contract Event Notifications

      • Solicitation Number Added to the Manage Contract Board Visibility Settings

    • Admin / Solicitations

      • Separate Add/Edit Item Specification Permission from Item Template Upload

    • Analytics

      • Supplemental Data Fields Added to Req and PO Active Versions View

    • Contracts

      • Ability to Automatically Change Line Item Expiration to Match Changed Contract Expiration Date

    • Contracts / Solicitations

      • Net 25 Added as Option to Payment Terms on Contract Header and Solicitation Header

    • Home

      • Total Invoiced Amount Updated on Cross-Reference Search

    • Solicitations

      • Select Data to Include in the Long Description of a Generated Catalog File

    • Vendor Portal

      • Updated Online Help for Vendors

  • Product Enhancements - Limited Availability

    • Admin / Invoice

      • Multiple Invoice Matching Related Enhancements and More

        • Enable Auto-Matching  for Supplier (Portal) Entered Invoices and Integrated Suppliers (API/eInvoice)

        • Re-Initiate Auto Matching on Receipt Submittal

        • Invoice Two-Way Match Vendor Designation

        • Invoice Workflow: Vendor Invoice Match with Threshold

        • Define Recipients of Manual- and Auto-Reject Invoice Notifications

        • Cancelling Submitted Invoices

        • Accept Additional Check Payment Responses on Invoices with Paid Status

    • Online Help

      • French Buyer Help Now Available

    • Vendor Management

      • Additional Check to Determine if Vendor Belongs to WebProcure

      • External Vendor Validation Files Update HQ and Branches with Same FEIN

  • Product Changes

    • Log In

      • Supplier Registration Link Removed from Log In Page

    • Analytics

      • Payment Voucher View Changes

      • Rename Field Labels and Resolve Data Pull Issues on Multiple Reports

    • Contracts / Approval

      • Organization Check on Request for Contract Amendment

    • Contracts / Solicitations

      • Floating Save Button Replaces Auto-Save on Solicitation Requirements and Contract Clauses

        • NOTE: This change was released into UAT on July 2, 2020 as a 12.3 Patch.

    • File Upload / Upload Document

      • Supported File Types

    • Invoice

      • Match All Action Button Relocated to Top of Page

      • Separate Document Status and Invoice Match Status

      • Watermark Added to Payment Voucher Pages in UAT (Stage) Environment

 

 

• WebProcure 12.3 -  June 2020

  • Product Enhancements - General Availability

    • Admin

      • User Roles and Permissions Propagation

      • User Roles and Permissions May Be Copied when Bulk Propagating

      • Upload Tool to Close Purchase Orders Still Open in WebProcure

      • Historical Price Upload

    • Admin / Contracts

      • Custom Fields Visibility Options on Contract Board

    • Analytics

      • Supplemental Data Fields Added to Req and PO View

      • Modified Payment Voucher View

    • Approval

      • Supplier Filter Added to Approval Inbox

    • Solicitations / Admin

      • Refined Item Specification Permissions

    • Solicitations / Vendor Portal

      • Rename and Improve Collaboration Center (Q&A) Center

  • Product Enhancements - Limited Availability

    • Admin / Form Builder

      • Notification When Vendor Completes Registration

      • Enable Form Builder to Support Vendor Invitation

    • Admin / Contracts / Vendor Portal

      • New Vendor Permission: Ability to Sign Contracts

    • Admin / Orders

      • Setting for Document Number Sequence Reset and Post Date Fiscal Year Number

      • External Budget Spend Data Feed

      • Budget Spend Over Time Workflow Rule Updates

    • Invoices

      • Payment Voucher Improvements and Changes

  • Product Changes 

    • Contracts

      • Total Value Field Not Editable on Request for Contract Amendment

    • Invoice / Vendor Portal

      • Invoice Action and Button Changes for Buyers and Vendors

    • Vendor Portal

      • Warning Message Regarding Special Characters in Bid / UOM Response Field

 

• WebProcure 12.2 - April 2020

  • Product Enhancements - General Availability

    • Admin / Contract Board

      • Contractor Diversity Added to the Manage Contract Board Visibility 

    • Admin / Manage Vendors

      • New Vendor Diversity Type Permission and Diversity Types tab on Supplier Profile

      • Diversity Type Indicator Added Throughout Application

    • Admin / Solicitations

      • Character Limit Increased For Requirements Name Field

    • Analytics

      • New Diversity Related Validation Fields Added to Several Starting Views

      • Renamed Field on Contracts Starting View

      • New Payment Voucher Starting View

      • New and Modified Groups Added to Contract View

    • Contract Board

      • Improved Filtering on Contract Board and Renamed Filter Labels

    • Vendors / Admin / Solicitations

      • Vendor Validation Data Added as Search Criteria for Advanced Vendor Search

  • Product Enhancements - Limited Availability

    • Admin / Solicitations / Vendor Portal

      • Exclude Line Item from Bid Total and Allow Vendor to Enter Negative Value

      • Solicitation Addendum 'Require Acknowledgement' Setting and Email Changes

    • Invoices / Admin

      • Payment Voucher Functionality

    • Solicitations

      • Award All to One - Grid Enhancement

    • Vendor Management

      • Allow Manual Updates for Vendor Validations Set to Auto-Update

 

