Payables

This section contains enhancements in Infor Financials and Supply Management.

Ship To address for expense invoices change

The default hierarchy for the Ship To Location address on the Purchase Order had been different from the default hierarchy when creating the invoice. Therefore, the tax amount on the Purchase Order was possibly determined based on a different location than the tax amount on the invoice.

Program/Business class/Process affected:

  • PayablesInvoiceDistribution

    The Ship To Location address default hierarchy was structured to correspond with Purchase Order.

To test the enhancement:

  1. Set up an Inventory Location with a different Contact Address and Purchase Order Ship To Address.
  2. Add an invoice and provide the Ship To Location.
  3. If the Purchase Order Ship To Address exists on the Ship To Location, then it defaults ahead of the Contact Address.

Dependencies:

  • Tax System is not OneSource Original

JT-1756362

Ability for users to request for New Vendor Location

Previously, the Vendor Location was unchangeable for users.

Program/Business class/Process affected:

  • VendorLocation
  • IEFINPostUpgradeAction
  • RequestNewVendorLocation.lpd
  • IEFINShareInbasketApproval_ST
  • APBasicInvoiceProcessing_ST
  • ICItemSetup_ST
  • POBasicPurchaseOrderProcessing_ST
  • RQBasicProcessing_ST

To test the enhancement:

  1. Navigate to the Manage Vendors page.
  2. In the Locations section, click Request New Vendor Location.

JT-1738991

Add empty state messages to Process Invoices 'Entry' lists

On the tabs of the Manage Invoices and Process Invoices pages, Entry lists lacked empty state messages.

Program/Business class/Process affected:

  • PayablesInvoiceSpeedEntry.ui
  • PayablesInvoice.ui
  • PayablesInvoiceDistribution.ui

To test the enhancement:

  1. Go to Application Administrator > Financials > Payables > Payables Processing > Manage Invoices.
  2. Click the Speed Entry tab and check for an empty state message if there are no records.
  3. Click the List Entry tab and check for an empty state message if there are no records.
  4. If the user has a List Entry record with no distribution on the invoice, then check for an empty state message on the Distribution tab.
  5. Check the result as all empty state messages must be displayed correctly.

JT-1740897

Menu changes for Reporting Organization and Reportable Income Group

The Payables Setup menu must include Reporting Organization.

Program/Business class/Process affected:

  • PayablesAllSetupMenu
  • PayablesReportableIncomeSetupPage

To test the enhancement:

Verify that the menu shows the Reportable Income Setup page with Reportable Income Group and Reporting Organization as tabs.

JT-1732627

Payables - OneSource, Generic, Dynamic Value expanded for Latitude and Longitude

A Ship To Location address must pass Latitude, Longitude, and Altitude as OneSource Tax Attributes.

Program/Business class/Process affected:

  • PayablesInvoiceDistribution

To test the enhancement:

  1. Define Dynamic Values for Latitude, Longitude, or Altitude, or for all.
  2. Add these values to a Ship To Location address.
  3. Processing an invoice including the Ship To Location must create Tax Attributes for the attributes provided.

Dependencies:

  • Tax System = OneSource

JT-1753399

Payables Invoice Distribution list enhancements

The PayablesInvoiceDistribution list required changes.

Program/Business class/Process affected:

  • PayablesInvoiceDistribution.busclass

To test the enhancement:

  1. Go to Financials > Payables > Payables Processing, then select Search Invoices or Manage Invoices.
  2. Create an invoice without specifying a distribution code.
  3. Check the empty state message shown on the list.

    The empty state message must be displayed without any typographical errors. Additionally, check the Create On List, Create, and Create and Release Invoice labels.

JT-1638449

Vendor Comment, Tab order

When adding a Vendor Comment on the Manage Vendors page, the tabbing order goes down the column of field instead of from left to right.

Program/Business class/Process affected:

  • Vendor Comment

To test the enhancement:

On the Vendor Comments tab of the Manage Vendors page, add a Vendor Comment. Test that the tabbing order goes from left to right.

JT-1730923