IDM

This section contains enhancements in Infor Financials and Supply Management.

Enable Related Information for Project screens

The ability to attach new documents to Projects has been added.

Use these steps to upload and view documents in the Related Information section:

  1. Sign in as Project Accountant and select Reports > Reports by Actor > Payables Invoices.
  2. Sign in as Project Accountant and select Reports > Global Reports > Payables Invoices.
  3. Verify that you can attach new documents.

InforSupplierInvoice

InforProjectMaster

InforPayablesInvoiceDistribution

JR-3266220

2022 Updates to IRS 1099 forms IDM template

Apply the IRS 2022 revision on FSM 1099 Form Templates

Updated 1099 IDM Form Templates to reflect the IRS 2022 revisions. Templates must be reloaded from Vendor Group to apply the changes.

  1. On Vendor Group select Reload US1099 IDM Template
  2. Sign in as Payables Administrator and select Setup > Customer Document Setup > IDM Templates. On the US 1099 Forms tab, verify that you have the 2022 versions of the templates.
  3. When you have the 2022 version of the template, it is ready for the US 1099 tape creation.
  4. Generate the 1099 IDM documents.

JR-3319113

2022 updates to IRS 1099 forms-changes to the Tape Output file

The file has no modifications, however box numbering changes were required on the Payables Income Code for Dividends and Miscellaneous income.

Dividend type forms:

  • The IRS is using Box 11 for the FATCA indicator. Supported Box 11 is now 12 and Box 12 is 13.

Miscellaneous type forms:

  • The IRS is using Box 13 for the FATCA indicator. Supported Box 13 is now Box 14 and Box 14 is now 15.

    These changes affect the edits of the box numbering only. The placement of the amounts in the output file does not change.

User changes require updating the box reference on the corresponding Payables Income Code to the correct box number

To test this enhancement, change the income codes to the correct box numbering and verify that the amounts that are reported are correct for Miscellaneous and Dividend tape output files.

JR-3319116

Enable Related Information for Payables screens

The Related Information for Payables screen is enabled. You can now attach new documents.

You can upload and view documents using the Related Information section on Context application:

You can upload and view documents using Related Information section on Context app:

  1. Sign in as Payables Manager and select Run Processes > Process Payments > Cash Requirements Results and select a Vendor.
    • Invoice Payments
    • Selected Invoice Payments
    • Scheduled Payments
  2. Sign in as Payables Manager and select Run Processes > Payables Invoice Interface > Invoice Interface Maintenance > Invoice Interface Result.
    • Unreleased Invoices Created
    • Released Invoices Created

JR-3295503