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<s>[INST] In the context of INFOR Docs, tell me about Creating match rules for detail reconciliation? [/INST] Creating match rules for detail reconciliation Use match rules to determine how to match transactions during the detail reconciliation process. Individual rules must be assigned to a match rule group. You can add an individual match rule to multiple rule groups. Assign the match rule group to a reconciliation account. Select Detail Reconciliation Match Rules. Click Create. Specify this information: Detail Reconciliation Match Rule Specify a name for the match rule. Description Provide a description. In the Interface Parameters section, specify this information: Interface Rule If a specific custom group is used, then specify the custom group to use to select the reconciliation interface transaction where the value of the line match field is applied. Apply To All Optionally, select this check box to apply the Interface Line Match Field value to all reconciliation interface lines. Line Match Field Specify the text variables, the hard-coded values, or both, that determine how the transactions are grouped. To specify a text variable, click the ellipsis and select an option from the list. In the Global Ledger Parameters section, specify this information: Global Ledger Rule If a specific custom group is used, then specify the custom group to use to select the Global Ledger transactions for the period, where the value of the line match field is applied. Apply To All Optionally, select this check box to apply the Global Ledger Line Match Field value to all Global Ledger transactions for the period. Line Match Field Specify the text variables, the hard-coded values, or both, that determine how the transactions are grouped. To specify a text variable, click the ellipsis and select an option from the list. To align the data when matching transactions, you can modify the values in the line match fields of each parameter. In the Modification Options section, specify this information: Remove Leading Zeros Select this check box to remove leading zeros from the Line Match Field value. Remove Alpha Characters Select this check box to remove all alpha characters from the Line Match Field value. Remove Character String Select this check box and specify a character string to remove from the Line Match Field value. Remove Character String and Preceding Characters Select this check box and specify the character string to remove from the Line Match Field value. All preceding characters are also removed. Remove Character String and Subsequent Characters Select this check box and specify the character string to remove from the Line Match Field value. All subsequent characters are also removed. In the Reconciliation Options section, specify this information: Match Type Optionally, to alert the reconciler when the matched transaction does not meet the defined criteria, select a match type: One To One : One Interface transaction to one Global Ledger transaction One To Many : One Interface transaction to many Global Ledger transactions Many To One : Many Interface transactions to one Global Ledger transaction Many To Many : Many Interface transactions to many Global Ledger transactions Tolerance Amount Specify the tolerance amount. If the difference between the matched transactions are within the tolerance amount, then they are reconciled and a distribution is created to automatically reduce the difference. Tolerance Account If the tolerance difference is posted in a specific tolerance account, then select the Global Ledger account. Tolerance Allocation Code Optionally, select an allocation code to create the distributions where the tolerance difference is posted. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating match rule groups for detail reconciliation? [/INST] Creating match rule groups for detail reconciliation Rule groups consist of individual match rules. You can add multiple match rules to a group if the different types of transactions are reconciled for a single account. You can assign a match rule group to multiple reconciliation accounts. Select Detail Reconciliation Match Rule Groups. Click Create. Specify this information: Detail Reconciliation Match Rule Group Specify a name for the match rule group. Description Provide a description. Click Save. To add the individual match rules to the group, perform these steps: Click Add Match Rule. Select a match rule. Click Add To Match Rule Group. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating detail reconciliation templates? [/INST] Creating detail reconciliation templates Detail reconciliation templates are similar to a reconciliation match rule but have a limited selection criteria to use for very simple cases. You must define the matching criteria for both sides of the transaction and you cannot have multiple templates grouped for different reconciliation scenarios. Select Financials > Reconciliation Management > Setup > Reconciliation Setup > Detail Reconciliation Setup > Detail Reconciliation Templates. Click Create. Specify this information: Description Provide a description for the template. To filter the records, in the Selection Criteria section, specify a value for any of these fields: Structure Reconciliation Account Transaction Type System Code Event In the Selection Rules section, specify this information: Line Match Field Specify the text variables, the hard-coded values, or both, which determine how the transactions are grouped. To specify a text variable, click the ellipsis and select an option from the list. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Reconciliation accounts? [/INST] Reconciliation accounts Reconciliation accounts are Global Ledger accounts. They are generally balance sheet accounts that must be periodically reconciled. To be eligible for reconciliation, the account status must in a reconcilable status in the Global Ledger chart of accounts. When you set up reconciliation accounts, you must specify a reconciliation type. The reconciliation process varies based on that type. