User Experience

This section contains enhancements in Infor Financials and Supply Management for 11.0.81.0.

Req-To-Pay Contextual UX enhancement for SoHo 4 UX

Uplift Requisition To Payment contextual application to SoHo 4 UX.

Program/business class/process affected:

  • Requisition To Payment context viewer

Updated components:

  • Simplified field labels
  • Standardized font style
  • Panel and icon color
  • Content alignment.

Use these steps to test the enhancement:

  1. View the details in the context viewer with SoHo 4 UX.
  2. Perform testing of requisition to invoice payment transaction and view the details in the context viewer.
  3. Perform testing of purchase order to invoice payment transaction and view the details in the context viewer.
  4. Perform testing of expense invoice and payment transaction and view the details in the context viewer.

JT-1571971

Inventory Manager - SoHo 4 UX - Physical Inventory Actions

SoHo 4 UX uplifts for Physical Inventory Actions

Program/business class/process affected:

  • modules/ic/bl/InventoryCompany.busclass
  • modules/ic/bl/InventoryCountControlStatus.bustask
  • modules/ic/bl/InventoryVariancesUpdate.bustask
  • modules/ic/ui/InventoryVariancesUpdate.bustask

Use these steps to test the enhancement:

  1. Sign in as Inventory Manager.
  2. Select Physical Inventory.
  3. Verify that these actions meet the new UI standards:
    1. Mass Freeze Items
    2. Update Freeze Counts from Interface
    3. Inventory Variances Update
    4. Delete Freeze Records
    5. Inventory Count Control Status

JT-1540163

Inventory Manager - SoHo 4 UX - Physical Inventory lists and forms

SoHo 4 UX uplifts for Physical Inventory lists and forms

Program/business class/process affected:

  • modules/ic/bl/PhysicalInventoryImport.busclass
  • modules/ic/bl/PhysicalInventorySelect.busclass
  • modules/ic/ui/InventoryControlResult.busclass
  • modules/ic/ui/PhysicalInventoryAccuracy.busclass
  • modules/ic/ui/PhysicalInventoryImport.busclass
  • modules/ic/ui/PhysicalInventoryInterfaceResult.busclass
  • modules/ic/ui/PhysicalInventorySelect.busclass

Use these steps to test the enhancement:

  1. Sign in as Inventory Manager
  2. Select Physical Inventory.
  3. Verify that these forms and lists meet the new UI standards:
    1. Manage Select IDs
    2. View and Print Count Sheets
    3. Maintain Physical Inventory Interface
    4. Enter Counts
    5. View Interface Results
    6. Enter Variance Reasons
    7. View Accuracy

JT-1540162

Buyer Menu Receiver Messages SoHo 4 UX uplift

This is an enhancement to apply the SoHo 4.0 UI standards to Buyer Messages page of the Buyer role.

Program/business class/process affected:

  • /ui/MatchInvoiceMessage
  • /ui/PayablesInvoiceDetailImport
  • /ui/PurchaseOrderBuyerMessage

Use these steps to test the enhancement:

  1. Navigate through each panel of Buyer Messages page.
  2. Verify that the action buttons are working as intended (Release, Save -- during inline updates, Delete, etc.)

JT-1481694

Work Order Manager - SoHo 4 UX Uplift - Lists & Composite Forms

Work Order Manager misc enhancement for UI Uplift.

Work Order:

List initially displays search, added Item Description and Navigation to Item Dashboard.

Work Order Data Schedule Header:

List initially displays search, added Item Description and Navigation to Item Dashboard.

Composite Form now uses theme for context form background, display only context form, distributed and cleaned up forms.

Work Order Forecast Demand:

List initially displays search, added Company and Inventory Location and Navigation to Item Dashboard.

Display only context area, distributed and cleaned up forms.

Program/business class/process affected:

  • Work Order
  • Work Order Data Schedule Header
  • Work Order Forecast Demand

Use these steps to test the enhancement:

  1. Creation and maintenance of Work Order, Work Order Data Schedule Header, Work Order Forecast Demand

JT-1521625

Warehouse Clerk - SoHo 4 UX - Maintain shipment interface

Warehouse Clerk - SoHo 4 UX - Maintain shipment interface

Program/business class/process affected:

  • WarehouseShipmentImport.busclass

Use these steps to test the enhancement:

Layout changes have been made to match up the 4.0 Standards.

  1. To test this enhancement, sign in as Warehouse Clerk.
  2. Select Warehouse Processing > Maintain Shipment Interface.
  3. Verify the layout
  4. Changes made:
    1. List
      1. Initially display search
      2. Added a Status column to the list
    2. Form
      1. Changed context background to the theme color
      2. Moved tabs to the top
      3. Distributed fields in context form to two or three columns
      4. Distributed fields under the Main tab into two or three columns to use up white space to the right
      5. Spell out labels (Ex: change “Freight Charge Curr” to “Freight Charge Currency")
      6. Instead of buttons, moved the Cartons and Tracking lists into panels
  5. Verify the changes.

JT-1539621

SoHo 4 UX Uplift - Receivable Invoice Batch composite form

SoHo 4 UX Uplift - Receivable Invoice Batch composite form

Program/business class/process affected:

  • ReceivableInvoiceBatch
  • ReceivableProcessLevel
  • ReceivableApplication
  • ReceivableApplicationAdjustment
  • ReceivablePayment

Use these steps to test the enhancement:

Verify that Receivable Invoice Batch forms are displayed using SOHO 4.0 standards. Verify that all form fields which are required, are still editable when valid.

JT-1571596

SoHo 4 UX Uplift - Receivable Invoice Detail composite form

SoHo 4 UX Uplift - Receivable Invoice Detail composite form

Program/business class/process affected:

  • ReceivableInvoiceDetail

Use these steps to test the enhancement:

Verify that Receivable Invoice detail composite form and related tab forms are displayed using SOHO 4.0 standards. Verify that all form fields which are required, are still editable when valid.

JT-1571597

SoHo 4 UX Uplift - Receivable Invoice composite form

SoHo 4 UX Uplift - Receivable Invoice composite form

Program/business class/process affected:

  • ReceivableInvoice
  • ReceivableInvoiceLineItem
  • ReceivableGLDistribution
  • ReceivableInvoiceObligation
  • ReceivableInvoiceDispute

Use these steps to test the enhancement:

Verify that Receivable Invoice composite form and related tab forms are displayed using SOHO 4.0 standards. Verify that all form fields which are required, are still editable when valid.

JT-1535031