Infor Mobility CU74

This section contains enhancements in Infor CloudSuite Financials & Supply Management for 11.0.74.0.

[Mobile] Approver Role - Request New Account form

[Mobile]Approver Role - Request New Account Approval role.

Mobile App changes to Request New Account page.

Program/Business class/Process affected:

Account.Busclass

As part of the redesign of Request New Account, a new MobileRequestNewForm form for Mobile View. Layout changes have been made as per Mobile View.

Use these steps to test the enhancement:

Initial Setup:

  1. Sign in as Application Administrator and select Financials > Global Ledger > Finance Enterprise Group > Setup > Maintenance.
  2. Open an Enterprise Group.
  3. On the Account tab, click RequestNewAccount. Complete the form and submit.

Test

  1. Sign in to InforGo App.
  2. Navigate to Inbasket.
  3. Open the Final Approver for Request New Account task.
  4. Open the pending Work Unit and verify the layout changes.

JT-1461938

[Mobile] Approver Role - Journalize Revenue Approval role

Journalize Revenue Approval role.

Program/Business class/Process affected:

ProjectContractInvoice.busclass

Use these steps to test the enhancement:

  1. Set up for Project Revenue Approval
  2. Create a Revenue Milestone by giving the details like Project Milestone Number, Date, Amount and select status as To Process.
  3. Select Actions menu > Recognize Revenue
  4. Click Generate Invoice and provide the required information. Click Submit after this Milestone status changes to Draft
  5. This record is displayed in the Revenue Recognition tab.
  6. Select Actions > Submit Revenue for Approval and select the Invoice Group. Click Submit.
  7. Go to the Inbox and select the record. Click Approve.
  8. Verify that this record is approved.
  9. Select Actions > Journalize Revenue. Provide the required information and click Submit.

From Mobile:

Navigate to My Inbasket and open the approval form. Verify the form and click Approve.

JT-1462851

[Mobile] Approver Role - RequestNewVendor Approval role

Mobile app changes for Request New Vendor page

Program/Business class/Process affected:

Vendor.Busclass

Use this information to test the enhancement:

As part of redesign of Request New Vendor, we added new MobileRequestNewVendor form for Mobile View. Layout changes have been made as per Mobile View.

Use this information for testing the enhancement:

Initial setup:

  1. Sign in as Application Administrator > Financials > Payables > Manage Vendors.
  2. Click Request New Vendor. Complete the Request form and click Submit.

Test

  1. Sign in to InforGo App.
  2. Navigate to In-basket.
  3. Open the Final Approver For Request New Vendor task
  4. Open any pending work Unit and Verify the layout changes.

JT-1465616

[Mobile] Approval Role - Cash Ledger Receipt Approval form

[Mobile] Approver Role - CashLedgerCashReceiptApproval Role

Program/Business class/Process affected:

  • CashLedgerCashReceiptHeader.busclass
  • CashLedgerCashReceiptDetail.busclass
  • CashLedgerGLDistributions.busclass

As part of the redesign of Approval, we added a new form for Mobile View. Layout changes have been made as per Mobile View.

Use this information to test the enhancement:

Initial setup:

  1. Sign in as Application Administrator and select Financials > Cash Management > General Setup > Cash Management Group.
  2. Open the account and enable Cash Receipt.
  3. Select Cash Management > Cash Setup > Approval Codes and select Single Approver and add assign role.
  4. Select Cash Ledger Processing > Process Cash Ledger > Cash Receipt.
  5. Complete the Cash Receipt and Receipt Line and Submit for Approval.

Test

  1. Sign in to InforGo App.
  2. Navigate to In-basket.
  3. Open the Cash Receipts for Approval task.
  4. Open any pending work Unit, and verify the layout changes.
  5. Check the inbox for the same.

JT-1465641

[Mobile] Approval Role - CashLedgerTransactionApproval

UI changes for CashLedgerTransactionApproval

Program/Business class/Process affected:

  • CashLedgerTransaction.busclass
  • CashLedgerGLDistribution.busclass
  • CashLedgerTransactionReasonCodeUsage.busclass
  • There has been a redesign of the CashLedgerTransactionApproval for MobileApp.
  • Added new ApprovalForm PhoneCashLedgerTransactionForm.

Use this information to test the enhancement:

Setup:

  1. Select Financials > Cash Management > General Setup > Cash Management Group.
  2. On the Main tab, select Cash Ledger Transactions.
  3. Select Financials > Cash Management > Cash Ledger Processing > Process Cash Ledger > Cash Ledger Transactions.
  4. Create CashLedgerTransaction and Submit it for Approval

Test

  1. Sign in to InforGo App.
  2. On the Inbox, open the pending approval CashLedgerTransactionApproval record.
  3. Verify the changes

JT-1465644

Clean DOC ID Solution - SyncCodeDefinition Outbound

Note: This parameter is only applicable for beta customers and not existing customers using CSF-EAM Integration

Program/Business class/Process affected:

FSM_ION_SyncCodeDefinition_Outbound.lpd

Setup:

  • Added new System Configuration Parameter "RequiredCleanDocumentID”. Default value for the flag is "N". When the Value is set to "Y", to enable RequiredCleanDocumentID.
  • Added new System Configuration Parameter "IsMultipleFEG”. Default value for the flag is "N". The Value is set to "Y", to enable IsMultipleFEG.
  • Added new System Configuration Parameter "TriggerBODBasedOnCrossReference”. Default value for the flag is "N". The Value is set to "Y" to enable TriggerBODBasedOnCrossReference
  • New Variable Added in JSON :No

New IPA changes:

  • In Start node added new variables ConfigDocID,ConfigFEG,TriggerCrossReference,CrossAE,AUDXML,UAU,AE.
  • Added Conditions in node GLAU_VAR.
  • Added new nodes Branch6380,AE,Assign9270,Branch2790,XML_CodeC,IONOutbox4160.
  • Integration Specific: No

Use these steps to test the enhancement:

Setup:

  1. Enable the service "AccountingUnitService" and FinanceDimension(1-10)Service for FSM_ION_SyncCodeDefinition_Outbound.lpd
  2. Pass the source CSFAccountingEntity and destination AccountingEntity values in Cross Reference :CSFAEVSDESTAE
  3. Create,Update or Delete an AccountingUnit.
  4. Create,Update or Delete FinanceDimensions(1-10).
  5. BOD is triggerd and Work unit generates without error for FSM_ION_SyncCodeDefinition_Outbound.lpd BOD.

Verify the result:

  1. If RequiredCleanDocumentID=N then DocID and Accountingentity in concatenation form.
  2. If RequiredCleanDocumentID=Y then DocID is AccountingUnit and FinanceDimension(1-10) ,Accounting entity is CrossReference destination value.

JT-1486238