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating account structures? [/INST] Creating account structures You must create a structure before you can create reconciliation accounts. Use a structure to group the accounts that are reconciled with the same type, level, and currency. You can set up multiple structures but an account can belong to only one structure. The structure determines the dimension level where the accounts are reconciled. Select Reconciliation Accounts. On the Structures tab, click Create. Specify this information: Structure Specify a name for the account structure. Description Provide a description. Reconciliation Type Select a reconciliation type from these options: Account : A reconciliation that is tied to an FSM Global Ledger account. Non Account : A reconciliation that is not tied to an FSM Global Ledger account. Non-accounts are used to import reconciliations from non-Infor applications so that all reconciliations are maintained within the same repository. You can also run detailed transaction reconciliation against two sources of data for non-accounts. Reconciliation Level Select the level in which all of the accounts within the structure are reconciled. The options vary depending on the defined dimensions within the finance enterprise group. You can select any of the defined dimensions to reconcile at a more detailed level. Reconciliations are always done for an entity and account. For example, Entity-Accounting Unit-Account reconciles the account balance for a specific accounting unit for a single entity. Reconciliation Currency Select a currency for the account structure. The default value is Entity Functional. Reporting Basis Select the reporting basis, which defines the chart, structures, and ledgers to use to create the reconciliation accounts and its associated ledger balance. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Mass creating reconciliation accounts? [/INST] Mass creating reconciliation accounts Perform this procedure to mass create reconciliation accounts at the structure level. The reconciliation accounts are created for all accounts that are Is Reconcilable in the Global Ledger chart of accounts. Select Reconciliation Accounts. On the Structures tab, select All Actions Menu > Create Accounts. Specify this information: Chart Account Subset Select a custom group for the reconciliation account. You can use this custom group to create a user-defined condition for the reconciliation account based on the fields values in the GeneralLedgerChartAccount business class. Reconcile Frequency Select whether to reconcile accounts monthly, quarterly, or annually. This determines if a period reconciliation is scheduled when you run the Create Period Reconciliations action. Period Within Quarter If you select Quarterly in the Reconcile Frequency field, then select which period in the quarter is the schedule of reconciliation. Account Type Select the account type. For a description of the functionality for each account type, see the Reconciliation Management User Guide. Priority Select a priority level. Risk Select a risk level. Report Group Optionally, select a report group. Close Task Optionally, select a close task to integrate the account with Close Management solution. When the reconciliation is closed, the status is automatically updated in Close Management. Team Select a team to assign the reconciliation. If the reconciliation is at a team level, then all reconcilers within the team are notified of the reconciliation. A reconciler can then select the reconciliation from the queue. Team Member Optionally, select a team member if the reconciliation is assigned to a specific reconciler. Requires Supporting Documentation Select this check box if supporting documentation is required before completing the reconciliation. Auto Reconciliation Policy Select the policy that is used to determine whether the period reconciliation is automatically closed. Requires Approval Select this check box if a valid approval code is required to determine how to route the reconciliation through the approval process. Approval Code If the Requires Approval check box is selected, then select an approval code to define the approval level. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating a reconciliation account? [/INST] Creating a reconciliation account Use this procedure to manually create an individual account. Select Reconciliation Accounts. On the Accounts tab, click Create. Specify this information: Accounting entity Select an accounting entity. Accounting Unit, Project, Dimension 1-10 Specify a value. This field is available if a lower level of reconciliation is required for the account. Account Select the account to reconcile. In the Reconciliation Options section, specify this information: Description Provide a description about the details of the reconciliation. Purpose Specify a purpose for the reconciliation. You can also specify detailed instructions or checklists of requirements for the reconcilers. Reconcile Frequency Select whether to reconcile accounts monthly, quarterly, or annually. This determines if a period reconciliation is scheduled when you run the Create Period Reconciliations action. Period Within Quarter If you select Quarterly in the Reconcile Frequency field, then select which period in the quarter is the schedule of reconciliation. Account Type Select the account type. For a description of the functionality for each account type, see the Reconciliation Management User Guide. Priority Select a priority level. Risk Select a risk level. Report Group Optionally, select a report group. Close Task Optionally, select a close task to integrate the account with Close Management solution. When the reconciliation is closed, the status is automatically updated in Close Management. Team Select a team to assign the reconciliation. If the reconciliation is at a team level, then all reconcilers within the team are notified of the reconciliation. A reconciler can then select the reconciliation from the queue. Team Member Optionally, select a team member if the reconciliation is assigned to a specific reconciler. Requires Supporting Documentation Select this check box if supporting documentation is required before completing the reconciliation. Requires Approval Select this check box if a valid approval code is required to determine how to route the reconciliation through the approval process. Approval Code If the Requires Approval check box is selected, then select an approval code to define the approval level. Auto Reconciliation Policy Select the policy that is used to determine whether the period reconciliation is automatically closed. Optionally, you can enable Detail Transaction Reconciliation. See Detail reconciliation setup In the Detail Transaction Reconciliation Options section, specify this information: Detail Reconciliation Method Select a detail reconciliation method. If you select Use Detail Reconciliation Match Rules , you must select the Detail Reconciliation Match Rule Group to use for this account. Load Interface Transactions Select this check box to load interface transactions into the detail reconciliation. Load Global Ledger Transactions Select this check box to load Global Ledger transactions into the detail