My Exchange Release Notes Release Date: July 20, Release Notes

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1 My Exchange Release Notes Release Notes

2 Table of Contents Release Overview... 1 User Preferences to filter out Resolved (Green) Flagged POs... 1 Transactions Quick Search Supports Universal Document Reference #s... 1 Improved Visibility to Pre-Split Transactions... 2 Critical Fixes to Provider and Supplier Organization Select All Filters... 3 Page ii

3 Release Overview This release contains the following enhancements and modifications: User Preferences to filter out Resolved (Green) Flagged POs Transactions Quick Search Supports Universal Document Reference #s Improved Visibility to Pre-Split Transactions Critical Fixes to Provider and Supplier Organization Select All Filters User Preferences to filter out Resolved (Green) Flagged POs My Exchange Orders contains a user preference for filtering resolved (green) flagged order lines from the Pending Exceptions-level Quick Clicks. Voice of customer feedback has requested similar filtering for resolved (green) flagged POs where My Exchange will remove these flagged orders from the Unconfirmed POs and Delayed Delivery POs Quick Clicks report results. Select the new Filter resolved flagged POs from my Unconfirmed POs and Delayed Delivery POs reporting checkbox to have My Exchange automatically filter green flagged POs from this report. This eliminates them from your visibility. Customers may now set user preferences in the Orders application to remove green flagged POs from their Unconfirmed and Delayed Delivery POs Quick Clicks results. Use the Orders Preferences filter to automatically remove POs with resolved flags from the Unconfirmed POs and Delayed Delivery POs Quick Clicks results. Transactions Quick Search Supports Universal Document Reference #s My Exchange Transactions quick search supports only GHX s internal Exchange Transaction ID values. Voice of customer feedback has requested that this quick search be expanded to include universal IDs and numbers such as PO number, ASN number, Invoice number, etc. All data in this Release Note is fictional and for illustrative purposes only. Page 1

4 The updated the updated Search for Transaction field in My Exchange Transactions now supports all universal Document Reference number searches, per our GHX EDI specifications. GHX has greatly enhanced the ease-of-use quick search capabilities to pull Transactions across our extensive Transaction Type (for example, business process) list for your Exchange ecommerce automation. Use the expanded Search for Transaction functionality to pull results across all order cycle Transaction Types as well as GHX advanced transactions such as single channel (Sales Tracings, Contract Admin Cycle) and catalogs. Improved Visibility to Pre-Split Transactions My Exchange Transactions reports on split transactions on the GHX Exchange, but the current visibility is not accurate per the original inbound, pre-split document. The Transactions application needs to provide users with visibility to the original inbound, pre-split document within the results for transactions with a Split status. Pre-split (or un-split) transactions are generally very large files. For transactions with a Split status, transaction visibility in My Exchange Transactions is now referencing the correct inbound, pre-split document, which allows users to immediately download the file to their local machines. Customers can export the correct document version from My Exchange Transactions for Split status transaction sets. All data in this Release Note is fictional and for illustrative purposes only. Page 2

5 Use the enhanced Transactions visibility to download and review originating, un-split documents as needed for validation and investigation. Critical Fixes to Provider and Supplier Organization Select All Filters My Exchange Orders and Invoices have open defects impacting Advanced Search filter capabilities for Buyer Organization and Supplier entries. Since the July 11, 2017, release, the Select All controls for IDN Select All Facilities and Supplier Root are not working properly. Users who are assigned to a parent or root organization (such as an IDN) are not able to properly use these shortcut filter controls. The workaround has been to delete the populated Buyer Organization or Supplier organization entry and click Run Report to return results across the user s entire organization structure (for example, Facilities or Divisions). The filter controls that allow parent organization users to select all IDNs and suppliers across their organizations is available in My Exchange Orders and Invoices. Select either IDN Select All Facilities and Supplier Root filter controls will set a user preference or default in Advanced Search to support subsequent filtering. The Search All functionality in the My Exchange Orders and Invoices applications has been fixed. Use the Advanced Search filter controls for either IDN Select All Facilities and Supplier Root to search across your organization s Exchange traffic. All data in this Release Note is fictional and for illustrative purposes only. Page 3

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