Stay up to date with the latest releases and features from Felix.
Available for: Procurement Schedule and Sourcing (Pricing Schedule)
When clicking on a cell in Procurement Schedule or in Pricing Schedule (Sourcing module), the whole row is now highlighted so you can keep track of what row you’re working in. You will also notice rows are highlighted as you hover and moving your mouse cursor across the schedule.
An example of highlighted rows in Procurement Schedule
Available for: Sourcing
We’ve heard from you that understanding the latest quote coverage for your procurement packages is a key driver of success for your project procurement. Having this information in one place, and always up to date is important so that you can adjust the sourcing tactics as needed with your team.
However, bidders are all different in how they are setup to tender. They don't always get around to loading their response in Felix and therefore, would appreciate some flexibility in how they can respond to your needs.
We’ve now added functionality that allows you to update an RFQ response on behalf of a vendor.
You can upload attachments and comments for quotes received offline so that a vendor’s response is seen as Manually Quoted in Felix. You can do the same when a vendor declined the opportunity so that a vendor’s status appears as Manually Declined, so that you know not to follow up with that vendor.
The end result? You can now keep the whole team aligned in Felix with a single source of truth on quote coverage, even for offline responses.
Refer to the Help Guide for more details, including how you can also put a Manually Quoted vendor forward for a Recommendation for Award.
Manually respond to an RFQ on behalf of a vendor
Available for: Procurement Schedule and Sourcing
For those Procurement Schedule and Pricing Schedule users with a keen eye, you may have noticed the row numbers were cut off when more than three characters long. We've now fixed that.
Available for: Sourcing
Have confidence in knowing your vendors have the most up-to-date tender information by integrating Felix and InEight Document.
Felix’s direct integration with InEight Document allows you to seamlessly and securely import documents, drawings, photos and other project files that support your RFQ.
Felix checks InEight Document daily for any amendments made to documents attached to an RFQ. You can choose to sync these revisions to Felix and send to vendors, eliminating the need to manually update documents twice between the two platforms.
To learn more:
What is the InEight Document integration?
Connecting Felix and InEight Document
Importing from InEight Document
Checking for InEight Document updates
Releasing InEight Document revisions
Felix directly connects to InEight Document, allowing you to easily import files directly into your RFQ
Available for: Vendor Management
It's rare that a vendor will update both their password and payment details within a short period of time - we would consider this suspicious activity. To help monitor this behaviour, we've introduced a notification to alert organisations of this unusual activity coming from vendors, so you can take any necessary follow-up action.
New notification that warns organisations of suspicious activity
Available for: Vendor Management
Mistakes can happen, and human error means that sometimes compliance documents can be validated or declined by accident. Rather than having to reach out to the vendor to resubmit documentation, you can now update the validation of a compliance document yourself within Felix. Simply open the compliance document and click the pencil icon in the Outcome field to change the status to ‘validated’, ‘pending’ or ‘declined’.
Change the status of compliance documents in the Outcome field
Available for: Vendor Management
When observing the value of compliance documents within a vendor profile, we've added currency formatting so that these monetary values can be more easily understood.
See new currency formatting under Value column
Available for: Contract Management
We heard that you often distribute the contracts CSV report to other stakeholders and have further details captured in Felix you'd like to surface. We have therefore added the Internal Notes and Scope of Work fields to the CSV export.
See fields for Internal Notes and Scope of Works added to the CSV report
Available for: Contract Management
You and your team put in a ton of work to draft and negotiate your contracts. Delivering on the value post-execution requires a timely focus on deliverables, notices and other tasks. We understand that missing even one action can sometimes have significant downside for your business.
We've added functionality to the Contract Management module that allows you to bring key dates to life, and connect reminders for your team to take action.
Make key dates more accessible and bring them to life out of the contract document
Don't miss critical dates or deadlines. Store and keep track of key dates in one summary view for your team and stakeholders to access quickly, without always having to start with searching the large contract document.
Existing key dates are carried across from the Summary tab, and you can add your own
Organise your team and reduce risk by setting reminders
Stay on top of important contract management deliverables and tasks by setting email reminders for team members.
You can set reminders on, before, or after a key date specified in the key dates view - or simply set one for a specific date. And you can assign to team members other than the Contract Owner.
Utilising reminders based off key dates in Felix starts to bring your static contract document "off the shelf" and to life for your team.
Set reminders for a specific date, or connect them to a Key Date
Available for: Sourcing
We've added more power to the Pricing Schedule, allowing you to keep even more of your end-to-end RFP process in one place.
Below is a summary of what's changed, however you can read the detailed information about the enhancements here.
With the Pricing Schedule, you can now:
Available for: Sourcing
To speed up the process of creating an RFQ, once you've uploaded all the documents into your RFQ (step 2) and proceed to the packages tab (step 3), these documents will be pre-selected as the default option to include as an attachment. This also ensures any important documents are not left off the RFQ.
If a document isn't needed, it's easy to deselect before continuing with the RFQ creation process.
Files uploaded into Documents are included as attachments in the RFQ
Available for: Vendor Management
When inviting a vendor to Felix, you can now capture vendor invite justification, so that approvers can understand the reason why a vendor is being invited, helping organisations to better manage their vendor base.
You can now:
Add further justification so that vendors can understand why that vendor is being invited to Felix
Learn more about how to invite a new vendor or how to invite a marketplace vendor.
Available for: Vendors
We've made several enhancements to the way that vendors respond to RFQs in Felix, providing a more intuitive process for vendors, and ideally in turn, more RFQ responses for organisations.
Below is a summary of what's changed, however you can read the detailed information about the enhancements here.
What's changed for vendors?
What's changed for organisations?
While these changes have no direct impact on the format of information your organisation receives in response to an RFQ, we think it’s useful to know what has changed for your vendors, in case you get any comments or questions.
Available for: Procurement Schedule
No need to scroll to the end of the Procurement Schedule to click the '+' button and add column groups. Simply click the '+' button located in your column group header to reveal another option that allows you to perform this action.
Look for the '+' button in the column group header to create a new column group
Available for: Sourcing
When pressing the Download All button to obtain documents that a vendor responded with in an RFQ, Felix generates a zip file. We’ve added the vendor into the name of the zip file, so that you can easily distinguish between the zip files if downloading all documents from multiple vendors.
For example:
Before: RFQ1234.zip
Now: RFQ1234_RED_EARTHWORKS_LTD.zip
Available for: Contract Management
We understand many customers issue $0 contracts such as Frame Agreements and don't wish to complicate reporting with a forced $1 value. So we now allow $0 contract values in the contract repository.
Available for: Procurement Schedule
When using drop-down field types in the Procurement Schedule, you told us that in some instances the drop-down lists weren’t showing all the options that you can choose from. For example, when searching for a package status or a package category. This behaviour was due to paginated options in the drop-downs.
We’ve made an improvement here to show all available options on click, so you don’t need to guess what options are available and can navigate the schedule a lot faster.
Refer to the August release notes here
Refer to the July release notes here
Refer to the June release notes here
Refer to the May release notes here
Refer to the April release notes here
Refer to the March release notes here
Refer to the February release notes here
Refer to the January release notes here
Check out the enhancements made to Engagements
Direct Integration: Felix and Oracle Aconex
Refer to the October release notes here
New API Extension: Procurement Schedule
Product Update: Search Marketplace
Upcoming changes: Projects and Services
Vendor list improvements - due early March
Vendor unlock and decline improvements