Purchasing

This section contains enhancements in Infor Financials and Supply Management.

OneSource Generic, PO, Delay Tax Processing

Program/Business class/Process affected:

PurchaseOrder

PurchaseOrderLine

PurchaseOrderAndLineAddOnCharge

Use this information to test the enhancement:

  1. Ensure that the Tax Entity for the Tax System is One Source.
  2. On Tax Entity, set the Delay Tax Processing flag to True.
  3. Create a Taxable Purchase Order line with Header and Line AOC using OneSource Tax.
  4. Verify that tax is not calculated and that no tax log is created
  5. Release the purchase order.
  6. Verify that tax is calculated with the created Tax Log

Dependencies:

Tax System is OneSource

JT-1686704

Enable Transmit Supplier Order Number in Procedure Info Output to Send in EDI 850

Supplier Order Number was not available as a Transmit option. The option is required to send the order number in EDI 850 transactions.

Program/Business class/Process affected:

Supplier Order Number is now available as a transmit option on Procedure Info Output in Purchasing Company, Purchasing Vendor, or Purchase From Location. You can also now select Medical Record Number as a Transmit field.

When a purchase order is issued and the vendor Issue Method is EDI or XML, a Procedure Info record is created for each PO line that has procedure information. If the Transmit check box is selected, then the field data is written to the output.

Use these steps to test the enhancement:

  1. Select the Transmit check box for Supplier Order Number and Medical Record Number in the procedure output on these records: purchasing company, purchasing vendor, or purchase from location.
  2. Create a purchase order for an EDI vendor.
  3. Add Supplier Order Number and Medical Record Number to the Default Procedure information.
  4. Create a purchase order line.
  5. Release and issue the order.
  6. Verify these results:
    • A PurchaseOrderEDIOutput Procedure Infor record is created for the line.
    • The Supplier Order Number is in the Order Number field.
    • The Medical Record Number is in the Patient ID field.

Dependencies:

Only one Supplier Order Number should exist for each purchase order.

JT-1697593

Display red asterisk on conditionally required fields on Vendor Returns

Program/Business class/Process affected:

  • module/ic/bl/VendorReturn
  • module/ic/ui/VendorReturn

Use this information to test the enhancement:

  1. Sign in as Buyer.
  2. Select Vendor Returns.

    Or on the Buyer Dashboard go to Quick links and select Vendor Return.

  3. Create a Vendor Return from the vendor return list and complete the required fields.
  4. Verify these fields:
    • For Return From Location, Vendor, Dropship Name, and Dropship Address.

      An asterisk is displayed when a value from the purchase order does not exist as the default value. If vendor return is created from the purchase order and a default value is displayed, no asterisk is displayed.

    • ReplacementPurchaseOrderBuyer(Buyer) - An asterisk is displayed when Replace Goods is true.
    • ReplacementFreightAmount - an asterisk is displayed when an AddOnCharge is specified
    • AddOnCharge - An asterisk is displayed when ReplacementFreightAmount is specified

JT-1669025

Design new Buyer Dashboard

Updated Buyer Dashboard to SOHO Uplift standards under Buyer > Home (Dashboard)

Program/Business class/Process affected:

  • modules\po\ui\BuyerHomePage.page
  • modules\procurement\ui\SupplierMessageDialog.busclass
  • modules\po\ui\PurchaseOrder.busclass
  • modules\po\ui\PurchaseOrderBuyerMessage.busclass
  • modules\po\ui\PurchaseOrderInterface.busclass
  • modules\po\ui\PurchaseOrderLine.busclass
  • modules\po\ui\VendorReturn.busclass
  • modules\ma\ui\MatchInvoiceMessage.busclass

To test this enhancement, validate if dashboard is up to SoHo standards, and that you can navigate through the panels and no data as expected

JT-1638290