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Home > About this document | About this document | About this document This document provides information about the enhancements and changes in Financials and Supply Management. See the Release Report document for the list of fixed issues that are included in this update. Details of previous updates for this year are also included in these documents. | About this document | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/zlw1669224460187.html |
Home > April 2023 Production Update | April 2023 Production Update | April 2023 Production Update Beginning with the April 2023 production update, information about enhancements and new features is located in the Release Report. To view the Release Report, see the Financials & Supply Management release KB in Infor Concierge. | April 2023 Production Update | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/bpo1676931370606.html |
Home > March 2023 Production Update | March 2023 Production Update | March 2023 Production Update These release notes contain overviews of the main feature enhancements that have been introduced for 2023. Bug fixes and performance improvements are located in the Net Change Report. | March 2023 Production Update | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/gvr1673292051635.html |
Home > March 2023 Production Update > Asset Accounting | Asset Accounting | Asset Accounting This section contains enhancements in Financials and Supply Management. Provide the ability to create transfer in and out offset transactions for fund clients This feature is in the asset company when the new Update Transfer Balancing action is run. The Transfer Balancing field is updated on th... | Asset Accounting March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/yrj1673468478339.html |
Home > March 2023 Production Update > BOD Connectors | BOD Connectors | BOD Connectors This section contains enhancements in Financials and Supply Management. Location value should pick from configuration property for FSM_ION_ProcessBROrderToInv_Outbound – Brazil Integration File Changed: PfiConfigurationProperty.xml FSM_ION_ProcessBROrderToInv_Outbound.lpd Added to configuration prope... | BOD Connectors March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/ktn1673470709981.html |
Home > March 2023 Production Update > Billing | Billing | Billing This section contains enhancements in Financials and Supply Management. For OneSource generic, pass the Description from the level line to Tax Line Item The description of freight charge, line item, header AOC, and line AOC is passed to Tax Line Item and XML logs. For Delay Tax Processing: Billing Invoi... | Billing March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/tag1673469763101.html |
Home > March 2023 Production Update > Cash Management | Cash Management | Cash Management This section contains enhancements in Financials and Supply Management. Converting cash transactions with Stale Dated status Add the Stale Dated status to the Cash Ledger Interface. Select the new status and the records are automatically stale dated. Select Cash Ledger Interface and create a record. Sel... | Cash Management March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/hjc1673471029180.html |
Home > March 2023 Production Update > Contract Management | Contract Management | Contract Management This section contains enhancements in Financials and Supply Management. Decrease total size of Contract Line Member in the system Decrease total size of Contract Line Member business class in the system Unnecessary Contract Line Member records are not created and an action is available to purge ... | Contract Management March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/dib1673471250215.html |
Home > March 2023 Production Update > EDI | EDI | EDI This section contains enhancements in Financials and Supply Management. Create cXML OrderRequest with OrderId formatted as Company-PONumber Amazon cXML Invoices are required to be formatted as Company-PO number to be processed in FSM, cXML Order Request's OrderID, by PO Dispatch. This requirement is a r... | EDI March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/rwg1673472284473.html |
Home > March 2023 Production Update > EPM Analytics | EPM Analytics | EPM Analytics This section contains enhancements in EPM Analytics. GL Reporting Comparative Balance Sheet was enhanced to produce Comparative Income Statement. In Financial Reporting Home dashboard, the report is called Comparative Financial Statement. The report can be run for Balance Sheet or Income Statement... | EPM Analytics March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/cbv1675925164932.html |
Home > March 2023 Production Update > Global Ledger | Global Ledger | Global Ledger This section contains enhancements in Financials and Supply Management. Created an option to allocate any number of dimensions and access weight data from Global Ledger A new option is available to select summary overrides for three or more dimensions. You can create a single setup for mul... | Global Ledger March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/ien1673469263302.html |
