User Experience CU73

This section contains enhancements in Infor CloudSuite Financials for 11.0.73.0.

Reorder fields on Sourcing Event Response form

The fields on the Sourcing Event Response form have been reordered.

Program/Business class/Process affected:

  • SourcingEventLineResponse.busclass

Use these steps to test this enhancement:

  1. Verify that the fields are displayed in the updated order.

JT-1466930

Access to Item Location information

Accessibility has been improved to the Item Location form with drill navigation on lists and forms for inventoried items. Navigation is available to Inventory Transaction Line, Purchase Order Line, Requisition Line, and Warehouse Shipment Line.

Program/Business class/Process affected:

  • InventoryTransaction
  • InventoryTransactionLine
  • WarehouseShipmentLine
  • PurchaseOrderLine
  • PurchaseOrderReceiptLine
  • RequisitionLine

Use these steps to test this enhancement:

  1. Confirm that lists and forms in Inventory Transaction Line, Purchase Order Line, Requisition Line, and Warehouse Shipment Line can access Item Location in the Drill Around for inventoried items.

JT-1462993

ProjectFundingSourceChangeRequest changes for Mobile app

There is a redesign of the ProjectFundingSourceChangeRequest screen for the Mobile app. A new ApprovalForm PhoneProjectFundingSourceChangeRequestNavForm is added.

Program/Business class/Process affected:

  • ProjectFundingSourceChangeRequest.busclass & UI

Use these steps to test this enhancement:

  1. Enable ProjectContractChangeApproval in ProjectStructure.
  2. Open ProjectFunding.
  3. Create a ProjectFundingSourceChnages Request.
  4. Release the PhoneProjectFundingSourceChangeRequest.
  5. Sign in to the InforGo App.
  6. Open Inbox.
  7. Open the pending approval ProjectFundingSourceChangeRequest record.
  8. Verify the changes on the screen.

JT-1455523

ProjectContractChangeRequest changes for Mobile app

Mobile App changes for the ProjectContractChangeRequest role. There has been a redesign of the ProjectContractChangeRequest screen for the Mobile app.

Added new ApprovalForm PhoneProjectContractChangeRequestForm .

Program/Business class/Process affected:

  • ProjectContractChangeRequest.busclass

Use these steps to test this enhancement:

  1. Open ProjectContracts.
  2. Create a ProjectContractChangeRequest.
  3. Release the ProjectContractChangeRequest.
  4. Sign in to the InforGo App.
  5. Open Inbox.
  6. Open the pending approval ProjectContractChangeRequest record.
  7. Verify the changes on the screen.

JT-1455520

Project Administration role - project employee Project Periods list

Project labor distribution maintenance through the Project Administrator role accessing project employees has been improved. The list has been redesigned so more visible assignments are displayed.

Program/Business class/Process affected:

  • Project employee Project Periods list

Use these steps to test this enhancement:

  1. Sign in as a Project Administrator.
  2. Open an employee record.
  3. Select the All Periods tab.
  4. Verify the changes on the screen.

JT-1454579

Add Image fields to Supplier and Supplier Contact

Picture fields have been added to Supplier and SupplierSourceId.

Program/Business class/Process affected:

  • SupplierSourceId.busclass (BL)
  • SupplierSourceId.busclass (UI)
  • Supplier.busclass (BL)
  • Supplier.busclass (UI)
  • 11.0_post_CU80.faf

Use these steps to test this enhancement:

  1. Verify that the Picture field has been added to both business classes.

JT-1454005

Controller Manage Customers

From the Controller home page, the link to Customers navigates to the Manage Customers Page and not Customer List.

Program/Business class/Process affected:

Controller menu UI business class

Use these steps to test this enhancement:

  1. From the Controller home page, select the Manage Customers Page menu. The Manage Customers Page should be displayed.

JT-1452719

Journalize Invoice Approval Role

Mobile App Changes were made for the Journalize Invoice Approval Role. There has been a redesign of the JournalizeInvoiceApproval screen for Mobile App. A new ApprovalForm was added for JournalizeInvoiceApproval in PhoneProjectContractInvoicesNav.

Program/Business class/Process affected:

  • ProjectContractInvoice.busclass

Use these steps to test this enhancement:

  1. Select Financials > Project Ledger > Setup > Project Setup.
  2. On the Hierarchy Tab, select the project and select Contract Information.
  3. Select the Contract Project Funding tab and create a Billing Milestone with a status of To Process.
  4. Select Actions > Generate Invoices.
  5. An invoice is displayed on the Invoice Detail tab. Select Actions > Submit Invoices for Approval.
  6. Select the Invoice Group and click OK.
  7. Sign in to the InforGo App.
  8. Open Inbox.
  9. Open the pending approval JournalizeInvoiceApproval record.
  10. Verify the changes on the screen.

