Contextual Applications CU65

This section contains enhancements in Infor CloudSuite Financials for 11.0.65.0.

Requisition to Invoice Payment details added to applicable Manager Requisition tabs

Requisition to Invoice Payment details added to these Manage Requisition tabs: Unreleased, Needs Approval, In Process, Processed, Rejected, Closed.

Program/Business class/Process affected:

  • Requisition to Invoice Payment

To test the enhancement, verify Requisition to Invoice Payment details are displayed in these Manage Requisition tabs: Unreleased, Needs Approval, In Process, Processed, Rejected, Closed.

JT-1247111

Enhanced IDMConfiguration Test Connection details

IDMConfiguration Test Connection details were enhanced to be more intuitive. Authentication mode has been added.

Program/Business class/Process affected:

  • IDMConfiguration

To test the enhancement, verify these additional details in the IDMConfiguration Test Connection Tools:

  • Authentication mode
  • idm-configuratio.xml version for IDM and CSF
  • Result if idm-configuration.xml is updated or out of sync

JT-1354961

IDM configuration version updated to CU65

ConfigXMLVersion field in IDMConfiguration.busclass and FSM_ConfigVersion item in idm-configuration.xml file are updated to CU65. This enhancement helps identify that the version of the IDM configuration file exists in your environment. It helps to determine if your IDM configuration is up to date using the IDM Test Connection feature.

Program/Business class/Process affected:

  • IDM Configuration

To test the enhancement, run test connection functionality for IDM and verify that there are no errors. This test ensures that the IDM configuration setup in the environment is current.

JT-1360335

New document type of Warehouse Packing List

The Warehouse Packing List document type has been added to IDM.

Program/Business class/Process affected:

  • IDM
  • Warehouse

To test the enhancement, verify that you can upload a generated document under the FSM_WarehousePackingList document type.

JT-1365595

Sample document template updates for Warehouse Pick List and Warehouse Packing List

The sample document template, fact sheet, and XML for Warehouse Pick List have been updated. The sample document template, fact sheet, and XML for Warehouse Packing List have been created.

Program/Business class/Process affected:

  • Sample Document Template

Use these steps to test the enhancement:

  • Verify updates to Warehouse Pick List:
    1. Go to the Sample Document Templates list and select the Sample Document Templates tab.
    2. Search for the Warehouse Pick List Print type.
      Verify that each template contains these updates:
      • WHPICKLISTPRINTBYBINITEMUOMLOTSERIALIDMSAMPLETEMPLATE_ST: page 2 includes Line Item Comments section.
      • WHPICKLISTPRINTBYSHIPMENTBINLOTSERIALIDMSAMPLETEMPLATE_ST: page 2 includes these updates:
        • New section for component items without shipment line details
        • Inside the shipment lines without shipment line details section, new section for Line Item Comments.
        • Inside the Shipment Line Details section, new section for Item Comments.
      • WHPICKLISTPRINTBYSHIPMENTBINLOTSERIALRQIDMSAMPLETEMPLATE_ST: page 2 includes these updates in the Shipment Lines section:
        • New section for Shipment Line Components
        • New section for Component Details
        • New section for Component Item Comments
        • New section for Shipment Line Item Comments
    3. On the Sample Document Templates list, select the Fact Sheets tab and search for WAREHOUSEPICKLISTPRINTIDMSAMPLETEMPLATEFACTSHEET_ST.
    4. Open the attachment to view the updated fact sheet. Verify that each sheet has an additional field mapping for the fields of the new template sections.
    5. On the Sample Document Templates list, click the Sample IDM Template XML tab and search for the Warehouse Pick List Print XML Document type.
    6. Load each sample XML to the corresponding sample IDM template and generate a sample Pick List document. Verify that the new sections are displayed in the sample output.
  • Verify additions for Warehouse Packing List:
    1. On the Sample Document Templates list, search for the Warehouse Packing List document type. Verify the search returns a record with WAREHOUSEPACKINGLISTSAMPLEIDMTEMPLATE_ST as the name.
    2. Click the link in the attachments column and verify the sample IDM template for Warehouse Packing List opens.
    3. On the Sample Document Templates list, click the Fact Sheets tab and search for WAREHOUSEPACKINGLISTIDMSAMPLETEMPLATEFACTSHEET_ST.
    4. Click the link on the Attachments tab of the search results and verify the fact sheet for Warehouse Packing List IDM template opens.
    5. Select the Sample IDM Templates XML tab and search for SAMPLEWAREHOUSEPACKINGLISTXML_ST.
    6. Click the link on the Attachments tab and download the XML.
    7. Load the XML on the IDM template and run a sample output. Verify a sample warehouse packing list document is generated successfully.
    8. Sign in as Supply Management Administrator and select Warehouse > Sample Warehouse Document Templates > Warehouse Packing List.
    9. Verify the links for the IDM template, fact sheet, and XML are displayed for Warehouse Packing List.

