Purchasing CU68

This section contains enhancements in Infor CloudSuite Financials for 11.0.68.0.

Vendor return header and line comments for Chargeback/Credit Memo Invoice

Comments that originate from a vendor return with claim type of Chargeback are now copied to the credit memo invoice that is generated at shipping. When shipping occurs, the header and line comments that are attached to a chargeback vendor are returned with a comment type of Print on Chargeback. The comments are now copied to the generated credit memo invoice with a comment type of Vendor Return. Invoice comments that originate from vendor return lines indicate the line numbers from which they are copied. The Vendor Return comment type is not displayed when you are manually creating a payables invoice comment. When printing chargeback invoices using the Chargeback program, the comments are displayed on the generated document if the Print Comments parameter is set to Yes.

Program/Business class/Process affected:

  • Vendor Return
  • Payables Invoice

Use these steps to test the enhancement:

  1. Create a purchase order for multiple items.
  2. Receive all quantities and release the PO receipt.
  3. Create and match an invoice for the PO receipt.
  4. For the PO with claim type Chargeback, create a vendor return and specify a returned quantity.
  5. Attach multiple comments on the vendor return header. Attach multiple comments to each of the vendor return lines with comment type of Print on Chargeback.
  6. Authorize and ship the vendor return.
  7. Verify that all comments are printed on the credit memo invoice that is generated.

JT-1355396

Major and minor purchasing classes on Line Search form

Major and minor purchasing class fields are now available on Manage Purchase Orders > Line Search.

Program/Business class/Process affected:

  • Manage Purchase Orders > Line Search

Use these steps to test the enhancement:

  1. Verify that you can search purchase order lines for major and minor purchasing class.

JT-1398017

Select multiple comment types when adding a single comment

You can select multiple comment types when adding a single comment.

Program/Business class/Process affected:

  • RequisitionComment
  • RequisitionLineComment
  • PurchaseOrderComment
  • PurchaseOrderLineComment
  • PurchaseOrderReceiptComment
  • PurchaseOrderReceiptLineComment

Use these steps to test the enhancement:

  1. Create a transaction for Requisition, PurchaseOrder, and PurchaseOrderReceipt.
  2. Create a comment for each transaction.
  3. On the Comment page, select the comment types to create.
  4. Click OK.
  5. Verify that all of the selected comment types in the transaction are created.

JT-1026572