Infor Mobile CU75
[Mobile] Approval Role -ReverseProjectContractInvoiceApproval
[Mobile] Approval Role -ReverseProjectContractInvoiceApproval
Program/Business class/Process affected:
ProjectContractInvoice.busclass
Use this information to test the enhancement:
A new form added for the Mobile view.
To Test?
1.Navigate to Project Administrator, select an enterprise structure
2.Enable ProjectContractInvoiceJournalizrApproval.
3.Go to Hierarchy Tab and select your project and click on the Open button
4.Click on Contract Information and Go to Contract Project Funding Tab
5.Create a Billing Milestone by giving details like Project Milestone Number, Date, Amount, and select status as To Process.
Next, go to the Actions menu above the Project Contract and click on Generate Invoices.
6.Once you click on the Generate Invoice provide the required information as below and click on the OK button, after this Milestone status changes to Draft
7.An invoice will be reflected in the Invoice Detail tab
8.Now go to Actions and select the ‘Submit Invoices for Approval’ option and select the Invoice Group and click on the OK button.
9.Go to Inbasket/Inbox to approve the request,'Journalize Invoice approval'
10.Once approved, Journalize the Invoices. go to actions and click on
'submit Invoice Reversal for Approval’.
11.Go to Inbox/Inbasket and click on the Work Item.
12. Approve the Work Item.
JT-1479854
[Mobile] Approval Role - Reverse Project Contract Revenue Approval
ReverseProjectContractRevenueApproval
Program/Business class/Process affected:
ProjectContractInvoice.busclass
Use this information to test the enhancement:
1.Do the required setup for Project Revenue Approval
2.Create a Revenue Milestone by giving the details like Project Milestone Number, Date, Amount and select status as To Process.
3.Next go to Actions Menu above the Project Contract and click on Recognize Revenue
4.Once you click on the Generate Invoice provide the required information as below and click on Submit button, after this Milestone status changes to Draft
5.This record will be reflected in the Revenue Recognition tab
6.Go to Actions and select ‘Submit Revenue for Approval’ option and select the Invoice Group and click on Submit button.
7.Go to the Inbox and select the record and click on Approve Button
8.Now this record got approved
9.Go to Actions and select “Journalize Revenue” and provide the required information as below and click on Submit button.
10.Go to Actions and select 'Journalize' option and select Invoice date and InvoiceGroup and click on 'ok'.
11.Goto actions and click on 'Submit Revenue Reversal for Approval'
12.Go to the Inbox and select the record and click on Approve Button.
13.Now this record got approved.
From Mobile:
Navigate to My Inbasket and open the approval form. Verify that Form and click on 'Approve'
JT-1479856
[Mobile] Approver Role - Request New Vendor Form Enhancements
[Mobile] Approver Role - RequestNewVendor Approval Role
Mobile App Changes for Request New Vendor Screen
Program/Business class/Process affected:
Vendor.Busclass
Use this information to test the enhancement:
As part of the redesign of Request New Vendor, added a new form for Mobile View, MobileRequestNewVendor. Layout changes have been made as per Mobile View.
Initial Setup:
1. Navigate to Application Administrator>Financials>Payables>Manage Vendors.
2. Click on Request New Vendor and Fill out the Request Form and Submit.
To Test.
1. log in to InforGo App.
2. Navigate to In-basket.
3. Open the task Named 'Final Approver For Request New Vendor'
4. Open any pending work Unit, and Verify the Layout Changes.
JT-1490828
[Mobile] Approval Role - Cash Ledger Receipt Approval Enhancements
[Mobile] Approver Role - CashLedgerCashReceiptApproval Role
Mobile App Changes for CashLedgerCashReceiptApproval Screen
Program/Business class/Process affected:
CashLedgerCashReceiptHeader.busclass
CashLedgerCashReceiptDetail.busclass
CashLedgerGLDistributions.busclass
Use this information to test the enhancement:
As part of the redesign of Approval, added a new form for Mobile View. Layout changes have been made as per Mobile View.
Initial Setup:
1. Navigate to Application Administrator>Financials>CashManagement>General Setup>CashManagement Group.
2.Open the Account and Enable Cash Receipt.
3. Navigate to Cash Management>Cash Setup>Approval Codes. and select Single Approver and add assign role.
4. Navigate to CashLedgerProcessing>ProcessCashLedger>Cash Receipt.
5. Fill Out the Cash Receipt and Receipt Line and Submit for Approval.
To Test.
1. Login to InforGo App.
2. Navigate to In-basket.
3. Open the task Named Cash Receipts for Approval.
4. Open any pending work Unit, and Verify the Layout Changes.
5. Check the inbox for the same.
JT-1491950