Contract Management CU64

This section contains enhancements in Infor CloudSuite Financials for 11.0.64.0.

4.0 Controls - Supply Management Administrator/Contract Management

Rearranged some forms in contract management:

  • Contract Types
  • Contract Classification
  • Contract Classification Group
  • Contract Templates

JT-1297591

4.0 Controls - Supply Management Administrator/Utilities

Rearranged some forms in contract management:

  • Contract Utilities > Contract Interface
  • Recall Utilities > Run Product Transaction Queries
  • Spend Analysis

JT-1298119

New process for Item inactivation where associated contract lines can be reused as special items

Program/Business class/Process affected: Item inactivation

Use these steps to test the enhancement:

  1. Create an item with associated Vendor Items, GTINs, Item Locations, and Contract Lines
  2. Perform the Inactivate and Activate process and verify that the Active field on Item, Vendor Item, GTIN, and Item Location is changed correctly.
  3. Inactivate and set the item to Not In Use.
  4. If choosing not to reset the Contract lines, verify that they have errors for the item that is not in use
  5. If resetting the contract lines, verify that the item type has been changed to Special and the vendor item or manufacturer number has been moved to the Item Number field.
  6. Test another action by inactivating an item but not setting it to Not In Use.
  7. There should be an action available to set the item to Not In Use. There should be options to change the Contract Lines.

JT-1339927

Add the ability to stop automatic creation of Distributor Contract lines from GPO processing

Use these steps to test the enhancement:

  1. Set the Do Not Automatically Create Distributor Contract Lines field in Contract Group to true.
  2. Select a GPO contract that will create a distributor contract for processing
  3. Create an interface contract
  4. Create a new Contract from the interface contract
  5. Select GPO Contracts > GPO Contracts Needing Action and search on Members to Maintain for Distributors
  6. Select a Contract and click the Release Members action
  7. Click Update Contract Line Members

    A list of Contract Line Members should be displayed

  8. Change the Purchase Method so some will create Distributor lines and some will not
  9. Click Open Distributor Contract for Line Creation
  10. Select the Add All Lines To Distributor option
  11. View the Distributor Contract and click on the Release Members action
  12. Verify that the proper lines and line members have been added to the Distributor Contract

JT-1347493

Change contract alerts for errors to only show errors not for inactive records

Use these steps to test the enhancement:

  1. Create a Contract
  2. Make two Copies of the Contract
  3. Add a line to the first contract with an inactive item or vendor item
  4. Add a line to the second contract for a special item with a missing manufacturer number
  5. View the contracts on these lists on the Manage Contracts menu item:
  • In Process
  • Active Not Expired
  • Active Expired
  • All Active

There should be a blue alert on the second contract: LineErrorsExistOnThisContractWhichAreNotForInactiveItems.

There should be no blue alert on the first contract.

JT-1355335