Infor Document Management

This section contains enhancements in Infor Financials and Supply Management.

IDM in Kitchen Order

Program/Business class/Process affected:
  • KitchenOrder
  • InventoryCompany
  • IDMTemplate
  • SampleDocumentTemplate

To test the enhancement:

  1. Select Application Administrator > Supply Management > Supply Management Setup > Recipe Management > Document Template Setup > Sample Kitchen Management Document Templates.
  2. On the Kitchen Order tab, download the template.
  3. Select Application Administrator > Supply Management > Supply Management Setup > Recipe Management > Document Template Setup > Kitchen Management IDM Templates.
  4. On the Kitchen Order tab, upload the template.
  5. In Inventory Company, select the Kitchen Management Enabled and the Use IDM Template in Document Templates tab and select the uploaded template.
  6. Create and prepare the kitchen order.

    The status must be Started Preparing and the document view link must be available.

JT-1664639

IDM in Recipe Management

Program/Business class/Process affected:
  • IDM
  • Recipe, Recipe Line, Recipe Instruction
  • Item Group
  • IDM Templates, Sample Document Templates

To test the enhancement:

  1. Download the sample document template for Recipe.
  2. Customize and upload the template in FSM.
  3. Enable IDM for Item Group and assign a template.
  4. Generate the IDM document for Recipe.
  5. Print the generated document.

JT-1664021

Tax ID value in US 1099 forms

Program/Business class/Process affected:
  • IDM US1099 forms printing

To test the enhancement:

  1. Leave the Tax ID Type field of the vendor blank. Print a sample US 1099 form. The value of the Recipient Tax ID must be unformatted TAX ID instead of INVALID TAX ID TYPE.
  2. Specify EIN or SSN in the Tax ID Type field of the vendor. Print a sample US 1099 form. The value of the Recipient Tax ID must be in correct format. Both Copy B and Copy C must have masking. Copy A must not have masking.

JT-1687472