reconciliation. Transaction Level Select a transaction level. This field is only available if the Load Global Ledger Transactions check box is selected. Detail Reconciliation Currency Select whether the detail reconciliation currency is Entity Functional or Transaction. Detail Reconciliation Sign Select one of these options: Same Sign : Matches Debit to Debit or Credit to Credit Opposite Sign : Matches Debit to Credit or Credit to Debit Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating reconciliation groups? [/INST] Creating reconciliation groups A reconciliation group is a list of individual reconciliation accounts. Use a reconciliation group to simultaneously reconcile multiple accounts and approve reconciliations by group instead of individually. Accounts are reconciled by the same reconciler, approvals are performed for the group, detail reconciliations occur at the account level. Select Reconciliation Accounts. Click Create Reconciliation Group. Specify this information. Depending on the reconciliation method, some fields may not be available. Reconciliation Group Specify a name for the reconciliation group. Reconciliation Method Select consolidated or independent. Consolidated All ledger amounts are consolidated. Reconciliation detail and reconciling items are recorded at the group level. Independent All ledger amounts are by grouped by account. Reconciliation detail and reconciling items are recorded at the account level. Description Provide a description about the details of the reconciliation. Purpose Specify a purpose for the reconciliation. You can also specify detailed instructions or checklists of requirements for the reconcilers. Reconcile Frequency Select whether to reconcile accounts monthly, quarterly, or annually. This determines if a period reconciliation is scheduled when you run the Create Period Reconciliations action. Period Within Quarter If you select Quarterly in the Reconcile Frequency field, then select which period in the quarter is the schedule of reconciliation. Account Type Select the account type. For a description of the functionality for each account type, see the Reconciliation Management User Guide. Priority Select a priority level. Risk Select a risk level. Report Group Optionally, select a report group. Close Task Optionally, select a close task to integrate the account with Close Management solution. When the reconciliation is closed, the status is automatically updated in Close Management. Team Select a team to assign the reconciliation. If the reconciliation is at a team level, then all reconcilers within the team are notified of the reconciliation. A reconciler can then select the reconciliation from the queue. Team Member Optionally, select a team member if the reconciliation is assigned to a specific reconciler. Requires Supporting Documentation Select this check box if supporting documentation is required before completing the reconciliation. Requires Approval Select this check box if a valid approval code is required to determine the method by which to route the reconciliation. You must select an Approval Code to define the approval levels. Approval Code If the Requires Approval check box is selected, then select an approval code to define the approval level. Auto Reconciliation Policy Select the policy that is used to determine whether the period reconciliation is automatically closed. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Adding reconciliation accounts to a group? [/INST] Adding reconciliation accounts to a group Select Reconciliation Accounts. Select an account. Click Add to Reconciliation Group. Select a reconciliation group. Click Save The account is added to the group and the account information is updated. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Transaction interface? [/INST] Transaction interface The transaction interface is used to load data from a third-party source to use to reconcile against global ledger transactions. Predefined match rules must be set up to define how to match these transactions. The detailed transaction reconciliation process is used to reconcile these sources of data: Interface transaction to Global Ledger transaction Interface transaction to Interface transaction Global Ledger transaction to Global Ledger transaction .</s>

<s>[INST] In the context of INFOR Docs, tell me about Overview of EPM Platform Analytics cubes? [/INST] Overview Analytics cubes in Financials & Supply Management are embedded in the Landmark architecture. Metrics are extracted from the Financials & Supply Management business application that is used to make better decisions and business process improvements. Analytics can expose potential trends, analyze the effects of certain decisions and events, or help evaluate business performance. Cubes and dimensions are defined in Landmark business classes. Fact table measures are based on fields in the business class. Dimensions are based on related business classes. The OLAP cubes that are output from the Landmark business classes are wrapped in Infor OLAP Server virtual cubes. Measures from multiple Landmark cubes are combined for more complex calculations, and averages and percentages are defined. See the Financials & Supply Management Installation Guide for information about installing EPM Platform /Analytics. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Security roles? [/INST] Security roles The Financials & Supply Management Analytics for EPM Platform content package includes predefined security roles. Roles confer users or user groups with permissions to view or edit data, reports, or dashboards. EPM Platform roles are managed in Infor Enterprise Performance Management Platform , separately from Financials & Supply Management security roles. Customers can create their own roles with customized permissions. See the Financials & Supply Management User and Security Administration Guide for instructions. To automatically add user groups and assign its respective basic group, application role, and OLAP data role, go to BI FSM > FSM Reports > Cloudsuite Financials > Financial Reports > Financial Admin Configure report Click Register in Financials & Supply Management User Groups. .</s>

