EDI

This section contains enhancements in Infor Financials and Supply Management.

EDI Handling of Expense Invoice, with no PO matching

This enhancement allows users to accept and process 810 transactions as expense invoices. An expense invoice is broadly identified as an 810 invoice without a purchase order number or with an non-numeric purchase order number.

Users can now see these status and transmission features:
  • The transmission of purchase orders, including date and time sent from EDI.

Program/business class/process affected:

  • EDI Translate Inbound processing of 810 invoice transactions to EDI invoice match interface input records.
Use these steps to test the enhancement:
  • Test a scenario with EDI 810 BIG04 having alphanumeric purchase order with no purchase order line details.
  • Test a scenario with EDI 810 BIG04 having alphanumeric purchase order with purchase order line details.
  • Test a scenario with EDI 810 BIG04 having a numeric purchase order, but not referenced to a purchase order.
  • Test a scenario with EDI 810 BIG04 having a numeric purchase order that is referenced to a purchase order.
  • Test a scenario with EDI 810 BIG04 having no purchase order number specified.
  • No break testing for existing credit memo invoices.
  • No break testing for existing debit memo invoices.
  • Test a scenario with EDI 810 having multiple purchase order lines and tax.
  • Test a scenario with EDI 810 having multiple purchase order lines only.
  • Test a scenario with EDI 810 having multiple purchase order tax only.
  • Test a scenario with EDI 810 with no purchase order lines nor tax.

What are the dependencies?

Requirements:

  • Process EDI 810 invoice as expense invoice if BIG04 has no purchase order number..
  • Process EDI 810 invoice as expense invoice if the purchase order number in BIG segment contains alphanumeric purchase order. Map the alphanumeric purchase order value from EDI 810 BIG segment to the external purchase order field of the invoice header.

Limitations:

MAP_TO_INTEFACED_PO

  • If EDI Data Substitution record, MAP_TO_INTEFACED_PO, is set, then all 810s would be processed as match invoices. The purchase order number would be mapped to the InterfacedPurchaseOrder field.

    Workaround:

    • There is no workaround at this time. Expense invoices cannot be processed if MAP_TO_INTEFACED_PO is set.

JT-1330412