Home > March 2023 Production Update > Intercompany Billing | Intercompany Billing | Intercompany Billing This section contains enhancements in Financials and Supply Management. Fund Accounting - AR Line Level Application Accounts Receivable and Intercompany Billing must be enhanced to allow a user-specified set of distributions to replace standard Fund Accounting proration logic for partial ap... | Intercompany Billing March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/muy1673472979495.html |
Home > March 2023 Production Update > Inventory Intelligence | Inventory Intelligence | Inventory Intelligence This section contains enhancements in Financials and Supply Management. Track expiration date for lot tracked items at single location | Inventory Intelligence March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/wcx1674250674005.html |
Home > March 2023 Production Update > Lease Accounting | Lease Accounting | Lease Accounting This section contains enhancements in Financials and Supply Management. Combine tabs on the lease composite form The tabs on a lease require a drop-down menu after a lease is processed. Related tabs were combined to reduce the number of tabs required for a lease. Reduced the number of tabs on a lea... | Lease Accounting March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/fhe1674164113559.html |
Home > March 2023 Production Update > Match | Match | Match This section contains enhancements in Financials and Supply Management. Do not allow match invoice line distributions without asset info if the PO line has asset info Match invoice line override distributions without asset info proceeded when the PO line had asset info. Match invoice line override distrib... | Match March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/rjx1674110188574.html |
Home > March 2023 Production Update > Order Entry | Order Entry | Order Entry OneSource, Generic, OE, DelayTaxProcessing Off, AOC no XML request When processing a taxable Customer Order record using OneSource, XML tax logs should not create duplicate records. Flags to skip creation of tax logs for header or AOCs are added in Customer Order. Create and release Customer Order w... | Order Entry March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/hke1674623355014.html |
Home > March 2023 Production Update > Payables | Payables | Payables This section contains enhancements in Financials and Supply Management. Mark as Paid Action: FSM does not currently have the functionality to reverse an invoice, or a credit note that was marked as paid. Reopen Mark as Paid action was added. This change reverses any posting created by the Mark as Paid ... | Payables March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/kbv1674110268794.html |
Home > March 2023 Production Update > Project Ledger | Project Ledger | Project Ledger This section contains enhancements in Financials and Supply Management. Include inactive projects on the Project Contract Posting Projects list Include inactive posting projects on the project contract. Update the refresh budget amounts action to include all posting projects. Sign in as Project Accou... | Project Ledger March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/pok1674166852942.html |
Home > March 2023 Production Update > Purchasing | Purchasing | Purchasing This section contains enhancements in Financials and Supply Management. UX-Buyer Create Purchase Order Form Uplift Append to Purchase Order Form to conform to the SoHo 4 UX standards. These are the changes to Purchase Order Interface: Remove conditions for Status Message as this Action can only be performed ... | Purchasing March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/apy1674226443709.html |
Home > March 2023 Production Update > Receivables | Receivables | Receivables This section contains enhancements in Financials and Supply Management. Receivables Manager Home Page For the Receivables Manager role, we are modifying Home Page, which consists of different widgets. These new features were added to the Home Page: New lists New card views New derived fields New conditi... | Receivables March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/exj1674484090654.html |
Home > March 2023 Production Update > Strategic Sourcing | Strategic Sourcing | Strategic Sourcing This section contains enhancements in Financials and Supply Management. Drill around added for two-way supplier dialogue Added the drill around ability to start or continue a dialog for Supplier Message Dialog for the sets of Invoice, Purchase Order, Receipt, Vendor Return, and Event. Add sets to... | Strategic Sourcing March 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/llv1674498089061.html |
Home > February 2023 Production Update | February 2023 Production Update | February 2023 Production Update These release notes contain overviews of the main feature enhancements that have been introduced for 2023. Bug fixes and performance improvements are located in the Net Change Report. | February 2023 Production Update | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/dxr1670328207455.html |
