OpsMerchant TM R14.2
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R14.2 Release Notes
OpsMerchant
Purpose ......................................................................................................................................................... 3
Overview ....................................................................................................................................................... 3
Clearing Cache............................................................................................................................................... 4
Clone Offline Invoices ........................................................................................................................... 5
Allow Supplier Hosted Catalog Vendors to Use Multiple URLs............................................................. 7
Delete Option for Supplier Hosted Catalogs ......................................................................................... 9
Account Enablement Request Email to Include Property Information .............................................. 10
Invoice Print/Export to Display Dispute Status, Dispute History, Partner Status and Audit Log ........ 11
Single Invoice Package Will No Longer Be Available ........................................................................... 14
OpsInsight: Customer Property List Report to Include Disabled Properties ...................................... 16
Invoice Summary List View to Include Unit # ..................................................................................... 17
OpsInsight (Internal): Add Accounting Software Field to Various Report Objects ............................ 18
OpsInsight (Internal): Add ACH Enabled to _OMC_InvoicePacketData Report Object ..................... 19
OpsInsight (Internal): Add Unit Price to Catalog SKUs – Catalog Drill Down Report ......................... 20
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R14.2 Release Notes
OpsMerchant
This document describes new functionality included in OpsMerchant TM R14.2 and can be used as a reference and for use with training of personnel that will be administrating the system.
This will serve as the source document for the training effort of new OpsMerchant TM R14.2 functionality. THIS IS A CONTROLLED DOCUMENT. All information in this document is considered confidential to OpsTechnology, Inc. and must not be reproduced without prior written approval.
OpsTechnology’s applications provide purchasing, procurement and payables functionality with the real time visibility and control over all the purchases across a portfolio to any Real Estate
Operator. Specifically, OpsTechnology enables Real Estate Operating companies to perform eprocurement from their chosen suppliers in the OpsTechnology Supplier Network with their specifically negotiated contract pricing and standardized catalogs.
The OpsMerchant TM application is comprised of the following menu options: Home, Orders,
Invoices, Bids, Products, Customers, Reports, My Documents, and Messages.
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R14.2 Release Notes
OpsMerchant
It is recommended that users clear cache on the morning after the installation of the release.
This can often resolve common errors that user experience when a new release is installed. It should be done before opening the OpsMerchant website.
The instructions for clearing cache in Internet Explorer are:
1.
Launch the Internet Explorer browser
2.
Go to the Tools menu and select Internet Options
3.
In the Browsing history section of the General tab click the Delete… button
4.
On the Delete Browsing History dialog box check the following boxes: a.
Temporary Internet files b.
Cookies
5.
On the Delete Browsing History dialog box uncheck the following box: a.
Preserve Favorites website data
6.
Leave all other checkboxes unchecked and click on Delete button
7.
Allow time for the browsing history to be deleted
8.
Return to the General tab on the Internet Options dialog box
9.
In the Browsing history section of the General tab click the Settings button
10.
Make sure the Check for newer version of stored pages option is set to Automatically
11.
Click OK to close the Temporary Internet Files and History Settings window
12.
Click OK to close the Internet Options dialog box
13.
Close and restart browser
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R14.2 Release Notes
OpsMerchant
A new feature has been added to allow suppliers to clone offline invoices. This can be done for any offline invoice regardless of Invoice Status, Partner Status, Process Status or Dispute Status.
A new button labeled ‘Clone’ has been added to the Invoice screen. When the user clicks this button, the New Invoice screen will open, and the following fields will be pre-populated with the values from the cloned invoice:
 Customer

Invoice Date (the system will pre-populate with the current date)

