Infor Document Management

This section contains enhancements in Infor Financials and Supply Management for 11.0.83.0.

Include current amount in AR Statements Aging

Program/Business class/Process affected:

  • Receivable Statement Print using IDM

Use these steps to test the enhancement:

Generate the Receivable Statement Print using IDM. The current amount should reflect on the generated document based on the aging of invoices.

JT-1573759

Add IDM attributes for Purchase Order

These IDM attributes are added:
  • Company Name
  • Vendor Name
  • Buyer Name

Program/Business class/Process affected:

  • PurchaseOrder
  • idm-configuration.xml
  • IDM

Use these steps to test the enhancement:

  1. Create a Purchase Order record.
  2. Run Issue Draft action.
  3. Check Document Manager and see the new attributes.
  4. Release the Purchase Order record and Issue Final.
  5. Check Document Manager and see the new attributes.

JT-1609161

Add IDM Job indata link to IDM Job form

Program/Business class/Process affected:

  • IDMJob

Use these steps to test the enhancement:

  1. Select My IDM Job List.
  2. In the Job Details section, verify that the indata.txt link redirects to IDM Job "indata" in JSON format.

JT-1606285

Add recipient name attribute to IDM US 1099 form

Program/Business class/Process affected:

  • US1099OutputHeader
  • US1099OutputDetail
  • idm-configuration.xml
  • IDM

Use these steps to test the enhancement:

  1. Set up, process, and generate the output using IDM.
  2. Go to the generated US1099 form in IDM and select the Attribute tab.
  3. Verify that the Recipient Name field is displayed. If the generated document is Copy A, then the value must be blank. For Copy B and Copy C, the value must be the vendor's legal name or the vendor's name, depending on your setup.

JT-1540512

Create three IDM invoice templates for Intercompany Billing to support Customer Bill To ability

Program/Business class/Process affected:

  • Intercompany Billing using IDM

Use these steps to test the enhancement:

  1. Generate Intercompany Billing document using the new IDM Templates where Bill To section is coming from Receivables.
  2. Verify that these three sample invoice formats are available:
    • US
    • VAT
    • Withholding with VAT

JT-1590343

Enhance IDM Job List to include additional fields

With this enhancement, the Application Administrator can view all documents from all users and shows the Job ID for each record.

Program/Business class/Process affected:

  • IDMJob
  • FINFinancialsViewerMenu_ST
  • SCMSupplyManagementProcessorMenu_ST
  • IEFINApplicationAdministratorMenu_ST
  • SCMSupplyManagementViewerMenu_ST
  • SharedProcessesMenu.Menu

Use these steps to test the enhancement

  1. Select My IDM Jobs. In the Job Details of each job, verify that these new fields are available: Job ID and Document ID. Verify that the Details field of your own jobs are available.
  2. Sign in as an Application Administrator. Select Shared Processes > All IDM Jobs. Verify that you can see all jobs for all users. Verify that a new Submitted By column is available.

JT-1605575

New Regenerate action for individual IDM check in Payment Output File Detail record

Program/Business class/Process affected:

  • PaymentOutputFileDetail

Use these steps to test the enhancement:

  1. Select the Generate Payment Check action under PaymentOutputFileDetail record. It should generate the IDM Check for the selected record.

JT-1605004

Update IDM pre-delivered fact sheet for MICR check

Update the fact sheet to add instructions on how to apply the MICR fonts to the IDM MICR Check Template.

Program/Business class/Process affected:

  • IDM
  • SampleDocumentTemplate

Use these steps to test the enhancement:

  1. Select Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Template > Payables Payment Output
  2. Click View Fact Sheet to download the fact sheet. This must have the instructions for applying the MICR font to the MICR fields.

JT-1619555