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<s>[INST] In the context of INFOR Docs, tell me about About this document? [/INST] 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 prev... |
<s>[INST] In the context of INFOR Docs, tell me about April 2023 Production Update? [/INST] 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 Managemen... |
<s>[INST] In the context of INFOR Docs, tell me about March 2023 Production Update? [/INST] 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. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Asset Accounting March 2023? [/INST] 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... |
<s>[INST] In the context of INFOR Docs, tell me about BOD Connectors March 2023? [/INST] 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: PfiConfig... |
<s>[INST] In the context of INFOR Docs, tell me about Billing March 2023? [/INST] 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... |
<s>[INST] In the context of INFOR Docs, tell me about Cash Management March 2023? [/INST] 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 re... |
<s>[INST] In the context of INFOR Docs, tell me about Contract Management March 2023? [/INST] 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 Unn... |
<s>[INST] In the context of INFOR Docs, tell me about EDI March 2023? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about EPM Analytics March 2023? [/INST] 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 Comparat... |
<s>[INST] In the context of INFOR Docs, tell me about Global Ledger March 2023? [/INST] 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 o... |
<s>[INST] In the context of INFOR Docs, tell me about Intercompany Billing March 2023? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about Inventory Intelligence March 2023? [/INST] Inventory Intelligence This section contains enhancements in Financials and Supply Management. Track expiration date for lot tracked items at single location .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Lease Accounting March 2023? [/INST] 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 comb... |
<s>[INST] In the context of INFOR Docs, tell me about Match March 2023? [/INST] 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 pr... |
<s>[INST] In the context of INFOR Docs, tell me about Order Entry March 2023? [/INST] 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 f... |
<s>[INST] In the context of INFOR Docs, tell me about Payables March 2023? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about Project Ledger March 2023? [/INST] 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 re... |
<s>[INST] In the context of INFOR Docs, tell me about Purchasing March 2023? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about Receivables March 2023? [/INST] 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 feature... |
<s>[INST] In the context of INFOR Docs, tell me about Strategic Sourcing March 2023? [/INST] 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 Dialo... |
<s>[INST] In the context of INFOR Docs, tell me about February 2023 Production Update? [/INST] 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. .</... |
<s>[INST] In the context of INFOR Docs, tell me about Asset Accounting February 2023? [/INST] 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... |
<s>[INST] In the context of INFOR Docs, tell me about Billing February 2023? [/INST] 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 OneS... |
<s>[INST] In the context of INFOR Docs, tell me about BOD Connectors February 2023? [/INST] 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 Integratio... |
<s>[INST] In the context of INFOR Docs, tell me about Cash Management February 2023? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about Contract Management February 2023? [/INST] 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 w... |
<s>[INST] In the context of INFOR Docs, tell me about EDI February 2023? [/INST] 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 tha... |
<s>[INST] In the context of INFOR Docs, tell me about Global Ledger February 2023? [/INST] 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 I... |
<s>[INST] In the context of INFOR Docs, tell me about Intercompany Billing February 2023? [/INST] 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-specifi... |
<s>[INST] In the context of INFOR Docs, tell me about Inventory Intelligence February 2023? [/INST] 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 de... |
<s>[INST] In the context of INFOR Docs, tell me about Item Lifecycle Management February 2023? [/INST] 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 organization... |
<s>[INST] In the context of INFOR Docs, tell me about Lease Accounting February 2023? [/INST] 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 Tra... |
<s>[INST] In the context of INFOR Docs, tell me about Match February 2023? [/INST] 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 t... |
<s>[INST] In the context of INFOR Docs, tell me about Payables February 2023? [/INST] 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 cri... |
<s>[INST] In the context of INFOR Docs, tell me about Project Ledger February 2023? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about Purchasing February 2023? [/INST] 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 functionalit... |
<s>[INST] In the context of INFOR Docs, tell me about Receivables February 2023? [/INST] 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... |
<s>[INST] In the context of INFOR Docs, tell me about Requisitions February 2023? [/INST] 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 Req... |
<s>[INST] In the context of INFOR Docs, tell me about Stratetic Sourcing February 2023? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about January 2023 Production Update? [/INST] 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. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Asset Accounting January 2023? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about Billing January 2023? [/INST] 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 fi... |
<s>[INST] In the context of INFOR Docs, tell me about BOD Connectors January 2023? [/INST] 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_... |