JT-1367573

Tax Codes of Tax Table added to Purchase Order IDM document

Tax Table Tax Code of Purchase Order Line is now displayed in Purchase Order IDM document.

Program/Business class/Process affected:

  • New business class: Purchase Order Line Tax
  • Issue Final of Purchase Order using an IDM template

To test the enhancement, generate an IDM document for Purchase Order using an IDM template. Verify that these fields are included in the Purchase Line section:

  • TaxCode1
  • TaxRate1
  • TaxAmount1
  • TaxCode2
  • TaxRate2
  • TaxAmount2
  • TaxCode3
  • TaxRate3
  • TaxAmount3
  • TaxCode4
  • TaxRate4
  • TaxAmount4
  • TaxCode5
  • TaxRate5
  • TaxAmount5
  • TaxCode6
  • TaxRate6
  • TaxAmount6
  • TaxCode7
  • TaxRate7
  • TaxAmount7
  • TaxCode8
  • TaxRate8
  • TaxAmount8

JT-1351999

IDM document generation enabled for Warehouse Packing List

IDM document generation is enabled for Warehouse Packing List.

Program/Business class/Process affected:

  • Warehouse Packing List

Use these steps to test the enhancement:

  1. Ensure that Inventory Company is using IDM and that an IDM template for Warehouse Packing List is set.
  2. Ensure there is an existing Warehouse Shipment record.
  3. Sign in as Warehouse Clerk and select Warehouse Lists > Warehouse Packing List.
  4. Specify the required parameters and run the batch program.
  5. In My IDM Job Lists, select the most recent record and click the link on the file name of the Details section. Verify the generated IDM document opens correctly.

JT-1358477

MajorPurchasingClass field added to FSM_ION_SyncRequisition_Outbound

In FSM_ION_SyncRequisition_Out, the MajorPurchasingClass field was added to FSM_ION_SyncRequisition_Outbound.

Program/Business class/Process affected:

  • FSM_ION_SyncRequisition_Out: Passed RequisitionLine.MajorPurchasingClass field in Requisition/RequisitionLine/User Area(fsm.MajorPurchasingClass)

Use these steps to test the enhancement:

  1. Enable the RequisitionService for FSM_ION_SyncRequisition_Out.
  2. Create Requisition and RequisitionLine.
  3. Pass RequisitionLine.MajorPurchasingClass field value.
  4. Release the requisition.
  5. Verify that WorkUnit is created.

JT-1356615

Updated differences document on Sample Document Template

Differences document on Sample Document Template was updated. Documents regarding EDI processing and security configuration were added. Documents for Item sync and GPO processing were updated.

Program/Business class/Process affected:

  • Sample Document Template management

Use these steps to test the enhancement:

  1. Sign in as Application Administrator and search for Sample Document Templates and open the record.
  2. Click the All tab.
  3. Search for the DIFFERENCESDOCUMENT_ST record and click the link to open the document.
  4. Verify that items exist within the document with this tab: (01/20).
  5. Verify that these items have been added and that the attachments can be opened: INBOUNDEDI810_ST, INBOUNDEDI855_ST, INBOUNDEDI856_ST, OUTBOUNDEDI850_ST, and DATACONTROLSECURITY_ST.
  6. Verify that the EDI related items have a Type of EDI.

JT-1367088