Home > February 2023 Production Update > Asset Accounting | Asset Accounting | Asset Accounting This section contains enhancements in Financials and Supply Management. Update the Asset Types composite form Updated the allocation navigation, the Product Categories tab, the Asset Type Allocation header, and the Assets tab in Asset Types composite form. Now the forms and lists in AssetType compo... | Asset Accounting February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/gen1670601231308.html |
Home > February 2023 Production Update > Billing | Billing | Billing This section contains enhancements in Financials and Supply Management. OneSource, Generic, BL, DelayTaxProcessing Off, Tax Attributes not included in the XML file When processing a taxable Billing Invoice record using OneSource and non-Delay tax processing, Tax attributes on XML tax logs should display... | Billing February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/snu1670605898888.html |
Home > February 2023 Production Update > BOD Connectors | BOD Connectors | BOD Connectors This section contains enhancements in Financials and Supply Management. When a Customer Order Return has been processed in Taxengine the Temporary Hold field updates to be approved directly – Brazil Integration For CustomerOrderReturn Scenario Changes done for updating Temporary Hold field in Syn... | BOD Connectors February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/svg1670441828467.html |
Home > February 2023 Production Update > Cash Management | Cash Management | Cash Management This section contains enhancements in Financials and Supply Management. Verify Bank Statement balance before Importing CAMT The system can be configured to validate the resulting balance before a bank statement is imported. An out-of-balance statement cannot be imported, but you can ignore the error... | Cash Management February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/zoo1670563979924.html |
Home > February 2023 Production Update > Contract Management | Contract Management | Contract Management This section contains enhancements in Financials and Supply Management. Contract Manager Home page - Use 12-column grid to minimize white space and scrolling Added a 12-column grid view to minimize white space and scrolling. 1. Sign in as Contract Manager. 2. Verify that the Home page and search... | Contract Management February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/sul1670533615350.html |
Home > February 2023 Production Update > EDI | EDI | EDI This section contains enhancements in Financials and Supply Management. EDI - Review and improve card hierarchy Improve the visual hierarchy of the Trading Partner Dashboard List. Trading Partner/EDI Number label is in bold font so that it is obvious on the page. Sign in as EDI Administrator. On the Home page, sele... | EDI February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/pve1670606332922.html |
Home > February 2023 Production Update > Global Ledger | Global Ledger | Global Ledger This section contains enhancements in Financials and Supply Management. Request action for Finance Dimension 4 and Finance Dimension5 A new request action is available for Finance Dimension4 and Finance Dimension5 Implemented the new feature Request Action for Finance Dimension4 and Finance Dimension5... | Global Ledger February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/gyu1670534058963.html |
Home > February 2023 Production Update > Intercompany Billing | Intercompany Billing | Intercompany Billing This section contains enhancements in Financials and Supply Management. Fund Accounting - AR Line Level Application Accounts Receivable and Intercompany Billing must be enhanced to allow a user-specified set of distributions to replace standard Fund Accounting proration logic for partial ap... | Intercompany Billing February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/lme1670607888082.html |
Home > February 2023 Production Update > Inventory Intelligence | Inventory Intelligence | Inventory Intelligence This section contains enhancements in Financials and Supply Management. Review and improve card hierarchy Improve the visual hierarchy of the Perpetual and Par Item pages. Location Name and Item description are rendered in bold font to make it more visible in Perpetual/Par and Item Detail pag... | Inventory Intelligence February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/pub1670611396442.html |
Home > February 2023 Production Update > Item Lifecycle Management | Item Lifecycle Management | Item Lifecycle Management This section contains enhancements in Financials and Supply Management. Allow watchers to be created that are not associated with an Employee Allow ad hoc users to be created for organizations that are watchers and can be used for notification on notices. An ad hoc watcher can be created i... | Item Lifecycle Management February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/paf1670862910707.html |
