Infor Document Management

This section contains enhancements in Infor Financials and Supply Management.

Added business context model for Payables Invoice Approval

Program/Business class/Process affected:
  • IDMConfiguration
    • Changed the ConfigXMLVersion from 2022.03 to 2022.05
  • idm-configuration
    • Added Business Context Model in the Document Management Configuration
    • Changed the value from 44 to 45 and the version from 2022.03 to 2022.05

To test the enhancement:

  1. Check the PostUpgrade action. The status must be Completed.
  2. Select Application Administrator > Shared Processes > IDM Configuration.
  3. On the XML Files tab, verify that the status is Imported.
  4. On the Connection tab, run Test Connection. The IDM test connection result must be PASSED. The latest IDM and FSM configuration version must be 2022.05.
  5. In Document Management Configuration, verity that this business context model is added:

    InforSupplierInvoice:fsm:form_PayablesInvoice_PortalApprovalPayablesInvoiceForm:FSM_PayablesInvoice

JT-1707213

Enable email address of Customer Bill To as the recipient for IDM Intercompany Billing Invoice

Program/Business class/Process affected:
  • ReceivablesCompany
  • IntercompanyBillingDocumentHeader
  • IDM Emailing of Intercompany Billing Document

To test the enhancement:

Prerequisite:
  • Intercompany Billing Group setup
    • Select the Use IDM Template check box.
    • Enable automatic email.
  • Customer, CustomerBill To and PayablesCompany setup
    • Specify the email address.
  • ReceivablesCompany setup
    • Specify the email recipient.
Defaulting hierarchy:
  • If "PayablesCompany" is selected as the Email Recipient, then the IntercompanyBilling Document is emailed to the defined Payables Company.
  • If "Customer" is selected as the Email Recipient and the Bill To is not assigned, then the IntercompanyBilling Document is emailed to the defined Customer Email Address.
  • If "Customer" is selected as the Email Recipient and the Bill To is assigned, then the Intercompany Billing Document is emailed to the defined Customer Bill To.
  1. Create a record for Intercompany Billing Document.
  2. In the IDM Option section, select the Email Recipient according to this information:
    • For PayablesCompany, select Payables Company.
    • For Customer, select Customer.
    • For Customer Bill To, select Customer then assign a Bill To.
  3. Perform Release. The generated IDM document is automatically emailed to the selected recipient.
  4. For manual emailing, perform Email Invoice. The defaulting hierarchy for the recipient email address will apply and will be set as the initial value. The recipient email address can still be modified and overridden.

If the Email Address is setup with the PayablesCompany or Customer's details, then the email address is displayed beside the Email Recipient. Otherwise, the "Missing Email Address" notification is displayed.

JT-1667903

Print multiple Copy B 1099 forms per page

Program/Business class/Process affected:
  • Mass Generate of US1099 Form
  • Mass Printing of US1099 Form

To test the enhancement:

When the US1099 Templates are reloaded from the Vendor Group, test the Mass Generate and Print of Copy B in the US1099 IDM Output record. The Copy B can be individual copies or a consolidated copy. The consolidated copy is a document with multiple Copy B forms.

JT-1674243