Receivables CU71

This section contains enhancements in Infor CloudSuite Financials for 11.0.71.0.

Enhancements for SoHo 4 UX

Changes to the customers page:

  • Name changed from Manage Customers to Customers
  • Ability to perform a keyword search on a customer's name
  • Relevant lists are larger and display more data
  • The overview navigation is renamed View Customer
  • The create action is now only an icon

Changes to Dashboard Profile:

  • Expanded into a large form with labels
  • ^ character removed from phone number
  • Shortcut icons added to contact methods

Changes to customer form:

  • Customer image is now round
  • Context form uses theme colored backgrounds
  • Context form is read only and appears on created records
  • Navigation tabs appear on the top
  • The default picture is a universal design
  • Customer Reference name is changed to External Customer Reference

Changes to the Main tab:

  • Reorganized for enhanced usability
  • Email, URL and Phone Number now have buttons that can send emails, open the phone and navigate to a new page.
  • Vendor panel merged into main panel

Changes to the Address tab:

  • Order Entry Address Override moved to Address Panel

Changes to the Bank tab:

  • Removed bank from field names to limit redundancy
  • Default bank displays a green tag for visibility

Changes to the Bill To tab:

  • Default bill to displays a green flag for visibility
  • Ability to update default bill to from the list
  • Bill To Default field name changed to Default
  • Form updated for consistency with Customer's design

Changes to Fund Transfer tab:

  • List name now plural
  • Redundant customer field removed from list

Changes to Attachments tab:

  • Comment of selected attachment appears below the list
  • Simplified field names

Redundant View button is removed from attachments form.

The Interface Customers tab is removed.

Program/Business class/Process affected:

  • Customer
  • Manage Customer
  • Customer Bill To
  • Customer Attachment
  • Customer Draft Bank
  • Receivable Electronic Funds Transfer Notify

Access the Manage Customer Page, Customer form, Customer Bill To form, Customer Attachment form, and the Customer draft bank form to view this enhancement:

JT-1392342

Enable a payment code for EFT-originating payment reversals of invoices

When reversing an Electronic Funds Transfer originating payment's application, if a payment code change was desired on each invoice, it was a manual process after the completion of the reversal process. This enhancement allows a payment code to be selected during the reversal process.

Program/Business class/Process affected:

  • The ability to update an invoice's payment code via the payment reversal process.

To test this enhancement, verify that you can update an invoice's payment code via the payment reversal process for an Electronic Funds Transfer originating payment.

JT-1436679