JT-1451765

Mobile Contract Manager features

New features and menus have been added to the Contract Manager for mobile.

The Manage Contract menu has been removed from the home page and has been replaced with Expiring and Expired, Contracts with Errors, and Proposed menus.

The Sidebar menu will have the same navigation as the home page.

The Search Contract Info menu has been renamed to Search for simplicity. You can perform a quick search using keywords. For example, Contract number, Supplier name, Working Contract ID, and Internal Contact.

The Contact search panel has been removed from the Search menu. Users can search by Internal Contact in the Contract Search form.

The Card view layout has been updated. Status tags are no longer displayed.

Program/Business class/Process affected:

Contract Manager and Contract forms for mobile devices.

Use these steps to test this enhancement:

  1. Viewing and updating contract records in Contract Manager using the Infor Go application.

JT-1446593

Sample Document Template Attachment Field

The mime type and redundant link to view the Sample Document Templates file have been removed. The title and file fields are now separate fields on the form.

Program/Business class/Process affected:

  • SampleDocumentTemplate

Use these steps to test this enhancement:

  1. Sample Document Template opening, maintenance, and creation.

JT-1373061

Add Funding Source Dashboard Project Manager role

A funding source dashboard was added to Project Manager role views.

Program/Business class/Process affected:

  • Project Manager role

Use these steps to test this enhancement:

  1. Select the new Dashboard tab on the My Project Funding Sources list. Posting Finance Dimension 2 is displayed on the dashboard similar to the My Posting Funding Sources list in card view.
  2. Verify that these fields are displayed on the Details pane:
    • Description
    • Funding Type
    • Active
    • Amount
    • Currency
    • Department
    • Division
  3. Verify that there is a Project Contracts list.
  4. Verify that there is a Deliverables list.
  5. Verify that these fields are displayed on the Grant Reporting pane:
    • Direct or Pass Through
    • Prime Sponsor Award Number
    • Include in SEFA
    • CFDA Number
    • Major Category
    • Program Title
  6. Verify that there is a FFR reports list.
  7. Verify that there is a Comments list.
  8. Verify that there is a User Field pane.

JT-1455240

Supplier Portal - SoHo 4 UX Uplift

Supplier Portal has been updated for improved quality with 4.0.

Program/Business class/Process affected:

  • BankInformationGroup.field (UI)
  • Contract.busclass (UI)
  • Supplier.busclass (BL)
  • Supplier.busclass (UI)
  • SupplierCertification.busclass (BL)
  • SupplierCertification.busclass (UI)
  • SupplierCommodityCode.busclass (BL)
  • SupplierCommodityCode.busclass (UI)
  • SupplierContractProxy.busclass (BL)
  • SupplierContractProxy.busclass (UI)
  • SupplierGroupPortalContacts.busclass (BL)
  • SupplierGroupPortalContacts.busclass (UI)
  • SupplierContactMessage.busclass (UI)
  • SupplierDiversityResponse.busclass (UI)
  • SupplierPortalLinksAndInstructions.busclass (UI)
  • SupplierQuestionResponse.busclass (UI)
  • RecallNotice.busclass (UI)
  • SourcingEvent.busclass (BL)
  • SourcingEvent.busclass (UI)
  • SourcingEventLineAOC.busclass (BL)
  • SourcingEventLineAOC.busclass (UI)
  • SourcingEventMeeting.busclass (BL)
  • SourcingEventMeeting.busclass (UI)
  • SourcingEventQuestion.busclass (BL)
  • SourcingEventQuestion.busclass (UI)
  • SourcingEventAttachment.busclass (UI)
  • SourcingEventComment.busclass (UI)
  • SourcingEventContact.busclass (UI)
  • SourcingEventResponse.busclass (UI)
  • SourcingEventLine.busclass (UI)
  • SupplierPrimaryContactMaintain_ST.secclass
  • SupplierSourceId.busclass (BL)
  • SupplierSourceId.busclass (UI)

Use these steps to test this enhancement:

  1. Verify that the new version of the Supplier Portal works as intended and that all required information is included. Only the Home and My Account screens have undergone major changes.
  2. Verify that the original version of the Supplier Portal still works as intended.

JT-1448348

Uplift single Item record dashboard

Improvements were made to Item Dashboard to resemble the Item Primary Dashboard.

Program/Business class/Process affected:

  • Item

Use these steps to test this enhancement:

  1. Confirm that the Overdue Purchase Order Lines pane is displayed when you Drill Around Item Dashboard.
  2. Test with items that are overdue. Confirm that the context and color matches the theme.
  3. Confirm that the pane sizes are identical to Item Primary Dashboard.

JT-1446886