Home > February 2023 Production Update > Lease Accounting | Lease Accounting | Lease Accounting This section contains enhancements in Financials and Supply Management. Create Lease Import menu Remove the Transaction Interface menu from the Lease Specialist role and create a Lease Import menu. The Transaction Interface menu on the Lease Specialist page is not valid. The Lease Specialist ro... | Lease Accounting February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/cts1670621877648.html |
Home > February 2023 Production Update > Match | Match | Match This section contains enhancements in Financials and Supply Management. LPL changes to Expand the Document Capture BOD and IPA to include the options for multiple invoice line distributions The Document interface did not have the ability to override the PO distributions on a match invoice. Enable the Docu... | Match February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/gil1670614941507.html |
Home > February 2023 Production Update > Payables | Payables | Payables This section contains enhancements in Financials and Supply Management. Payables Spend not allowing to enter amount as AP271 did - government requirement Vendor Payment Report was created to show payments for specific criteria replacing the AP271-Government required. Vendor Payment Report is available ... | Payables February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/ege1670857574411.html |
Home > February 2023 Production Update > Project Ledger | Project Ledger | Project Ledger This section contains enhancements in Financials and Supply Management. Add closed labor distributions periods list to Project Accountant role Add a new labor distribution list and a new effort certification list to the Project Accountant role. On labor distribution, add a tab for closed periods. On ... | Project Ledger February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/afv1670606933262.html |
Home > February 2023 Production Update > Purchasing | Purchasing | Purchasing This section contains enhancements in Financials and Supply Management. Add UNPSC to Add On Charge Add Commodity Code to Add On Charge setup to use for third party tax calculations. To prepare for forthcoming functionality, the Commodity Code is available on the Add On Charge setup page for third party t... | Purchasing February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/ecb1670861689315.html |
Home > February 2023 Production Update > Receivables | Receivables | Receivables This section contains enhancements in Financials and Supply Management. Standardize Customer card view The customer card view was standardized with bold font. Email and Phone number are enabled if the email or phone number are provided on the customer record. Create or update a customer record with emai... | Receivables February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/yjt1670865588115.html |
Home > February 2023 Production Update > Requisitions | Requisitions | Requisitions This section contains enhancements in Financials and Supply Management. Printed Req no longer shows Distribution Code or Vendor Name Additional fields added in Requisition Self Service Print Request function. Test Requisition Self Service Print Request functionality and verify the report generated. JR-... | Requisitions February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/xxv1670952963155.html |
Home > February 2023 Production Update > Strategic Sourcing | Strategic Sourcing | Strategic Sourcing This section contains enhancements in Financials and Supply Management. Add ability to have "from Email" be a user defined value in Sourcing An option is available to provide a specific From email address as a default instead of using the Buyer email address for supplier emails in Sourcing. Sign ... | Stratetic Sourcing February 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/mnp1670866532904.html |
Home > January 2023 Production Update | January 2023 Production Update | January 2023 Production Update These release notes contain overviews of the main feature enhancements that have been introduced for 2023. Bug fixes and performance improvements are located in the Net Change Report. | January 2023 Production Update | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/nfe1668454851961.html |
Home > January 2023 Production Update > Asset Accounting | Asset Accounting | Asset Accounting This section contains enhancements in Financials and Supply Management. Adjusting asset in-service dates The ability to control YTD and LTD calculation and transactions posted to the Global Ledger has been created. Create an asset with a prior year in-service date. Perform any adjustment on the ass... | Asset Accounting January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/sgg1668457079607.html |
Home > January 2023 Production Update > Billing | Billing | Billing This section contains enhancements in Financials and Supply Management. OneSource, Generic, BL, send the Description field at the line level in the XML file The Description field is included in the line section of the XML file for the item information. In the LoadOneSourceInputFields rule on the Billing... | Billing January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/lms1668526565042.html |
