User experience CU76
- Tabs moved to top of page
- Context form theme color changes
- Context form simplified to add new functionality, including status tags
- Information on context changed to display only text
Lease Payment Schedule Composite Form UI
Updated the Lease Payment Schedule Composite for SOHO 4 UX uplift.
Program/Business class/Process affected:
- LeasePayment
- LeasePaymentDetail
- RecurringLeasePaymentDetail
To test the enhancement, view the layout of the composite form initial search bars for the three lists.
JT-1420210
Application Administrator Match Processing Lists
Match Administrator lists were updated for the 4 UX Uplift project.
Program/Business class/Process affected:
- Match Administrator lists were updated for the 4 UX Uplift project.
To test the enhancement, Match Administrator lists were updated for the 4 UX Uplift project.
JT-1422649
4.X Contract dependents enhancements for SOHO 4UX
The business classes surrounding Contract are updated to look consistent with Contract and modern UI standards.
Contract:
- Standard called out actions follow new standards
- Capitalization corrections
ContractArticle:
- Capitalization corrections
- Contextforms now use theme color
- Now uses standardized contextform layout
ContractAttachedContact:
- Standard called out actions follow new standards
- Now uses standardized context area layout
- Forms are more spread horizontally
ContractAttachment:
- Standard called out actions follow new standards
- Now uses standardized context area layout
- Forms are more spread horizontally
ContractComment:
- Standard called out actions follow new standards
- Now uses standardized context area layout
- Misc form cleanup
ContractDeliverable:
- Standard called out actions follow new standards
- Now uses standardized context area layout
- Forms are more spread horizontally
- Standard called out actions follow new standards
- Capitalization corrections
- Fixed typos
ContractDeliverableComment:
- Now uses standardized context area layout
- Misc form cleanup
ContractDeliverableContact:
- Now uses standardized context area layout
- Misc form cleanup
ContractDistributorPricing:
Program/Business class/Process affected:
- Standard called out actions follow new standards
- Now uses standardized context area layout
ContractDistributorPricingMember:
- Standard called out actions follow new standards
- Now uses standardized context area layout
- Forms are more spread horizontally
- Capitalization corrections
ContractLine:
- Standard called out actions follow new standards
- Capitalization corrections
ContractMilestone:
- Standard called out actions follow new standards
- Forms are more spread horizontally
- Fixed Typos
- Contextforms now use theme color
- Now uses standardized contextform layout
- Capitalization corrections
ContractMilestoneComment:
- Now uses standardized contextform layout
- Misc. form cleanup
ContractMilestoneContact:
- Now uses standardized contextform layout
- Misc. form cleanup
ContractNotificationEmail:
- Standard called out actions follow new standards
- Contextforms now use theme color
- Now uses standardized contextform layout
- Capitalization corrections
ContractParticipant:
- Standard called out actions follow new standards
- Forms are more spread horizontally
- Contextforms now use theme color
- Now uses standardized contextform layout
- Capitalization corrections
ContractPricing:
- Forms are more spread horizontally
- Contextforms now use theme color
- Now uses standardized contextform layout
- Capitalization corrections
ContractPurchaseFrom:
- Standard called out actions follow new standards
ContractQuestion:
- Now uses standardized contextform layout
- Forms are more spread horizontally
- Contextforms now use theme color
- Panel tabs are at the top now
- Captialization corrections
ContractRebate:
- Now uses standardized contextform layout
- Capitalization corrections
- Forms are more spread horizontally
- Standard called out actions follow new standards
- Now uses standardized contextform layout
- Contextforms now use theme color
- Misc form cleanup
ContractRebateDue:
- Now uses standardized contextform layout
- Forms are more spread horizontally
- Contextforms now use theme color
ContractRebateDueInvoiceLine:
- Misc form cleanup
ContractRebateGrowthQualifier:
- Now uses standardized context area layout
- Captialization corrections
ContractRebateLoyaltyQualifier:
- Now uses standardized context area layout
- Captialization corrections
ContractRebateReceived:
- Now uses standardized contextform layout
- Captialization corrections
- Forms are more spread horizontally
- Contextforms now use theme color
- CompositeForm panel tabs are at the top now
