
The Simple Cart
Things to note...
•
The Simple Cart is designed to give
users an experience similar to
other online shopping sites by
separating the cart from the
checkout process.
•
The Simple Cart is a list of items
the user would like to purchase.
•
The Simple Cart is OFF by default.
To turn on the Simple Cart go to:
Organizational Setup System
Miscellaneous Settings Use
Simple cart
•
Custom header and line level fields
are NOT available in the Simple
Cart. All custom and required field
values can be entered during the
checkout process.
•
Spend Director-only customers
who do not require custom fields
or additional checkout information,
can assign the Simple cart or Place
Order/Return the cart to their ERP
from the Simple Cart page.
•
The stock replenish line level
option is NOT available for the
Simple Cart. This functionality is
available during the checkout
process.

The Simple Cart (cont.)
Grouping by Supplier
Things to note...
•
Cart items are grouped by supplier.
The supplier heading includes the
available supplier contact information
and supplier logo, if available.
•
The item list includes a link to the
product description, Part Number,
Manufacturer Information and
Contract Information, if applicable.
•
Images (if available from supplier) are
displayed for cart items.
•
The ability to Continue Shopping for
additional items is available at the top
of the shopping cart via the Continue
Shopping link.
•
Users can add Non-Catalog items at
the supplier header as well as the top
of the cart screen via the Add NonCatalog Item buttons.
•
Users will begin the checkout
process by selecting the appropriate
checkout button. Depending on the
user’s permissions and organization
configuration, the Proceed to
Checkout, Assign Cart or Place
Order button(s) will display.
•
Administrators can use field
management to customize the
checkout button text.
Customized checkout button

Simple Cart (cont.)
Cart errors and line level fields
Things to note...
•
Only errors relating to the
shopping cart will display on the
cart. All Requisition document
errors and warnings will display
during the checkout process.
•
Administrators are encouraged
to use field management to
customize the main message
displayed in the error dialog box.
Go to field mgt Shopping
Carts Simple Cart
Errors/Messages Before you can
continue…
•
Line level fields such as
Commodity code, Taxable status
and Capital Expense are available
to display in the Simple Cart.
Visibility is dependent upon
permissions and organizational
configuration. Users can enter
values in these fields and select
the update button (at the line
level or top of the cart screen list)
to save the value(s).
•
A highlight indicator on the
extended price will display and
fade away when an item quantity
has been updated.

Simple Cart (cont.)
Line Level More Actions
Things to note...
•
A line level drop down called
More Actions is available. The
actions are dependent upon the
item, supplier and organizational
preferences. The potential actions
are: Move to Another Cart, Add
to Draft Cart or Pending PR/PO,
Add to PO Revision and Line Item
History.
•
A multi-select Perform an Action
function is available. The available
drop-down actions are: Add to
Favorites, Remove Selected Items,
Move to Another Cart, Change
Supplier, Add to Draft Cart or
Pending PR/PO and Add to PO
Revision. Available actions are
based on permissions. If a selected
action is not available for a specific
line, a message will display to the
shopper.
•
A Select All box is available to the
right of the Perform an Action
drop-down. Users can also select
the specific line items or supplier
group checkboxes to perform an
action.
Multi-select Perform an Action

Guided Checkout
Things to note...
•
The new guided checkout will be ON
for all organizations where capturing
additional information is required
(including organizations using the
Advanced Cart).
•
An organization configuration setting
is available to configure desired
checkout steps. These steps will
display in the checkout navigation.
Sections with required fields must be
checkout steps.
•
You may want to revisit your section
names and section help text to better
explain their purpose during the
checkout process.
•
To configure the steps (sections) go
to document setup Draft Layout
Details (section)Show as checkout step
•
A consolidated list of errors is
displayed with an overlay allowing
users to edit and correct fields
directly from the list.
•
The user has the option to complete
the necessary information either in
the top yellow dialog box or in the
corresponding section of the
requisition document.
Checkout step setting

Guided Checkout (cont.)
Warning message during checkout
Things to note...
•
Administrators are encouraged to
use field management to customize
the main message displayed in the
error dialog box. Go to field mgt
Orders Requisitions
Messages Almost ready to go…
•
Users are not required to visit each
step in the checkout process. If
they choose, they can manage the
error list on the Final Review page.
•
Warning messages (optional field
defined on the PR) will display with
a yellow triangle. Users can click on
the message text to enter the
missing information. Once the field
has a value, the icon will disappear.
•
Once the user completes the
necessary field(s) and clears the
error list for the section, a dialog
box will display to direct the user
to the next section or the final
review page.
•
The navigation icons will turn green
once all of the required sections
have been addressed. The place
order button will be activated.
•
Administrators can use field
management to customize the Place
Order button text.
Next section dialog box
Completed checkout process navigation bar

Additional Enhancements
Payment Split calculation
Things to note...
•
A new link called “show
monetary calculations” is
available in the account split edit
overlay that displays a calculated
monetary value for each % value
entered by the user. This can be
useful in determining the
appropriate % to apply. The
calculation is for informational
purposes only to assist in
assigning a value for % of Price
or % of Qty splits.
•
Edit links throughout the
requisition document were
replaced with edit buttons.
•
An Attachments tab has been
added to the Requisition
Document.
Edit buttons
Attachment and Comment tab count
• The Attachments tab and
Comments tab will now track
the number of attachments and
comments added to the
Requisition.The number will
display in parenthesis after the
tab heading.

Additional Enhancements (cont.)
Reject Requisition
Error handling- application wide
Things to note...
•
Approvers now have the ability
to reject all lines of a requisition
in one single action.
•
The Reject Requisition option is
now an option in the Available
Actions dropdown.
•
Users must have the
Approve/Reject permission to
have this new action available in
the Available Actions dropdown.
•
Selecting Reject Requisition will
launch a pop-up asking the user
to add a comment to the
requisition regarding the reason
for the rejection. The note will
be added to the document
history.
• The error handling throughout
the application will be displayed
with a new look. Errors will now
display with a yellow background,
an icon indicating an error,
informational or warning
message and the message text.

Font Size
Things to note...
• The font size has been increased
throughout the application. The
medium font size is the default.
The 10.2 font size is the Small
font size.
• Set the Organization default
font- Organization Setup
System Configuration
Appearance Font Size Small,
Medium and Large options.
• A Font Selector Widget is
available in the top navigation of
the application.
• The font configuration widget
expands to allow the user to
select the desired font. The
highlighted font indicates the
selected font.
•
Personal Setting- if the user has
access to their profile, they can
set the font by selecting Profile
Personal Settings Font Size
Small, Medium and Large options.
• The font selected via the three
setting options will persist for all
subsequent sessions.