Infor Financials and Supply Management Workspaces and Widgets User and Administration Guide

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About this guide
Prerequisites
Adding workspaces
Setting up Birst widgets
Setting up EPM widgets
Creating a configuration parameter
Columnar configuration
Configuring custom settings
Configuring replication sets
Financials workspaces and widgets
Financials workspaces user roles
Asset Accountant workspace
Important Links
On Your Radar
Capitalization
Quick Actions
Released Assets
Cash Manager workspace
Bank statement reconciliation
Cash position
Current cash position
Direct forecast
Important links
Incoming bank statements
My tasks
Unprocessed voided and stop pay
Payables Manager workspace
KPI
Invoices by Process
Important Links
On Your Radar
Invoices-Payables Manager
Principal Investigator workspace
My Projects
My Project Contracts
Important Links
On Your Radar
Project Manager workspace
On Your Radar
Required Actions
Important Links
Project Contracts
Capital Projects
Receivables Manager workspace
Important links
Invoices due
On your radar
Outstanding invoices
Payment collected by Company
Unapplied payments
Staff Accountant workspace
Setting up for drill-back
Budget vs actual performance
Balance trend analysis
Important links
Account reconciliation
Month end close
Quick actions
Supply Management workspaces and widgets
Supply Management workspaces user roles
Buyer workspace
On Your Radar
Important Links
Upcoming Orders
Quick Actions
Contract Manager workspace
On Your Radar
Important Links
Progress Monitor
Contracts in Process
Spend
EDI Administrator workspace
EDI Work
Important Links
Transactions by Trading Partner
List of EDI Transactions
Inventory Manager workspace
Important Links
Receipts for Final Release
Delayed Items
Items to Replenish
Purchasing Manager workspace
My Tasks
Past Due Deliveries
Important Links
Buyer Exceptions
Purchasing Receiver workspace
Upcoming Orders
Important Links
On Your Radar
Supply Chain Director workspace
Contracts
Important Links
Items to Replenish
Top Contracts by Amount Ordered
Using the icon reference
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  • Support
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