Receivables CU76

This section contains enhancements in Infor Financials and Supply Management for 11.0.76.0

Do not allow Customer Representatives access to business classes not needed for their processes and information

Program/Business class/Process affected:

  • Logged in Customer Representatives viewing data in Customer/Receivables Portal

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

  • CustomerRepresentativeSharedInformation_ST
  • CustomerRepresentativeAnonymous_ST

Use these steps to test the enhancement:

  1. Remove the IEFINCommonViewInformation_ST security class from the CustomerRepresentativeContact_ST and CustomerRepresentativePrimaryContact_ST roles
  2. Sign in as an existing customer representative that has records for the following:
    • Invoices
    • Invoice Detail
    • Invoice Payments
    • Orders
    • Order Lines
    • Customer Returns
  3. Verify that you can view data.
  4. Verify that you can view data for supporting information such as Inventory Locations and Project Contracts.

JT-1502258

[Mobile] Request New Customer UI Uplift

[Mobile] Approval Role -Request New Customer Enhancements

Program/Business class/Process affected:

Customer.busclass

To test this enhancement:

Setup:

Service and Process definition should be enabled for “RequestNewCustomer”

To Test:

1.navigate To Application Administrator>Financials>Receivables>Manage Customers>Customers

2.Click on Actions and click on 'Request New Customer' and fill out the form and submit.

3. Login to InforGo App.

4. Navigate to Inbox.

5. open the pending approval "RequestNewCustomer" record.

6. Verify the changes in the screen

JT-1508134