ContractRebateThresholdQualifier:
- Now uses standardized context area layout
- Captialization corrections
ContractRebateType:
- Forms are more spread horizontally
- Misc form cleanup
ContractRebateQualifier:
- Now uses standardized contextform layout
- Misc form cleanup
- Captialization corrections
- Contextforms now use theme color
- CompositeForm panel tabs are at the top now
ContractRebateQualifierCode:
- Now uses standardized context area layout
ContractRebateQualifierItem:
- Forms are more spread horizontally
ContractRedlineDocument:
- Now uses standardized context area layout
ContractSubcontractor:
- Standard called out actions follow new standards
- Now uses standardized contextform layout
- Captialization corrections
- Contextforms now use theme color
- CompositeForm panel tabs are at the top now
ContractTermAndCondition:
- Captialization corrections
- Contextforms now use theme color
- Standard called out actions follow new standards
- CompositeForm panel tabs are at the top now
- Now uses standardized contextform layout
- Misc form cleanup
ContractTermAndConditionAttachment:
- Captialization corrections
- Now uses standardized context area layout
- Misc form cleanup
ContractTermAndConditionUpdate:
- Captialization corrections
- Misc form cleanup
ContractTier:
- Captialization corrections
- Now uses standardized contextform layout
- CompositeForm panel tabs are at the top now
- Contextforms now use theme color
ContractTierMember:
- Now uses standardized context area layout
- Forms are more spread horizontally
- Standard called out actions follow new standards
ContractTierQualifier:
- Standard called out actions follow new standards
- Now uses standardized contextform layout
- Captialization corrections
- CompositeForm panel tabs are at the top now
- Contextforms now use theme color
ManufacturerContract:
- Captialization corrections
- Standard called out actions follow new standards
- Now uses standardized contextform layout
- Contextforms now use theme color
RebateQualifierContract:
- Standard called out actions follow new standards
- Now uses standardized contextform layout
- Captialization corrections
- Misc form cleanup
- Contextforms now use theme color
RelatedContract:
- Misc form cleanup
- Now uses standardized context area layout
- Captialization corrections
Subcontractor:
- Standard called out actions follow new standards
- CompositeForm panel tabs are at the top now
- Contextforms now use theme color
Use these steps to test the enhancement:
- BusinessGroup
- Buyer
- Contract
- ContractArticle
- ContractAttachedContact
- ContractAttachment
- ContractComment
- ContractCompany
- ContractDeliverable
- ContractDeliverableComment
- ContractDeliverableContact
- ContractDepartment
- ContractDistributorPricing
- ContractDistributorPricingMember
- ContractDiversity
- ContractLine
- ContractLineTierMemberQual
- ContractMilestone
- ContractMilestoneComment
- ContractMilestoneContact
- ContractNotificationEmail
- ContractParticipant
- ContractPricing
- ContractPurchaseFrom
- ContractQuestion
- ContractRebate
- ContractRebateDistribution
- ContractRebateDue
- ContractRebateDueQualifier
- ContractRebateDueInvoiceLine
- ContractRebateGrowthQualifier
- ContractRebateLoyaltyQualifier
- ContractRebateReceived
- ContractRebateThresholdQualifier
- ContractRebateType
- ContractRebateQualifier
- ContractRebateQualifierCode
- ContractRebateQualifierItem
- ContractRedlineDocument
- ContractSubcontractor
- ContractTermAndCondition
- ContractTermAndConditionAttachment
- ContractTermAndConditionUpdate
- ContractTier
- ContractTierMember
- ContractTierQualifier
- ContractTierQualifierCode
- Customer
- CustomerGroup
- GeneralLedgerCompany
- InventoryLocation
- Item
- ManufacturerContract
- ParticipantLocation
- PricingGroup
- PurchasingCompany
- Question
- RebateQualifierContract
- RelatedContract
- RequestingLocation
- Subcontractor
- SubcontractorCommodityCode
- Supplier
JT-1472665
Wave 1 Contract Manager SoHo 4 UX uplift - Contract Home / Alerts
Enhanced Manage Contracts page to emphasize import options:
- Enhanced Manage Contracts page to emphasize import options
- Search list has been added to this page
- The Expiring Contract, Contracts with Errors, and Terms Negotiation alerts have been moved to the Contract Home page
- The Commitments panel is on the Search for Contract Information page. Enhanced Contract Manager home page to take advantage of Soho 4.0 capabilites. Added a Contract Home menu item to Application Administrator role
Program/Business class/Process affected:
- Structure of Contract Manager Home page
Use these steps to test the enhancement:
- Sign in as a user with the ContractManager_ST role.
