Match

This section contains enhancements in Infor Financials and Supply Management.

Commodity Code error on invoice match

Users receive an error when attempting to match an invoice. The error happens when the commodity code on an inventoried item did not match the commodity code on the item master.

Program/Business class/Process affected:

Invoice matching

To test the enhancement:

Verify that when interfacing an inventoried item for a match invoice, the commodity code is set to the value on the item master regardless of what is on the interface. Verify that the commodity code is a display only field for inventoried items with a commodity code on the item master.

JT-1641601

Match Invoice Item type error

Currently, the invoice does not allow matching an invoice with an inventoried item that had inventory tracking turned off after receiving.

Program/Business class/Process affected:

Invoice matching

To test the enhancement:

Verify these conditions when matching an invoice with an inventoried item with inventory tracking turned off after receiving:

  1. Distributions use the inventory location account group cost variance instead of the match company cost variance.
  2. No cost adjustment transactions are created in the IC system.

JT-1599198

Work Order issues from Ariba

Work Order (WO) coming from Ariba to invoice does not match WO on Purchase Order (PO). Ariba is requesting to pull only the invoice WO values, instead of the PO WO values.

For match invoices, the EAMProjectID was defaulting from the Purchase Order Line regardless of whether the EAMWorkOrder field differed from the PO.

Program/Business class/Process affected:

Invoice matching

To test the enhancement:

Verify that the EAMProjectID corresponds to the EAMWorkOrder on the invoice detail line instead of the corresponding Purchase Order Line.

JT-1612165

MatchRecon ServiceContract Refresh and Open Auto Sets all lines even if out of tolerance

Enhancements were made to the Match Reconciliation process for service contract invoices to make reconciliation effortless and align the behavior more with the process for other invoice types. This includes separate areas for the service by quantity and service by amount items so that list columns are more appropriate to the service type.

Program/Business class/Process affected:

Match Reconciliation for service contracts

To test the enhancement:

Verify that the process for matching service contracts in reconcilation enables the user to see discrepancies and respond appropriately; the process functions similar to receipt match invoices. Lines within tolerance are moved to an auto set and only out of tolerance lines are displayed when opening the invoice. Match is not available until all lines have been selected.

JT-1626690

Add document image/URL link on invoice

There was no link on the primary invoice form to a document image or URL.

Program/Business class/Process affected:

Manage Invoices

To test the enhancement:

Verify a link exists to the invoice image or URL on the primary invoice form.

JT-1642051