User experience

This section contains enhancements in Infor Financials and Supply Management.

Buyer Menu - Manage Contract - SoHo 4 UX Uplift - List Actions Standardization

Limited to Manage Contract, this is an enhancement to apply the list action standard to the Buyer menu.

Program/Business class/Process affected:

  • Contract.ContractSearch
  • AdvancedSearchForm
  • Contract.ContractHierarchy
  • Contract.ContractsCreatedFromEvents

Use these steps to test the enhancement:

  1. Select Buyer > Manage Contract.
  2. Verify that the list action standard has been applied to these menus lists:
  • Search List
  • In Process
  • Contract Costs
  • Proposed Contracts
  • Contract Hierarchy
  • Subcontractor And Event
  • Max Amount

JT-1632766

Buyer Menu - Manage Event - SoHo 4 UX Uplift - List Actions Standardization

Limited to Manage Event, this is an enhancement to apply the list action standard to the Buyer menu.

Program/Business class/Process affected:

  • Menu - Manage Event (UI)
  • SourcingEvent.PendingOpenEvents
  • SourcingEvent.DraftEvents
  • SourcingEvent.RequisitionDraftEvents
  • SourcingEventArticle.EventArticles
  • SourcingEventAttachment.Attachments
  • SourcingEventComment.Comment
  • SourcingEventCommodities.EventCommodityCodes
  • SourcingEventContact.Contacts
  • SourcingEventLine.Lines
  • SourcingEventMeeting.Meetings
  • SourcingEventNotification.Notifications
  • SourcingEventQuestion.Questions
  • SourcingEventResponseBuyerWeighting.ResponseBuyerWeightingForABuyer
  • SourcingEventTermAndCondition.TermsAndConditions
  • SourcingEventTermAndCondition.ChangeDisplayOrderLevelOne
  • SourcingEventWorksheet.CreateEventFromRequisitions

Use these steps to test the enhancement:

  1. Select Buyer > Manage Event.
  2. Verify that the list action standard has been applied to these menus lists:
  • Create Event From Requisition
  • Draft
  • Pending Open
  • Open
  • Pending Evaluation
  • Recently Finalized
  • Bid Tabulations
  • Status Analysis
  • Search
  • Alert
  • Event Buyer Weighting

JT-1632759

Buyer Menu - Purchase Order Acknowledgments - SoHo 4 UX Uplift - List Actions Standardization

Limited to Purchase Order Acknowledgments, this is an enhancement to apply the list action standard to the Buyer menu.

Program/Business class/Process affected:

  • Menu - Purchase Order Acknowledgments
  • PurchaseOrderAcknowledgementMessage.POAcknowledgementMessagesForABuyer
  • PurchaseOrderAcknowledgementMessage.PurchaseOrderAcknowledgementMessages
  • PurchaseOrderAcknowledgementMessage.PurchaseOrderAcknowledgementMessagesForPage
  • SupplierContactMessage.SupplierContactMessages
  • SupplierMessageDialog.PortalMessageDialog
  • PurchaseOrderRevision.AcknowledgementsForPage
  • PurchaseOrderRevision.AcknowledgementsForABuyerPage

Use these steps to test the enhancement:

  1. Select Buyer > Purchase Order Acknowledgments.
  2. Verify that the list action standard has been applied to these menus lists:
  • Message Needing action
  • Revision
  • Acknowledgment Message
  • My Acknowledgments

JT-1630991

Buyer Menu - Purchase Order Fact Sheet - SoHo 4 UX Uplift - List Actions Standardization

Limited to Purchase Order Fact Sheet, this is an enhancement to apply the list action standard to the Buyer menu.

Program/Business class/Process affected:

  • Purchase Order Fact Sheet
  • SampleDocumentTemplate.FactSheetsForPurchaseOrder - (UI)

Use these steps to test the enhancement:

  1. Select Buyer > Purchase Order Fact Sheet.
  2. Verify that the list action standard has been applied.

JT-1630998

Mobile Requisitions - Phase 2

Continued update of Mobile Requisitions..

Program/Business class/Process affected:

  • KeywordShadow.busclass
  • Item.busclass
  • KeywordShadow.busclass
  • UnitOfMeasure.busclass
  • Contract.busclass
  • ContractLine.busclass
  • MobileMyRequisitionsPage
  • Requester.busclass
  • Requisition.busclass
  • RequisitionLine.busclass

Use these steps to test the enhancement:

  1. Log in to InforGo mobile application.
  2. Sign in as Requester.
  3. Create a Requisition.
  4. Verify all screens in different scenarios.
JT-1556590

Enable new Supplier Portal functionality

This enhancement turns on a new supplier portal functionality that was previously only accessible through configuration. This includes a new mobile version of the application.

Program/Business class/Process affected:

  • SupplyManagementSupplier.webapp

Use these steps to test the enhancement:

  1. Verify that the homepage and menu for the SupplyManagementSupplier application are the new Xi versions.
  2. Verify that the mobile portal is displayed when accessed via smart phone.

JT-1567183

Supplier Portal - Display Sourcing Event Articles and Terms in panel

There was no way to view all terms and conditions together on one page without opening a new tab. To view the descriptions, each record had to be opened individually. The view only terms and conditions page is updated to a template view. Everything is displayed on one page. The same view is added to the Sourcing Manager side as a button since the lists are needed to create and update records.

Program/Business class/Process affected:

  • SourcingEvent.busclass
  • SourcingEventArticle.busclass
  • SourcingEventTermAndCondition.busclass
  • SourcingEventTermAndConditionAttachment.busclass
  • UserTemplate.csv

Use these steps to test the enhancement:

  1. Sign in to Supplier Portal.
  2. Select Events > open an event with terms > Terms and Conditions.
  3. Expected Result: Verify that all of the terms and conditions are displayed correctly with the updated view.
  4. Sign in as Sourcing Manager.
  5. Select Manage Events > Open > open an event with terms > Terms.
  6. Expected Result: View Terms and Conditions button opens new template view.

JT-1495272

Inventory Manager - SoHo 4 UX - Physical Inventory Actions - Inventory Variance Update

Program/Business class/Process affected:

File changed:

  • InventoryVariancesUpdate.bustask

Use these steps to test the enhancement:

  1. Sign in as Inventory Manager.
  2. Select Physical Inventory > Inventory Variances Update
  3. Verify that the Sort Option field labels are changed to:
    • Highest To Lowest Variance Quantity
    • Page And Line Number Sequence

JT-