- View the dashboard items for the Contract Manager.
- Verify that the dashboard items all function properly and display proper data.
For dashboard items that can be opened, verify that the resulting data when they are opened is correct
JT-1478927
Payables Payment Processor Home Page
Uplift Payables Payment Processor home page with 4.0 control capabilities.
Program/Business class/Process affected:
PayablesPaymentProcessorHomePage
CashRequirementsResult
PayablesInvoicePayment
PayablesOnHold
CashLedgerPayment
What should I test?
The Payables Payment Processor home page has been uplifted to utilize 4.0 control capabilities. To test navigate to the Payables Payment Processor role and verify the following changes:
The Quick Links and Payment Processing links are functional.
The Cash Requirements Result card list shows all current cash requirements results and if there is nothing in the list you should be able to either start or perform cash requirements.
- The Past Due Payments list shows all released payments where the due date is less than the current date.
- The Discount Payments Due Within Next Week show all released discount payments where the discount due date is less than seven days from today (or one week).
- The Payments Due Within Next Week show all released non-discount payments where the due date is less than seven days from today (or one week).
- The Cash Ledger Payment list show all released cash ledger payments.
- The Invoice On Hold list shows all payments that are on hold.
- The Payment Search tab is functional.
- Start cash requirements and navigate to the Available Invoices For Selection tab. Verify if the vendor, pay vendor or remit to location is on hold a warning appears in the pay vendor field. If the record is for a match invoice that has open match invoice messages or is unmatched and not a prepayment type a warning appears in the invoice field. If the payment is on hold a warning appears in the payment field.
UI Changes – The following existing items were changed in the UI:
PayablesPaymentProcessorHomePage – Page was updated to use 4.0 controls
CashRequirementsHelperList – List was updated to add warnings to the pay vendor, invoice and payment fields
JT-1482898
Payables Payment Processor - SoHo 4 UX Uplift - Composite Forms Standardization
Uplift the Payables Payment Processor forms and lists to use 4.0 control standards.
Program/Business class/Process affected:
CashRequirementsResult
PayablesInvoicePayment
CashLedgerPayablesPayment
CashLedgerPayment
PaymentOutputFileDetail
PaymentOutputFileHeader
PaymentOutputFileRemittance
What should I test?
Multiple forms and lists under the Payables Payment Processor role were uplifted. To test navigate to Payables Payment Processor and verify the following:
- Cash Requirements Results – the icons on call out action have been removed from the lists and composite form. The Vendor Group, Process Group and Pay Group fields will now show the value – description when the record exists.
- Payment Output Files – the context form has the viewable files in the last column. The detail form is now three columns and the remittance form is also three columns.
- Manual Payments – the ‘Currency Amounts’ tab is removed and the currency information is now on the Main tab.
All UI change:
-CashRequirementsResult:
CurrentCashRequirementsResults - List
> Updated call out actions to use 4.0 control standards
CashRequirementsResultComposite - Composite Form
> Updated call out actions to use 4.0 control standards
CashRequirementsResultContext - Form
> Combined the field and description when the record exists
-PayablesInvoicePayment:
PayablesInvoiceApplyPaymentList - List
> Updated call out actions to use 4.0 control standards
CashRequirementsHelperList - List
> Updated call out actions to use 4.0 control standards
-CashLedgerPayablesPayment:
CashLedgerPayablesPaymentForm - Form
> Created 3 columns and combined the cash code field and description when the record exists
CashLedgerRelatedPayablesPaymentCompositeForm - Composite Form
> Removed the 'Currency Amounts' tab. The information will now be on the Main panel.
MainForm - Form
> Added the currency amount information.
