Infor Document Management

This section contains enhancements in Infor Financials and Supply Management for 11.0.79.0.

Enable automatic emailing and printing for Intercompany Billing Invoice

Users are looking for features to print and send email invoices in Intercompany billing module using IDM.

Program/business class/process affected:

  • IntercompanyBillingDocumentHeader
  • IntercompanyBillingGroup
  • ReceivableCompany
  • PayablesCompany
  • SampleDocumentTemplate
  • IDMTemplate
  • IDM

Use these steps to test the enhancement:

  1. Use IDM Template flag enabled.
  2. Automatic Print enabled.
  3. Automatic Email enabled.
  4. Under Intercompany Billing tab, Populate IDM Email options.
  5. Under Intercompany Billing tab, Populate IDM Email option.
  6. Navigate to Manage Document list and select/create a intercompany billing document record.
  7. Assign a Billing Invoice Template.
  8. Click on Generate Document action.
    1. For Unreleased, Pending Approval, Approved - It will only generate a draft document
    2. For Released, Settled, and Mark as Paid - It will generate and automatically print and email the final document
  9. Performing the Release action, it will also generate a final document and will automatically print and email it.
  10. The Email Invoice and Print Invoice will now be available. These actions are used for manual emailing and printing of the document.
  11. To check the status of the processed IDM document, navigate to Intercompany Billing Specialist > My IDM Job List

JT-1339638

Enable Regenerate IDM Intercompany Billing Invoice Document

Users need regenerate capability for when IDM generation fails especially for “released” records.

Program/business class/process affected:

  • IntercompanyBillingDocumentHeader
  • IDM

Use these steps to test the enhancement:

  1. Navigate to Manage Document list and select/create a intercompany billing document record.
  2. Assign a Billing Invoice Template.
  3. Release the Billing Invoice.
  4. Click on Generate Document action while the status of the document is marked as "released"

JT-1534926

Support Credit Memos and Service Contract Invoices in IDM Capture

To support credit memos and service contract invoices in IDM Capture.

Program/business class/process affected:

  • BOD Connector/pflows/inbound_process/FSM_ION_SyncCaptureDocument_Inbound.lpd

Use these steps to test the enhancement:

  1. Send a Sync.CaptureDocument BOD with PO invoice or Expense invoice or Credit Memo or Service Contract invoice to FSM application.
  2. Check created record in Payables Manager > Run Processes > Document Management Interface.

JT-1555789