Purchasing CU69

This section contains enhancements in Infor CloudSuite Financials for 11.0.69.0.

Modified Ariba PO Type Default View

When selecting an Ariba PO Type, the list view does not show the fields selected for that PO Type. The fields are now added to that list view for easier selection.

Program/Business class/Process affected: AribaPOType

To test this enhancement, verify that when selecting an Ariba PO Type for your purchase order, these fields are available in the list view:

  • Suppress PO Cost
  • Require WO
  • Require Attachment
  • Blanket PO

JT-1365959

Added search fields to PO search and PO line search

These features were added:

On Manage Purchase Orders, added Lines by Origin tab to search PO lines for requisitions and to search requisitions for PO lines.

On Manage Requisitions, added Search PO Lines tab to search PO lines for requisitions and to search requisitions for PO lines.

On the Requester's My Requisitions page, added Search PO Lines tab to search PO lines for requisitions and to search requisitions by PO lines.

On the Requester's All Requisitions page, added Search PO Lines tab to search PO lines for requisitions and to search requisitions for PO lines.

To test this enhancement, verify that you can search for PO lines by requisition and requisition lines included in a PO.

JT-1018141

Purchase order SoHo 4 UX enhancements

The purchase order forms are redesigned to use screen real estate for SoHo 4 UX.

Program/Business class/Process affected:

Purchase Order

To test this enhancement, verify that the Purchase Order forms function correctly when using SoHo 4 UX.

JT-1407162

Purchase order receipt forms improvement

The fields on these forms were redesigned for display in SoHo 4 UX:

  • Purchase Order Receipt

  • Purchase Order Receipt Comment

  • Purchase Order Receipt Line Comment

Program/Business class/Process affected:

Purchase Order Receipt

To test this enhancement, verify that the forms are displayed well in both SoHo 3.5 and SoHo 4 UX.

JT-1402549

Added additional panels on the Manage Buyers page

Added additional panels to the Manage Buyers page so that the layout is left to right, top to bottom:

  1. Profile
  2. Unreleased Receiving Buyer Messages
  3. Open Purchase Requests
  4. Unreleased Purchase Orders
  5. Unapproved Purchase Orders
  6. Open to Receive Past Delivery Date

Each of these panels show records for the selected buyer.

Fixed the issue where all of the tabs, except Profile, on the Manage Buyers page show the same information for every buyer.

Open to Receive Past Delivery Date tab includes closed PO lines. Quantity was written off or archived, not received.

Program/Business class/Process affected:

Manage Buyers

To test this enhancement, verify that you can see the new tabs.

JT-1402165

Create From Purchase Order form layout

The Create From Purchase Order form required the user to scroll to see all fields. All fields are now visible without scrolling.

Program/Business class/Process affected:

Create From Purchase Order

To test this enhancement, verify that you can see all fields on the Create From Purchase Order form without scrolling.

JT-1399502

Performance improvement of Purge Purchase Orders

Enhanced the performance of the Purge Purchase Orders program. Program was terminating when purging multiple Purchase Order records that contains hundreds to thousands of line items.

This enhancement archives the related IDM Documents of each purged Purchase Order record.

Program/Business class/Process affected:

Purge Purchase Orders

Use these steps to test the enhancement:

  1. Sign in as Buyer and select List and Processes > Create Purchasing Processes > Purge and Archival > Purge Purchase Orders.
  2. Specify the required parameters and run the program.
  3. If IDM Documents is used, verify that the related IDM Documents of each purged Purchase Order is archived.

JT-1399139

Added contract effective and expiration dates to PO information

The Effective Date and Expiration Date of the contract is now displayed on the Purchase Order Information.

Program/Business class/Process affected:

Match Invoice Message

Use these steps to test the enhancement.

  1. Create and activate a contract for an item.
  2. Create a purchase order for the same item and use the contract cost default value.
  3. Release the PO.
  4. Create a PO receipt for the purchase order and receive all quantities. Release the receipt.
  5. Create a match invoice for the PO and specify a higher cost than the original PO cost. Verify that a buyer message is created given that the invoice amount exceeds tolerances.
  6. Open the buyer message and click Purchase Order Details link in the Purchase Order Line Information section on the Main tab.

