Infor Document Management CU72

This section contains enhancements in Infor CloudSuite Financials for 11.0.72.0.

Produce ad hoc Receivables Invoices with IDM

This enhancement added the ability to produce ad hoc Receivable Invoices using IDM.

Program/Business class/Process affected:

  • IDM
  • IDM Template
  • Sample Document Template
  • Receivable Invoice
  • Receivable Invoice Batch
  • Receivable Invoice Detail
  • Receivable Invoice Attachment
  • Receivable Company
  • Company Customer
  • Company Customer Contact

Use these steps to test this enhancement:

  1. Generate AR Invoices using IDM by batch and per Transaction.
  2. Print AR Invoices using IDM by batch and per Transaction.
  3. Email AR Invoices using IDM by batch and per Transaction.

JT-1406512

Generate US1099 Forms Using IDM templates

There is a new feature to generate, email and print US 1099 forms (1099-DIV, 1099-INT, 1099-K, 1099-NEC, 1099-MISC and 1099-G) Copy A, B, and C using Infor Document Management

Program/Business class/Process affected:

  • US1099 Tape Creation
  • US1099OutputHeader
  • US1099OutputDetail

Use these steps to test this enhancement:

  1. Run US1099 Tape creation.
  2. Then from Process Tax Document menu, go to the new list called US1099 IDM Output.From here you can generate IDM 1099 forms with Print and Email functionality.

JT-1448959