User Experience

This section contains enhancements in Infor Financials and Supply Management for 11.0.82.0.

Allocations Uplift

SoHo 4 Uplift for Actuals and Budget Allocations related screens

Program/Business class/Process affected:

  • modules/Allocations/bl/Allocation.busclass
  • modules/Allocations/bl/AllocationControl.busclass
  • modules/Allocations/bl/AllocationLine.busclass
  • modules/Allocations/bl/AllocationRun.busclass
  • modules/Allocations/ui/Allocation.busclass
  • modules/Allocations/ui/AllocationControl.busclass
  • modules/Allocations/ui/AllocationJournalizeLog.busclass
  • modules/Allocations/ui/AllocationJournalizedDetail.busclass
  • modules/Allocations/ui/AllocationLine.busclass
  • modules/Allocations/ui/AllocationLineOverride.busclass
  • modules/Allocations/ui/AllocationRun.busclass
  • modules/Allocations/ui/AllocationTransactionDetail.busclass

JT-1556604

SoHo 4 IDM UX Uplift - Contract Redline tab

Non-updatable fields are changed to display as text. Fields have been rearranged. The Checked Out By and Checked Out Date fields are only available when the Checked Out field is enabled.

Program/Business class/Process affected:

  • Contract UI

Use these steps to test the enhancement:

  1. Create a Redline IDM document.
  2. Sign in as Contract Manager.
  3. Select Manage Contracts > Contract Record > Redline Documents.
  4. Check out the contract from IDM.
  5. Verify that these fields are displayed in the third column: Checked Out By, Checked Out Date.

JT-1564468

Par Level Specialist - SoHo 4 UX Uplift - Action forms

Par Level Specialist forms have been updated to meet 4.0 UI standards.

Program/Business class/Process affected:

  • Inventory

To test the enhancement: Verify that the Par Inventory Worksheet, Par Location Valuation, and Detail Par Location Utilization forms contain options to only show Location or Report Group.

JT-1521628

Supplier Registration Create New Certification

Fields used create a new certification are now marked with an asterisk, indicating that they are required before submitting the form.

Program/Business class/Process affected:

  • SupplierCertification.busclass

Use these steps to test the enhancement:

  1. Verify that required fields are denoted with an asterisk.
  2. Verify that the Commodity Code field is only displayed when a contact is specified. Note that Commodity Code and Contact is required, but commodity codes can only be specified when a contact is selected.

JT-1588507

Work Order Manager - SoHo 4 UX Uplift - Action Forms

The action forms in the Create Processing Reports menu are to conform to the SoHo 4 UX standards:

  • Fields are distributed in two columns to use space and reduce scrolling.
  • Radio buttons added as options to indicate field groupings.

Program/Business class/Process affected:

  • WarehouseBatchWorkOrderScheduling
  • WarehouseForecastDemandInterface
  • WarehousePickingFeedbackUpdate
  • WarehouseProductionFeedback
  • WarehouseProductionPrint
  • WarehouseWorkOrderExplosion
  • WarehouseWorkOrderPickListPrint
  • WarehouseWorkOrderPurge

Use these steps to test the enhancement:

  1. Verify that you can create, schedule, and run the jobs.
  2. Verify that previously created jobs can be executed correctly.

JT-1521623

Reporting Basis Form Uplift

The Reporting Basis setup page requires a User Interface uplift with the 4.0 SoHo control upgrade.

Program/Business class/Process affected:
  • ReportingBasis
  • AccountingEntity
  • Ledger
Use these steps to test the enhancement:
  1. Select Global Ledger > Setup > Maintenance.
  2. Select a Finance Enterprise Group.
  3. Click Reporting Basis and select a reporting basis.

JT-1555026

EDI Administrator - SoHo 4 UX Uplift

Updates to home page for the EDI Administrator role.

  • Quick Links - Translate Outbound, Translate Inbound, Create Trading Partner, Create Data Substitution
  • Processing Monitor - show processing status
  • Outbound to Send - Data Exchange records ready to send to partners.
  • Inbound To Translate - new Data Exchange records received from partners.
  • Inbound With Errors - Inbound Data Exchange records with status of Error.
  • EDI Work Errors - EDI Work records with status of Error.
  • The tabs are updated to incorporate the UI changes for Data Exchange, EDI Work, Partners, Data Substitutions and History pages.

JT-1477022

EDI Data Substitution Records - SoHo 4 UX Uplift

Ease of use enhancements for the Data Substitution pate:

  • Allow inline create
  • Move Edit button to headers
  • Change Edit button and New From Selected action behavior is enabled only if one record is selected

Program/Business class/Process affected:

EDI

Use these steps to test the enhancement:

  1. Edit a Data Substitution record using the Edit button from the Administrator page
  2. Edit a Data Substitution record using the Edit button from the Data Substitution page
  3. Edit button when multiple records are selected
  4. Edit context menu when multiple records are selected
  5. Create a Data Substitution record using inline create from the EDI Administrator page
  6. Create a Data Substitution record using inline create from the Data Substitution page
  7. New from Selected action is hidden when multiple records are selected

JT-1564465

EDI Trading Partners - SoHo 4 UX Uplift

Uplift EDI Trading Partners to SoHo 4 UX

Program/Business class/Process affected:

  • EDITradingPartner
  • EDITradingPartnerComment
  • EDIArchive
  • EDITransactionHistory
  • EDISetupMenu.menu
  • EDITradingPartner.keyfield
  • TradingPartnerDashboard.page
  • A Trading Partners dashboard was created to provide easy access to the Comments, Transaction History and the related Trading Partners.
  • Updated the search filter and labels of the lists to be consistent with the other pages.
  • Simplified the design and layout to make it easier to use.