<s>[INST] In the context of INFOR Docs, tell me about OLAP cubes? [/INST] OLAP cubes Online analytical processing (OLAP) cubes summarize numerical data along defined dimensions and hierarchies. Financials & Supply Management Analytics for EPM Platform retrieves data stored in a relational database, transforms it into a multidimensional database, or datamart, and stores it in an OLAP cube. OLAP is an efficient way to aggregate data. OLAP works with numerical measures called facts. OLAP cubes are efficient at counting, summing, and averaging. OLAP databases store data differently than relational databases. Relational databases store data in two dimensions: Rows and columns. OLAP databases store data in multiple dimensions. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting up an Analytics calendar? [/INST] Setting up an Analytics calendar Financials & Supply Management OLAP cubes are a multi-dimensional representation of data that has been generated by the product and stored in a relational database. OLAP cubes cannot be created until the relational data exists and at least one finance enterprise group has been defined. In an on-premises scenario, you must first set up an Analytics calendar for Financials or Supply Management cubes. Go to the Infor Financials & Supply Management application. In Application Administrator , select Supply Management > Supply Management Setup > Analytics > Analytics Calendar. Click Actions > Create. Specify a name for the calendar and start and end dates and press Enter. The calendar is listed on the Analytics Calendar page. Open the calendar to add a new calendar year. Select Actions > Create Calendar Year. Specify a new year and a start and end date. Click OK. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Loading and refreshing financials cubes? [/INST] Loading and refreshing financials cubes Data must exist in the FSM data area before you can create the cubes. Examples are Enterprise Group and Finance Enterprise Group. Sign in as Application Administrator and select Financials > Shared Processes > Update Analytic Cube. Select the cubes to Reload or Refresh. Click OK to run now or click Schedule to schedule the process to run later. If you click Schedule , the scheduled refresh action is displayed in My Actions until it runs. Depending on the options that are selected, an email notification is sent when the refresh is complete or when a failure occurs. A successful refresh is confirmed by viewing the Last refresh date or Last reload date in the Update Financial Cubes window. The Reload option is only available to the Application Administrator role. The Controller and Finance Business Analyst roles can refresh the finance cubes. Select Processing > Refresh Analytic Cube Select the cubes to refresh. Alternatively, select Administration Console > Analytics Cube. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Configuring Infor OS Portal 12.0 for in-context EPM platform? [/INST] Configuring Infor OS Portal 12.0 for in-context EPM platform Some products are built to display related information along the page border. Infor OS Portal 12.0 must be configured to enable In-Context EPM Platform content. See the EPM Platform Installation Guide for steps to enable this feature. In-Context EPM Platform widgets are secured by role in Application Studio. See Financials and Supply Management Analytics on Infor Birst Security Guide for steps to secure widgets. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Initial configuration for Global Ledger reports? [/INST] Initial configuration for Global Ledger reports You must configure financial reporting in Infor OS Portal and Infor EPM Platform before using analytics cubes for Global Ledger. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Configuring the Financial Admin Configure report? [/INST] Configuring the Financial Admin Configure report This report should be configured during the initial installation. Configuration is done whether it is a local installation or if the installation is performed by an administrator on a server. Go to the BI FSM application and select FSM Reports > CloudSuite Financials > Financial Reports > Financial Admin Configure. In the Data Connection section, select the database to which to connect. In the Infor Financials Models section, select the GLTOT and FINGP check boxes to enable the respective analytics cubes. These settings are saved automatically. A change is not required unless the database changes. In the Configurations for Infor OS Portal Drill section, specify this information: Enter the Data Area Specify the name of your Financials data area. Enter the CloudSuite Financials Logical ID Specify the logical ID defined in Infor OS Portal for the Financials plugin. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finding the logical ID for Infor Ming.le drill configuration? [/INST] Finding the logical ID for Infor Ming.le drill configuration Sign into Infor Ming.le as an administrator and select Settings > Site Contents. Click Infor Application Deployments. Select your application and find the Logical ID field. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Self-service dashboard configuration? [/INST] Self-service dashboard configuration Sign in to Infor EPM Platform Dashboard and select Dashboards > Self-Service > Self-Service. Click the Share icon and select Create Dashboard Link. In the Link Type field, select Simple link. Copy the text in the Web Link field and append connections=UserContext%2A to the end of the text. To email the Self-Service dashboard link, click Send E-Mail. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Configuring the Financial Reporting dashboard? [/INST] Configuring the Financial Reporting dashboard Go to the BI FSM application and select Dashboards > Financials > Financial Reporting. Select a finance enterprise group. Select the Configure Dimensions icon Select dimensions for financial reporting. Clear the check boxes for dimensions that your organization is not using. Click OK. Select a reporting basis. In the Default Selections section, select default elements in the Select calendar hierarchy , Select calendar period , Select actual scenario , Select budget scenario , and Select commitment scenario fields. Select a report from the Global Ledger Reports or Project Reports section. Click the View Report arrow button. The initial access to each report for each user is set from this dashboard. After initial access, a report is accessed directly or from the Financial Reporting dashboard. Click the Reset button to clear the selected values so that you can start over. This is useful to refresh the data on the screen. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Configuring the Financials Home report? [/INST] Configuring the Financials Home report Go to the BI FSM application and select FSM Reports > CloudSuite Financials > Financial Reports > Financials Home. Select a finance enterprise group and click Next. On the Set Dimensions tab, select dimensions for financial reporting. Clear the check boxes for dimensions that your organization is not using. Click Next. Select a reporting basis and click Next. On the Reports tab, select a report from Global Ledger or Project Ledger. Each user’s initial access to each report must be through this dashboard. After initial access, a report is accessed directly or from the Financials Home screen. Click Next. On the Defaults tab, select the default values for the report fields. Click the Reset button to clear the selected values so that you can start over. This is useful to refresh the data on the screen. Click Done. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Infor OS Portal drill EPM Platform financial reports to Financials lists? [/INST] Infor OS Portal drill EPM Platform financial reports to Financials lists The Financials reports have the functionality to drill through to Global Ledger Total list in Financials. The Landmark EPM Platform Drill feature uses Infor OS Portal to provide the mapping between the Infor EPM Platform report and Landmark. Note: In Infor OS 12.0.x, you are no longer required to manually create application views. This is already defined in the registry. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating application views? [/INST] Creating application views Sign in to Infor Ming.le® as an administrator and select Settings > Site Contents. Click Infor Application Views. Filter the application view list by the Logical ID Prefix for your Financials application. Click New Item. Specify this information: Title Specify Landmark BI Drillback. Logical ID Prefix Specify the logical ID prefix you filtered on for your Financials application. Application Version Specify 11.1 or 11 The version must match the version that is assigned to the other Infor Ming.le drills. View ID Specify LandmarkBIDrillback. This value is used in the application view definition and in the definition of the Infor BI Report. The View ID maps the Infor d/EPM Platform report to the Infor Ming.le Drillback View created. URL Template Specify {Hostname}:{Port}/{Context}/Requester/html/ Requester?LogicalId={LogicalId}&csk.LogicalId={LogicalId}&csk.developer=true &LandmarkBIDrillback=true&dimensions={ID2} Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Anonymize processing overview? [/INST] Anonymize processing overview Anonymize processing is the method that is used by Infor to adhere to the General Data Protection Regulation (GDPR). The GDPR regulation states that businesses are required to protect the personal data and privacy of EU citizens for transactions that occur within EU member states. The data that is affected is in the Payables , Receivables , Order Entry, Purchasing , and Procurement solutions. This is the data that can be anonymized: Customer Vendor Supplier Order Entry Operator Contract Contact Anonymize processing consists of these actions: Anonymize: This action is used to clear identifying information from files. Purge Audit Log: This action is used to purge the Audit Log records associated with the anonymized file Security The Anonymize and Purge Audit Log processes must be run by a user with the Application Administrator role. To enable a user to view the Anonymize menu and run the Anonymize processes, the appropriate anonymize security class must be attached to the role. To enable a user to view menu items and perform processing for Purge Audit Log, the appropriate purge security class must be attached to the role. We recommend that you attach the two security classes to separate users for a clear separation of duties. Create two configured roles and attach one of the security classes to each role. See the FSM Security Classes document in the FSM_Release_Docs.zip file. See the Financials and Supply Management User and Security Administration Guide for information about how to use security to enable the GDPR processes. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Anonymizing data? [/INST] Anonymizing data Use this procedure to clear identifying information from files for GDPR. For example, name and address. Sign in as Application Administrator and select Supply Management > Shared Processes > Anonymize. Or sign in as Application Administrator and select Financials > Shared Processes > Anonymize. Select a menu option to Anonymize a data type. For example, Anonymize Customer Data. Specify the parameters for the files to anonymize. Click OK. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Rules for anonymizing data? [/INST] Rules for anonymizing data This table shows the rules for anonymizing data for GDPR: Data Description Receivables Customer Group There are no preconditions to anonymize Customer Group records. The Customer and its related records are anonymized. The related records are Customer Bill To, Customer Mapping Table Interface, Company Customer, Customer Ship To, Company Customer Contact, Customer Representative, and Customer Representative Contact. Receivables Company There are no preconditions to anonymize Company records. The Receivable Operator, Sales Representative, and Credit Analyst records are anonymized. Vendor Vendor records must be inactive. You cannot anonymize a vendor if any related open invoices or cash ledger payments exist. The Vendor and its related records are anonymized. The related records are Vendor Address, Vendor Contact, Vendor Location, Vendor Mapping Table Interface, Purchasing Vendor, Purchase From Location, Customer and Supplier. The Active status of the related Vendor Location records are set to Inactive. Vendor Contact The Vendor Contact and its related record Vendor Address is anonymized. Supplier The Supplier must be inactive. The Supplier and Supplier Source Id for Supplier Contact records are anonymized. Any Supplier Contact Proxy records are deleted. If a Vendor number is associated with the Supplier, the associated Vendor is also anonymized. Supplier Contact The Supplier Source Id for Supplier Contact must be inactive. The Supplier Source Id for Supplier Contact record is anonymized. Any Supplier Contact Proxy records are deleted. Contract Contact The Contract Contact record that is selected must be an ad-hoc record. Records for employees are anonymized by a different process. See the HR Talent documentation. All values on the Contract Contact record are anonymized. Order Entry Operator The Name field is set to equal the value of Order Entry Operator. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purging the audit log? [/INST] Purging the audit log Use this procedure to purge the Audit Log records that are associated with the anonymized file. This proess was created to handle GDPR. Sign in as Application Administrator and select Supply Management > Shared Processes > Audit Log Purge. Or sign in as Application Administrator and select Financials > Shared Processes > Audit Log Purge. Select a menu option to purge a data type. For example, Purge Audit Log Customer Data. Specify the parameters for the audit log data to purge. Click OK. