FSM Analytics

This section contains enhancements in Infor Financials and Supply Management Analytics.

FSM Analytics documentation library

Beginning with the 2022.04 release, an online help library is available for FSM Analytics content on https://docs.infor.com. The Infor FSM Analytics content has been removed from the Infor Support Portal.

Requisitions

Drill back functionality was added from Requisition Line Details report to FSM Purchasing. JT-1679711

Current period transactions are loaded by default.

The item and vendor attributes now use the key field + description. For example: Item - Description and Vendor - Vendor Name.

These reports and dashboards were updated:
  • Requisition Lines by Requester report and dashboard
  • Requisitioned Item Usage report and dashboard
  • Requisition Overview report and dashboard
  • Monthly Requisition Lines by Location report and dashboard
  • Requisition Spend Category Details report and dashboard
  • Requisition Totals report and dashboard
  • Requisition Value Analysis report and dashboard
  • Requisition Fulfillment Details report and dashboard
  • Requisition: Requisition Lines by Vendor report and dashboard
  • Requisition Lines by Manufacturer report and dashboard
  • Requisition Line Details report and dashboard
  • Requisition Expense report and dashboard
  • Killed Item report and dashboard
  • Requisition Contract Compliance report and dashboard

JT-1686563

Purchasing

Invoiced Distributions by AU and Purchasing Detail report was recreated in Designer and renamed Distributions with PO Detail.

report columns were removed and Vendor and Item attributes were updated.

JT-1620868

Current period transactions are loaded by default.

The item and vendor attributes now use the key field + description. For example: Item - Description and Vendor - Vendor Name.

These reports and dashboards were updated:
  • Purchase History by Vendor report
  • Remaining PO Balance report and dashboard
  • Purchasing Analysis report and dashboard
  • Monthly Vendor Performance report and dashboard
  • Performance by PO report and dashboard
  • Purchase Order Line Detail report and dashboard
  • Buying Trends report and dashboard
  • Purchase Order Header Detail report and dashboard
  • Vendor Purchase Orders report and dashboard
  • Buyer Performance report and dashboard
  • PO Item Details report and dashboard
  • Allocated Items & Buyer Expediting report and dashboard

JT-1680449

Inventory Management

A new report based on Inventory On Hand measures, called Overstocked Items, is now available. The report shows the items that are holding more inventory than the item location's reorder point and requested order quantity. It also shows the excess stock and value of each item. JT-1458990

Items on Backorder report was updated. JT-1605388

Payables

These measures were added to the Payables Invoice subject area:
  • Total Invoiced Taxable Amount
  • Total Invoiced Tax Amount
  • Total Accrued Taxable Amount
  • Total Accrued Tax Amount

These measures were added to track invoiced and accrued tax in Payables Invoice.

JT-1621583

A new measure and attribute of Match Message Response Duration Days were added to Match Invoice Message. When the Respond Date is populated, this will calculate the days between the Create Date and Respond Date. Otherwise, the value is 0.

Create Date is now populated with the Create Time Stamp. The new measure and attribute were added to the Invoice Messages subject area.

JT-1527104

Analyze By date was updated in Payables to use Check Date. JT-1672080

Invoices

Vendor Balance now has create stamp and update stamp. JT-1619375

Payables Invoice Approval Analytics was added to the Birst Model. JT-1607933

Invoice Distributions

The Distribution Type of Distribution in Payables Invoice Distributions will either be Expense Distribution or Tax Distribution. This is determined by the FSM PayablesInvoiceDistribution conditions of IsExpenseDistribution and IsTaxDistribution. JT-1686957

MSCM

Current period transactions are loaded by default.

The location, vendor, and item attributes now use the key fields plus description. For example: Location - Location Name and Vendor - Vendor Name.

These reports and dashboards were updated:
  • Efficiency Tracking dashboards
  • PO Receiving dashboards
  • Issues and Returns dashboards
  • Dock Logging dashboards
  • Miscellaneous Receiving dashboards
  • Picking dashboards
  • Delivery and Tracking dashboards
  • Efficiency Tracking reports
  • Delivery and Tracking reports
  • Miscellaneous Receiving reports
  • Picking reports
  • Issues and Returns reports
  • PO Receiving reports
  • Dock Logging reports

JT-1636338

A new landing page was created that directs you to MSCM Global reports, Receiving and Delivery and the new module, Mobile Par and Cycle Count. JT-1639171

These Efficiency Tracking dashboards were moved to the MSCM Global reports landing page:
  • Activity Log dashboard
  • Activity Log Detail dashboard
  • User Activity dashboard
  • User Activity Detail dashboard
  • Activity Type Detail dashboard
  • Activity Type dashboard

