Purchasing

This section contains enhancements in Infor Financials and Supply Management.

Async queue and mapping added for requisition, purchase order, purchase order receipt, and warehouse batch release actions

When requisitions and purchase orders with more than 50 lines are released and if those system codes are set up for budget editing (the Encumbrance Option is set to Track Only or Track and Edit), the release actions are running in the BudgetEdit queue. The BudgetEdit queue causes a bottleneck because it is single threaded.

A new async queue (Supply Chain Batch Document Release) is being delivered for the batch release actions.

  1. Release these documents with more than 50 lines:
    • Requisition
    • Purchase order
    • Purchase order receipt
    • Warehouse shipment
  2. The actions are mapped to run in the new async queue.

JT-3350681

OneSource, Generic, Dynamic Value expanded for Latitude and Longitude

For purchase orders that use the OneSource tax engine, Latitude, Longitude, and Altitude are required as tax attributes. Latitude, Longitude, and Altitude were added as tax attributes for purchase orders.

  1. Set the Tax Entity to use One Source.
  2. Add Latitude, Longitude, and Altitude values to the Ship To Location.
  3. Create a purchase order and purchase order line.
  4. Release the purchase order.
  5. Verify the tax attributes that are passed to OneSource include Latitude, Longitude, and Altitude.

JT-3331332

Purchase order receipt header

The Receive All Asset Details action was added to purchase order receipt lines. When the Receive All Asset Details action is selected, the Received field for all the asset detail records is updated to Yes. If the Cancelled field for the record is Yes, the record is not updated.

  1. Create a purchase order that has an asset template in distributions.
  2. Receive the purchase order.
  3. Open the purchase order receipt line with the assets details.
  4. On the Asset Details tab, create the number of asset detail records that equals the Quantity of the purchase order.
  5. Select the Receive All Asset Details action.
  6. Verify the Received field for each asset detail record is updated to Yes.

JT-3261008

Remove the Replace Item action

The Replace Item action is deprecated. The Replace Item action was removed from purchase order lines.

  1. Open an unreleased or released purchase order.
  2. On the Lines tab, right-click on a purchase order line.
  3. Verify the Replace Item action is not available.

JT-3266814