Home > January 2023 Production Update > BOD Connectors | BOD Connectors | BOD Connectors This section contains enhancements in Financials and Supply Management. ProcessInvoice_In BOD changes to incorporate barcode value File Changed: FSM_ION_ProcessInvoice_Inbound.Ipd Variable Added in JSON: No In FSM_ION_ProcessInvoice_Inbound IPA flow below changes done Modified branch condition in Branch6... | BOD Connectors January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/qbh1668637491481.html |
Home > January 2023 Production Update > Cash Management | Cash Management | Cash Management This section contains enhancements in Financials and Supply Management. Require calculation of Total Amount based on Pay Bank Amount on Payment Output Detail file Add a new amount field to PaymentOutputFileHeader (TotalPayBankAmount) to capture the total of the PayBankAmount in the related Payme... | Cash Management January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/tfo1668613585226.html |
Home > January 2023 Production Update > Contract Management | Contract Management | Contract Management This section contains enhancements in Financials and Supply Management. Consolidate the contract create actions To provide more control over the create actions on the toolbar, the actions to create a contract are consolidated into a single icon. Contract.busclass Sign in as Contract Manager and ... | Contract Management January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/cbb1668534295401.html |
Home > January 2023 Production Update > EPM Analytics | EPM Analytics | EPM Analytics This section contains enhancements in EPM Analytics. GL Reporting An export option that was added can be used in some reports after the necessary configuration is in place with data model and templates imported to IDM. These are the Financials & Supply Management Analytics reports that support IDM ... | EPM Analytics January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/ois1670901459788.html |
Home > January 2023 Production Update > EDI | EDI | EDI This section contains enhancements in Financials and Supply Management. Do not map Item Description from 855 Acknowledgment When ordering the same item from multiple suppliers, the Item Description in the supplier's 855 does not always match the PO Line item description. This generates Acknowledgment messag... | EDI January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/blv1668625698038.html |
Home > January 2023 Production Update > Global Ledger | Global Ledger | Global Ledger This section contains enhancements in Financials and Supply Management. Add a form to display all allocation lines When searching for a particular allocation line, you first have to look for and open an allocation. This enhancement allows you to view the list of available allocation lines without ... | Global Ledger January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/fcr1668455422105.html |
Home > January 2023 Production Update > Intercompany Billing | Intercompany Billing | Intercompany Billing This section contains enhancements in Financials and Supply Management. Must allow ICB Auto Apply Credit when multiple Receivable Invoice Detail records exist The Intercompany Billing Auto Apply Credit Memo process now cycles through all Receivable Invoice Detail records instead of just the... | Intercompany Billing January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/uzj1668637565254.html |
Home > January 2023 Production Update > Inventory Control | Inventory Control | Inventory Control This section contains enhancements in Financials and Supply Management. All Transactions tab moved The All Transactions tab is located after the Bin Transfers tab. Sign in as Inventory Manager. Select Inventory Transactions. Verify that the All Transactions tab is located after the Bin Transfer tab. J... | Inventory Control January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/eaq1668637612967.html |
Home > January 2023 Production Update > Kitchen Management | Kitchen Management | Kitchen Management This section contains enhancements in Financials and Supply Management. Fill or Kill setting should always be set to Fill for recipe items The default for the Fill or Kill flag in RequisitionLine field rules is Fill for recipe items. Create a Recipe item. Add the item to item location. Create a R... | Kitchen Management January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/ofm1668638528282.html |
Home > January 2023 Production Update > Lease Accounting | Lease Accounting | Lease Accounting Remove Landed Tax option from Leases Landed Taxes are not allowed on leases at this time. Because landed taxes affect the Lease Liability and Right Of Use Asset value, any changes to the tax rate require re-amortization of the lease amortization and adjustment to the Lease Liability and Right O... | Lease Accounting January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/fio1668638601534.html |
Home > January 2023 Production Update > Match | Match | Match This section contains enhancements in Financials and Supply Management. OneSource, Generic, PayablesInvoiceDetailTax, track both OverrideTaxAmount and CalculatedAmount-MA When using OneSource tax in Match invoices, and the tax is overridden on the invoice line, the amount calculated by One Source was not ... | Match January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/jas1668637971158.html |
