Purchase Order

This section contains enhancements in Infor Financials and Supply Management.

Buyer - PO Receipt Interface Maintenance

Lists were not yet standardized in Buyer.

Program/Business class/Process affected:

  • Buyer.PurchaseOrderReceiptImport
  • Buyer.POReceiptAdjustmentAndInspectionImport
  • Buyer.PurchaseOrderReceiptInterfaceResult
  • Buyer.PurchaseOrderReceiptLineImport

Use these steps to test the enhancement:

Buyer > Lists and Processes > Create Purchasing Processes > Interface Receipts > Receipt Interface Maintenance

JT-1629033

Buyer Menu - Manage Event -SoHo 4 UX Uplift - Composite Forms Standardization

Limited to Manage Event composite form. This is an enhancement to uplift the composite form for SourcingEventDocument and CompanySetup.

Program/Business class/Process affected:

  • UI for SourcingEventDocument and CompanySetup composite form
  • SourcingCompany.CompanyContext
  • SourcingCompany.SourcingCompany
  • SourcingCompany.CompanySetup
  • SourcingCompany.EventEmail
  • SourcingEvent.SEHeaderContext
  • SourcingCompany (BL)

Use these steps to test the enhancement:

  1. Uplift > Manage Event > Composite Forms Standardization
  2. Manage Event > draft > open record
  3. Manage Event > Status Analysis (Company List) > open record

JT-1659647

Buyer Menu - Manage Other Processes -SoHo 4 UX Uplift - Composite Forms Standardization

Limited to Manage Other Processes composite form. This is an enhancement to uplift the composite form - ManagePurchasingVendors , Vendor Balance and Procurement Template

Program/Business class/Process affected:

UI for Update Purchasing Details, Vendor Balance, and Procurement Template composite form

  • PurchasingVendor.POVendorForm
  • PurchasingVendor.POVendorFormContext
  • PurchasingVendor.Main
  • PurchasingVendor.Options
  • PurchasingVendor.ProcedureInfoOutput
  • VendorBalance.VendorBalanceComposite
  • VendorBalance.CompanyVendorContext
  • VendorBalance.MainForm
  • ProcurementTemplate.ProcurementTemplatesForm
  • ProcurementTemplate.ProcurementTemplatesFormContext
  • ProcurementTemplateParticipant.ProcurementTemplateParticipantList
  • Requisition.RequisitionsFromTemplate
  • PurchasingVendor(BL)
  • ProcurementTemplate(BL)

Use these steps to test the enhancement:

  1. Manage Other Processes > Balance(Panel)
  2. Manage Other Processes > ManagePurchasingVendors
  3. Manage Other Processes > Procurement template

Dependencies:

JT-1659653

OneSource, Generic, PO, additional fields to include in XML

EAM fields are not available in the Tax Log entries created from PO as dynamic fields:

  • EAM Commodity Code
  • EAM Manufacturing Indicator
  • EAM Project ID
  • EAM Project Type
  • EAM Position Facility
  • EAM Type Code
  • EAM User Field 30
  • EAM User Field 24
  • EAM Type Code
  • EAM WO Ship To
  • EAM WO Country
  • EAM WO State

Program/Business class/Process affected:

PurchaseOrderLine

Use these steps to test the enhancement:

  1. Add EAM fields as Dynamic Fields as One Source Tax Attributes.
  2. Create a PO with EAM fields.

Dependencies:

Tax System: OneSource, Version: Generic

JT-1631405

Uplift Purchasing Action Forms

Forms are not yet standardized in Purchasing Action Forms.

Program/Business class/Process affected:

  • Buyer Expediting Report
  • PO Status Report
  • Purchasing Activity By Source Report
  • Purchasing Deliver Quality Analysis
  • Purchasing Deliver Quantity Analysis
  • Purchasing Delivery Date Analysis
  • Purchasing Return Status Report
  • Purchasing Returns Analysis
  • Purchasing SubContractor Monitoring Report
  • RNI Aging Report

Use these steps to test the enhancement:

Manage Receiving > Receipt Adjustments

JT-1630305

Purchase Order Approval Uplift for Mobile

Improved the organization of information under purchase order approvals. This includes making the layout fit better on mobile screens. Also added a process indicator to show where the purchase order approval is in the process.

Program/Business class/Process affected:

  • PurchaseOrder.busclass
  • PurchaseOrderLine.busclass
  • PurchaseOrderApproval.lpd

Use these steps to test the enhancement:

  1. To access the updated approval form, select Inbasket and select the purchase order approver task. Open a purchase order awaiting approval.
  2. Verify that all information is displayed correctly in the new layout.
  3. Verify that the correct approval level is marked on the process indicator under these conditions:
    • Single step approval Level 1
    • Multi-step approval Level 1
    • Multi-step approval Level 2

JT-1622460