Infor Document Management

This section contains enhancements in Infor Financials and Supply Management.

Add Tape Selection to US1099 Output Header to capture the parameter setting from US1099 Tape Creation

Program/Business class/Process affected:

  • US1099OutputHeader

Use these steps to test the enhancement:

  1. Run US1099 Tape creation.
  2. Verify that the Tape Type is available on the created US1099 Tape Output File or US1099 IDM Output when using IDM records.

JT-1648448

Additional Details in IDM Job for Automatic Check Printing

Program/Business class/Process affected:

  • IDM Check automatic printing
  • PaymentOutputFileDetail business class

Use these steps to test the enhancement:

  1. Process an IDM check with automatic printing.
  2. Select My IDM Job list and select the print request.
  3. In the Job Details section, verify that the check numbers that were processed are displayed.

JT-1640495

Apply Record Range Selection on Manual Reprint of Checks

Users can now select specific records or checks to print. Printing should still be in batch.

Program/Business class/Process affected:

  • Payment Output File Header
  • Print Check action under Payment Output File Header

Use these steps to test the enhancement:

  1. Run Print Check action in Payment Output File Header.
  2. Test the new Print All parameter or the record range to select specific records to print.

JT-1631580

Updating IRS 1099 Forms to meet 2021 IRS standards

Users can now select specific records or checks to print. Printing should still be in batch.

Program/Business class/Process affected:

  • US1099 Tape Creation
  • US1099 IDM Output
  • Vendor Group

Use these steps to test the enhancement:

  1. Select Payables Administrator > Setup > Customer Document Setup > IDM Templates > US1099 Forms tab.
  2. Verify that you are using IDM for US1099 and the US1099 IDM templates are the latest.
  3. Run US1099 Tape Creation.
  4. Open the US1099 IDM Output.
  5. Generate the US1099 forms.

Dependencies:

Either run the Upload US1099 IDM Template action from IEFINPostUpgradeAction or click the ReloadUS1099IDMTemplate button on the Vendor Group after the CU update.

JT-1631088

Automate importing configurations to IDM

Users can now select specific records or checks to print. Printing should still be by batch.

Program/Business class/Process affected:

  • IDMConfigurationXML
  • IDMConfiguration
  • IEFINPostUpgradeAction

Use these steps to test the enhancement:

  1. After CU update, check the IEFINPostUpgradeAction - IDM20210001. The status must be Complete.
  2. Select Application Administrator > Shared Processes > IDM Configuration > XML Files.
  3. Verify that the XML Files Status is Imported.
  4. On the Connection tab, click Test Connection.
  5. Verify that the IDM Test Connection result is Passed.

JT-1354464