-CashLedgerPayment:
AvailableCashRequirementsList - List
Updated call out actions to use 4.0 control standards
PaymentOutputFileDetail:
PaymentOutputFileDetailMainForm - Form
The detail information will now display in three columnsPaymentOutputFileHeader:
PaymentOutputFileHeaderContext - Form All information will display in four columns and the file links will be in the last column
PaymentOutputFileRemittance:
PaymentOutputFileRemittanceForm - Form
The detail information will now display in three columns
JT-1484634
Payables Invoice Processor - SoHo 4 UX Uplift - List Actions Standardization
All Payables Invoice Processor lists were updated for the 4 UX Uplift project
Program/Business class/Process affected:
Payables Invoice Processor
To test:
Verify functionality of the Payables Invoice Processor lists.
JT-1484636
Payables Invoice Processor - SoHo 4 UX Uplift - Composite Forms Standardization
The action icons for the Payables Invoice Processor forms were not standardized
Program/Business class/Process affected:
Payables Invoice Processor
To test:
Verify the action icons for the Payables Invoice Processor forms are standardized
JT-1484638
Payables Vendor Specialist - SoHo 4 UX Uplift - List Actions Standardization
All lists for the Payables Vendor Specialist were updated for the 4 UX Uplift project
Program/Business class/Process affected:
Payables Vendor Specialist
To test:
Verify functionality of Payables Vendor Specialist list
JT-1484639
Payables Vendor Specialist - SoHo 4 UX Uplift - Composite Forms Standardization
The action icons for the Payables Vendor Specialist forms were not standardized
Program/Business class/Process affected:
Payables Vendor Specialist
To test:
The action icons for the Payables Vendor Specialist forms are standardized
JT-1484642
Cash Accountant - SoHo 4 UX Uplift - List Actions Standardization for CB module
Adopted new UI standards on lists for CB module business classes that fall under the Cash Accountant role.
Program/Business class/Process affected:
CompanyCashCode
CashCodeGroup
CashCodeGroupDetail
CashCodeTransactionCode
CashCode
CashTransactionCategory
BankAccountBalance
CashLedgerTransaction
CashLedgerCashReceiptHeader
CashLedgerFundTransferHeader
CashLedgerReturnedPayment
CashLedgerBatchApproval
WireTransferBatch
CashLedgerMassReleaseResult
CashLedgerTransactionError
CashLedgerJobResult
CashLedgerGLDistribution
CashLedgerAutoTranNumber
StaleDateOutputFileHeader
EscheatmentOutputFileHeader
CashLedgerTransactionImport
CashLedgerReceiptImport
CashLedgerPaymentImport
CashLedgerReturnedPaymentImport
GeneralLedgerCompany
To test:
Review on lists for CB module business classes that fall under the Cash Accountant role to ensure all lists have adopted the new 4.0 UI standards.
JT-1484649
Cash Accountant - SoHo 4 UX Form Uplift for CB modules - Group 2
Updated the following forms to the SOHO 4.0UX standards:
CashLedgerCashReceiptHeader
CashLedgerCashReceiptDetail
CashLedgerTransactionImport
CashLedgerPaymentImport
CashLedgerReceiptImport
CashLedgerReturnedPaymentImport
CashTransactionJobResult
CashLedgerGLDistribution
PositivePayOutputFileHeader
PositivePayOutputFileDetail
StaleDateOutputFileHeader
StaleDateOutputFileDetail
EscheatmentOutputFileHeader
EscheatmentOutputFileDetail
CashLedgerBatchApproval
CashLedgerMassReleaseResult
CashLedgerBankUpdate
CBOpenCommitmentsAndEncumbrances (page)
CashCodeCashPosition
CashLedgerConsolidation
Program/Business class/Process affected:
CashLedgerCashReceiptHeader
CashLedgerCashReceiptDetail
CashLedgerTransactionImport
CashLedgerPaymentImport
CashLedgerReceiptImport
CashLedgerReturnedPaymentImport
CashTransactionJobResult
CashLedgerGLDistribution
PositivePayOutputFileHeader
PositivePayOutputFileDetail
StaleDateOutputFileHeader
StaleDateOutputFileDetail
EscheatmentOutputFileHeader
EscheatmentOutputFileDetail
CashLedgerBatchApproval
CashLedgerMassReleaseResult
CashLedgerBankUpdate
CBOpenCommitmentsAndEncumbrances (page)
CashCodeCashPosition
CashLedgerConsolidation
To test:
Confirm on the form that panels are across the top instead of the left side and confirm the new context portion.
