Purchasing CU71

This section contains enhancements in Infor CloudSuite Financials for 11.0.71.0.

Match purchase order analysis

Match Purchase Order Analysis is available to the Buyer and Purchasing Manager roles.

Program/Business class/Process affected:

  • Viewing invoice information for purchasing roles

Use these steps to test this enhancement:

  1. Sign in as Buyer or Purchasing Manager.
  2. Select Lists And Processes > Purchasing Lists.
  3. Verify that all the data on the analysis dashboard is easily accessible.

JT-1325370

Integrate the legacy serial/lot tracking to UDI

This update integrated the final Purchase Order UDI tracking to the legacy lot/serial tracking.

Program/Business class/Process affected:

  • InventoryUDIDetail.bl
  • WarehouseShipmentLineDetail.bl
  • RequisitionLine.bl business

To test this enhancement, verify that Purchase Order receiving transaction for UDI tracked items are updating the legacy lot/serial tracking information in inventory.

JT-1353160

Reports action forms

This was a change to make date field labels on purchasing reports consistent.

Program/Business class/Process affected:

  • SupplyManagementReport

Use these steps to test this enhancement:

  1. Select Manage Supply Management Reports > Purchasing Reports > Manage Purchasing Reports.
  2. Verify that reports contain to and from date labels.

JT-1375063

Dashboard layout

This change updated the layout of Purchase Order Dashboard.

Program/Business class/Process affected:

  • Purchase Order

To test this enhancement, verify that Purchase Order Dashboard context form appears at the top, and Lists display in their own sections below it.

JT-1395648

Remaining PO Balance Report

This is an enhancement to use FEG Dimensions as filters in Remaining PO Balance Report.

Program/Business class/Process affected:

  • Remaining PO Balance Report

To test this enhancement, run the RemainingPOBlanceReport program, and verify in the UI form that Dimension filters can be selected based on the FEG setup.

JT-1419809

Changes to purchase order form

The Company field was moved from the context form to the Main tab. Most of the data in the context form is now hidden while a new Purchase Order is being created since it has no useful info at the time. When a new Purchase order is saved, the company field is moved to the context form and made uneditable. Icons were added next to the buyer's name for quick access to their profile, phone number, and email. These icons will only appear if the data they are associated exists. (If the buyer has no phone number on record, the phone icon will not appear).

Program/Business class/Process affected:

  • PurchaseOrder.busclass

Use these steps to test this enhancement:

  1. Verify that the Company field is displayed on the Main tab.
  2. Verify that the icons next to they buyer's name are displayed correctly.

JT-1431494