Widgets

Invoice Out of Balance - AP Manager role

Widget: InvoiceOutOfBalance. An InvoicesOutOfBalanceHomePageWidgetList list is added to 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:

• PayablesInvoice.busclass
• UI of PayablesInvoice.busclass
• RepSetBCField.csv
• In UI of PayablesInvoice.busclass added a list "InvoicesOutOfBalanceHomePageWidgetList".

Use these steps to test the enhancement:

1. Select Infor ION API > Financials & Supply Management.
2. Go to "Landmark FSM Soap and Rest Services" and click Documentation.
3. Search for PayablesInvoice.busclass and click Documentation.
4. Click "Get" list service and click "TryitOut" then search for "InvoicesOutOfBalanceHomePageWidgetList" in the list and click Execute.
5. Click "Get" list service and click "TryitOut" then search for "InvoicesOutOfBalanceHomePageWidgetList" in the list and click Execute.

JT-1517106

Matched Not Received Home page widget list

Widget: Matched Not Received Home page widget list.

• MatchedNotReceivedWidgetList
• MatchedNotReceivedWidgetList
• MatchedNotReceivedCompanyHomePageWidgetList 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:

• ui of PurchaseorderLine.busclass
• In UI of PurchaseorderLine.busclass added lists:
  • MatchedNotReceivedWidgetLis
  • MatchedNotReceivedVendorHomePageWidgetList
  • MatchedNotReceivedCompanyHomePageWidgetList

To test this enhancement:

1. Navigate to Infor ION API > Financials & Supply Management.
2. Go to Landmark FSM Soap and Rest Services and click Documentation.
3. Search for PurchaseorderLine.busclass and click Documentation.
4. Click Get list service and click TryitOut then search for "MatchedNotReceivedVendorHomePageWidgetList" in the list and click Execute.
5. MatchedNotReceived PurchaseOrder Lines with its Vendor and its count is displayed
6. Click Get list service and click TryitOut then search for "MatchedNotReceivedCompanyHomePageWidgetList" in the list and click Execute.
7. MatchedNotReceived PurchaseOrder Lines with its Company and its count is displayed.
8. Click "Get" list service and click "TryitOut" then search for "MatchedNotReceivedWidgetList" in the list and click Execute.
9. MatchedNotReceived PurchaseOrder Lines are displayed.

JT-1519260

NeedsApprovalRequisition Home page widget list

Issues or shortcomings encountered:

Widget: NeedsApprovalRequisition Home page widget List.

"NeedsApprovalRequisitionHomePageWidgetList","NeedsApprovalRequisitionWidgetList" 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 Requisition.busclass
2. In ui of Requisition.busclass added a list "NeedsApprovalRequisitionHomePageWidgetList","NeedsApprovalRequisitionWidgetList" and form "RequisitionColumnarSearchForm"

Use these steps to test the enhancement:

1. Navigate to Infor ION API > CloudSuite Financials & Supply Management.
2. Go to" Landmark FSM Soap and Rest Services" and click Documentation.
3. Search for Requisition.busclass and click Documentation.
4. Click "Get" list service and click "TryitOut" then search for "NeedsApprovalRequisitionHomePageWidgetList" in the list and click Execute. All of the requisitions that need approval are displayed with Requisition creation date and count.
5. Click "Get" list service and click "TryitOut" then search for "NeedsApprovalRequisitionWidgetList" in the list and click Execute. Requistions that need approval are displayed.

JT-1519265

Received Not Invoiced Home page widget List

Issues or shortcomings encountered:

Widget: Received Not Invoiced Home page widget List.

-"ReceivedNotInvoicedHomePageWidgetList","ReceivedNotInvoicedLinesWidgetList" 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 PurchaseorderLine.busclass
2. In ui of PurchaseorderLine.busclass added a list "ReceivedNotInvoicedHomePageWidgetList","ReceivedNotInvoicedLinesWidgetList" and form "PurchaseOrderLineColumnarSearchForm"

Use these steps to test the enhancement:

1. Navigate to Infor ION API > CloudSuite Financials & Supply Management.
2. Go to" Landmark FSM Soap and Rest Services" and click Documentation.
3. Search for PurchaseorderLine.busclass and click Documentation.
4. Click "Get" list service and click "TryitOut" then search for "ReceivedNotInvoicedHomePageWidgetList" in the list and click Execute. ReceivedNotInvoiced PurchaseOrder Lines with its ReceivingActivityDate and its count is displayed
5. Click "Get" list service and click "TryitOut" then search for "ReceivedNotInvoicedLinesWidgetList" in the list and click Execute. ReceivedNotInvoiced PurchaseOrder Lines are displayed.

JT-1519262

Un-Paid Invoice Due By Non Vendor– Controller

Issues or shortcomings encountered:

Widget: Un-paid Invoice Past due.

"OpenInvoicesHomePageWidgetList"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:

   • - PayablesInvoice.busclass

   • - UI of PayablesInvoice.busclass

   • - RepSetBCField.csv

2. In UI of PayablesInvoice.busclass added a list "OpenInvoicesHomePageWidgetList".

Use these steps to test the enhancement:

1. Navigate to Infor ION API > CloudSuite Financials & Supply Management.
2. Go to" Landmark FSM Soap and Rest Services" and click Documentation.
3. Search for PayablesInvoice.busclass and click Documentation.
4. Click "Get" list service and click "TryitOut" then search for "OpenInvoicesHomePageWidgetList" in the list then click Execute. Vendor and its respective Open Invoices count are displayed.

JT-1517104