JT-1484650
Cash Administrator, Cash Manager, Cash Analyst - SoHo 4 UX Uplift - Composite Form & List Standardization for 'cashmgmt' module
Adopted new UI standards for Cash Administrator, Cash Manager, & Cash Analyst roles. Provided consistency with forms, lists, and actions.
Program/Business class/Process affected:
BankStatement (bl)
BankReconciliationMatchRuleGroupDetail
BankReconciliationTemplate
BankServiceCategory
BankServiceStatement
BankStatement
BankStatementInterfaceHeader
BankStatementLine
BankStatmentLineDetail
BankStatementLineDistribution
BankStatementLineReconStatus
BankStatementPosition
BankStatementReconciliation
BankStatementTotal
CashAccountComment
CashAccountCorrespondence
CashAccountLockbox
CashAccountLockboxComment
CashAccountResourceComment
CashForecast
CashForecastAccount
CashForecastCategory
CashForecastPage (page)
CashForecastPeriodAmount
CashForecastPublishDate
CashManagementAccount
CashManagementAccountDocument
CashManagementAccountResource
CashManagementGroup
CashManagementLocation
CashPositionPage (page)
CashTransactionCategory
CashTransactionIdentifier
CashTransactionProcessingRule
CashTransactionProcessingRuleGroup
CashTransactionProcessingRuleGroupDetail
DirectForecast
DirectForecastDetail
DirectForecastPeriod
DirectForecastSummary
FinancialInstitution
FinancialInstitutionBranch
FinancialInstitutionBranchContact
FinancialInstitutionBranchDocument
IncomingBankStatementHeader
NonCashLedgerDistribution
NonCashLedgerTransaction
OtherForecastTransaction
CashLedgerAutoTranNumber
CashLedgerReconciliationAdjustment
CashLedgerTransaction
To test:
Review Cash Administrator, Cash Manager, & Cash Analyst roles to ensure all forms, lists, and actions have adopted the new 4.0 UI standards.
JT-1484657
Asset Analyst - SoHo 4 UX Uplift - List Actions Standardization
Various updates have been incorporated to forms and lists to conform with current UI standards.
What should I test?
1. Asset busclass
-Summary Group Composite form - updated to horizontal tabs
2. Asset Book busclass
-Asset Impairment Book Form composite - updated to horizontal tabs
3. Asset Book Type busclass:
-Asset Book Type Composite Form - updated to horizontal tabs
4. AssetDisposal busclass
-Gain Loss Composite Form - updated to horizontal tabs
-Asset Disposal Items Composite Form - updated to horizontal tabs
5. AssetImport busclass
-Asset Interface Adjustment Composite Form - updated to horizontal tabs
6. AssetInterfaceOptions
-ProjectInterfaceControl Composite Form - updated to horizontal tabs
7. AssetManagementInterfaceResults
-Updated icons to follow std. and include called out action 'Perform Asset Interface'
8. AssetTemplate Composite Form
-Asset Template Composite Form - updated to horizontal tabs
9. Asset Interface Control
-Asset Interface Control Composite Form - updated to horizontal tabs
9. Asset Template form
-Asset Template Book tab - updated actions to std presentation
10. Asset Type Form
-Updated the Allocation Tab to horizontal presentation
11. Book
-Update form tabs to horizontal and updated action icons on books list
12. Asset Depreciation Method setup
-Updated actions to standard on Replacement Methods list
-Updated tabs to horizontal presentation on Depreciation Methods composite form
13. Purchase Order Line Asset
-Updated tabs to horizontal format
14. Purchase Order Line Asset Defaults
-Updated tabs to horizontal format
JT-1484703
Asset Manager - SoHo 4 UX Uplift - Composite Forms Standardization
Assets composite forms uplift with 4.0 controls.
