Assisted Acquisition Services Business Systems (AASBS)Federal Acquisition Service (FAS)

April 2015 Release Commodities Contract Management (CCM)

Release Notes for GSA Users

Software Version 16.5.0

Prepared for AASBS by TechFlow, Inc.

Version 1.5

April 14, 2015

Assisted Acquisition Service Release Notes v.16.5.0

Table of Contents1.0 Task Information................................................................................................................1

1.1 Task Client......................................................................................................................... 1

2.0 Task Requirements............................................................................................................12.1 Purpose............................................................................................................................. 1

3.0 CHG89988 – Sales Spreadsheet Import – B-02784..........................................................13.1 User Impact........................................................................................................................ 13.2 Impact to Workflow............................................................................................................13.3 Change Description...........................................................................................................13.4 Interface Impact................................................................................................................. 3

4.0 CHG89988 – Sales Spreadsheet Import Validations – B-02887........................................34.1 User Impact........................................................................................................................ 34.2 Impact to Workflow............................................................................................................34.3 Change Description...........................................................................................................44.4 Interface Impact................................................................................................................. 5

5.0 CHG89988 – Sales Spreadsheet Import UI Enhancements – B-03075.............................55.1 User Impact........................................................................................................................ 55.2 Impact to Workflow............................................................................................................55.3 Change Description...........................................................................................................55.4 Interface Impact................................................................................................................. 6

6.0 CHG89988 – Cumulative Quantity Sold Calculation – B-02200.........................................76.1 User Impact........................................................................................................................ 76.2 Impact to Workflow............................................................................................................76.3 Change Description...........................................................................................................76.4 Interface Impact................................................................................................................. 8

7.0 CHG89988 – Current Price Band Calculation – B-02199..................................................97.1 User Impact........................................................................................................................ 97.2 Impact to Workflow............................................................................................................97.3 Change Description...........................................................................................................97.4 Interface Impact...............................................................................................................10

8.0 CHG89988 – Product Synonyms – B-02365....................................................................118.1 User Impact...................................................................................................................... 118.2 Impact to Workflow..........................................................................................................118.3 Change Description.........................................................................................................118.4 Interface Impact...............................................................................................................13

9.0 CHG89988 – Catalog Import Template Revisions – B-03074..........................................149.1 User Impact...................................................................................................................... 149.2 Impact to Workflow..........................................................................................................149.3 Change Description.........................................................................................................149.4 Interface Impact...............................................................................................................16

10.0 Follow-On Support...........................................................................................................16

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List of FiguresFigure 1: Sales Management Page................................................................................................2Figure 2: Sales Spreadsheet Import Page......................................................................................2Figure 3: Sales Spreadsheet Review Import File Page..................................................................3Figure 4: Sales Spreadsheet Import Validations – Upload Error Data Grid....................................4Figure 5: Sales Spreadsheet Import Validations – Upload Error Export.........................................5Figure 6: Sales Spreadsheet Import Page UI Enhancements.........................................................6Figure 7: Sales Management Page UI Enhancements...................................................................6Figure 8: Cumulative Quantity Sold Calculation – Methodology.....................................................7Figure 9: Cumulative Quantity Sold Calculation – Product Search.................................................8Figure 10: Current Price Band Calculation – Methodology.............................................................9Figure 11: Current Price Band Calculation – Product Search.......................................................10Figure 12: Product Synonyms – Methodology..............................................................................11Figure 13: Product Synonyms – Management Page, Add Functionality.......................................12Figure 14: Product Synonyms – Management Page, Delete Functionality...................................12Figure 15: Product Synonyms – Product Search..........................................................................13Figure 16: Catalog Import Template Revisions – Attachment K...................................................14Figure 17: Catalog Import Template Revisions – Product Search................................................15Figure 18: Catalog Import Template Revisions – Catalog Import File Review page.....................15

List of TablesNo table of figures entries found.

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Revision HistoryDate Author Version Description

2015-03-09 Anthony Kimpo 1.0 Initial Version

2015-03-10 Anthony Kimpo 1.1 Revisions based upon initial peer review – Cindy Van Mouwerik

2015-03-12 Anthony Kimpo 1.2Revised images – synonym management page, sales import validations and catalog import file review page

2015-03-26 Anthony Kimpo 1.3 Revised delivery date to April

2015-03-27 Anthony Kimpo 1.4 Revisions based upon team peer review

2015-04-14 Anthony Kimpo 1.5 Removed traceability matrix | added release version

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Assisted Acquisition Service Release Notes v.16.5.0

1.0 Task InformationTask Title: General Services Administration (GSA) AASBSDocument Title: AASBS – Commodities Contract Management (CCM) March 2015 Release – Release Notes

1.1 Task ClientGeneral Services Administration (GSA)Federal Acquisition Service (FAS)Office of the Chief Information Officer (OCIO)2100 Crystal Drive, Rm. 11052 Arlington, VA 22202

2.0 Task Requirements

2.1 Purpose The purpose of this release is to add the new functionality of sales data integration into Commodities Contract Management (CCM) by implementing seven user stories identified during the PMO prioritization sessions.