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Rules for purging data? [/INST] Rules for purging data This table shows the rules for purging anonymized data for GDPR: Data Description Receivables Customer Group Only audit log records that have been anonymized are purged The Customer and its related audit logs are purged. The related records are Customer Bill To, Customer Mapping Table Interface, Company Customer, Customer Ship To, Company Customer Contact, Customer Representative, and Customer Representative Contact. Receivables Company Only audit log records that have been anonymized are purged. The Receivable Operator, Sales Representative, and Credit Analyst audit logs are purged.. Vendor Only audit log records that have been anonymized are purged. The Vendor audit log and its related audit log records are purged. The related records are Vendor Address, Vendor Contact, Vendor Location, Vendor Mapping Table Interface, Purchasing Vendor, Purchase From Location, Customer, and Supplier. Vendor Contact Only audit log records that have been anonymized are purged. The audit log for Vendor Contact and its related audit log record Vendor Address is also purged. Supplier Only audit log records that have been anonymized are purged. The Supplier and Supplier Source Id audit logs are purged. If a Vendor number is associated with the Supplier, then the audit log for the associated Vendor is also purged. Supplier Contact Only audit log records that have been anonymized are purged. The Supplier Source Id audit logs are purged. Contract Contact Only audit log records that have been anonymize can be purged. The Contract Attached Contact audit logs are purged. Order Entry Operator Only audit log records that have been anonymized are purged. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Anonymize log? [/INST] Anonymize log Every time you anonymize or purge, a log file is created. Sign in as Application Administrator and select Supply Mangement > Shared Processes > Anonymize Processing > Anonymize Log. Or Sign in as Application Administrator and select Financials > Shared Processes > Anonymize Processing > Anonymize Log. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Pivot view configuration? [/INST] Pivot view configuration Pivot analysis provides views to financial data that is stored in the general ledger total OLAP cube in various configurable definitions. GL pivot analysis uses existing cube view functionality to deliver predefined views. The delivered cube views can be configured to meet your specific requirements. Configurations change the look and feel of menus, pages, and various user interface objects and actions that are associated with a business class. Configuration changes apply to all users. When you make configuration and personalization changes, a copy of the Landmark Pattern Language (LPL) source is changed. The delivered lists have three parts: Pivot Views, Period Views, and Display Fields. Pivot views Pivot View is used to show a list of the values that are defined for a dimension. The values are displayed in the order that the dimensions are added to the list. The list can include many dimensions. These dimensions are available to use for Pivot Views: Scenario AccountingEntity GeneralLedgerTotal.AccountingUnit GeneralLedgerTotal.Currency GeneralLedgerTotal.GeneralLedgerChartAccount GeneralLedgerTotal.Project FinanceDimension1-10 System Ledger This format is required for pivot views: NameofNewPivotView label is “NewPivotViewLabel” Row Dimensions {specify the dimensions that will be part of the new view) This is an example of an existing Pivot View names for PivotByDimension1: PivotByDimension1 label is "PivotBy<FinanceEnterpriseGroup.FinanceDimension1Label>" Row Dimensions FinanceDimension1 GeneralLedgerTotal.GeneralLedgerChartAccount This view can be configured to add the dimensions in order of preference under Row Dimensions. In this example, GeneralLedgerTotal.Project was added to Row Dimensions on an existing Pivot View. PivotByDimension1 label is "PivotBy<FinanceEnterpriseGroup.FinanceDimension1Label>" Row Dimensions FinanceDimension1 GeneralLedgerTotal.GeneralLedgerChartAccount GeneralLedgerTotal.Project Period View Period View is how the list is displayed for the defined periods. This list shows the available period operators: Month Quarter Year Prior-Use with month-quarter-year Next-Use with month-quarter-year Beginning balance Beginning ytd balance Ending balance Ending ytd balance These period operators are available to use for Period Views: (prior | next) week (prior | next) month (prior | next) quarter (prior | next) year This is an example of an existing Period View names ByLast2Months. ByLast2Months label is "ByLast2Months" Periods month prior month 1 To configure existing Period Views and add the period operator in order of preference under Periods. In this example, prior month 2 was added to the end of the periods. The Period View now includes the current period and the previous two-month periods: ByLast2Months label is "ByLast2Months" Periods month prior month 1 prior month 2 Use this format to create a new Period View: NameofNewPeriodView label is "NewPeriodViewLabel" Periods {specify the period operator that will be part of the new view} Display fields Display field is the net amount that is displayed in the view. This list shows the available net amount fields NetFunctionalAmount NetTransactionAmount NetAlternateAmount NetAlternateAmount2 NetAlternateAmount3 NetProjectAmount NetReportAmount1 NetReportAmount2 NetReportAmount3 NetReportAmount4 NetReportAmount5 NetUnitsAmount .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating pivot views? [/INST] Creating pivot views The functionality of cube views provides the ability to view financial data stored in the general ledger total OLAP cube in various configurable definitions. Several predefined cube views are available. These delivered cube views can be configured by the client to meet the specific requirements. Use this procedure to configure the delivered lists: Sign in to Configuration Console and select Configuration > Create. On the Configuration tab, view the Configure An Existing Component section Select the List. In the Business Class field, specify GeneralLedgerTotal. Select one list: GeneralLedgerDimensionAnalysisCompareDimension1 GeneralLedgerDimensionAnalysisVarianceDimension1 GeneralLedgerDimensionAnalysisPeriodOverPeriodDimension1 GeneralLedgerDimensionAnalysisCompareAccountingUnit GeneralLedgerDimensionAnalysisVarianceAccountingUnit GeneralLedgerDimensionAnalysisPeriodOverPeriodAccountingUnit Click Submit. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Async Administrator? [/INST] Async Administrator Async queues are recommended as a best practice to split up the actions for concurrent processing. Async queues are also used to control the processing in a single threaded format based on the Max Active Actions field. Async queues are used to ensure that certain actions in a queue are completed before others to maintain data integrity. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Queue definitions and mappings? [/INST] Queue definitions and mappings We recommend several queues and queue mappings for managing the processing load for your system. Any actions that are not run through one of these suggested queues or mappings is run through a default queue. If your environment is multi-tenant, then default queues are automatically created for each data area. For example, DefaultQueue_<DataArea> If you previously had only one default queue, then additional default queues are created for application data areas. The settings for each additional default queue are inherited from the original default queue. If your environment is single-tenant or on premises, then default queues are not created for each data area. To create default queues for each data area, create a configuration parameter in the environment data area: Category : Specify Sync Key : Specify default.queue.by.data.area Type : Specify Boolean Value : Specify true You can disable the configuration parameter in a multi-tenant environment by setting the Value field to false. When additional queues are created, the default value for Max Active Actions is the existing default queue. We recommend that you adjust those values in accordance with your processing load. We recommend that in all queues that the Suspended , Save History , or System Queue check boxes are cleared. An exception is that Suspended can be selected for NightDeferredProcessing You can specify the Max Active Actions field value to reflect the number of jobs that can be run concurrently. The number of maximum active actions depends on the performance of your system. Queue name Description Max actions Allocation Allocation 3 AnalyticCube Analytic Cube Reload/Refresh 1 BudgetEdit Budget Edits Max Active Actions cannot exceed 1 1 BudgetEditCallBack Budget Edit Callback 4 BudgetTemplateActivation Budget Template Activation 3 CTMForecast CTM Forecast 3 CTMReconciliation CTM Reconciliation 3 CTMTreasury CTM Treasury 3 CTMUpdateCube CTM Update Cube 1 CashDistributionProcessing Cash Distribution Processing 3 CashLedgerImports Cash Ledger Import Process 3 CashLedgerProcessing Cash Ledger Processing 3 CashPeriodEnd Cash Period End 3 CloseManagement Close Management 3 Contracts Contracts Queue 3 CreateAutoReverseTransaction Auto Reverse Transactions 2 n/a Automatically generated Default Queue by data areaDefaultQueue_<DataArea> 4 DefaultWorkfileQueue Default queue for work files 3 Data Replication Queue Replication Queue 2 DocumentQueue Document Queue 4 EDI EDI Processing Queue 1 GLQuickPost GL Quick Post 1 GLTransactionDetailPurge GLTransactionDetail Purge 3 GLTransactionInterface GL Transaction Interface 3 GrantAccounting Grant Accounting Queue 1 InventoryIntelligence Inventory Intelligence Queue 1 InventoryTransaction Release Inventory Transactions 3 Journalize GL Journalize 3 MatchProcessing Match Processing 1 NightDeferredProcessing Nightly 1 OnlineJournalRelease Online Journal Release 1 Payables1099Processing Payables 1099 Processing 3 PayablesBOEProcess Payables BOE Process 3 PayablesCubeUpdate Payables Cube Update 3 PayablesDistributionProcessing DefaultQueue_Payables Distribution Processing 3 PayablesImport Payables Import Processes 3 PayablesInvoiceProcessing Payables Invoice Processing 3 PayablesMassUpdates Payables Mass Updates 3 PayablesPaymentProcess Payables Payment Process 3 PayblesPeriodEnd Payables Period End 3 PayablesTaxProcessing Payables Tax Processing 3 Posting Posting Action 3 Posting Release Posting Queue for ChangeStatusAndRelease 3 ProcessCurrencyBasis Basis Entities for Currency Properties 3 ProjectInvoicingAndRevenue Project Invoicing and Revenue Recognition Queue 1 Rebates Rebates 1 Recall Recall 1 RevalTranslCreateGainLoss Gain Loss Transactions 3 RevalTranslProcessGainLoss Currency Gain Loss 3 SpendAnalysis Spend Analysis 1 SupplyChainImport Supply Chain Import Processes 3 YearEndClose Basis Year End Close 1 ZoneBalance Process Zone Balancing Transactions 1 These are the suggested queue mappings for Financials & Supply Management. We recommend that in all queue mappings, these fields are either blank or contain the default value: Actor , Data Area , Mapping Field 1 , Mapping Field 2 , Save History , and Priority. These are the exceptions: The blank queue and action should have a Data Area that contains the name of your Financials & Supply Management data area The Mapping Field 1 for the GeneralLedgerTotal queue is PostingCategory Queue Implementing class Action Allocation AllocationControl RunLines Allocation AllocationRun SetStepStarted Allocation AllocationRun SetCompletedStarted Allocation AllocationRun GenerateReportsInternal Allocation AllocationLine RunLine Allocation AllocationLine Check AnalyticCube AnalyticCube Refresh AnalyticCube AnalyticCub e Reload BudgetEdit BudgetTemplateGroupTotal EditTotals BudgetEdit BudgetTemplateGroupTotal EditTotalsBudget BudgetEditCallBack GeneralLedgerJournalControl BudgetEditCallBackRelease BudgetEditCallBack PayablesInvoice UpdateBudgetResults BudgetTemplateActivation BudgetGroup CalculateGroupsByCluster BudgetTemplateActivation BudgetTemplate DoGroupsByAccount CTMForecast BankStatementLine GetForecastTransactions CTMForecast CashForecast BuildForecastNew CTMForecast CashForecastCategory CalculateForecastAmountByCategory CTMForecast CashForecastCategory CalculateForecastAmountForAllCategories CTMForecast CashForecastPeriod CalculateForecastAverages CTMForecast CashForecastPeriodAmount UpdateActualAmountsOnForecast CTMForecast CashForecastPeriodAmount UpdateAmount CTMForecast CashManagementGroup LoadDirectForecast CTMForecast DirectForecastDetail SummarizeDirectForecastDetail CTMReconciliation BankStatement ClearAllReconciliations CTMReconciliation BankStatement InvokedLoadAndReconcileUnreconciled CTMReconciliation BankStatement MassLoadAndReconcile CTMReconciliation BankStatementLine ApproveAllStatementDistributionsByLine CTMReconciliation BankStatementLine LoadLinesIntoReconciliation CTMReconciliation BankStatementLine ReleaseAllStatementDistributions CTMReconciliation BankStatementReconciliation DeleteOpenTransactionLines CTMReconciliation BankStatementReconciliation