Program/Business class/Process affected:
Asset.busclass
AssetLocation.busclass
AssetSummaryGroup.busclass
AssetTemplate.busclass
Method.busclass
AssetAdjustment.busclass
AssetBook.busclass
AssetCompany.busclass
AssetDisposal.busclass
AssetLocation.busclass
AssetReinstatement.busclass
AssetSummaryGroup.busclass
AssetTemplate.busclass
AssetTransactionSummary.busclass
AssetTransfer.busclass
AssetType.busclass
BookCalendar.busclass
BookGroup.busclass
BookGroupBook.busclass
MassSelection.busclass
Method.busclass
To test:
Updated composite form on assets for a improved view in 4.0 control
JT-1484705
Cash Ledger Payment Uplift
Updated Cash Ledger Payment list and Cash Ledger Payment composite form to SOHO 4.0UX standards.
Program/Business class/Process affected:
CashLedgerPayment
CashLedgerGLDistribution
CashLedgerPayment
To test:
Confirm list's standard actions only display action icon and call out actions do not have action icons. Confirm on the form, that panels are across the top instead of the left side and confirm the new context portion. On the currency amount panel, test new table is a display text. On Bank Address's field, test that if fields are empty address fields are reduced to a compact design.
JT-1486600
Cash Ledger Payables Payment Uplift
Updated Cash Ledger Payables Payments list and Cash Ledger Payables Payments composite form to SOHO 4.0UX standards.
Program/Business class/Process affected:
CashLedgerPayablesPayment
CashLedgerPayablesPayment
To test:
Confirm list's standard actions only display action icon and call out actions do not have action icons. Confirm on the form, that panels are across the top instead of the left side and confirm the new context portion. On the currency amount panel, test new table is a display text. On Bank Address's field, test that if fields are empty address fields are reduced to a compact design.
JT-1486603
Electronic Funds Transfer Uplift
Updated Electronic Funds Transfer list and Electronic Funds Transfer composite form to SOHO 4.0UX standards.
Program/Business class/Process affected:
CashLedgerElectronicFundsTransferTransaction
To test:
Confirm on the list that Stop Payment, Void, and Reconcile call out actions have corresponding action icon. Test that Create, Delete, Search, and Refresh actions only display action icon. Confirm on the form, that panels are across the top instead of the left side and confirm the new context portion. On the currency amount panel, test new table is a display text. On Bank Address's field, test that if fields are empty address fields are reduced to a compact design.
JT-1486605
Cash Accountant - SoHo 4 UX Form Uplift for CB modules - Group 1
Updated these forms to the SOHO 4.0UX standards:
CashLedgerCashReceiptHeader
CashLedgerCashReceiptDetail
CashLedgerReturnedPayment
WireTransferBatch
WireTransferBatchDetail
WireTransferBatchDetailDistribution
CashLedgerFundTransferHeader
CashLedgerFundTransferDetail
CashLedgerTransactionImport
CashLedgerPaymentImport
CashLedgerReceiptImport
CashLedgerReturnedPaymentImport
CashTransactionImportResult
CashLedgerGLDistribution
Program/Business class/Process affected:
CashLedgerCashReceiptHeader
CashLedgerCashReceiptDetail
CashLedgerReturnedPayment
WireTransferBatch
WireTransferBatchDetail
WireTransferBatchDetailDistribution
CashLedgerFundTransferHeader
CashLedgerFundTransferDetail
CashLedgerTransactionImport
CashLedgerPaymentImport
CashLedgerReceiptImport
CashLedgerReturnedPaymentImport
CashTransactionImportResult
CashLedgerGLDistribution
FinancialInstitution
FinancialInstitutionBranch
To test:
Confirm on the form that panels are across the top instead of the left side and confirm the new context portion. On the currency amount panel, test new table is a display text. On address fields, test that if fields are empty address fields are reduced to a compact design.
JT-1486617
Billing Manager - SoHo 4 UX Uplift - Billing Invoice Form
Billing Manager - SoHo 4 UX Uplift - Billing Invoice Form
Program/Business class/Process affected:
ui/BillingInvoice.busclass
ui/BillingInvoiceAddOnCharge.busclass
ui/BillingInvoiceAttachment.busclass
ui/BillingInvoiceCommentAttachment.busclass
ui/BillingInvoiceComments.busclass
ui/BillingInvoiceLine.busclass
ui/BillingInvoiceLineAttachment.busclass
To test this enhancement:
Test all screens in BillingManager webapp.
JT-1490590
Match Specialist Home page 4 UX uplift
The Match Specialist page was updated for the UX Uplift project
Program/Business class/Process affected:
Match Specialist
To test this enhancement:
Verify functionality of Match Specialist page.