Home > January 2023 Production Update > Order Entry | Order Entry | Order Entry This section contains enhancements in Financials and Supply Management. OneSource, Generic, OE, Customer Name and Number The CalculateTax.Vendor field in the CustomerOrder and CustomerOrderLine LoadOneSourceInputFields is replaced with CalculateTax.Customer so that the Customer number is correctly s... | Order Entry January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/fyj1668638652206.html |
Home > January 2023 Production Update > Payables | Payables | Payables This section contains enhancements in Financials and Supply Management. Display the Tax Amount The Tax Amount that is returned from the Tax System is now displayed so that the user can see if a variance in the vendor fee exists. The System Tax Amount is displayed on these pages: Payables Invoice Payables I... | Payables January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/duq1668638705675.html |
Home > January 2023 Production Update > Project Ledger | Project Ledger | Project Ledger This section contains enhancements in Financials and Supply Management. Add default finance structure dimensions to posting project for transaction default The default dimensions are the defaults for transactions and subsystem distribution entries if the project is specified and other dimensions ... | Project Ledger January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/ztz1668622481002.html |
Home > January 2023 Production Update > Purchasing | Purchasing | Purchasing This section contains enhancements in Financials and Supply Management. Purchase Order, OneSource, Generic, multiple issues JR-3292172 OneSource and Generic's inconsistent use of Missing Message in XML file All Attributes without value will be displayed with a Missing Message when Attribute Missing Proce... | Purchasing January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/ygn1668638746778.html |
Home > January 2023 Production Update > Receivables | Receivables | Receivables OneSource, Generic, AR, Customer Name Using the OneSource tax system, when a taxable distribution is sent to OneSource for tax consideration, the Customer Name must be sent in addition to the Customer Number. The Customer Name is now included. Using the OneSource tax system, create and release a Rec... | Receivables January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/mtt1668638815588.html |
Home > January 2023 Production Update > Reconciliation Management | Reconciliation Management | Reconciliation Management Include Reconciliation Group in the default Reconciliation Account sort The default sort for ReconciliationAccount and PeriodEndReconciliation was by Group then Standalone accounts. The Group accounts were in the order in which they were added instead of sorted by name. This made it ... | Reconciliation Management January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/ahw1668638879955.html |
Home > January 2023 Production Update > Requisition | Requisition | Requisition This section contains enhancements in Financials and Supply Management. Line default distribution in Requisition should only show valid values Only valid accounts from Finance Structure Relation should be on the Line Default field on the Requisition header when Smart select is enabled. A new RQHeaderDef... | Requisitions January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/kqw1668716980276.html |
Home > January 2023 Production Update > Strategic Sourcing | Strategic Sourcing | Strategic Sourcing This section contains enhancements in Financials and Supply Management. Sourcing Event Meetings fields For Virtual Meetings should be Included Create a Sourcing Event Header and save it. On the Meetings tab, verify that these new fields exist: Meeting URL, Meeting ID, Call In Number, Meeting Pas... | Strategic Sourcing January 2023 | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/release_notes_2023/sxv1668717026952.html |
Home > About this guide | About this guide | About this guide This guide describes how to set up your financial data in the Financials & Supply Management solutions. All setup concepts and procedures are included in this guide with the exception of Tax. See the Tax User Guide. Use this guide as a reference at your site. This guide does not teach you about ... | About this guide-Financials Setup And Administration Guide | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/cmo1450797878592.html |
Home > Replication sets overview | Replication sets overview | Replication sets overview Data replication is a Infor Landmark Technology feature that enables you to copy selected data to several different targets and schedule updates to the replicated data based only on what data has changed. For details about replication sets, see the Infor Landmark Technology System Admini... | FSM - replication sets overview | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/ouk1581453026127.html |