JT-1626859

Mobile Supply Chain Management - Mobile Par and Cycle Count raw source tables in source space was added. Mobile Par Counting (MPC) is available in the Infor Financials & Supply Management Analytics using Birst release 2022.03.00. JT-1602566

Delivered Quantity in Distribution Line Fact measure was renamed Delivery Quantity in the model to match with the MSCM column name. JT-1595247

For performance improvement, MSCM Source and Model Space have been merged to reduce the number of spaces. JT-1642731

These reports and dashboards were created under the new subject area called Mobile Supply Chain Management - Par and Cycle Count:
  • Par and Cycle Count Activities dashboard
  • Par and Cycle Activities per Month report
  • Par and Cycle Activities per Operator report
  • Par and Cycle Activities per Status report
  • Par and Cycle Count Line Detail dashboard
  • Par and Cycle Count Activities Details report
  • Par Value Analysis dashboard
  • Par Value Analysis Detail dashboard
  • Par Value by Location Detail report
  • Par Value Analysis report
  • Par Value by Location report
  • Top Item Quantity per Location report
  • Replenishment Requests dashboard
  • Replenishment Requests per Par Location report
  • Top Requested Items report
  • Requested Quantity per Par Location report

JT-1624931

CFO dashboards

AVG calculation was removed from Employee Count KPI under Financials & People Metrics. Expression for employee count KPI in the case of the YTD time series was updated. JT-1675232

Public Sector

Account level and Finance dimension sorting and display order were applied to all Public Sector reports. JT-1642987

A condition has been added to all Public Sector report to suppress 0 values. JT-1640166

reporting Basis was added to the lookups of all Public Sector reports.JT-1640164

Integer was added before Fiscal Year and Fiscal Month in the lookups for all Public Sector reports. JT-1639969

Order Entry

Extra hierarchies were removed in the Order Entry Model. JT-1695720

Receivables

Hierarchies were eliminated for source and incremental scripts. Dimension and fact table scripts were merged for Receivables management. JT-1701242

Updated the scripts for TotalUnapplied Amount and AdvancePayment measures in the Model Space. JT-1662558

Billing

Hierarchies were eliminated for source and incremental scripts. Dimension and fact table scripts were merged for Billing. JT-1690514

Asset Management

Hierarchies were eliminated for source and incremental scripts. Dimension and fact table scripts were merged for Asset Management. JT-1690053

Franchise Management

Hierarchies were eliminated for source and incremental scripts. Dimension and fact table scripts were merged for Franchise Management. JT-1695704

Global Ledger

GrantID field was added in the Finance Dimension 02 mode script. JT-1688632

New replication data

Replication sets were added and updated.

Fields were added to these business classes:
  • FSM_AR_ST

    ReceivableInvoiceDetail

    • ReceivableInvoiceKey
    • ReceivableProcessLevelKey
  • FSM_AM_ST
    • AssetTransaction
    • Posting Date (Custom Field)
    • Posting Date
  • New Business Classes have been added to the Datalake:
    • FSM_FUTURE_REPLICATOIN Asset Location
    • FSM_FUTURE_REPLICATOIN Asset Division

JT-1683358

Tax

New business classes were added.

JT-1592704

Contract Management

Lifetime Max Amount measure was added in the Contract Management subject area. JT-1509021

In Context, Receivables, and Billing

These In-Context widgets were created under the Receivables and Billing subject areas:
  • Overdue Invoices widget
  • Advance Payment by Customer widget
  • Applied Vs Unapplied Amount by Customer widget
  • Credit Limit Alloted vs Limit Used by Customer widget
  • Payment Amount by Customer widget
  • Payment Count by Customer widget
  • Invoice Status Count by Customer widget
  • Invoice Amount by Customer widget
  • Invoice Count by Customer widget
  • Payment Amount By Company widget
  • AR Invoice Amount By Company widget
  • Invoice Count by Company widget
  • Over Extended Customers widget
  • Invoice by Source widget
  • Tax Type By Company widget
  • Invoice Amount By Company widget
  • Invoice Status By company widget
  • Tax Vs Taxable Total by Company widget
  • Invoice Count By Company widget

JT-1671792

Lease Accounting

Lease Accounting module was created. These are the dashboards under the module:
  • Additional ROU Asset Amount Fin
  • Additional ROU Asset Amount OL
  • Amortization of ROU Assets
  • Cash Paid
  • Financing Cash Flow from Fin
  • Interest on Lease Liabilities
  • Lease Disclosure Summary
  • Operating Cash Flow from Fin
  • Operating Cash Flow from OL
  • Operating Lease Cost
  • Short-Term Lease Cost
  • Sublease Income
  • Variable Lease Cost
  • WAVG Discount Rate Fin
  • WAVG Discount Rate OL
  • WAVG Remaining Lease Term Fin
  • WAVG Remaining Lease Term OL
  • Lease Accounting Home Page

JT-1530205