Contract Management

This section contains enhancements in Infor Financials and Supply Management for 11.0.82.0.

Switch from non-IDM to IDM setup in a contract record

You can now easily switch a Contract Classification or Subclassification from non-IDM to IDM.

Program/Business class/Process affected:

  • IDM
  • Contract
  • Contract Redline Document
  • Contract Classification
  • Contract Subclassification

Security changes:

  • CMProcessContract_ST

For details on exactly what was changed in these files, please see the Infor Financials & Supply Management Security Delta document for this update.

Use these steps to test the enhancement:

  1. Create a Contract record and select the created Contract Classification.
  2. Run Create Contract Document twice and create two Contract Redline Documents.
  3. Open the assigned Contract Classification and select the Use IDM check box. The IDM functionalities for the created record is now enabled.
  4. Go back to the Contract record and run the Create IDM Redline Document action. The first redline document version is now created. You can continue with the IDM redline processing.

    Note: Existing records with no IDM Redline Document are can still perform these actions once:

    • The Create IDM Redline Document action is available during Negotiation, Addendum, and Amendment states.
    • The Create IDM Redline Document action is available during Addendum and Amendment states.
  5. To view the previously created RTF documents, select Drill Around > Contract RTF Document History or Redline RTF Document History.

Other Approval Types:

A new Update IDM Template action is available for contracts that are valid for document generation. Contracts can be in a released, negotiation, ready to activate, and final approval state

JT-1547511