Home > Overview | Overview | Overview We recommend that solutions are set up in this order: Currency Global Ledger Cash Management Tax ( See Tax User Guide ) Terms Receivables Payables Asset Accounting Inventory Control Purchasing Requisitions | Financials setup overview | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/cmo1450797878780.html |
Home > Overview > OS Portal overview | OS Portal overview | OS Portal overview Infor OS Portal is an application framework that provides a common user interface for integrated Infor ERP applications, such as Financials & Supply Management. You must always access Infor OS Portal by using the Infor OS Portal URL that is provided to your Infor OS Portal administrator. This list sh... | OS Portal overview | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/rvi1686111835715.html |
Home > Overview > OS Portal overview > Accessing FSM in Infor OS Portal | Accessing FSM in Infor OS Portal | Accessing FSM in Infor OS Portal In Infor OS Portal , select the Navigation Menu icon. In the Applications section, select Financials & Supply Management If this option is not available, click See More to view all applications. | Accessing FSM in Infor OS Portal | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/hlr1685690673255.html |
Home > Overview > Job and report schedules | Job and report schedules | Job and report schedules You can schedule jobs and reports in Financials to be run at a specified time. See the Infor Landmark Technology System Administration Guide for CloudSuite for information about scheduling jobs and reports. | Job and report schedules | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/hlf1496978418538.html |
Home > Overview > Valid URLs for on-premises clients | Valid URLs for on-premises clients | Valid URLs for on-premises clients These are the valid HTML5 URLs for Financials & Supply Management on-premises clients: Home page: https://<server>.<domain>.com/<iefin productline>/web/home Supply Management supplier test: https://<server>.<domain>.com:<port>/<iefin productline>/SupplyManagementSupplier/home Supply M... | Valid URLs for on-premises clients | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/nro1508267263338.html |
Home > Overview > Valid URLs for multi-tenant clients | Valid URLs for multi-tenant clients | Valid URLs for multi-tenant clients These are the valid HTML5 URLs for Financials & Supply Management multi-tenant clients. <customer> is the tenant name. <suppliergroup> must be a valid supplier group already existing in data. <customergroup> must be a valid customer group already existing in data. <Type> refers... | Valid URLs for FSM multi-tenant clients | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/loc1702976107325.html |
Home > Overview > Report distribution groups | Report distribution groups | Report distribution groups Report distribution groups are used when a user runs a report. A report distribution group contains all of the individuals who should receive the report results. Report distribution groups can be used so that reports can be distributed as mandated by business requirements. The report re... | Report distribution groups | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/inv1527108788887.html |
Home > Overview > Sample document templates | Sample document templates | Sample document templates Sample templates can be edited to include company-specific information before they are used to create documents. Sample document templates are included with Financials & Supply Management During setup, select the template files to use and save them to a shared drive or local drive. For ... | Sample document templates | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/adi1528822326027.html |
Home > Overview > Sample document templates > Viewing sample document templates | Viewing sample document templates | Viewing sample document templates You can view a full list of the sample document templates. Select Financials > Shared Processes > Sample Document Templates or Supply Management > Shared Processes > Sample Document Templates. To filter the list of document templates, specify search terms in the Sample Document Templat... | Viewing sample document templates | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/pmb1528824336987.html |
Home > Global Ledger setup | Global Ledger setup | Global Ledger setup Before you can use Financials & Supply Management , you must set up the Global Ledger This list shows the setup that is required: Countries Enterprise groups Finance enterprise groups Business Groups Calendars Close configurations Accounting entities Accounts Structure relations Processing and repor... | Global Ledger setup | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/cmo1450797878842.html |
Home > Global Ledger setup > Countries | Countries | Countries You can set up countries and industrial classifications before creating enterprise groups and finance enterprise groups. | Countries | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/cmo1450797878920.html |
