Document Output Management

This section contains enhancements in Infor Financials and Supply Management.

Consolidate multiple shipments in one IDM warehouse pick list document

Program/Business class/Process affected:
  • Running warehouse pick list
  • IDMJob
  • WarehousePickListPrintIDM
  • WarehouseBatch
  • WarehouseShipment

To test the enhancement:

  1. Create multiple requisitions and release them.
  2. Run Warehouse Pick List.
  3. In the IDM Options section, select the Consolidate File in a Single Document check box and specify the printer.
  4. Go to your IDM Job list.
  5. Verify that any of these expected results are met:
    • Each pick list per requisition are generated but printing is disabled.
    • The pick list per requisition are consolidated in one file and printed.

JT-1697221

Enable Related Information for Cash Management screens

Program/Business class/Process affected:
  • Context Application (Related Information
  • IDMConfiguration
  • idm-configuration.xml
  • CashLedgerTransaction
  • IDMConfigurationXML.csv

To test the enhancement:

Attach a document to a record and verify that you can access the attached file for the corresponding record. These are the affected screens:
  • Related Invoice:
    • Cash Accountant > Home > Cash Ledger Transaction > Select Invoice > Related Invoice tab
    • Context: InforSupplierInvoice
  • All Cash Ledger Transactions:
    • Cash Accountant > Process Cash Ledger > Cash Ledger Transaction > All Transactions tab
    • Context: InforCreditTransfer
  • Released Cash Ledger Transactions:
    • Cash Accountant > Process Cash Ledger > Cash Ledger Transaction > Released Transactions tab
    • Context: InforCreditTransfer
  • Unreleased Cash Ledger Transactions:
    • Cash Accountant > Process Cash Ledger > Cash Ledger Transaction > Unreleased Transactions tab
    • Context: InforCreditTransfer
  • Unreconciled Cash Ledger Transactions:
    • Cash Accountant > Process Cash Ledger > Cash Ledger Transaction > Unreconciled Transactions Over 60 Days tab
    • Context: InforCreditTransfer
  • Closed Period Transactions:
    • Cash Accountant > Process Cash Ledger > Cash Ledger Transaction > Closed Period Transactions tab
    • Context: InforCreditTransfer

JT-1748997

Enable Related Information for Payables Invoice Distribution screens

Program/Business class/Process affected:
  • idm-configuration.xml
  • PayablesInvoiceDistibution
  • IDMConfigurationXML.csv

To test the enhancement:

Attach a document to a record and verify that you can access the attached file for the corresponding record by using this information:

Related Information Context:

  • InforPayablesInvoiceDistribution
  • InforSupplierInvoice
Navigation:
  • Payables Manager > Manage Invoices > Distribution
  • Payables Manager > Run Processes > Search Distributions
  • Payables Manager > Run Processes > Journalize Distributions
  • Payables Payment Processor > Payment Inquiry > Distributions by Payment

JT-1758214

Enable Related Information for Payables screens

Program/Business class/Process affected:
  • idm-configuration.xml
  • VendorBalance
  • VendorLocation
  • VendorAddress
  • PayablesOnHold
  • PayablesInvoicePayment
  • MatchPurchaseOrderInvoice
  • IDMConfigurationXML.csv

To test the enhancement:

Attach a document to a record and verify that you can access the attached file for the corresponding record by using this information:
  • Context: InforSupplierInvoice
    • Payables Manager > Search Invoices > Match Invoices
    • Payables Payment Processor > Payment Inquiry > Payment Search
    • Payables Manager > Manage Invoices > On Hold
    • Payables Manager > Manage Invoices > Search by PO
  • Context: InforSupplierPartyMaster
    • Payables Manager > Manage Vendors > Balances
    • Payables Manager > Manage Vendors > Location Audit History
    • Payables Manager > Manage Vendors > Address Audit

JT-1746322