Infor Document Management

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

Add ability to email additional vendor contacts for remittance and checks

Added functionality for secondary vendor contacts as a recipient for IDM Remittance and Checks email. New toggles are located in Vendor Contacts.

From email address (if not equal to no.reply@inforbc.com) will be included in Cc recipient for email trail purpose.

Program/Business class/Process affected:
  • Vendor Contact
  • PaymentOutputFileDetail
  • EmailRemittanceAdvice action
Use these steps to test the enhancement:
  1. Enable the toggle in Secondary Vendor Contact to include the contact as a recipient for IDM email of Remittance and Payment Checks.
  2. Test Email Remittance Advice action in PaymentOutputFileDetail and Batch Emailing from PaymentOutputFileHeader, including Automatic emailing during generation of Checks and Remittances. Secondary Vendor Contact will be included in the Cc recipient of the email.

JT-1592544

Add ability to email additional vendor contacts for Payables Invoice (Credit/Debit Memo)

Added functionality to secondary vendor contacts as a recipient for IDM Invoice Email (Credit/Debit Memo). New toggles are located in Vendor Contacts.

From email address in Email IDM Invoice to Vendor is now set to display only and is not editable. From email address (if not equal to no.reply@inforbc.com) will be included in Cc recipient for email trail purpose.

Program/Business class/Process affected:
  • Vendor Contact
  • Payables Invoice
  • IDM Email functionality in Payables Invoice
Use these steps to test the enhancement:
  1. Enable the toggle in Secondary Vendor Contact to include the contact as a recipient for IDM email of payables invoice.
  2. Test Email IDM Invoice to Vendor action in Payables Invoice and Automatic emailing during generation of invoice (Chargeback/Debit Memo). Secondary Vendor Contact will be included in the Cc recipient of the email.

JT-1592541

Create a default IDM template defined on the Receivable Company for ICB usage

Releasing of documents from other sources does not have ability to populate Billing Invoice Template.

Program/Business class/Process affected:
  • ReceivableCompany
  • IntercompanyBillingDocumentHeader

Use these steps to test the enhancement:

Setup:
  1. Select Receivables Company > Intercompany Billing tab.
  2. Assign Billing Invoice Template under IDM Options.

    To test the document from other interfaces, select Intercompany Billing Specialist > Setup > Groups and select the appropriate group. Under 'Automatically Release Documents When Created From,' select the check boxes where you want to release the document from.

Procedure

  1. To test a document from ICB form, select Intercompany Billing Specialist > Manage Documents and Create a new Document.

    Scenarios:

    1. If you assign a Receivable Company for the Billing Invoice Template and left this field blank in the ICB form, then this field is automatically populated upon creating the ICB record.
    2. If you did not assign a Receivable Company for the Billing Invoice Template, a warning message is displayed below the Billing Invoice Template field in ICB.
  2. Create a document from a source and release it. Select Intercompany Billing Specialist > Manage Documents and open the record.

    Scenarios:

    1. If you assign a Receivable Company for the Billing Invoice Template and left this field blank in the ICB form, then this field is automatically populated upon creating the ICB record.
    2. If you did not assign a Receivable Company for a Billing Invoice Template, a warning message is displayed below the Billing Invoice Template field in ICB.
  3. Select Intercompany Billing Specialist > Setup > Groups. Under IDM Document Settings, clear the Use IDM Template check box. Open any record from Manage Documents. The Printer section should not be displayed.
  4. A new page 'IDM Printer' added to Intercompany Billing Specialist > Setup
  5. Select Receivable Companies and open any record. On the Intercompany Billing tab, when you assign Billing Invoice Template in the 'Defaults For Billing Documents' section and IDM Options at the same time, it will result to an error upon saving.

JT-1566507