User experience CU75

Asset Analyst - SoHo 4 UX Uplift - Composite Forms Standardization

Assets composite forms uplift with 4.0 controls.

Program/Business class/Process affected:

AssetBook.busclass

AssetCompany.busclass

AssetDisposal.busclass

AssetLocation.busclass

AssetSummaryGroup.busclass

AssetMassDisposals.bustask

AssetTemplate.busclass

AssetTemplateBook.busclass

AssetTransfer.busclass

Book.busclass

BookCalendar.busclass

BookGroup.busclass

BookGroupBook.busclass

Method.busclass

To test this enhancement, view the updated composite form on assets for a improved view in 4.0 control.

JT-1484706

Cash Ledger Transaction Uplift

Updated Cash Ledger Transactions list and Cash Ledger Transactions composite form to SOHO 4.0UX standards.

Program/Business class/Process affected:

CashLedgerTransaction

CashLedgerPayablesPayment

CashLedgerTransaction

Use these steps to test the enhancement:

Confirm on the list that Stop Payment, Void, and Reconcile call out actions have corresponding action icon.

Test that Create, Delete, Search, and Refresh actions only display action icon.

Confirm on the form, that panels are across the top instead of the left side and confirm the new context portion.

On the currency amount panel, test new table is a display text.

On Bank Address's field, test that if fields are empty address fields are reduced to a compact design.

JT-1486599

Reconciliation Management - SoHo 4 UX Uplift - Composite Forms & List Standardization

Adopted new UI standards for all Reconciliation roles. Provided consistency with forms, lists, and actions.

>> What program (business class)/process(es) were impacted?

GeneralLedgerChartAccount.busclass

BankReconciliationMatchRuleGroup.busclass

BankReconciliationMatchRuleGroupDetail.busclass

CashAllocationCode.busclass

CashManagementAccount.busclass

FinancialInstitution.busclass

DetailReconciliationMatchRule.busclass

DetailReconciliationMatchRuleGroup.busclass

DetailReconciliationMatchRuleGroupDetail.busclass

PeriodEndDistribution.busclass

PeriodEndReconciliation.busclass

PeriodEndTransReconDetail.busclass

ReconAccountGroupPeriod.busclass

ReconcilerPage.page

ReconciliationAccount.busclass

ReconciliationAccountGroup.busclass

ReconciliationAccountStructure.busclass

ReconciliationAccountStructurePeriod.busclass

ReconciliationAdministratorHomePage.page

ReconciliationDashBoardPage.page

ReconciliationDetail.busclass

ReconciliationInterface.busclass

ReconciliationManagementGroup.busclass

ReconciliationPeriodDetail.busclass

ReconciliationPolicy.busclass

TransactionReconDetail.busclass

TransactionReconTemplate.busclass

ApprovalCode.busclass

FinanceResource.busclass

>> What should I test?

Review all Reconciliation roles to ensure all forms, lists, and actions have adopted the new 4.0 UI standards.

Added the following to IEFINCommonViewInformation_ST.secclass:

DetailReconciliationMatchRule BusinessClass

is accessible

for all inquiries, all audit views

unconditionally

DetailReconciliationMatchRuleGroup BusinessClass

is accessible

for all inquiries, all audit views

unconditionally

DetailReconciliationMatchRuleGroupDetail BusinessClass

is accessible

for all inquiries, all audit views

unconditionally

JT-1484719

Supplier Portal - Sourcing - SoHo 4 UX Uplift

Update sourcing to use 4.0 controls

Program/Business class/Process affected:

See Sourcing Changes.docx for more information

EventPage.page

SourcingEvent (BL)

SourcingEventContract (BL)

SourcingEventLineQuestion (BL)

SourcingEventPlanHolder (BL)

SourcingEventResponse (BL)

SourcingEvent (UI)

SourcingEventArticle (UI)

SourcingEventContact (UI)

SourcingEventLine (UI)

SourcingEventLineAOC (UI)

SourcingEventLineAttachment (UI)

SourcingEventLineComment (UI)

SourcingEventLineQuestion (UI)

SourcingEventLineResponse (UI)

SourcingEventLineResponseAOC (UI)

SourcingEventMeeting (UI)

SourcingEventPlanHolder (UI)

SourcingEventQandA (UI)

SourcingEventQuestion (UI)

SourcingEventResponse (UI)

SourcingEventTermAndCondition (UI)

SourcingEventTermAndConditionAttachment (UI)

SourcingEventVersion (UI)

SourcingEventVersion (Menu)

Use this information to test the enhancement:

1. Ensure that the new UI functions as intended and has the same functionality as the old UI.

2. Ensure that the old UI still functions as intended when the new UI is turned off.

JT-1486707

SoHo 4 UX Uplift - Lease Composite Form

Program/Business class/Process affected:

Lease

LeaseAttachment

LeaseComment

LeaseDate

LeaseExecutoryCostCode

To verify this transaction, view all panels for layout and use of screen space

JT-1419650

Payables Administrator - SoHo 4 UX Uplift - List Actions Standardization

Fix typos and translations in Cash Requirements and Expense Management.

In PayablesInvoice, add Release action callout to Amended status and remove duplicate alert on Release invoice list.

Add yellow comment alert to On Hold list.

Program/Business class/Process affected:

CashRequirementsResults, CalculateExpenseManagementFinanceStructure, PayablesOnHold, PayablesInvoice Amended list

JT-1484630

Uplift Mobile Screens for Buyer

Buyer screens on mobile display are outdated

Program/Business class/Process affected:

Asset.busclass

AssetTemplate.busclass

Vendor.busclass

VendorLocation.busclass

Vendor.busclass

VendorLocation.busclass

bl/Employee.busclass

InventoryLocation.busclass

Item.busclass

MajorClass.busclass

Manufacturer.busclass

MinorClass.busclass

UNSPSCCode.busclass

UnitOfMeasure.busclass

ProcurementReasonCode.busclass

AddOnCharge.busclass

Buyer.busclass

PurchaseOrder.busclass

PurchaseOrderInterface.busclass

PurchaseOrderLine.busclass

PurchaseOrderLineSource.busclass

PurchasingCompany.busclass

VendorReturn.busclass

VendorReturnLine.busclass

AddOnCharge.busclass

Contract.busclass

MobilePurchaseOrdersPage.page

POCode.busclass

PurchaseOrder.busclass

PurchaseOrderAndLineAddOnCharge.busclass

PurchaseOrderBuyerMessage.busclass

PurchaseOrderComment.busclass

PurchaseOrderInterface.busclass

PurchaseOrderLine.busclass

PurchaseOrderLineComment.busclass

PurchaseOrderLineDistribution.busclass

PurchaseOrderLineError.busclass

PurchaseOrderLineSource.busclass

VendorReturn.busclass

VendorReturnComment.busclass

VendorReturnLine.busclass

VendorReturnLineComment.busclass

VendorReturnLineDetail.busclass

VendorReturnLineDistribution.busclass

ICNCode.busclass

TaxCode.busclass

TaxUsageCode.busclass

Use these steps to test the enhancement:

1. Launch Infor Go on the mobile device

2. Access Buyer webapp

JT-1490733