Infor Document Management CU68

This section contains enhancements in Infor CloudSuite Financials for 11.0.68.0.

IDM versioning

Updated the versioning of the idm-configuration file and the Config Version value in CSF.

Program/Business class/Process affected:

  • IDM Configuration

Use these steps to test the enhancement:

  1. Verify that running the Test Connection for IDM does not produce errors. If no errors occur, the IDM configuration setup in the environment is up to date.

JT-1389535

IDM vendor remittance advice email output for EFT (non-check ACH) transactions

IDM remittance advice generation and automatic emailing to vendor has been enabled upon running the Payment Clearing File Creation action. This is for non-check ACH transactions.

Program/Business class/Process affected:

  • Payment Clearing File Creation

Use these steps to test the enhancement:

  1. Set up a Cash Payment format with ACH payment code and use the IDM template for remittance advice.
  2. Run Payment Clearing File Creation with Print Remittance set to Yes. The IDM remittance advice document is generated and automatically emailed to the vendor if email functionality is enabled from the Cash Payment format. The printing option is also available.

JT-1390802

Mass PO Issue Printer Option section

The Printer Option section is only shown in Mass PO Issue when the specified company is using IDM.

Program/Business class/Process affected:

  • Mass PO Issue

Use these steps to test the enhancement:

  1. Test Mass PO Issue with a company that is using IDM. Verify that the Printer Option section is displayed.
  2. Test Mass PO Issue with a company that is not using IDM. Verify that the Printer Option section is not displayed.

JT-1385919

PO IDM printer field

The IDM Printer is hidden after the Issue Final action of a purchase order. This is to avoid editing of the printer during revision.

Program/Business class/Process affected:

  • IDMPrinter in Purchase Order
  • Issue Final of Purchase Order

Use these steps to test the enhancement:

  1. Verify that IDM Printer is not displayed after the Issue Final action for purchase order is run. IDM Printer is displayed again after the revision has been saved, so that the printer can be changed before the Issue Final action.

JT-1387811

IDM email functionality for EFT Notification Print

IDM Email functionality was enabled for EFT Notification Print.

Program/Business class/Process affected:

  • EFT Notification Print

Use these steps to test the enhancement:

  1. Set up IDM email for EFT Notification Print in receivable company, company customer, company customer contact.
  2. Run EFT Notification Print with an IDM email template. A sample template can be downloaded from the Sample Document Template menu.

JT-1389836