• WebProcure 12.1 - February 2020

  • Product Enhancements - General Availability

    • Admin

      • First-Time Vendor Login Confirmation Modifications

    • Analytics

      • New, Renamed, and Modified Solicitation Related Fields

      • New Spending Rule Field Added to Account Controls View

    • Contracts

      • Control Contract Visibility on Contract Board / Add Contract Diversity

    • Solicitations

      • Define Line Item Minimum, Maximum, or Fixed Bid Prices

      • Historical Price Tool Functionality

      • Manage Estimated Total With Line Items

    • Solicitations / Approval / Analytics

      • User-Level Access Restriction Available

    • Solicitations / Admin

      • Edit Item Spec Library Permission Changes

    • Solicitations Vendor Portal

      • Assign Attributes to Additional Line Item Information Fields

      • Support of Line Item Sub-Quantities on Bids

  • Product Enhancements - Limited Availability

    • Analytics

      • Filter Dashboard View Based on Selected Organization

    • Contracts

      • Highlight Changes on Contract Amendment Request

  • Product Changes

    • Analytics

      • Timeout Issue When Running PO and Solicitation View Report

    • Contracts

      • Changes to Request for Amendment Editing Capabilities

 

2019

• WebProcure 11.6 - December 2019

  • PRODUCT ENHANCEMENTS - General Availability

    • Admin / Solicitations / Analytics

      • Determine Solicitation Visibility and Solicitation Response Settings

    • Home / Navigation

      • Completion of Cross-Reference View Modal Windows

    • Solicitations / Approval

      • Solicitation Justification Allows Attachments

  • PRODUCT ENHANCEMENTS - Limited Availability

    • Admin / Solicitations

      • New Field Attributes Added to Requirements

• WebProcure 11.5 - November 2019

  • PRODUCT ENHANCEMENTS - General Availability

    • Home / Navigation

      • New Cross Reference Search

    • Admin

      • Split Contact and Address Triggers On Vendor Notifications

      • Limit Users from Viewing Vendor Validations Tab

      • White Label Public Contract Board Setting Renamed

      • Enabling / Disabling Post Date Function Moved to Enterprise Administration

      • Post Date Range

    • Analytics

      • Various Ad-Hoc Views Updated

        • Req and PO View

        • Req and PO Active Versions View

    • Approval

      • Approval Inbox Performance Improvements

      • Hover Over Unit ISO Code to View UOM Description

      • Total Amount Information Added to Approval Inbox

    • Approval / Solicitations

      • Improve Steps to Create Solicitation from a Request and Not Include Line Items

    • Orders

      • Improved Performance After Changes Made to System Relating to Document Tracking and History

    • Requests

      • Modifications to Off-Catalog Request Page

    • Solicitations

      • Allow Note to Solicitation Approver

    • Vendors

      • Select Tabs for Inclusion in Supplier Export

      • Ensure Vendors With Associated Activity Cannot be Deleted

  • PRODUCT ENHANCEMENTS - Limited Availability

    • Admin

      • Directorate General for the Provision of Care (DGOS) Classification Updated

    • Analytics

      • Additional Reporting Fields Restricted When Solicitation is Under Evaluation

    • Form Builder

      • Save and Return Later Link Now Available During Vendor Registration

    • Orders

      • The Business Network Integration Services

    • Requests

      • New Setting to Hide Discount Column / Information

      • Create Default Commodity Code

      • Post Date Visible on Request Header

    • Solicitations

      • Two-Envelope Display Award Report and Publish Award Report Once Bid Closes

      • Two-Envelope Select Vendor Documents/Proposals to Display at Time of Award

• WebProcure 11.4 - September 2019

  • PRODUCT ENHANCEMENTS - General Availability

    • Admin

      • Updated Audit Records to Capture Additional Vendor Changes

    • Analytics

      • Restrict Access to Vendor Response / Round Data When Solicitation is Under Evaluation

      • Various Ad-Hoc Views Updated

        • Contract View

        • Org and User Settings View

    • Contracts

      • Ability to Hide Contract Value from Public

      • Generate Contract from Solicitation Line Items

    • Order

      • Add Receiving Status to View All Orders Page

    • Request

      • Persist Requester Name Throughout Lifecycle of Document

    • Solicitations

      • Evaluation Notes and Attachments Accessible from Approval Inbox

      • Buyers May Download and Print Vendor's View of Solicitation

      • Add Award All to One Option on Award Grid When Relative Pricing is Involved

      • Increase Questionnaire Section Title and Requirements Field Name Character Limits

