User experience

This section contains enhancements in Infor Financials and Supply Management.

Supplier Portal Address Field Consistency

Address fields have been updated to use the new shortened form that shows which fields are required. Latitude and longitude can be added back to the forms by replacing PostalAddressShortRequired with PostalAddressMinimum.

Program/Business class/Process affected:

  • Supplier.busclass
  • SupplierSourceId.busclass

Use these steps to test the enhancement:

  1. Verify that the correct fields are displayed and shown as required based on the country definition. Verify that forms with multiple addresses correctly display which fields are required when different countries are entered for different addresses.
  2. Verify the above in these locations:
    • Buyer -> Manage Suppliers -> Create -> Primary Contact Information
    • Buyer -> Manage Suppliers -> open a record -> Company Information
    • SupplyManagementSupplier -> Register
    • SupplyManagementSupplier -> My Account -> Edit (Contact)
    • SupplyManagementSupplier -> My Account -> Edit (Supplier)
    • SupplyManagementSupplier (Mobile) -> My Account -> Profile -> Edit Profile
    • SupplyManagementSupplier (Mobile) -> My Account -> Supplier -> Edit Supplier Details

JT-1683377

Inventory Manager Setup Lists

This change is limited to Inventory Manager setup lists. This is an enhancement to uplift Inventory Manager Setup for Item Group and Inventory Company.

Program/Business class/Process affected:

  • module/ic/bl/ItemGroup - BL
  • module/ic/ui/ItemGroup.AllItemGroupList
  • module/ic/ui/ItemGroup.CorporateItemGroup
  • module/ic/ui/ItemGroup.CorporateItemGroupContext
  • module/ic/ui/ItemGroup.ItemGroupMain
  • module/ic/ui/UnitOfMeasure.UnitOfMeasureList
  • module/ic/ui/MajorClass.MajorPurchasingClasses
  • module/ic/ui/MajorClass.MajorSalesClasses
  • module/ic/ui/MajorClass.MajorInventoryClasses
  • module/ic/ui/MajorClass.FreightClasses
  • module/ic/ui/Manufacturer.ManufacturerCodeLists
  • module/ic/ui/GenericName.GenericNamesLists
  • module/ic/ui/UNSPSCCode.UNSPSCCodes
  • module/ic/ui/HazardCode.HazardCodes
  • module/ic/ui/InventoryCompany.AllInventoryCompanyList
  • module/ic/ui/InventoryCompany.InventoryCompanyForm
  • module/ic/ui/InventoryCompany.InventoryCompanyFormContext
  • module/ic/ui/InventoryCompany.Main
  • module/ic/ui/InventoryCompany.DocumentTemplates

Use these steps to test the enhancement:

  1. Sign in as Inventory Manager.
  2. Select Setup > Item Group > Inventory Companies.
  3. Create an item group.
  4. Create an inventory company.

JT-1652364

Inventory Location Address Field Consistency

Address fields are updated with a new shortened form that shows which fields are required. You can add latitude and longitude back to the forms by replacing PostalAddressShortRequired with PostalAddressMinimum.

Program/Business class/Process affected:

  • InventoryLocation.busclass

Use these steps to test the enhancement:

  1. Verify that the correct fields are displayed and shown as required based on the country definition.
  2. Verify that forms with multiple addresses correctly display which fields are required when different countries are specified for different addresses.
  3. 3. Check forms and fields in these locations:
    • Inventory Manager -> Inventory Locations -> All Inventory Locations -> open a record -> Address
    • Inventory Manager -> Inventory Locations -> Par Locations -> Create

JT-1678356

Inventory Location Lists

This is a SoHo 4.0 Uplift enhancement for: Inventory Manager > Setup > Inventory Location Lists and Forms.

Program/Business class/Process affected:

  • modules/ic/ui/SubstituteLocation.busclass
  • modules/ic/ui/StorageCode.busclass
  • modules/ic/ui/GeneralLedgerCategory.busclass
  • modules/ic/bl/SubstitureLocation.busclass
  • modules/ic/bl/StorageCode.busclass
To test the enhancement:
  • Verify that the form is up to SoHo Standards.
  • Verify that you can navigate through the form and inputs as expected.