Home > Global Ledger setup > Countries > Creating North American industrial classifications | Creating North American industrial classifications | Creating North American industrial classifications The North American Industry Classification System (NAICS) is the standard used by federal statistical agencies to classify businesses. This codes setup is used when creating countries. Select Financials > Countries > North American Industrial Classifications. Click Cre... | Creating North American industrial classifications | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/cmo1450797878982.html |
Home > Global Ledger setup > Countries > Creating NAICS codes | Creating NAICS codes | Creating NAICS codes After adding the NAIC group, use this procedure to add codes for the NAICS group. Select Financials > Countries > North American Industrial Classifications. Open an NAIC Group. Click the NAICS Codes tab and click Create. Specify the NAICS Code and Description. Click Save. | Creating NAICS codes | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/vju1556036955131.html |
Home > Global Ledger setup > Countries > Creating standard industrial classifications | Creating standard industrial classifications | Creating standard industrial classifications The Standard Industrial Classification (SIC) is a system for classifying industries by a four-digit code. The SIC system is also used by agencies in other countries. Select Financials > Countries > Standard Industrial Classifications. Click Create. Specify the Standard Indus... | Creating standard industrial classifications | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/cmo1450797879045.html |
Home > Global Ledger setup > Countries > Creating SIC codes | Creating SIC codes | Creating SIC codes After adding the SIC group, use this procedure to add codes for the SIC group. Select Financials > Countries > Standard Industrial Classifications. Open an SIC Group. Click the SIC Codes tab and click Create. Specify the SIC Code and Industry Description. Click Save. | Creating SIC codes | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/vuh1556037895572.html |
Home > Global Ledger setup > Countries > Creating telephone countries | Creating telephone countries | Creating telephone countries Use this procedure to define country codes to use in telephone numbers. Select Financials > Countries > Telephone Countries. Click Create. Specify this information: Telephone Country and Description Specify a code and description. Display Order Specify the order in which the telephone count... | Creating telephone countries | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/cmo1450797879107.html |
Home > Global Ledger setup > Countries > Creating countries and jurisdictions | Creating countries and jurisdictions | Creating countries and jurisdictions Use this procedure to define one or more countries. Countries are associated with enterprise groups, companies, and organization units. Select Countries/Jurisdictions. Click Create. Specify country code and description. Specify this information: New Display Order Specify the order i... | Creating countries and jurisdictions | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/cmo1450797879170.html |
Home > Global Ledger setup > Enterprise groups | Enterprise groups | Enterprise groups An enterprise group is a global entity that is shared by all Infor solutions that are installed in your product line. It consists of an identifier, a description, and an optional default country. Each Infor solution must be matched with at least one enterprise group, by way of an entity. The entity mu... | Enterprise groups | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/cmo1450797879232.html |
Home > Global Ledger setup > Enterprise groups > Creating enterprise groups | Creating enterprise groups | Creating enterprise groups An enterprise group is required to create your finance enterprise group or your currency relationships and currency tables. Select Financials > Global Ledger > Setup > Enterprise Group. Click Create. Specify this information: Enterprise Group Specify the name of the enterprise group. This nam... | Creating enterprise groups | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/cmo1450797879294.html |
Home > Global Ledger setup > Enterprise companies | Enterprise companies | Enterprise companies After the enterprise group is created, create the enterprise companies that will be associated with the enterprise group. Enterprise companies are used to create global companies. | Enterprise companies | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/lga1500657214823.html |
Home > Global Ledger setup > Enterprise companies > Creating enterprise companies | Creating enterprise companies | Creating enterprise companies Select Financials > Global Ledger > Setup > Enterprise Group. Open an existing enterprise group and click the Enterprise Company tab. Click Create. Specify this information: Company Specify a unique four-digit number for the enterprise company. Name Specify a name for the enterprise compan... | Creating enterprise companies | https://docs.infor.com/ifsm/2024.x/en-us/ifsmolh/ifsmfinsetupag/ibm1499789121455.html |
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