Document Management (IDM) CU69

This section contains enhancements in Infor CloudSuite Financials for 11.0.69.0.

Added document mapping for Warehouse Bill of Lading for manual attachment in IDM

Related Information context app is throwing an error saying no mapping is found for Bill Of Lading screens (PrintedBillsOfLading form and BillOfLading list). This happens because no Business Context Model is defined in IDM for the mentioned screens.

Program/Business class/Process affected: IDM, Bill of Lading

Use these steps to test the enhancement:

After importing updated IDM Configuration file in Document Management, verify that you can upload documents on the Bill Of Lading screen using the Related Information context application.

JT-1381883

Removed max length of FSM_Contract attributes

The Supplier, ContractGroup, Name, ContractType, ContractSubtype, ContractClassification, ContractSubclassification, Project, AccountingUnit, CommodityCode, InternalContact and ExternalContact attributes of FSM_Contract cannot handle values that are greater than 999999999 and lengths longer than 5, 120, 50, 50, 50, 50, 25, 25, 35, 101 and 101 respectively. User could not attach document if any of its attribute values exceeded the Max Length of the attribute.

Program/Business class/Process affected: IDM and Contract Management

Use this information to test the enhancement

If config file is imported to a system with no prior configuration of CSF, the attributes of FSM_Contract would have no max length. If the IDM configuration file is imported to a system with an existing configuration, the user must manually delete the Max Length values of the attributes of FSM_Contract.

JT-1411811

Removed max length of FSM_CompanyCustomerContact attributes

Attributes of the FSM_CompanyCustomerContact document type were limited to certain lengths.

Program/Business class/Process affected: IDM and CompanyCustomerContact

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_CompanyCustomerContact document type should have no Max Length values. If the IDM configuration file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1411809

Removed max length of FSM_CompanyCustomer attributes

Attributes of the FSM_CompanyCustomer document type were limited to certain lengths.

Program/Business class/Process affected: IDM and CompanyCustomer

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_CompanyCustomer document type should have no Max Length values. If the IDM configuration file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1411808

Removed max length of FSM_CloseTask attributes

Attributes of the FSM_CloseTask document type were limited to certain lengths.

Program/Business class/Process affected: IDM and Close Task

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_CloseTask document type should have no Max Length values. If the IDM configuration file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1411804

Removed max length of FSM_CashLedgerCashReceiptHeader attributes

Attributes of the FSM_CashLedgerCashReceiptHeader document type were limited to certain lengths.

Program/Business class/Process affected: IDM, Cash Ledger Cash Receipt Header

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_CashLedgerCashReceiptHeader document type should have no Max Length values. If the IDM configuration file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1411802

Removed max length of FSM_CashPayment attributes

Attributes of the FSM_CashPayment document type were limited to certain lengths.

Program/Business class/Process affected: IDM, Cash Payment

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_CashPayment document type should have no Max Length values. If the IDM configuration file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1410299

Removed max length of FSM_CashManagementAccount attributes

Attributes of the FSM_CashManagementAccount document type were limited to certain lengths.

Program/Business class/Process affected: IDM, Cash Management Account

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_CashManagementAccount document type should have no Max Length values. If the IDM configuration file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1410297

Removed max length of FSM_BudgetChangeRequest attributes

The FinanceEnterpriseGroup attribute of FSM_BudgetChangeRequest cannot handle values with length greater than 4. User cannot attach document if the FinanceEnterpriseGroup value exceeds the set Max Length of the attribute.

Program/Business class/Process affected: IDM, Budget Change Request

Use this information to test the enhancement:

If the configuration file is imported to a system with no prior configuration of CSF, the attributes of FSM_BudgetChangeRequest would have no max length. If the configuration file is imported to a system with an existing configuration, the user must manually delete the Max Length values of the FinanceEnterpriseGroup attribute of FSM_BudgetChangeRequest.

JT-1410294

Removed max length of FSM_BillOfLading attributes

Attributes of the FSM_BillOfLading document type are limited to certain lengths.

Program/Business class/Process affected: IDM, Billing Invoice

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_BillOfLading document type should have no Max Length values. If the IDM configuration file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1410290

Remove Max Length of FSM_BillingInvoiceLine Attributes

The BillingInvoiceLine, Company, InvoiceNumber and InvoicePrefix attributes of FSM_BillingInvoiceLine, will not be able to handle values higher than 999999, 9999, 99999999 and length longer than 2 respectively. User will not be able to attach document if its BillingInvoiceLine, Company, InvoiceNumber or InvoicePrefix value exceeds the set Max Length of the attribute.

Program/Business class/Process affected: IDM, Billing Invoice Line

Use this information to test this enhancement:

If configuration file is imported to a system with no prior configuration of CS FSM, the attributes of FSM_BillingInvoiceLine has no max length. If the configuration file is imported to a system with an existing configuration, you must manually delete the Max Length values of the BillingInvoiceLine, Company, InvoiceNumber and InvoicePrefix attributes of FSM_BillingInvoiceLine manually.