JT-1652369

Inventory Location Lists - Part 2

This enhancement is a SoHo 4.0 Uplift for these Inventory Manager, Inventory Locations menu items:

  • Bins
  • Bin Groups
  • Bin Group Selects
  • Bin Reorder Policies

Program/Business class/Process affected:

  • module/ic/ui/Bin.busclass
  • module/ic/ui/BinGroup.busclass
  • module/ic/ui/BinGroupDetail.busclass
  • module/ic/ui/BinGroupSelectHeader.busclass
  • module/ic/ui/BinGroupSelectDetail.busclass
  • module/ic/ui/BinReorderPolicy.busclass
  • module/ic/bl/BinGroup.busclass
  • module/ic/bl/BinGroupSelectHeader.busclass
  • module/ic/bl/BinReorderPolicy.busclass

Use these steps to test the enhancement:

  1. Verify that all screens displayed follow SoHo standards and that they are fully functional.
  2. Verify CRUD function for these business classes:
    • Bin
    • Bin Group and Bin Group Detail
    • Bin Group Select and Bin Group Select Detail
    • Bin Reorder Policy

JT-1662418

Inventory Manager Patient Charges Menu

This enhancement is a SoHo 4.0 Uplift for these Inventory Manager, Patient Charges menu items:

  • Bins
  • Bin Groups
  • Bin Group Selects
  • Bin Reorder Policies

Program/Business class/Process affected:

  • module/ic/ui/Bin.busclass
  • module/ic/ui/BinGroup.busclass
  • module/ic/ui/BinGroupDetail.busclass
  • module/ic/ui/BinGroupSelectHeader.busclass
  • module/ic/ui/BinGroupSelectDetail.busclass
  • module/ic/ui/BinReorderPolicy.busclass
  • module/ic/bl/BinGroup.busclass
  • module/ic/bl/BinGroupSelectHeader.busclass
  • module/ic/bl/BinReorderPolicy.busclass

Use these steps to test the enhancement:

  1. Verify that all screens displayed follow SoHo standards and that they are fully functional.
  2. Verify CRUD function for these business classes:
    • Patient Price Classes
    • HCPCS Codes
    • Standalone Charge Items
    • Charge Items for Contracts

JT-1652371

Display Approval Process Indicator on Contracts

This change expands the scope of the contract approval process indicator by adding it to more places on the contract form.

Program/Business class/Process affected:

  • Contract.busclass
  • CMContNegFinalAppr.lpd
  • CMContNegFinalApprNoUpdate.lpd

Use these steps to test the enhancement:

  1. Verify that the correct approval history is displayed in these places:
    • Contract Manager -> Manage Contracts
    • Contract Manager -> Manage Contracts -> open a record -> Approval History
    • Inbasket -> Contract Approver 1/2/3/Contract Negotiation Approver 1/2/3 -> open a record -> Contract

JT-1671858

Display Contract Articles and Terms in panel

There was no way to view all terms and conditions together on one page without opening a new tab. To view the descriptions, each record had to be opened individually. The new contract terms and conditions view displays all term descriptions on one page.

Program/Business class/Process affected:

  • Contract.busclass
  • ContractArticle.busclass
  • ContractTermAndCondition.busclass
  • ContractTermAndConditionAttachment.busclass
  • Contract.busclass
  • ContractArticle.busclass
  • SourcingEventArticle.busclass
  • UserTemplate.csv

Use these steps to test the enhancement:

  1. Go to Supplier Portal > Contracts For All Suppliers.
  2. Open a contract that has terms.
  3. Verify that all of the terms and conditions are displayed correctly with the updated view.

JT-

Uplift Finance Structure Relation form

This enhancement is an uplift to the Finance Structure Relation form due to the 4.0 SOHO upgrade.

Program/Business class/Process affected:

  • CodeBlockRelation
  • CodeBlockRelationDetails

Use these steps to test the enhancement:

  1. Select Setup > Finance Enterprise Groups.
  2. Open a group, click Structure Relation, and open a finance structure.
  3. Verify that the context form is now the theme color.
  4. Verify that the fields for the context form are now just one row, instead of four.
  5. Verify that the list now has a search at the top of each column and that the list is now single select.
  6. Verify that the Generate and Remove Validation Pairs actions are displayed on the context form and no longer in the drop-down list.

JT-1555007

Uplift Global Ledger Total Period Balance form

The browser and mobile forms for Global Ledger Total Period Balance have been updated to display fields as text.

Program/Business class/Process affected:

  • CustodialDetailTransfer.busclass

Use these steps to test the enhancement:

  1. Verify that the fields are displayed as text.

JT-1666600

Uplift CAM Request action

The details required for requesting a Custodial Account Management (CAM) record were displayed only on the approver form. These fields are now displayed on the requester form and the approver form.

Program/Business class/Process affected:

  • FinanceDimension10Structure.busclass
  • CamCategory.busclass
  • CustodialAccountManagement.busclass
  • CustodialAccountManagement.busclass

Use these steps to test the enhancement:

  1. Request a new custodial record.
  2. Verify that these fields show on the requester and the approver forms:
    • Interest Bearing and Interest Bearing Threshold
    • Summary AccountingEntity/Fund and posting AccountingEntity/Fund

Dependencies:

Custodial Account Management must be set up.

JT-1688060

Uplift Procurement Expense Detail form

The panel forms have been updated for the GL Procurement Expense form from one column to two columns.

Program/Business class/Process affected:

  • GLProcurementExpense

Use these steps to test the enhancement:

  1. Verify that records can still be created and maintained.

JT-1654984