User experience

This section contains enhancements in Infor Financials and Supply Management.

Uplift the Inventory Alert page

Uplift the Inventory Alert page to conform to the SoHo 4 UX standards.

Program/Business class/Process affected:

  • module/po/ui/PurchaseOrderLine
  • modue/ic/ui/ItemLocation
  • module/rq/ui/RequisitionLine

Use these steps to test the enhancement:

  1. Sign in as Inventory Manager and select Alerts.
  2. Verify the list in each section of the page is displayed correctly, the search is enabled, and the lists in the Items With Zero Stock On Hand section and the Inventory Items Past Requested Delivery Date section are now single select.

JT-1652448

Uplift the Item Setup pages

Uplift these Item Setup pages to conform to the SoHo 4 UX standards:

  • Mass Item Location Copy
  • Par Cart Mass Changes
  • Associated Items
  • Manage Kit Items And View Components
  • Item Master Synchronization
  • Lot Hold Control
  • Update Preferred Bin For Items
  • Update Bin Type

Program/Business class/Process affected:

  • modules/ic/bl/ParCartMassChanges.bustask
  • modules/ic/ui/AssociatedItem.busclass
  • modules/ic/ui/ItemLot.busclass
  • modules/ic/ui/ItemMasterSync.busclass
  • modules/ic/ui/ItemMasterSyncBatchNumber.busclass
  • modules/ic/ui/ItemMasterSyncReport.busclass
  • modules/ic/ui/KitComponent.busclass
  • modules/ic/ui/KitItem.busclass
  • modules/ic/ui/MassItemLocationCopy.bustask
  • modules/ic/ui/ParCartMassChanges.bustask
  • modules/ic/ui/StockOnHandDetail.busclass

Use these steps to test the enhancement:

  1. Sign in as Inventory Manager and navigate to these pages:
    • Item Setup > Mass Maintenance > Mass Item Location Copy
    • Item Setup > Mass Maintenance > Par Cart Mass Changes
    • Item Setup > Associated Items
    • Item Setup > Manage Kit Items And View Components
    • Item Setup > Item Master Synchronization
    • Item Setup > Lot Hold Control
    • Item Setup > Update Preferred Bin for Items
    • Item Setup > Update Bin Type
  2. Verify the pages are compatible with earlier functionality, the fields and lists are displayed correctly, and the search is enabled.
  3. Run the Item Master Synchronization process.

JT-1652378

Uplift the Receiver Report Documents lists

Uplift the Receiver Report Documents lists to conform to the SoHo 4 UX standards.

Program/Business class/Process affected:

  • Module/po/ui/PurchaseOrderResult
  • Module/po/ui/PurchaseOrderResultDetail

Use these steps to test the enhancement:

  1. Sign in as Buyer and select Lists and Processes > Create Purchasing Processes > Receipt Processing > Receiver Report Documents.
  2. Verify the list on each tab is displayed correctly, the search is enabled, and the lists are now single select.

JT-1629006

Uplift the Receivables Manager pages

Uplift the Receivables Manager pages to conform to the SoHo 4 UX standards.

Program/Business class/Process affected:

  • ClaimsAndLiabilitiesHeader.busclass
  • ChargebackCreation.bustask
  • MassCustomerUpdate.bustask
  • PeriodCloseReport.bustask
  • ReceivableActivitySummary.bustask
  • ReceivablesTieBackReport.bustask
  • ReceivablesTransactionHistoryReport.bustask
  • UnrealizedGainLossReport.bustask
  • ARStatementPrint.bustask
  • AdjustmentMaintenanceReport.bustask
  • AdjustmentsByPeriodReport.bustask
  • ApplicationAudit.bustask
  • ApplicationCloseResult.bustask
  • ApplicationReversalCreation.bustask
  • AutoCashApplication.bustask
  • AutomaticMemoApplication.bustask
  • AutomaticPrepaymentApply.bustask
  • CashBatchReleaseReport.bustask
  • CashForecastingReport.bustask
  • CharebackCreation.bustask
  • CompanyCustomerConversion.busclass
  • CreditExceptionReport.bustask
  • CriticalReviewReport.bustask
  • CustomerBalanceConverstion.bustask
  • CustomerDataExport.bustask
  • CustomerGrandLivre.bustask
  • CustomerPurge.bustask
  • CustomerReviewSelection.bustask
  • CustomerStatisticReport.bustask
  • DunningLetterFileGeneration.bustask
  • DunningLetterFileUpdate.bustask
  • DunningLetterPrint.bustask
  • DunningLetterSelect.bustask
  • DunningLetterSelection.bustask
  • EFTPaymentCreation.bustask
  • FinanceChargeInitiation.bustask
  • FinanceChargeLatePayment.bustask
  • FutureApplicatitonReportHeader.busclass
  • LastStatementBalance.bustask
  • MassCustomerUpdate.bustask
  • NationalAccountTransUpdate.bustask
  • PaymentRequestNoticePrint.bustask
  • PeriodCloseReport.bustask
  • ProjectHistoryReport.bustask
  • ProjectReport.bustask
  • ReceivableActivitySummary.bustask
  • ReceivableApplicationImport.bustask
  • ReceivableCompany.busclass
  • ReceivableGLDistribution.busclass
  • ReceivableInvoiceCommentImport.busclass
  • ReceivableInvoiceDisputeImport.busclass
  • ReceivableInvoiceDistributionImport.busclass
  • ReceivableInvoiceImport.busclass
  • ReceivableLockBoxImport.busclass
  • ReceivableNonARPaymentImport.busclass
  • ReceivablePaymentConversion.busclass
  • ReceivablePaymentImport.busclass
  • ReceivablePaymentImport2.busclass
  • ReceivableVoucherReference.bustask
  • ReceivablesTieBackReport.bustask
  • ReceivablesTransactionHistoryReport.bustask
  • RegulatoryForeignInvoices.bustask
  • SelfBalancingReport.bustask
  • TransactionPurge.bustask
  • TransactionStatusUpdate.bustask
  • TransferredTransactionReport.bustask
  • UnrealizedGainLossReport.bustask
  • BillOfExchangePrintTapeCreate.bustask
  • BillOfExchangeRemittanceSelectionTapeGeneration.bustask
  • GenerationOfBankRemittance.bustask
  • GenerationOfBill.bustask
  • GenerationOfFrenchBillOfExchangeFile.bustask
  • RemittanceSelectionByDueDate.bustask
  • ForeignTradeAndPaymentReport.bustask

To test the enhancement, verify all the Receivables Manager pages are compatible with earlier functionality.

JT-1673129

Uplift the Receivables Aging Listings pages

Uplift the Receivables Aging Listings pages to conform to the SoHo 4 UX standards.

Program/Business class/Process affected:

  • ARCustomerProjectAgingReport.bustask
  • CompanyAgingReport.bustask
  • CustomerAgingReport.bustask
  • NationalAccountAgingReport.bustask
  • SummaryAgingReport.bustask
  • ReportGroupAgingReport.bustask

Use these steps to test the enhancement:

  1. Verify all the fields are aligned correctly.
  2. Verify the Qualify Future Applications field is yes/no.

JT-1672494