Payables CU71
Duplicate menu items have been removed. The , , , , and menu items are now located here .
Program/Business class/Process affected:
- MatchAnalysisMenu.menu
Use these steps to test this enhancement:
- Sign in as Payables Manager.
- Verify that these menu items appear only on the menu:
JT-1421920
Invoice Accrual Report by accrual accounting string for Fund Accounting
This is an enhancement to summarize and report the distributions based on the expense account.
Program/Business class/Process affected:
- Invoice Accrual reconciliation report
Use this information to test this enhancement:
A new option to the parameter Sort option was added, Fund Accrual. When you select and run the job, the output is summarized based on the expense accrual account. Every other functionality remains the same. You can verify the report by running for other options.
JT-1426815
Mobile:Add Contextfrom in InvoiceApproval screen
This change added Contextfrom in InvoiceApproval screen.
Tthe Mobile invoice approval form is redesigned. Added new context form PhonePayablesInvoiceContext form with these new that added VendorNameID, InvoiceAmmountandCurrency,Invoice, InvoiceDate and DocumentURL.
In PhoneEditablePayablesInvoiceDistributions Panel added update action.
You can now edit comments in the phone comment form.
IIn the ApprovalHistory Panel Cardview, PreferredFirstAndLastName was added.
Program/Business class/Process affected:
- PayablesInvoice.PhoneApprovalPayablesInvoiceForm
Use these steps to test this enhancement:
- Send various types of invoices (purchase order, tax, discount, etc.) for approval.
- Select and open the approval form.
- Verify the changes mentioned above exist and verify all tabs of Invoice, Distribution, Purchase Order, Messages, Related Documents, Comments, Errors and Approval Tracking are displayed.
JT-1429157
Budget Rebuild Process
This is an enhancement to enable the Budget Rebuild Process.
Program/Business class/Process affected:
- Payables invoice processing with budget checking
Use these steps to test this enhancement:
- Create an expense type Payables invoice.
- Deactivate a budget template.
- Activate the budget template.
- Once the template is in Ready state, verify using drill around that a Commitment has been created for the invoice, but it has no budget editing information.
- Release the invoice.
- Verify based on Time Stamp, Business Class, and Increment Amount that the proper Obligation has been posted.
Additional tests:
- Follow the same steps above, except put the Template in a "processing" state just prior to Invoice release.
- Follow the same steps above, except put the Template in a "processing" state after the distribution has been created, then change the distribution, then release the invoice. Process an expense invoice without changing the state of the Template.
- Create a Match Invoice with details from a Purchase Order. Set a template to a processing state.
- Change one of the distributions from the Purchase Order.
- You should receive an error that you cannot process because a Template is processing.
JT-1429785
Mobile forms and lists
This enhancement added titles for all the mobile forms and lists in Payables Manager and BIllingInvoice modules. Removed the M from titles for translation purposes.
Program/Business class/Process affected:
- Currency.busclass
- BillingInvoiceLine.busclass
- PayablesInvoiceDetail.busclass
- MatchInvoiceMessage.busclass
- VendorAddress.busclass
- Vendor.busclass
- VendorBalance.busclass
- PayablesInvoiceDistribution.busclass
- PayablesInvoice.busclass
- VendorLocation.busclass
- BillingInvoice.busclass
- PayablesInvoicePayment.busclass
- JurisdictionResults.busclass
To test this enhancement, verify that the M is removed from all the titles for lists and forms for PayablesManager and BillingInvoice Mobile views.
JT-1433865