JT-1410283

Remove Max Length of FSM_BillingInvoice Attributes

Attributes of the FSM_BillingInvoice document type are limited to certain lengths.

Program/Business class/Process affected: IDM, Billing Invoice

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_BillingInvoice document type have no Max Length values. If the IDM configuration file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1410032

Remove Max Length of FSM_AssociatedItem Attributes

Attributes of the FSM_AssociatedItem document type are limited to certain lengths.

Program/Business class/Process affected: IDM, Associated Item

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_AssociatedItem document type have Max Length values. If the IDM configuration file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1409122

Remove Max Length of FSM_AssetTransfer Attributes

The FinanceEnterpriseGroup and AssetTransfer attributes of FSM_AssetTransfer will not be able to handle values with length greater than 4 and higher than 999999 respectively. User will not be able to attach document if its FinanceEnterpriseGroup or AssetTransfer value exceeds the set Max Length of the attribute.

Program/Business class/Process affected: IDM, Asset Transfer

Use this information to test the enhancement:

If the configuration file is imported to a system with no prior configuration of CS FSM, the attributes of FSM_AssetTransfer have no max length. If the configuration file is imported to a system with an existing configuration, the user must manually delete the Max Length values of the FinanceEnterpriseGroup and AssetTransfer attributes of FSM_AssetTransfer.

JT-1409119

Remove Max Length of FSM_AssetReinstatement Attributes

Attributes of the FSM_AssetReinstatement document type are limited to certain lengths.

Program/Business class/Process affected: Asset Reinstatement, IDM

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_AssetReinstatement document type have no Max Length values. If the configuration file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1409118

Remove Max Length of FSM_AssetItem Attributes

Attributes of the FSM_AssetItem document type are limited to certain lengths.

Program/Business class/Process affected: Asset Item, IDM

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_AssetItem document type have no Max Length values. If the configuration file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1408045

Remove Max Length of FSM_AssetDisposal Attributes

FinanceEnterpriseGroup attribute of FSM_AssetDisposal will not handle values with length greater than 4. User cannot attach document if the FinanceEnterpriseGroup value exceeds the set Max Length of the attribute.

Program/Business class/Process affected: IDM, Asset Disposal

Use this information to test the enhancement:

Users should be able to create IDM documents for FSM_AssetDisposal with FinanceEnterpriseGroup attribute able to handle values with length greater than 4.

JT-1408040

Remove Max Length of FSM_Asset Attributes

FinanceEnterpriseGroup attribute of FSM_Asset will not be able to handle values with length greater than 4. User will not be able to attach document if its FinanceEnterpriseGroup value exceeds the set Max Length of the attribute.

Program/Business class/Process affected: IDM, Asset

Use this information to test the enhancement;

If the configuration file is imported to a system with no prior configuration of CSF, the attributes of FSM_Asset would have no max length. If the configuration file is imported to a system with an existing configuration, the user must manually delete the Max Length value of the FinanceEnterpriseGroup attribute of FSM_Asset.

JT-1408039

Remove Max Length of FSM_ARPaymentRequestNotice Attributes

Attributes of the FSM_ARPaymentRequest document type are limited to certain lengths.

Program/Business class/Process affected: Receivables Payment Request, Notice, IDM

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_ARPaymentRequest document type have no Max Length values. If the IDM configuration file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1408038

Remove Max Length of FSM_Allocation Attributes

Attributes of the FSM_Allocation document type are limited to certain lengths.

Program/Business class/Process affected: Allocation, IDM

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_Allocation document type have no Max Length values. If the file is imported to an environment with an existing configuration, user must manually delete the Max Length values of the attributes.

JT-1408033

Remove Max Length of FSM_AdvancedDunningLetter Attributes

The Company, Customer and Currency attributes of FSM_AdvancedDunningLetter cannot handle values greater than 9999, 999999999 and length longer than 5 respectively. User cannot attach document if the Company, Customer, or Currency value exceeds the set Max Length of the attribute.

Program/Business class/Process affected: IDM, Advanced Dunning Letter

Use this information to test the enhancement:

If the configuration file is imported to a system with no prior configuration of CS FSM, the attributes of FSM_AdvancedDunningLetter have no max length. If the configuration file is imported to a system with an existing configuration, the user must manually delete the Max Length values of the Company, Customer, and Currency attributes of FSM_AdvancedDunningLetter.

JT-1408029

Remove Max Length of FSM_AccountingEntity Attributes

AccountingEntity and FinanceEnterpriseGroup attributes of FSM_AccountingEntity cannot handle values with length greater than 12 and 4 respectively. User cannot to attach document if the Accounting Entity or Finance Enterprise Group values exceed the set Max Length of any of the attributes.

Program/Business class/Process affected: IDM, Accounting Entity

To test this enhancement, verify that you can create IDM documents for FSM_AccountingEntity with AccountingEntity and FinanceEnterpriseGroup attributes. Verify that they can handle values with length greater than 12 and 4 respectively.

JT-1405353