Document Management CU70

This section contains enhancements in Infor CloudSuite Financials for 11.0.70.0.

Emailing Printers in IDM

Support email enabled printers in CSF IDMPrinter setup

Program/Business class/Process affected:

  • IDMPrinter.busclass
  • IDMConfiguration.busclass
  • IDMJob.busclass
  • PayablesInvoice.busclass
  • Vendor.busclass
  • CompanyCustomer.busclass
  • DunningLetterHeader.busclass
  • StatementPrintHeader.busclass
  • BillingInvoice.busclass
  • PaymentOutputFileDetail.busclass
  • InventoryLocation.busclass
  • PurchaseOrder.busclass
  • PurchasingCompany.busclass
  • ProjectContractInvoice.busclass
  • Requisition.busclass
  • BillOfLading.busclass
  • WarehouseBatch.busclass
  • WarehousePickListPrintIDM.busclass
  • WarehouseProofOfDeliveryWHS.busclass
  • WarehouseShipment.busclass
  • BillingInvoice.busclass
  • GrantReportingSettings.busclass
  • ProjectContractInvoice.busclass

Use these steps to test the enhancement:

  1. Create IDMPrinter with "Emailed Enabled" Type
  2. Execute Print Test Page.
  3. Regression for modules with IDMPrinter set-up.

JT-1397590

IDM - Remove Max Length of FSM_ContractLine Attributes

Attributes of the FSM_ContractLine document type are limited to certain lengths

Program/Business class/Process affected:

  • IDM
  • Contract Line

If the IDM configuration file is imported to an environment with no prior IDM setup for CS FSM, attributes of the FSM_ContractLine document type should have no Max Length values. If it's imported to an environment with an existing configuration, user must have to delete the Max Length values of the attributes manually.

JT-1411833

Remove Max Length of FSM_CreditAnalyst Attributes

Attributes of the FSM_CreditAnalyst document type are limited to certain lengths

Program/Business class/Process affected:

  • IDM
  • Credit Analyst

Use this information to test the enhancement:

If the IDM configuration file is imported to an environment with no prior IDM setup for CSF, attributes of the FSM_CreditAnalyst document type should have no Max Length values. If it's imported to an environment with an existing configuration, user must delete the Max Length values of the attributes manually.

JT-1411852

Remove Max Length of FSM_CustomerOrder Attributes

Attributes of the FSM_CustomerOrder document type are limited to certain lengths

Program/Business class/Process affected:

  • IDM
  • CustomerOrder

Use this information to test the enhancement:

If the IDM configuration file is imported to an environment with no prior IDM setup for CS FSM, attributes of the FSM_CustomerOrder document type should have no Max Length values. If it's imported to an environment with an existing configuration, user must have to delete the Max Length values of the attributes manually.

JT-1411853

Remove Max Length of FSM_DailyShipmentJournal Attributes

Attributes of the FSM_DailyShipmentJournal document type are limited to certain lengths

Program/Business class/Process affected:

  • IDM
  • Order Entry Daily Shipment Journal

Use this information to test the enhancement:

If the IDM configuration file is imported to an environment with no prior IDM setup for CS FSM, attributes of the FSM_DailyShipmentJournal document type should have no Max Length values. If it's imported to an environment with an existing configuration, user must have to delete the Max Length values of the attributes manually.

JT-1415175

Remove Max Length of FSM_EFTNotificationPrint Attributes

Attributes of the FSM_EFTNotificationPrint document type are limited to certain lengths

Program/Business class/Process affected:

  • IDM
  • Notification Printing

If the IDM configuration file is imported to an environment with no prior IDM setup for CS FSM, attributes of the FSM_EFTNotificationPrint document type should have no Max Length values. If it's imported to an environment with an existing configuration, user must have to delete the Max Length values of the attributes manually.

JT-1415179

Remove Max Length of FSM_FinanceDimension2 Attributes

Attributes of the FSM_FinanceDimension2 document type are limited to certain lengths

Program/Business class/Process affected:

  • IDM
  • Finance Dimension 2

Use this information to test the enhancement:

If the IDM configuration file is imported to an environment with no prior IDM setup for CS FSM, attributes of the FSM_FinanceDimension2 document type should have no Max Length values. If it's imported to an environment with an existing configuration, user must have to delete the Max Length values of the attributes manually.

JT-1415188

Remove Max Length of FSM_FinancialInstitution Attributes

Attributes of the FSM_FinancialInstitution document type are limited to certain lengths

Program/Business class/Process affected:

  • IDM
  • Financial Institution

Use this information to test the enhancement:

If the IDM configuration file is imported to an environment with no prior IDM setup for CS FSM, attributes of the FSM_FinancialInstitution document type should have no Max Length values. If it's imported to an environment with an existing configuration, user must have to delete the Max Length values of the attributes manually.

JT-1415192

Remove Max Length of FSM_FranchiseContract Attributes

The Company, CustomerShipTo and FranchiseContract attributes of FSM_FranchiseContract will not be able to handle values higher than 9999, 9999 and 999999 respectively while the Currency attribute will not be able to handle values with length longer than 5. User will not be able to attach document if any of its attribute’s value exceeds the set Max Length of the attribute.

Program/Business class/Process affected:

  • IDM
  • Franchise Contract

Use this information to test the enhancement:

If config file is imported to a system with no prior configuration of CS FSM, the attributes of FSM_FranchiseContract would have no max length. However, if it is imported to a system with an existing configuration, the user would have to delete the Max Length values of the attributes of FSM_FranchiseContract manually.

JT-1415194

Add ability to format Email Subject and Email body for IDM Output File Payment Format

Ability to format Email Subject and Email Body of IDM Check Email using email template.

Program/Business class/Process affected:

  • Cash Payment Format
  • Electronic Payment Creation

Use this information to test the enhancement:

Set the Cash Payment Format to use IDM Output file and turn on the email functionality. Use an IDM Email template and set the Email Subject. Run Electronic Payment Creation and see if the email received uses the template for the email body and subject.

Pre delivered Email Template is now common for check and remittance. It should work for both check and remittance.

JT-1405396