    • Vendor Portal

      • Ability for Vendor to Easily View Total Bid Amount

      • Enabling Download Vendor Response Template Along With Upload Response Function

      • Simplify Vendor User Password Reset

  • PRODUCT ENHANCEMENTS - Limited Availability

    • Admin

      • New Permission for Cancel / Retract Active Bid Quote

      • Additional Request Privileges Available

      • Re-Approval Option Added to Commodity Chain Approval

    • Admin / Invoice

      • Credit Memos

    • Approval / Orders / Requests / Invoice

      • Accounting Code Description to View

    • Contracts

      • Cumulative Total Value of Child Contract Limited To Value of Master Contract

    • Request

      • If Request Types Do Not Exist, Then Hide Request Type Button

• WebProcure 11.3 - June 2019

  • PRODUCT ENHANCEMENTS - General Availability

    • All Areas

      • User Interface (UI) Improvements

    • Analytics

      • Pagination Added to Create Reports Page

      • Fields Related to Transaction Status Updated in Ad-Hoc

      • New Contract Fields Added in Ad-Hoc

      • Vendor Invitation Management Fields Added in Ad-Hoc

    • Approval

      • Approval Inbox Refinements for Pending Requests

    • Contracts

      • New Master Contract Filter Option

      • New Potential Final Expiration Date Header Fields

    • Invoices

      • Remittance Address Included on Invoice Summary

    • Solicitations

      • Bid Tab Report Enhancements

      • Limited Visibility of Round and Response Information

      • Limited Display of New Round Status on Public Bid Board

      • Ability to Add Attachments to Evaluation Notes

  • PRODUCT ENHANCEMENTS- Limited Availability

    • Admin

      • Refined User Access and Status Handling

      • New Request Total Contract and Non-Contract Chain Workflows

      • New Full Solicitation Access Permission

    • Admin / Contracts

      • Refined Key Contract Feature

    • Admin / Invoices

      • New Bulk Invoice Import Settings and Process

    • Admin / Orders

      • New Change Order Alert for Received and Invoiced Purchase Orders

    • Admin / Solicitations

      • Generated Contract Catalogs from Awarded Line Items Feature

      • New Two-Envelope System for Evaluating Formal Solicitations

    • Admin / Users

      •  New Control for Default Filter Settings on Track Orders Page

• WebProcure 11.2 - May 2019

  • PRODUCT ENHANCEMENTS - General Availability

    • Analytics

      • Account Segment Approval Fields Added in Ad-Hoc

      • Transaction Status Related Fields Added in Ad-Hoc

      • Internal Report / Extract Dispatch Updates

    • Orders

      • Resend to ERP Available for Additional Order Statuses

      • Renamed Buyer Status Field

    • Requests

      • Refined Suggested Vendor Selection

    • Solicitations

      • New Actions Menu Control Based on User Org

      • Improved Solicitation Workflow Auditing

      • Refined Solicitation Line Item Import Spreadsheet and Process

    • Vendors

      • New and Refined Vendor Invitation Actions

  • PRODUCT ENHANCEMENTS - Limited Availability

    • Admin

      • New Org Invoice Total Threshold Approval Rule and Workflow

      • Refined Invoice Total Amount Approver Rule and Workflow

      • New Invoice / Purchase Order Unit Price Check Rule and Workflow

      • Commodity Approval Chain per Request Workflow Added

      • Refined Spending Rule Upload Process

      • New Document Numbering Rules

    • Admin / Contracts

      • Flagging High-Risk Contracts

    • Admin / Orders

      • View Order Receipt History Privilege Added

    • Admin / Requests

      • New Skip ERP Integration Setting for Request Types

• WebProcure 11.1 - March 2019

  • PRODUCT ENHANCEMENTS - General Availability

    • Analytics

      • Purchasing Taxonomy Fields Added in Ad-Hoc

      • Vendor Fields Added in Ad-Hoc

      • Internal Report / Extract Dispatch Updates

    • Contracts

      • Add Attachments to Catalog Items

      • Catalog Items Included in Contract Summary View

      • Improved Visibility of Catalog Item Pricing on Public Contract Board

    • Invoice / Vendor Invoice

      • PO Line Item Accounting Data Added to Invoice

    • Requests

      • Off-Catalog Request Enhancements

    • Solicitations

      • Refined Bid Tab Report

      • Evaluation Committee Management Tool Refinements

      • Unavailable Vendor Alert at Solicitation Award

  • PRODUCT ENHANCEMENTS - Limited Availability

    • Admin

      • New Setting Shows Only Active Catalog Pricing on Contract Bid Board

      • New Invoice Account Segment Approval Rule and Workflow

      • Refined Budget Management Data Import Process

    • Admin / Contracts

      • New Contract Import Utility and Process

    • Admin / Orders

      • New Auto-Receipt Feature for Advance Shipment Notices

    • Admin / Requests

      • New Central Receiving Process

      • Off-Catalog Request Enhancements

 

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