Infor Document Management

This section contains enhancements in Infor Financials and Supply Management for 11.0.78.0.

Show email details in IDM Job List

Show email details in IDM Job list:

  • From
  • To
  • CC
  • Subject

Program/business class/process affected:

  • IDM Job
  • Generate IDM document with email functionality
  • IDM email functionality in FSM

Use these steps to test the enhancement:

  1. Generate any IDM document with email functionality. Alternatively, email any existing IDM Document. Check email details on My IDM job list if correct.

JT-1500747

Show print details in IDM Job List

Show print details in IDM Job list :

  • Printer
  • Printer ID
  • Location
  • Printer Name
  • Printer Email Address (for email enabled printer)

Program/business class/process affected:

  • IDM Job
  • Generate IDM document with print functionality
  • IDM print functionality in FSM

Use these steps to test the enhancement:

  1. Generate any IDM document with print functionality. Alternatively, print any existing IDM Document. Check print details on My IDM job list if correct.

JT-1506882

Update IDM Sample Check template to include sample signature

Updated the Sample IDM Check templates to include sample signature.

Program/business class/process affected:

  • SampleDocumentTemplate
  • IDM Check Templates

Use these steps to test the enhancement:

  1. Download IDM sample check templates.
  2. Verify that the sample signature was included.

JT-1531831

Print Item Comments to Purchase Order Documents (RTF/PDF/IDM)

Item Comments are not printing in the Purchase Order Documents

Program/business class/process affected:

  • ItemComments
  • PurchaseOrder
  • PurchaseOrderLine

Use these steps to test the enhancement:Expected Result: Should be able to print Item Comments in the Purchase Order Document.

  1. Add Item Type in the Item Group.
  2. Create an Item then add Item Comment using the Item Type in the Comment Tab.
  3. Go to Purchasing Company then to Report Options.
  4. Select Print Comments in the Report Options to which Purchase Order Status you want to print the Item Comment. Note: (Purchase Order for Unreleased and Released PO, Open PO for Released PO and Unreleased PO for Unreleased PO Status)
  5. Create a Purchase Order for the Item.
  6. Issue Draft or Issue Final the Purchase Order.
  7. Check the Generated Purchase Order Document

JT-1482812

IDM Printers - follow UX guidelines

User Interface changes were made on IDM Printer Page to follow Infor standards.

Program/business class/process affected:

IDMPrinter

Use this information to test the enhancement:

Verify the IDM Printer page including actions. Verify that all are working the same as before.

JT-1501611