<s>[INST] In the context of INFOR Docs, tell me about Cash Management January 2023? [/INST] 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 PaymentOutputFileHe... |
<s>[INST] In the context of INFOR Docs, tell me about Contract Management January 2023? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about EPM Analytics January 2023? [/INST] 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 t... |
<s>[INST] In the context of INFOR Docs, tell me about EDI January 2023? [/INST] 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 alw... |
<s>[INST] In the context of INFOR Docs, tell me about Global Ledger January 2023? [/INST] 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 allocatio... |
<s>[INST] In the context of INFOR Docs, tell me about Intercompany Billing January 2023? [/INST] 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 Cre... |
<s>[INST] In the context of INFOR Docs, tell me about Inventory Control January 2023? [/INST] 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 Invento... |
<s>[INST] In the context of INFOR Docs, tell me about Kitchen Management January 2023? [/INST] 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 rule... |
<s>[INST] In the context of INFOR Docs, tell me about Lease Accounting January 2023? [/INST] 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... |
<s>[INST] In the context of INFOR Docs, tell me about Match January 2023? [/INST] 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 i... |
<s>[INST] In the context of INFOR Docs, tell me about Order Entry January 2023? [/INST] 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 LoadOneSourceInputFiel... |
<s>[INST] In the context of INFOR Docs, tell me about Payables January 2023? [/INST] 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 e... |
<s>[INST] In the context of INFOR Docs, tell me about Project Ledger January 2023? [/INST] 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 transactio... |
<s>[INST] In the context of INFOR Docs, tell me about Purchasing January 2023? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about Receivables January 2023? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about Reconciliation Management January 2023? [/INST] 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... |
<s>[INST] In the context of INFOR Docs, tell me about Requisitions January 2023? [/INST] 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 De... |
<s>[INST] In the context of INFOR Docs, tell me about Strategic Sourcing January 2023? [/INST] 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... |
<s>[INST] In the context of INFOR Docs, tell me about About this guide-Financials Setup And Administration Guide? [/INST] 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 exce... |
<s>[INST] In the context of INFOR Docs, tell me about FSM - replication sets overview? [/INST] 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 h... |
<s>[INST] In the context of INFOR Docs, tell me about Financials setup overview? [/INST] 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 .</s> |
<s>[INST] In the context of INFOR Docs, tell me about OS Portal overview? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about Accessing FSM in Infor OS Portal? [/INST] 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 applicatio... |
<s>[INST] In the context of INFOR Docs, tell me about Job and report schedules? [/INST] 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. ... |
<s>[INST] In the context of INFOR Docs, tell me about Valid URLs for on-premises clients? [/INST] 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 tes... |
<s>[INST] In the context of INFOR Docs, tell me about Valid URLs for FSM multi-tenant clients? [/INST] 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 existin... |
<s>[INST] In the context of INFOR Docs, tell me about Report distribution groups? [/INST] 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... |
<s>[INST] In the context of INFOR Docs, tell me about Sample document templates? [/INST] 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 setu... |
<s>[INST] In the context of INFOR Docs, tell me about Viewing sample document templates? [/INST] 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 Templat... |
<s>[INST] In the context of INFOR Docs, tell me about Global Ledger setup? [/INST] 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 c... |
<s>[INST] In the context of INFOR Docs, tell me about Countries? [/INST] Countries You can set up countries and industrial classifications before creating enterprise groups and finance enterprise groups. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Creating North American industrial classifications? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about Creating NAICS codes? [/INST] 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 Cr... |
<s>[INST] In the context of INFOR Docs, tell me about Creating standard industrial classifications? [/INST] 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. S... |
<s>[INST] In the context of INFOR Docs, tell me about Creating SIC codes? [/INST] 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 th... |
<s>[INST] In the context of INFOR Docs, tell me about Creating telephone countries? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about Creating countries and jurisdictions? [/INST] 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. S... |
<s>[INST] In the context of INFOR Docs, tell me about Enterprise groups? [/INST] 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 ... |
<s>[INST] In the context of INFOR Docs, tell me about Creating enterprise groups? [/INST] 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. Spe... |
<s>[INST] In the context of INFOR Docs, tell me about Enterprise companies? [/INST] 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. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Creating enterprise companies? [/INST] 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 uniqu... |
<s>[INST] In the context of INFOR Docs, tell me about Finance enterprise groups? [/INST] Finance enterprise groups Your organization's accounting structure is determined by the finance enterprise group (FEG). Usually, a single FEG is sufficient for an organization’s accounting requirements. You can set up more than one... |
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