User experience

This section contains enhancements in Infor Financials and Supply Management.

Mobile New Item Request Approval Uplift

Improved the organization of information under new item approvals. This includes making the layout fit better on mobile screens.

Program/Business class/Process affected:

  • Item.busclass

To test this enhancement:

  1. Access the new item request via Requester role: Select Requester -> Request New Item.
  2. Access the new item request via Approver role: Select Inbasket -> Select the Final Approver for Request New Item task -> Open a new item request.
  3. Verify that all information is displayed correctly on the new item request form.
  4. Everything should be tested on the desktop form. However, the action needed to access the requester side of the process is not included on the mobile requester menu, so only the approver side can be tested on mobile.

JT-1622466

Inventory Manager Interface and Add Value Item Master Info Menu

Limited to Manage Supplier, this is an enhancement to apply the list action standard to the Interface and Add Value Item Master Info menu.

Program/Business class/Process affected:

  • UI for Interface and Add Value Item Master Info
  • ItemInformationWorksheet.CreateItemWorksheetList
  • ItemInformationWorksheet.EligibleForItemCreationList
  • ItemInformationWorksheet.ErrorList
  • ItemInformationWorksheetResult.ItemInformationWorksheetResultList
  • ContractLine.ContractLineSpecialItems

Use these steps to test the enhancement:

  1. Select Inventory Manager> Item Setup> Interface and Add Value Item Master Info> Maintain Item Worksheet and view:
    • All Work sheet Items
    • Create Item Information
    • Worksheet Items with Errors
    • Results
    • Contract Line Special Items
  2. View Inventory Manager> Item Setup> Interface and Add Value Item Master Info> Item Worksheet Results

JT-1652376

Contract Approval Uplift

This update improves the organization of information under contract approvals. Additionally, we’ve added a process indicator that shows contract's status in the approval process.

Changes:

  • Added process indicator to contract panel
  • Work unit names updated to meet current standards
  • Rearranged information in the context form
  • Updated lists to use single select
  • Updated or added detail fields for some lists to better display information

Program/Business class/Process affected:

  • Contract.busclass
  • ContractApproverChosen.busclass
  • ContractArticle.busclass
  • ContractAttachedContact.busclass
  • ContractAttachment.busclass
  • ContractComment.busclass
  • ContractLine.busclass
  • ContractParticipant.busclass
  • ContractQuestion.busclass
  • ContractQuestionAnswer.busclass
  • cmcontfinalappr.lpd
  • cmcontractappr.lpd

Use these steps to test the enhancement:

  1. 1Access the updated approval form through the following path: Inbasket -> Select contract approver task -> Open a contract awaiting approval.
  2. Verify that all information is displayed correctly in the new layout.
  3. Verify that the correct approval level is marked on the process indicator under these conditions:
    • Contract Approval Level 1
    • Contract Approval Level 2
    • Contract Approval Level 3
    • Final Contract Approval Level 1
    • Final Contract Approval Level 2
    • Final Contract Approval Level 3

JT-1622454