The following enhancements are included in the release: CHG89988 – CCM Sales Integration

o Sales Spreadsheet Import – B-02784o Sales Spreadsheet Import Validations – B-02887o Sales Spreadsheet Import UI Enhancements – B-03075o Cumulative Quantity Sold Calculation – B-02200o Current Price Band Calculation – B-02199o Product Synonyms – B-02365o Catalog Import Template Revisions – B-03074

3.0 CHG89988 – Sales Spreadsheet Import – B-02784

3.1 User Impact GSA Users with permission to CCM TechFlow Support Users with permission to CCM

3.2 Impact to WorkflowThe overall CCM workflow has been enhanced to accommodate CHG89988. Upon successful catalog import and publishing, users are now enabled to upload, view and manage sales data.

Story B-02784 specifically impacts the CCM workflow by providing the user interface pages for sales data management, import and import file review. The Sales Management page provides direct access to the Sales Import and Sales Import Review pages.

3.3 Change DescriptionThis change enhances CCM by adding functionality for users to import and manage sales data within the system.

A new page has been provided that allows users to manage imported sales data. This management page allows users to view a list of existing imported sales files, initiate new sales files imports, delete existing sales files and view file contents within existing sales files.

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A new page has been provided that allows users to import new sales files into the system. This import page allows users to browse and import new sales files.

A new page has been provided that allows users to review contents of individual sales files imported into the system. This review page allows users to review all rows imported.

Figure 1: Sales Management Page

Figure 2: Sales Spreadsheet Import Page

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Figure 3: Sales Spreadsheet Review Import File Page

3.4 Interface ImpactThe Manage menu selection has been modified with options to sales, catalog or product synonym management pages. Three new sales pages were added to provide the necessary functionality for this story.

The Sales Management page launches upon Manage, Sales menu selection. This page contains a display grid listing all imported sales files, an import button that launches the import page, an inline link within the display grid that launches the file review page and an inline link within the display grid that launches the delete sales file confirmation message.

The Sales Import page launches upon Import Sales Spreadsheet button selection from within the management page. This page contains a button that allows the user to browse file directories and specify files to import. This page also contains a button that initiates the import process; upon successful import the file review page launches. Unsuccessful imports launch validation messages.

The Sales Import File Review page launches upon successful sales file import or upon clicking the inline link within the Sales File Description column in the display grid in the management page. This page contains a display grid listing all rows within successfully imported sales files.

A delete confirmation page launches upon clicking the inline link within the Action column in the display grid in the management page. This page contains a button that asks for confirmation of deletion of the selected sales file. Clicking the confirmation launches the management page.

4.0 CHG89988 – Sales Spreadsheet Import Validations – B-02887

4.1 User Impact GSA Users with permission to CCM TechFlow Support Users with permission to CCM

4.2 Impact to WorkflowThe overall CCM workflow has been enhanced to accommodate CHG89988. Upon successful catalog importing and publishing, users are now enabled to upload, view and manage sales data.

Story B-02887 specifically impacts the CCM workflow by restricting the user from uploading invalid sales data.

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4.3 Change DescriptionThis change enhances CCM by adding import validations and error messages to the sales import page. Error messages display within a data grid when sales files in error are attempted to be imported. An export button facilitates download of an error report containing the import rows in error. The import also was enhanced to accept quantity values formatted as currency ($ #,###.## format).

Import validations include:

Invalid file format file must in .xlsx format Missing quantity quantity field cannot be blank Missing contract contract field cannot be blank Invalid quantity value quantity field must be a number Part not in catalog parts in sales files must be present in at least one published catalog

Figure 4: Sales Spreadsheet Import Validations – Upload Error Data Grid

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Figure 5: Sales Spreadsheet Import Validations – Upload Error Export

4.4 Interface ImpactThe Sales Import page contains several validations that are displayed when an import file contains an error condition. A data grid appears that displays the rows in the import file that are in an error state. Error validations launch upon clicking Import from within the import page. Error messages are displayed in red font and contain references to the rows in error. An export button launches a dialogue box to facilitate saving the error report to a local machine.

Additionally, the import has been configured to accept files where the quantity is formatted as currency (contains dollar signs, commas and/or decimals).

