Contract Management

This section contains enhancements in Infor Financials and Supply Management.

Allow GPO ID to be changed on an Interface Contract

This change allows the GPO ID to be changed on an Interface Contract. It is important to keep the Member ID current on the Interface Contract to correctly capture Tier Changes.

Program/Business class/Process affected:

  • Contract processing for Group Purchasing Organizations

Use these steps to test the enhancement:

  1. Create an Interface Contract with members.
  2. Add a new member through Contract GPO Participant. You must configure the business class to add a record.
  3. On the Load Members menu, add the new participant/member to the mapping list.
  4. In Member Mapping, map the new member to the same Company/Location as a current interface contract member. Use the Contract Interface Records navigation to note the contracts associated with the current member being updated.
  5. Run the Change Membership ID on Contracts action for the member that is being replaced. Specify the new Member in the New Membership ID field.
  6. Verify for each Interface Contract formerly associated with the old Membership ID, the members are now associated with the new Membership ID/GPO Member Number.

JT-1711019

Award to New Contract Accounting Unit field shows when client expects Finance Dimension to show

Allow participant accounting unit and additional information to be entered when creating contract from event.

Program/Business class/Process affected:

  • Creation of Contracts from Sourcing Events

Use these steps to test the enhancement:

  1. Create an event with contract output.
  2. Specify a supplier event response.
  3. Navigate to event analysis. Select Manage Events > Open. Click Analyze.
  4. On the Responses By Supplier tab, click Award All To New Contract.
  5. In Participant Information a Default Accounting Information field is displayed. Specify the required participant information. Verify that you can enter all finance structure dimensions except for account.
  6. Verify that you can do the same thing at the line level.
  7. Select Final Award and Create Output.
  8. Click the link to view the contract.
  9. Verify that the participant has the default accounting information.

JT-1576509

Create a rule block for Contract Line error checking and point all code to it

This change makes brings consistency to Contract Line Error processing.

Program/Business class/Process affected:

  • Contract Maintenance

Use these steps to test the enhancement:

  1. Create a contract and copy it.
  2. On the copy, add a line with an error. For example, a line that is missing a manufacturer number for a special item. Verify that a Contract Line Error record is created.
  3. Fix the error. Verify that the Contract Line Error record is removed.
  4. Recreate the error. Verify that the Contract Line Error record is created.
  5. Release and activate the contract and verify the Contract Line Error record still exists.

JT-1666662

Extend Sample Document Templates to other Supply Management Roles

This change delivers Sample Document Templates to other Supply Management roles.

Program/Business class/Process affected:

  • Viewing of Sample Document Templates

Use these steps to test the enhancement:

  1. Sign in as a user with these roles and verify that the corresponding menu item is displayed:
    • Buyer- Strategic Sourcing Fact Sheets
    • Sourcing Manager - Fact Sheets
    • Item Lifecycle Administrator - Fact Sheets
    • Item Lifecycle Coordinator – Fact Sheets
    • Inventory Manager- Fact Sheets
    • Warehouse Clerk- Sample Document Templates For Warehouse
    • EDI Administrator- Fact Sheets

JT-1597224

Remove references to old HealthTrust data format

This change removes references to old HealthTrust data format.

Program/Business class/Process affected:

  • UI for Contract GPO processing

Use these steps to test the enhancement:

  1. Select Contract Processing > Contract Interface > HealthTrust GPO Interface > Creation. Verify that there is no tab called GPO Contracts With No Interface Contracts HealthTrust. Verify that a GPO Contracts With No Interface Contracts HealthTrust 2021 tab is displayed.
  2. Select Contract Processing > Contract Interface > HealthTrust GPO Interface > Setup. Verify that there is no menu item called GPO Data. Verify that a 2021 GPO Data menu item is displayed.

JT-1716783