Infor Document Management
This section contains enhancements in Infor Financials and Supply
Management.
Replace yellow alert icons with yellow or red tags for error and warning messages
- BinGroup.busclass ( both bl and ui)
- IDMConfiguration.busclass ( both bl and ui)
- Sign in as Application Administrator.
- Go to BinGroup and open BinGroupFormComposite.
- Go to IDMConfiguration and open ConnectionForm.
- Verify whether the warning messages are highlighted in yellow and the yellow alert icon is not displayed.
- Verify whether the error messages are highlighted in red and the red alert icon is not displayed.
JR-3300551
Moving Receivables attachments to IDM
You can now use IDM as storage for these attachments:
- CompanyCustomerAttachment
- CompanyCustomerCommentAttachment
- CompanyCustomerContactAttachment
- CreditAnalystAttachment
- CustomerAttachment
- CustomerBillToAttachment
- CustomerRepresentativeComment
- CustomerRepresentativeMessage
- OrderEntryCustomerAttachment
- ReceivableInvoiceAttachment
- ReceivableInvoiceBatchAttachment
- ReceivableOperatorAttachment
- ReceivablePaymentAttachment
- ReceivablePaymentHeaderAttachment
- SalesRepresentativeAttachment
The attachments are now stored in these IDM document types:
- FSM_ CompanyCustomer
- FSM_ CompanyCustomerComment
- FSM_CompanyCustomerContactAtch
- FSM_ CreditAnalyst
- FSM_ Customer
- FSM_CustomerBillTo
- FSM_CustomerRepComment
- FSM_CustomerRepMessage
- FSM_OrderEntryCustomer
- FSM_ReceivableInvoice
- FSM_ReceivableInvoiceBatch
- FSM_ReceivableOperator
- FSM_ReceivablePayment
- FSM_ReceivablePaymentHeader
- FSM_SalesRepresentative
- Go to the Finance Enterprise Group > Options tab and select the Use IDM For Attachments check box.
- To move existing attachments to IDM, select Shared Processes > Attachment Maintenance and select Mass Upload to IDM.
- Create a record with attachments and verify whether the attachments are stored in IDM.
JT-1743949