5.0 CHG89988 – Sales Spreadsheet Import UI Enhancements – B-03075

5.1 User Impact GSA Users with permission to CCM TechFlow Support Users with permission to CCM

5.2 Impact to WorkflowThe overall CCM workflow has been enhanced to accommodate CHG89988. Upon successful catalog importing and publishing, users are now enabled to upload, view and manage sales data.

Story B-03075 impacts the CCM workflow by adding a required field to the Sales Import page and by adding display fields to the Sales Management page grid.

5.3 Change DescriptionThis change enhances CCM by adding a required text field to the Sales Import page, persisting two values to the database and displaying those persisted fields within the Sales Management page. The required field prompts an error validation if the import is initiated while blank.

The persisted database values are viewable within the display grid in the Sales Management page. These additional fields are viewable for all imported sales files and display the Sales File Description and actual Imported File Name of the imported files. Values within the description field are also inline links to the Sales File Review page.

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Figure 6: Sales Spreadsheet Import Page UI Enhancements

Figure 7: Sales Management Page UI Enhancements

5.4 Interface ImpactThe Sales Import page was modified to include a required text field that assigns a description for the sales files that are imported. If the import is initiated without a value specified in this field, an error validation displays.

The Sales Management page was modified to include two additional columns to the display grid. Sales File Description and Import File Name columns were added; the description field text is also an inline link that launches the file import review page.

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6.0 CHG89988 – Cumulative Quantity Sold Calculation – B-02200

6.1 User Impact GSA Users with permission to CCM TechFlow Support Users with permission to CCM

6.2 Impact to WorkflowThe overall CCM workflow has been enhanced to accommodate CHG89988. Upon successful catalog importing and publishing, users are now enabled to upload, view and manage sales data.

Story B-02200 impacts the CCM workflow by performing the calculation and display of a new product search display field for sales quantity.

6.3 Change DescriptionThis change enhances CCM by calculating and displaying cumulative quantity sold values derived from individual sales reported within imported sales files. Sales data is first grouped by distinct GSA Schedule Part Number and GSA Schedule Contract Number. These distinct combinations are then matched with existing combinations in published catalog data.

When a product search is executed, the cumulative total quantity for each combination appears in a new column in the search display grid for all BPA Holder rows that appear in the search. For example, if three BPA Holders appear in the same search and all have the same combination, then the same quantity value will appear for all three BPA Holder rows in the search results.

Figure 8: Cumulative Quantity Sold Calculation – Methodology

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Figure 9: Cumulative Quantity Sold Calculation – Product Search

6.4 Interface ImpactThe Product Search page display grid was modified to include an additional column, Quantity Sold, which displays the calculated quantity sold for each distinct GSA Schedule Part Number / GSA Schedule Contract Number combination appearing in the search results. Values displayed are a cumulative quantity amount that dynamically recalculate as new sales data is imported or deleted.

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7.0 CHG89988 – Current Price Band Calculation – B-02199

7.1 User Impact GSA Users with permission to CCM TechFlow Support Users with permission to CCM

7.2 Impact to WorkflowThe overall CCM workflow has been enhanced to accommodate CHG89988. Upon successful catalog importing and publishing, users are now enabled to upload, view and manage sales data.

Story B-02199 specifically impacts the CCM workflow by performing the calculation and display of a new product search display field for price bands.

7.3 Change DescriptionThis change enhances CCM by looking up and then displaying price band values based upon cumulative quantity sold calculations for each distinct GSA Schedule Part Number and GSA Schedule Contract Number combination. Price band levels are set based upon cumulative quantity levels for each combination; all BPA Holders and the parts they sell and the contracts they sell them on are subject to the same band levels.

Once band levels are set for each distinct combination, then another look up to individual BPA Holder catalogs sets pricing and percentage discount for each combination, specific to each BPA Holder catalog. When a product search is executed, the price band level, price and discount percentage for each combination appears in a new column in the search display grid for all BPA Holder rows that appear in the search.

For example, if three BPA Holders appear in the same search and all have the same combination, then the same quantity value will appear for all three BPA Holder rows in the search results. These three rows will also have the same price band level set as they all have the same quantity sold. Pricing and discount percentages for each row can differ as each BPA Holder can have different prices and discounts within their respective catalogs.

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Figure 10: Current Price Band Calculation – Methodology

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Figure 11: Current Price Band Calculation – Product Search

7.4 Interface ImpactThe Product Search page display grid was modified to include an additional column, Current Price Band, which displays the price band level, price amount and discount percentage based upon the calculated quantity sold for each distinct GSA Schedule Part Number / GSA Schedule Contract Number combination appearing in the search results. Values displayed dynamically recalculate as new sales data is imported or deleted.

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8.0 CHG89988 – Product Synonyms – B-02365

8.1 User Impact GSA Users with permission to CCM TechFlow Support Users with permission to CCM

8.2 Impact to WorkflowThe overall CCM workflow has been enhanced to accommodate CHG89988. Upon successful catalog importing and publishing, users are now enabled to upload, view and manage sales data.

