Infor Document Management

This section contains enhancements in Infor Financials and Supply Management for 11.0.77.0.

Send supporting documents for project contracts

This change delivers a way to attach additional documents to send to customers using IDM email for Project Contract Invoices.

Program/Business class/Process affected:

  • IDM
  • Project Contract Invoice

Use these steps to test the enhancement:

  1. Create records of Project Contract Comment or Project Contract Invoice Comments with attachments. Enable Send to Customer, max total should be 10 MB.
  2. Run Journalize Invoices with auto email or Email Invoice for Records with Project Contract Invoice Comment attachments and/or Project Contract Comment Attachments. Attachments set to Send to Customer should be sent with the email.
  3. Run Reverse Journalized Invoices with auto email for Records with Project Contract Comment Attachments. Attachments set to Send to Customer should be sent with the email.
  4. Project Contract Attachments are sent with each emailing of any Invoice under the Project Contract.
    Note: Project Contract Invoice Attachments are only attached for Journalize Invoices w/ auto emailing and manual email.
  5. Cases where we create Project Contract Invoice Comment Attachments first, should still be able to create Project Contract Comment Attachments up to 10 MB as we prioritize Project Contract Comment Attachments. When emailing invoice records with attachment total that goes over the limit of 10 MB, the email is sent in two parts.

JT-1472570