    The Effective Date and Expiration Date of the contract is displayed on the Purchase Order Information form.

    Note: Contract-related fields are not available on the Purchase Order Information form unless the Cost Code is Contract. Examples of contract related fields: Contract, Contract Line, Effective Date, and Expiration Date.
  7. Navigate back to the buyer message and click the Contract Details link in the Contract Line Information section on the Main tab.

    Verify that the Effective Date and Expiration Date of the contract is displayed on the Non-Service Contract Information form.

JT-1378218

Mobile screens for Purchasing Receiver

Program/Business class/Process affected:

Vendor

InventoryLocation

Item

ItemGTIN

IDMPrinter

MobileInspectionPage

MobileManualBuyerMessages

MobilePurchaseOrderReceiptProcessingPage

MobilePurchaseOrderReceiptSearchMenu

MobilePurchaseOrderReceiptsPage

MobileReceiptAdjustmentPage

MobileReceiverMenu

POReceiptAdjustmentAndInspection

POReceiptAdjustmentAndInspectionComment

POReceiptAdjustmentAndInspectionLine

POReceiptAdjustmentAndInspectionLineComment

POReceiptLineTemplate

PurchaseOrder

PurchaseOrderBuyerMessage

PurchaseOrderLineSource

PurchaseOrderReceipt

PurchaseOrderReceiptComment

PurchaseOrderReceiptLine

PurchaseOrderReceiptLineAOC

PurchaseOrderReceiptLineComment

PurchaseOrderTransactionDetail

PurchaseOrderUDIDetail

PurchasingCompany

VendorItem

Receiver.webapp

RequestingLocation

To test this enhancement, verify that the screens of Purchasing Receiver Role/webapp are displayed with xi harness and using mobile devices.

JT-1377762

Updated Purge Purchase Order forms

Purge Purchase Order, Purge Contract, and Purge Vendor Return all forms contained Thru instead of Through in field labels.

Correct plural titles are now used everywhere.

Spacing issues in names fixed.

On Purge Contract, users can now select whether to use Effective Date or Expiration Date.

Program/Business class/Process affected:

Purchase Order, Contract, Vendor Return

To test this enhancement, verify the label changes and ensure functionality of affected actions. Verify that Purge Contract contains both Expiration Date and Effective Date.

JT-1374719

Updated the Receiving Adjustment Log form

The labels for Date Range and a selection for Current Adjustments updated.

Program/Business class/Process affected:

Purchase Order

To test this enhancement, in Receiving Adjustment Log, verify that the date fields are correctly labeled, and Print Current Adjustments does not contain abbreviations.

JT-1374714

Procurement Template form updated for SoHo 4 UX

The context form for Procurement Template was not spaced out optimally.

Program/Business class/Process affected:

Purchase Order

To test this enhancment, verify that the Procurement Template has a context form with three columns.

JT-1374643

Converted Close Purchase Order Header to LPL

Program/Business class/Process affected:

ClosePurchaseOrderHeader bustask, PurchaseOrder, PurchasingCompany, POCloseResult

Use these steps to test the enhancement:

  1. Run Close Purchase Order Header:
    1. Sign in as Application Administrator and select Supply Management > Purchasing Processing > Month End Processing > Close Purchase Order Header.

JT-1368306

Added Bill Code to Mass Create Purchase Order Receipts

This update provides more efficient Bill Only processing and to filter Purchase Order Lines by Bill Code to create Receipts.

Program/Business class/Process affected:

PurchaseOrderLine

Use these steps to test the enhancement:

  1. Create a Purchase Order and specify a default bill code.
  2. Release and issue the purchase order.
  3. Run Mass Create Purchase Order Receipts and specify the bill code in step 1.

JT-1294691

Added a field to disable printing of putaway ticket

Enhancement to disable printing of Putaway and Delivery ticket when Package Tracking Level is Enable MSCM/RAD Tracking.

Program/Business class/Process affected:

PurchasingCompany, 11.0_post_CU80.faf, PurchaseOrderReceipt

Use these steps to test the enhancement:

  1. Change the Purchasing Company Package Tracking Level field to Enable MSCM/RAD Tracking and Print Putaway and Delivery Ticket to No.
  2. Create a PO and a PO receipt.
  3. Release and deliver.

JT-1109593