Payment Terms

Shipping Method

Sales Clerk

Supplier Notes

Order Date (the system will pre-populate with the current date)
 All line items with the exception of ‘Unit #’
Fig: OpsMerchant: Invoice screen
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R14.2 Release Notes
OpsMerchant
Fig: OpsMerchant: New Invoice screen with cloned values
NOTE: The ability to clone invoices will not apply to credit memos or online invoices.
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R14.2 Release Notes
OpsMerchant
Supplier Hosted Catalog functionality has been expanded to allow vendors to use multiple
URLs. Previously, only one URL was allowed per vendor. Going forward, vendors can opt to have a different URL for each setup at the PMC or property level. This requires a configuration setting, and vendors interested in this feature should contact their Account Manager.
For those vendors who have opted to use multiple URLs, a new text box labeled ‘URL’ will be visible on New Supplier Hosted Catalog screen. This field will be mandatory.
Fig: OpsMerchant: New Supplier Hosted Catalog screen
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R14.2 Release Notes
OpsMerchant
A new ‘URL’ column will also be visible on the Supplier Hosted Catalogs list view. Here, the vendor can manage the URL for each existing catalog setup.
Fig: OpsMerchant: Supplier Hosted Catalogs screen
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R14.2 Release Notes
OpsMerchant
A check box labeled ‘Delete’ has been added to the Supplier Hosted Catalogs screen. Checking this box and clicking on ‘Save’ button will delete the PMC or property level Supplier Hosted
Catalog setting. It will not delete the Global Settings, as they are stored as supplier level configurations.
Fig: OpsMerchant: Customers > Supplier Hosted Catalogs > Delete Checkbox
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R14.2 Release Notes
OpsMerchant
The account enablement request email notification (sent to the vendor, cc’d to requestor) will now include the list of properties for which the account request has been submitted.
Fig: Account Enablement Request Email
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R14.2 Release Notes
OpsMerchant
The following will now be displayed on all invoice print/export options:

Partner Status
 Audit Trail
 Dispute Status

Dispute History
Fig: OpsMerchant: Invoice print option
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R14.2 Release Notes
OpsMerchant
Fig: OpsMerchant: Invoice exported as PDF
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R14.2 Release Notes
OpsMerchant
Fig: OpsMerchant: Invoice exported as spreadsheet
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R14.2 Release Notes
OpsMerchant
The single invoice package has been discontinued and will no longer be available. Vendors with the single invoice package will not be allowed to create or import invoices or credit memos. If the user clicks on the ‘New Invoice’ or ‘Import Invoice’ links, the system will prompt the user to update to a multi-invoice package. These vendors will also be prompted to update to a multiinvoice package whenever they log into OpsMerchant.
Fig: OpsMerchant: Home screen
Fig: OpsMerchant: New Invoice screen
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R14.2 Release Notes
OpsMerchant
Fig: OpsMerchant: Invoice Import screen
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R14.2 Release Notes
OpsMerchant
The Customer Property List report has been modified to include properties that have a disabled relationship with the supplier.
Additionally, the following fields have been added to the report:
 Relation Created Date – This field will show the date the property was enabled with the supplier.

Relation Last Modified Date – This field will show the last date the supplier/property relationship was modified.
Fig: OpsInsight > Customer Property List report
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R14.2 Release Notes
OpsMerchant
The Unit # column, which was removed with the 14.1 release, has been added back to the
Invoices screen.
Fig: OpsMerchant: Invoices screen
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R14.2 Release Notes
OpsMerchant
The Accounting Software field has been added to the following report objects:

_OMC_OnSuppInfo
 _OMC_Registration
Fig: _OMC_OnSuppInfo report object with Accounting Software field
Fig: OpsInsight > _OMC_Registration report object with Accounting Software field
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R14.2 Release Notes
OpsMerchant
The following field has been added to the _OMC_InvoicePacketData report object:
 ACH Enabled – This field will indicate whether or not the vendor has added an
ACH/Bank Account payment type to the Account Information page in OpsMerchant.
Fig: OpsInsight > _OMC_InvoicePacketData report object with ACH Enabled field
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R14.2 Release Notes
OpsMerchant
The following field has been added to the Catalog SKUs – Catalog Drill Down report:

Unit Price – This field will show the unit price for the product.
Fig: OpsInsight > Catalog SKUs – Catalog Drill Down report with Unit Price field
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