User experience

This section contains enhancements in Infor Financials and Supply Management.

Add Multi-Select to Notifications Panel in Sourcing Event

Program/Business class/Process affected:

  • SourcingEventNotification.busclass

Use these steps to test the enhancement:

  1. Sign in as Buyer.
  2. Select Manage Events.
  3. Open an event that contains notifications. Verify that multi-select is enabled on the list.

JT-1712856

Show Export actions in Supplier Portal

Export actions were no longer available after removing the ellipsis menu. The export actions are now added as called out actions.

Program/Business class/Process affected:

  • PayablesInvoice.busclass
  • CashLedgerPayablesPayment.busclass
  • PurchaseOrder.busclass
  • PurchaseOrderLine.busclass
  • PurchaseOrderReceipt.busclass

To test the enhancement, verify that the export action is available on these lists in Supplier Portal Order Management:

Orders:

  • SupplierPortalDashboard
  • SupplierPortalOpenOrders
  • SupplierPortalOpenShipmentOrders
  • OpenReceiptsForAVendor
  • SupplierPortalClosedOrders

Receipts:

  • SupplierPortalDashboard
  • SupplierPortalReceipts

Invoices:

  • SupplierPortalDashboard
  • SupplierPortalInvoiceInquiry
  • SupplierPortalOpenInvoiceInquiry
  • SupplierPortalPaidInvoiceInquiry
  • SupplierPortalExceptionInvoiceInquiry
  • SupplierPortalOverdueInvoiceInquiry

Payments:

  • SupplierPortalDashboard
  • SupplierPaymentList

JT-1712375

Remove Ellipsis from Supplier Profile pages

Some lists and forms in the supplier portal had Drill Around functionality to lists and forms to which they were not intended to have access. The ellipsis menu is removed from these areas, restricting access to the Drill Around feature.

Program/Business class/Process affected:

  • Supplier.busclass
  • SupplierCertification.busclass
  • SupplierCommodityCode.busclass
  • SupplierContactProxy.busclass
  • SupplierDiversityResponse.busclass
  • SupplierQuestionResponse.busclass
  • SupplierSourceId.busclass

Use these steps to test the enhancement:

  1. Verify that you can access the Drill Around feature that is in the My Account menu item.
  2. Verify that you can access Drill Around in the top right corner. Right-click a list to show actions.

JT-1712367

Update ID label to Supplier

Standardized the labels for the Supplier field and made it more prominent.

Program/Business class/Process affected:

  • SupplierSourceId.busclassTotal approval time was not displayed. Users had to manually calculate the time from how long each step took. The total approval time is now displayed.
  • XiSupplyManagementSupplierPage.page

Use these steps to test the enhancement:

  1. Verify that the supplier is labeled correctly according the after screen shots in Client Notes. Verify these locations:
    • Supplier Portal > Home > Profile
    • Supplier Portal - My Account - Profile

JT-1712370

Add Processing Time to Contract Approval Information

The total approval time was not displayed. Users had to manually calculate the time based on how long each step took. The total approval time is now displayed.

Program/Business class/Process affected:

  • Contract.busclass

To test the enhancement:

Verify that accurate approval durations are displayed beneath the approval history table in these locations:

  • Contract Manager > Manage Contracts - Contracts > all Approval History panels
  • Contract Manager - Manage Contracts - open a contract with approvals > Approval History

JT-1708878

Update Contract Manager Addt. Contract Lists

Updated Commitments page to to SOHO Uplift standards. Contract Manager > Additional Contract Information > Commitments..

Program/Business class/Process affected:

  • modules\po\ui\Contract.busclass

To test the enhancement, verify that fields are displayed correctly according to multiple actor Finance Enterprise Group contexts.

JT-1630839

Manual Buyer Messages and Match Reference Adjustment Lists

Uplift to Purchasing Receiver - Manual Buyer Messages and Match Reference Adjustment Lists

Program/Business class/Process affected:

  • module/po/ui/PurchaseOrderBuyerMessage.ManualBuyerMessages
  • module/po/ui/PurchaseOrderReceipt.MatchReferenceAdjustmentList

Use these steps to test the enhancement:

  1. Perform Navigate to Purchase Receiver , Manual buyer message and Match
  2. Reference Adjustment list. Verify that the standard action adhere to the 4.0 UX standard.
  3. Verify that standard actions and called out actions are working as intended.

JT-1677819