Story B-02365 specifically impacts the CCM workflow by providing the user interface page for product synonym management and by integrating synonym groups into existing quantity sold and price band calculations.

8.3 Change DescriptionThis change enhances CCM by adding the functionality to manage product synonyms. A product synonym group is a collection of parts that are aggregated together for quantity sold and price band calculations.

A new management page was created that enables users to view existing groups, create new groups, add parts to existing groups, delete parts from existing groups and delete groups entirely. Quantity sold and price band calculations utilize and display aggregated values from all parts within synonym groups that have the same GSA Schedule Contract Numbers within the product search display grid.

Figure 12: Product Synonyms – Methodology

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Figure 13: Product Synonyms – Management Page, Add Functionality

Figure 14: Product Synonyms – Management Page, Delete Functionality13

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Figure 15: Product Synonyms – Product Search

8.4 Interface ImpactThe Manage menu selection has been modified with options to sales, catalog or product synonym management pages. One new page was added to provide the necessary functionality for this story.

The Product Synonym page launches upon Manage, Product Synonym menu selection. This page contains a display grid listing all product synonym groups and synonym components, a button that launches the create new synonym group pop-up, an inline link within the display grid that launches the add new synonym component to an existing group pop-up, an inline link within the display grid that launches the delete individual components from an existing synonym group confirmation message and an inline link within the display grid that launches the delete synonym group confirmation message.

The Create New Synonym Group pop-up launches upon Add Product Synonym button selection. This pop-up contains two text boxes to associate the first two products within a synonym group, a button for saving the group and a button to cancel the action. An error validation message will launch if a product already belonging to an existing group is attempted to be added to a new group.

The Add Component to Existing Group pop-up launches upon clicking the Add inline link within the Action column in the display grid. This pop-up contains a single text box to associate a single part, a button for saving the part to the group and a button to cancel the action. An error validation

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message will launch if a product belonging to an existing group is attempted to be added to another existing group.

The Delete Synonym Group confirmation pop-up launches upon clicking the Delete inline link within the Action column in the display grid. This pop-up contains a button to confirm the action and a button to cancel the action.

The Delete Single Synonym Component pop-up launches upon clicking the Red X inline link within the Product Synonym column in the display grid. This pop-up contain a button to confirm the action and a button to cancel the action.

The new fields in the Product Search page, Quantity Sold and Current Price Band, integrate product synonym groups into their calculation logic based upon distinct GSA Schedule Part Number and GSA Schedule Contract Number combinations.

9.0 CHG89988 – Catalog Import Template Revisions – B-03074

9.1 User Impact GSA Users with permission to CCM TechFlow Support Users with permission to CCM

9.2 Impact to WorkflowThe overall CCM workflow has been enhanced to accommodate CHG89988. Upon successful catalog importing and publishing, users are now enabled to upload, view and manage sales data.

Story B-03074 specifically impacts the CCM workflow by changing the accepted catalog import file format.

9.3 Change DescriptionThis change enhances CCM by accommodating a change in the catalog import file template. The revised catalog template contains seven additional columns that were added between existing data columns; pre-existing columns were shifted to the right. The import process was modified to accommodate those changes and the database modified to store those values.

Display of these new columns has been added to the existing Functional Areas field in the product search display grid. The new values, if they are present in the catalog import, will be concatenated into the existing field in addition to pre-existing values. The seven additional fields have also been added to the catalog import file review page.

Figure 16: Catalog Import Template Revisions – Attachment K

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Figure 17: Catalog Import Template Revisions – Product Search

Figure 18: Catalog Import Template Revisions – Catalog Import File Review page

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9.4 Interface ImpactThe Catalog Import page will only accept catalog files in the new format with the additional seven fields. A validation message will alert the user if an unacceptable format is being used in the import.

The Functional Areas field in the Product Search page display grid will display all functional areas specified on the catalog import within that field. All values will be concatenated; the maximum number of functional areas that will be displayed is eleven, an increase of seven functional areas.

The display grid in the Catalog Import File Review page has seven additional columns to reflect the additional columns imported from the new template.

10.0 Follow-On SupportIf assistance is needed with an AASBS Business System, users are encouraged to contact the support desk at (877) 472-4877, AASBS.helpdesk@gsa.gov.

APPENDIX A. GlossaryTerm Definition

AASBS Assisted Acquisition Services – Business Systems

Attachment K GSA Approved CCM Catalog Import Template

Attachment M GSA Approved CCM Sales Import Template

CCM Commodities Contract Management

FAS Federal Acquisition Service

GSA General Services Administration

OCIO Office of the Chief Information Officer

PMO Program Management Office

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