September 23, 2020
Database Compatibility
The Buyout database in this version is not compatible with the prior version. After installing this version, you must run Buyout Database Manager to upgrade your Buyout database(s).
Enhancements
- Crystal Reports for RFQs and Purchase Orders: Buyout now uses SAP Crystal Reports to produce the Request for Quote and Commitment (i.e., Purchase Order & Subcontract) documents. A default Crystal Report design is included for each. It is now possible to customize these report designs and to provide the path and file name of the Crystal Report designs to be used for each. These settings can now be found under File / Buyout Settings. In addition, documents can now be sent as PDF documents.
- Order Notes for Items: It is now possible to enter “Order Notes” for each estimate item. These notes will be included in the default RFQ and Commitment documents below their respective items. To enter Order Notes, you must first have a View on the Group Items step that includes the Order Notes column. This field will be editable from other locations in a future version.
- Scope of Work for Quote Groups: It is now possible to enter “Scope of Work” text for a Quote Group. This text will be included in the default commitment document.
- Import of Zero-Dollar Items: When importing an estimate, items that have units but no amount will now be imported.
- Re-Import of Estimates: The process of re-importing an estimate has been improved. To re-import an estimate, simply select the estimate from the list on the General step of the Buyout Package window and then click Import. The estimate will be pre-selected along with its associated options. When re-importing an estimate, if an estimate item has changed and it is assigned to a Quote Group that has a selected vendor, the vendor will be unselected. If the Quote Group has a status of committed, a new estimate item will be imported representing the delta between the original estimate item and the current estimate item. If automatically assigning Quote Groups, the new item will be assigned to a new Quote Group rather than adding it to an already-committed Quote Group.
- Quote Group Status in Views: It is now possible to include the Quote Group Status in the definition of a custom view on the Group Items step of the Buyout Package window.
- Commitment ID Assignment for Sage 300 CRE Purchasing: Improved the integration with Sage 300 CRE Purchasing by allowing Buyout to assign the next sequential commitment ID by job.
- Tax Group Assignment Buyout continues to assign the Tax Group to each Estimate Item at time of import. Now, if the imported item does not have an assigned Tax Group, Buyout will use the Tax Group assigned to the Quote Group if one is assigned. If no Tax Group is assigned to either the item or the Quote Group, Buyout will use the Tax Group assigned to the Buyout Package.