Use these steps to test the enhancement:

  1. Create, Update, and Delete Trading Partners
  2. Create, Update, and Delete Trading Partner Comments
  3. Navigate around the Trading Partners dashboard
  4. Transaction History and Archive that are tied to the Trading Partner

JT-1564462

EDI Transaction History and Archive - SoHo 4 UX Uplift

Uplift EDI Transaction History and Archive to SoHo 4 UX

Program/Business class/Process affected:

  • EDITransactionHistory
  • EDIArchive
  • Updated the search filter and labels of the lists to be consistent with the other pages.
  • Simplified the layout and the related data is now displayed below the list instead of navigating to the other pages to view these.

To test this enhancement, process translations and view their respective history and archive records.

JT-1592862

Display Process Indicator for Requisition

A new process indicator has been added to Requisition Approval. This allows easy tracking of an invoice through the approval process. The Indicator is enabled on the flow itself and is used on the delivered Requisition and Requisition Line Approval flows.

The indicator is now visible on the following forms:

Requisition:

  • Requisition (Primary Form)
  • PFIRequisition (Approval Form)
  • MobilePFIRequisition (Mobile Approval Form)
  • RequisitionDashboardForm (Dashboard)

Requisition Line:

  • RequisitionLineEntryDetail (Primary Form)
  • RequisitionLineDashboard (Dashboard)

Program/Business class/Process affected:

  • Requisition
  • RequisitionLine
  • RequisitionApproval.lpd
  • RequisitionLineApproval.lpd

To test this enhancement, verify the requisition approval process by confirming that the process indicator is working accordingly for requisitions with header approvals.

JT-1561809

Payables Invoice Processor Composite Forms

The Payable Interface Invoice and Document Invoice Interface composite forms in Payables Invoice Processor do not meet new UI standards.

Program/Business class/Process affected:

  • DocumentInterfaceInvoice
  • PayablesInvoiceDistributionImport
  • PayablesInvoiceImport
  • PayablesInvoicePaymentImport
  • DocumentInterfaceAddOnCharge
  • DocumentInterfaceComment
  • DocumentInterfaceDetail
  • DocumentInterfaceDistribution
  • DocumentInterfacePurchaseOrder

Use these steps to test the enhancement:

  1. Verify the forms for Payables Invoice Interface composite form are in distributed layout, some forms will either in four-column, three-column, or two-column.
  2. Verify the title for Document Invoice Interface Maintenance displays Vendor and Invoice when these values are entered and Create Document Interface Invoice when creating a new record.
  3. Verify the forms for Document Invoice Interface composite form are in distributed layout, some forms will either in three-column or two-column.

JT-1518901

Payables Vendor Specialist Composite Forms (Group 2)

Payables Vendor Specialist Composite Forms (Group 2)

Program/Business class/Process affected:

  • modules/ap/ui/VendorAddressImport.busclass
  • modules/ap/ui/VendorBalanceImport.busclass
  • modules/ap/ui/VendorImport.busclass
  • modules/po/ui/SampleDocumentTemplate.busclass

Use these steps to test the enhancement:

  1. Sign in as Payables Vendor Specialist.
  2. Select Vendor Utilities > Vendor Interface.
  3. Verify VendorImport, VendorBalanceImport,VendorConversionContactAddress,SampleDocumentTemplateForm as per the changes mentioned in description.

JT-1518899

Requisition/Line - display required indicator for conditionally required fields

Some required fields on Requisition and Requisition Line are only required under certain conditions but do not show the required red asterisks. This has been corrected.

Program/business class/process affected:

  • Requistition
  • RequisitionLine

To test this enhancement, view and verify using editable forms that required fields are marked with red asterisks.

JT-1554384

Requisition/Line - display required indicator for conditionally required fields

Some required fields on Requisition and Requisition Line are only required under certain conditions but do not show the required red asterisks. This has been corrected.

Program/business class/process affected:

  • Requistition
  • RequisitionLine

To test this enhancement, view and verify using editable forms that required fields are marked with red asterisks.

JT-1554384

Search Requisitions search form field layout

Add Requester and Buyer Names to the RequisitionSearchRequestingLocation list on the search form field layout.

Program/business class/process affected:

  • Requisition.busclass

To test this enhancement, verify that group labels are available for requester and buyer names by following these steps:

  1. Go to Requester > My Requisitions > Search Requisitions
  2. Verify requester and buyer names are displayed on RequisitionSearchRequestingLocation list

JT-1546600

Punchout Vendor Composite Form Uplift

We have made Layout changes to the punchout vendor forms.

Program/Business class/Process affected:

  • PunchoutVendor.busclass
  • Requester.busclass
  • RequesterPunchoutVendorMapping.busclass

Use these steps to test the enhancement:

  1. Navigate to punchout Vendor Screens.
  2. Verify the initial search enabled in the list.
  3. Open a record and verify the layout changes in the Context Forms.
  4. Navigate to the Requesters panel and verify that the Helper list is added to it.
  5. Verify the card view attached in the same panel.
  6. Click on create, Verify the Requester form.

JT-1544483