JT-1491228
Inventory Manager Home page 4 UX uplift
Update Inventory Manager Home Page using 4.0 controls
Program/Business class/Process affected:
bl/PurchaseOrderLine
ui/PurchaseOrderLine
bl/RequisitionLine
ui/RequisitionLine
bl/ItemLocation
ui/InventoryHomePage
ui/InventoryTransaction
ui/ItermLocation
To test this enhancement:
Navigate to the Inventory Manager home page.
Ensure that the new UI functions as intended and has the same functionality as the old UI.
JT-1481720
Match Specialist Manage Invoices 4 UX uplift
The Manage Invoices forms and lists under Match Specialist were standardized as part of the Uplift project
Program/Business class/Process affected:
Match Specialist
To test this enhancement:
Verify functionality and usability of the Match Specialist Manage Invoices lists and form.
JT-1491231
Payables Invoice Processor - SoHo 4 UX Uplift - Payables and Receivables Invoices
Under Manage Vendors, the Payables And Receivables list was changed to be more user friendly
Program/Business class/Process affected:
Manage Vendors
To test this enhancement:
Verify the Manage Vendors / Payables And Receivables list is more user friendly.
JT-1495255
Wave 1 Contract Manager SoHo 4 UX uplift - Contract Search Page
Update Contract Search page to SoHo 4 UI standards
Program/Business class/Process affected:
Using Search for Contract Information page
To test this enhancement:
Logon as a Contract Manager
Open Search For Contract Information from the main menu
Note that all options are now specifically for searching on components of Contracts
Where possible, searches are on list columns, which allows for easy personalization of lists to add new search fields.
Searches have been consolidated to allow all options to be viewed without "scrolling" when menu is closed.
The check boxes do not display on the search lines, because only one record at a time should be selected for viewing. This also allows more space for other fields.
All pertinent fields on lists should be searchable, including name fields.
Verify that all searches work.
Open Additional Contract Information from the main menu.
All the items on this menu item have been removed from Search for Contract Information and placed on this menu item because they did not directly pertain to searching for Contracts.
Verify that searches work for all of these options.
JT-1497568
Uplift Cash Ledger Transaction Reconciliation Variance Adjustments
Updated Cash Ledger Payment list and Cash Ledger Payment composite form to SOHO 4.0UX standards.
Program/Business class/Process affected:
CashLedgerReconciliationAdjustment
To test this enhancement:
Confirm list's standard actions only display action icon and call out actions do not have action icons. Confirm on the form, that panels are across the top instead of the left side and confirm the new context portion.
JT-1498296
Projects SoHo 4 UX changes
Wave 1 SoHo 4 UX project ledger, project invoicing and revenue and grant accounting forms standardization.
Program/Business class/Process affected:
UI changes made to all project roles
JT-1502556
Billing and Receiving Portal - SoHo 4 UX List Standardization
Enhanced the Billing & Receivables Portal to utilize the new Soho 4.0 List standards. This includes removing verbiage from standard actions - i.e. Refresh). Removed checkboxes from 'Activity' lists to enhance usability and provide a cleaner look. Added new messages to lists without data. For example, 'You Have No Messages', 'You Have No Payments', 'You Have No Invoices', etc.
Program/Business class/Process affected:
ProjectFundingSource
CustomerGroupPortalContact (bl)
CustomerRepresentativeContact (bl)
CustomerGroupPortalContact
CustomerRepresentative
CustomerRepresentativeContact
CustomerRepresentativeContactMessage
CustomerRepresentativeSuggestedCompanyCustomer
ReceivableInvoice
ReceivableInvoiceDetail
ReceivablePayment
CustomerOrder
CustomerOrderLine
CustomerOrderReturn
BillingReceivablesPortalLinksAndInstructions
To test this enhancement:
Verify that all standard actions are represented by an icon and any verbiage has been removed.
Verify that the Quick Links (Activity) now function with a single select vs checkboxes for selecting multiple records.
Verify the Anonymous user can see all data related to the Contact Us list.
Verify lists with no data have a message that states 'You Have No Invoices', 'You Have No Payments', etc.
JT-1511320