Payables CU76
Payables Payment Processor menu
Payment processor menus are updated to improve usability.
Program/Business class/Process affected:
- PaymentProcessing – menu
- PaymentInquiry – menu
The Payables Payment Processor menu has been updated to improve efficiency and navigation. This change will also appear in the Payables Manager, Run Processes, Process Payments menu and Application Administrator, Financials, Payables, Payables Processing, Process Payments menu.
Use this information to test the enhancement:
- Navigate to Payables Payment Processor and verify the following:
- The Manual Payments and Credit Memo Application items have moved from the bottom of the list have been inserted under Payment Void Stop Pay Update.
- There is a new Payment Inquiry sub-menu that now includes the following lists that
used to appear the main menu item list:
- Payment Search
- Distributions By Payment
- Retrospective Invoices
- Vendor Payment History
- On Hold Invoice Search
- Invoice Audit History
- Distribution Audit History
- Distribution Audit History
JT-1379986
Postal Code search field on vendor search menu in invoice creation
Postal Code search field is added to the vendor search form in invoice creation.
Program/Business class/Process affected:
- Vendor
To test the enhancement, verify that you can search for a vendor by postal code when creating a Payables invoice.
JT-1373889
Add InvoicesOutOfBalanceWidget from the Payables Invoice Processor Role, Will Be List vs Widget
Added 'Out of Balance' list to Manage Invoices menu
Program/Business class/Process affected:
PayablesInvoice
Use this information to test the enhancement:
On Manage Invoices menu, view new tab showing list of out of balance invoices.
JT-1500973
[Mobile] Approval Role - Request New Invoice Payment - Enhancement
Program/Business class/Process affected:
PayablesInvoice.busclass
Use this information to test the enhancement:
Setup:
Service and Process definition should be enables for “Request New Invoice Payment”
To Test:
1.navigate To Application Administrator>Financials>Payables>Payables Processing>Manage Invoices
2.Click on Actions and click on 'Request New Invoice Payment' and fill out the form and submit.
3. Login to InforGo App.
4. Navigate to In-basket.
5. open the pending approval "RequestNewInvoicePayment" record.
6. Verify the changes in the screen
JT-1504381
[Mobile] Approver Role - Request New Vendor - Enhancements
Mobile] Approver Role - RequestNewVendor Approval Role
Mobile App Changes for Request New Vendor Screen
Program/Business class/Process affected:
Vendor.Busclass
Use this information to test the enhancement:
As part of the redesign of Request New Vendor, added a new form for Mobile View, MobileRequestNewVendor. Layout changes have been made as per Mobile View.
To Test?
Initial Setup:
1. Navigate to Application Administrator>Financials>Payables>Manage Vendors.
2. Click on Request New Vendor and Fill out the Request Form and Submit.
To Test.
1. log in to InforGo App.
2. Navigate to In-basket.
3. Open the task Named 'Final Approver For Request New Vendor'
4. Open any pending work Unit, and Verify the Layout Changes.
JT-1504382
Widget: Un-Released Payables Invoices – AP Processer
Widget: Un-released PayablesInvoice.
"UnreleasedPayablesInvoicesHomePageWidgetList"list added for Mingle home page widget using new COLUMNAR feature, this is exposed as API call in ION API to retrieve data from Mingle Home Page
Program/Business class/Process affected:
1.Files Changed:
UI of PayablesInvoice.busclass
ReplicationSet.csv
RepSetBC.csv
RepSetBCField.csv
2.In UI of PayablesInvoice.busclass added a list "UnreleasedPayablesInvoicesHomePageWidgetList" and form "PayablesInvoiceColumnarSearchForm"
Use this information to test the enhancement:
Navigate to Infor ION API -> CloudSuite Financials & Supply Management.
Go to" Landmark FSM Soap and Rest Services" and click on Documentation.
Search for PayablesInvoice.busclass and click on Documentation.
Click on "Get" list service and click on "TryitOut" then search for "UnreleasedPayablesInvoicesHomePageWidgetList" in the list then click on Execute.
Vendor and its respective Unreleased Invoices count will display.
JT-1507139
[Mobile] UI Enhancements to Account and Vendor Approval forms
[Mobile] Minor enhancements for Mobile UI
Program/Business class/Process affected:
1.Vendor.busclass
2.Account.busclass
Use this information to test the enhancement:
Initial Setup:
1.navigate To Application Administrator>Financials>Global Ledger>Finance Enterprise Group>Setup> Maintenance.
2. Open an Enterprise Group.
3. Navigate to Account Tab on the left.
4. Click on Actions and click on 'request update account' and fill out the form and submit.
To Test.
1. Login to InforGo App.
2. Navigate to In-basket.
3. Open the task named 'Final Approver for Request New Account'.
4. Open the pending Work Unit and verify the Layout Changes.
For Vendor:
1. Navigate to Application Administrator>Financials>Payables>Manage Vendors.
2. Click on Request New Vendor and Fill out the Request Form and Submit.
To Test.
1. Login to InforGo App.
2. Navigate to In-basket.
3. Open the task Named 'Final Approver For Request New Vendor'
4. Open any pending work Unit, and Verify the Layout Changes.
JT-1510882
Add the Payment Search form to Payables Invoice Processor role
Invoice Processors were unable to effectively search for a paid invoice based on the payment.
Program/Business class/Process affected:
APClerkInvoicesPage - Add new list to search paid invoices by Payment.
Use this information to test the enhancement:
Within Payables Invoice Processor role, navigate to 'Process Invoices' and select the 'Payment Search' tab.
JT-1511701
Widget: OnHoldPayablesInvoices Home page widget List
Widget: OnHoldPayablesInvoices Home page widget List.
-> "OnHoldPayablesInvoicesHomePageWidgetList","OnHoldPayablesInvoicesWidgetList" list added for Mingle home page widget using new COLUMNAR feature, this is exposed as API call in ION API to retrieve data from Mingle Home Page.
Program/Business class/Process affected:
1.Files Changed:
ui of PayablesInvoicePayment.busclass
2.In ui of PayablesInvoicePayment.busclass added a list "OnHoldPayablesInvoicesHomePageWidgetList","OnHoldPayablesInvoicesWidgetList" and form "PayablesInvoicePaymentColumnarSearchForm"
Use this information to test the enhancement:
Navigate to Infor ION API -> CloudSuite Financials & Supply Management.
Go to" Landmark FSM Soap and Rest Services" and click on Documentation.
Search for PayablesInvoicePayment.busclass and click on Documentation.
Click on "Get" list service and click on "TryitOut" then search for "OnHoldPayablesInvoicesHomePageWidgetList" in the list then click on Execute.
Onhold PayablesInvoicePayments with its respective Vendors and its count is displayed
Click on "Get" list service and click on "TryitOut" then search for "OnHoldPayablesInvoicesWidgetList" in the list then click on Execute.
Onhold PayablesInvoicePayments are displayed.
JT-1513290