Contract Management

This section contains enhancements in Infor Financials and Supply Management.

New list to view and work on all Contract interface errors

This enhancement added a list to view and work on all contract interface errors.

Program/Business class/Process affected:

  • Interface Contract processing

Use these steps to test the enhancement:

  1. Navigate to the Interface Contracts Needing Action menu item.
  2. Click the Line Errors tab.
  3. Expected results- Contract Interface lines will appear on the list that have errors. A detail section will display below describing what the errors are.

JT-1644591

Create separate better organized menus for GPO processes

Create separate better organized menus for GPO processes.

Program/Business class/Process affected:

  • Group Purchasing Organization contract processing

Use these steps to test the enhancement:

  1. View the menu items grouped under Contract Interface for HealthTrust GPO Interface, Vizient GPO Interface, and GHX GPO Interface.
  2. Verify that the menu sets are similar and processes that were available on the old menu items are still available.
  3. Verify that processes are relevant to the appropriate vendor (for instance Suppliers Mapped by Tax ID tab in Supplier Mapping is only available for HealthTrust because only they supply the data).
  4. Verify that menu structure (Creation, Processing, Discrepancies, Search, Setup) is the same for all three vendors.

JT-1638335

Improvements to Group Purchasing Organization Contract processing for Vizient/Health Trust

Improvements to Group Purchasing Organization Contract processing for Vizient/Health Trust

Program/Business class/Process affected:

  • Group Purchasing Organization contract processing

Use these steps to test the enhancement:

  1. Set the GPO Processing field in Contract Group to HealthTrust 202.
  2. Find an existing interface contract associated with a manufacturer contract that has multiple lines and distributors.
  3. Map one of the distributors to a valid distributor contract.
  4. Delete that distributor on the interface contract (you may need to configure an action to do this).
  5. Delete one of the Item records in the GPO Data > Items list for the Contract.
  6. For an Item master item on the Interface Contract, change the UOM to one that is not valid in the GPO Data > Items list.
  7. Change a vendor item in the GPO Data > Items list.
  8. Run the Process Updates action- choose the following options- Auto Update Contracts, Find and Update Cost Changes and New Items, Find Vendor Item Changes, Delete Items that have been removed from GPO Contracts, Find Distributors that have Lines and Members Associated.
  9. After the action has completed:
  10. View the Alerts menu item- Expected results- The UOM that was not valid for the item should display on the UOM Errors list
  11. Verify that the item that was deleted in the GPO Data has been deleted on the interface contract and deleted or closed on the manufacturer contract
  12. That the distributor that was removed (and now should be added) has been added to the interface contract, and that the lines have been added to the distributor contract that was referenced in supplier mapping.
  13. For the Vendor Item change, the Vendor Item should be updated on the Contract Line Interface Distributor record and the associated Distributor Contract line.

JT-1653277

Provide a better way to expand search form after searching

There was no easy way to reopen the search form after searching for a record.

Program/Business class/Process affected:

  • ContractLine.busclass

To test the enhancement, verify that the search action is always displayed and that clicking it reopens the search form after searching.

JT-1647519

Update contract data from GHX data feed

Program/Business class/Process affected:

  • Contract management based on Group Purchasing Organization data

SECURITY CHANGES

For details on exactly what was changed in these files, please see the Infor Financials & Supply Management Security Delta document for this update.

CMProcessContractImport_St

IEFINCommonViewInformation_ST

Use these steps to test the enhancement:

  1. Load data from GHX to ContractGPOGHXInterface business class.
  2. Use GHX base data to create interface contracts and manufacturer contracts.
  3. Load data from GHX to ContractGPOGHXUpdate business class.
  4. Run the Process Updates action to update interface contracts and associated manufacturer contracts.

JT-1556628