DeleteStatementReconciliationDetails CTMReconciliation BankStatementReconciliation ReconcileLinesByAmount CTMReconciliation BankStatementReconciliation ReconcileStatementLines CTMReconciliation BankStatementReconciliation UnmatchMatchedSummaryTransactions CTMReconciliation BankStatementReconciliation UpdateInterfacedCBTransactions CTMReconciliation BankStatementReconciliation UpdateReconciledPendingBankTransactions CTMReconciliation BankStatementReconciliation ReconcileSetAction CTMReconciliation BankStatementReconciliation UnReconcileSetAction CTMReconciliation CashForecastDetail LoadDetailsIntoReconciliation CTMReconciliation CashLedgerTransaction LoadCBTransIntoReconciliation CTMReconciliation CashManagementAccount InvokedLoadAndReconcile CTMReconciliation CashManagementAccount MassLoadAndReconcile CTMReconciliation CashManagementAccount MassLoadAndReconcileSet CTMReconciliation CashManagementAccount ReconcileStatementLines CTMReconciliation NonCashLedgerTransaction ApproveAllStatementDistributionsByLine CTMReconciliation NonCashLedgerTransaction LoadTransactionsIntoReconciliation CTMReconciliation NonCashLedgerTransaction ReleaseAllStatementDistributions CTMTreasury BankStatement UpdateBankStatementTotalBalanceOnly CTMTreasury BankStatementInterface ImportBatch CTMTreasury BankStatementInterfaceHeader ImportAll CTMTreasury BankStatementInterfaceHeader ImportValidation CTMTreasury BankStatementInterfaceHeader PurgeHistory CTMTreasury BankStatementLine CreateForecastActuals CTMTreasury BankStatementLine ExecuteTransactionProcessingRules CTMTreasury BankStatementLine LoadBankStatementPosition CTMTreasury BankStatementLine ReclassifyUncategorizedLines CTMTreasury BankStatementLine UpdateBankStatementTotal CTMTreasury BankStatementLine UpdateCategorizationGroup CTMTreasury BankStatementLine UpdateExceptionStatusForAllLines CTMTreasury BankStatementLine UpdateForecastsForActualBankTransactions CTMTreasury CashManagementAccount MassUpdateCurrencyRates CTMTreasury PayablesInvoicePayment LoadOpenPaymentDetails CTMTreasury PurchaseOrder LoadOpenPurchorderDetails CTMTreasury ReceivableInvoiceDetail LoadOpenReceiptDetails CTMUpdateCube CashManagementGroup UpdateCashManagementCubes CTMUpdateCube CashManagementGroup UpdateDebtManagementCube CashDistributionProcessing BankStatementLineDistribution JournalizeDistributions CashDistributionProcessing BankStatementLineDistribution RejectAllStatementDistributions CashDistributionProcessing CashLedgerGLDistribution JournalizeDistributions CashDistributionProcessing CashLedgerGLDistribution JournalizeDistributionsForGroup CashDistributionProcessing NonCashLedgerDistribution JournalizeDistributions CashDistributionProcessing NonCashLedgerDistribution RejectAllStatementDistributions CashLedgerImports CashLedgerTransactionImport InterfaceCashLedgerTransactions CashLedgerImports CashLedgerPaymentImport InterfaceCashPayments CashLedgerImports CashLedgerReceiptImport InterfaceCashReceipts CashLedgerImports CashLedgerReturnedPaymentImport InterfaceReturnedCashPayments CashLedgerProcessing CashLedgerBankUpdate UpdateLedgerTransactions CashLedgerProcessing CashLedgerCashReceiptHeader CreateBatchApproval CashLedgerProcessing CashLedgerElectronicFundsTransferTransaction CreateBatchApproval CashLedgerProcessing CashLedgerElectronicFundsTransferTransaction EFTProcessingHoldMassUpdate CashLedgerProcessing CashLedgerElectronicFundsTransferTransaction EFTRejectUpdate CashLedgerProcessing CashLedgerPayment CreateBatchApproval CashLedgerProcessing CashLedgerPayment PaymentProcessingHoldMassUpdate CashLedgerProcessing CashLedgerPayment TemporaryHoldUpdates CashLedgerProcessing CashLedgerTransaction MassUpdate CashLedgerProcessing CashLedgerTransaction VoidStopPayUpdate CashLedgerProcessing EFTExtractUpdate EFTExtractUpdate CashLedgerProcessing PaymentOutputFileHeader PurgePaymentOutputRecords CashLedgerProcessing PositivePayFileCreation PositivePayFileCreation CashLedgerProcessing StaleDatingAndEscheatmentReport StaleDatingAndEscheatmentReport CashLedgerProcessing StaleDatingProcessing StaleDatingProcessing CashPeriodEnd BankCompanyPeriodClose BankCompanyPeriodClose CashPeriodEnd BankPeriodClose BankPeriodClose CashPeriodEnd CashPositionReconciliation CashPositionReconciliation CloseManagement ClosePeriod ChangeStatusToScheduled CloseManagement ClosePeriodTask CreatePrereqsFromSchedule CloseManagement ClosePeriodTask DeleteProcessDetails CloseManagement ClosePeriodTask DeleteProcessSummary CloseManagement ClosePeriodTask OpenPeriodDetailSet CloseManagement ClosePeriodTask UpdateSummaryScheduleDates CloseManagement CloseTask Schedule CloseManagement CloseTask ScheduleSet Contracts ContractDistributorPricingMember SetToReleased Contracts ContractGPOItemExtract AddLinesForNewContract Contracts ContractGroup ManageInterfacedContractsFromGPOInformation Contracts ContractImport CheckForNewAndUpdatedItems Contracts ContractImport FindNewContractDates Contracts ContractImportDistributor CreateAndUpdateDistributorContracts Contracts ContractImportGPOMembership ProcessNewMembers Contracts ContractImportTierMember AddMembersToContractSet Contracts ContractImportTierMember ProcessUpdatedParticipants Contracts ContractImportTierMember UpdateContractTiers Contracts ContractLine ActivateContractLines Contracts ContractLine ActivateLineEdits Contracts ContractLine BatchReleaseMembersArray Contracts ContractLine CheckForErrorsLineEdits Contracts ContractLine CloseAllContractLines Contracts ContractLine CloseAllRelatedDistributorContractLines Contracts ContractLine CreateContractLinesFromContract Contracts ContractLine CreateDistributorContractLines Contracts ContractLine DeleteAllLines Contracts ContractLine ErrorsOnlyLineEdits Contracts ContractLine HoldAllContractLines Contracts ContractLine HoldAllContractLinesFromReject Contracts ContractLine HoldAllManufacturerLinesOnly Contracts ContractLine HoldAllRelatedDistributorContractLines Contracts ContractLine LineRenewalRelease Contracts ContractLine RecallContractLineQuery Contracts ContractLine ReleaseLineEdits Contracts ContractLine RemoveHoldAllContractLines Contracts ContractLine RemoveHoldAllContractLinesReactivateAmendment Contracts ContractLine RemoveHoldAllContractLinesReactivateDraft Contracts ContractLine RemoveHoldAllManufacturerLinesOnly Contracts ContractLine RemoveHoldAllRelatedDistributorContractLines Contracts ContractLine SetCanUseForCostDefaultingFalse Contracts ContractLine SetCreateDistributorContractLine Contracts ContractLine UpdateBaseCostByPercent Contracts ContractLine UpdateEffectiveAndExpirationDate Contracts ContractLineImport CheckForNewTierCosts Contracts ContractLineImport CreateContractFromImportLines Contracts ContractLineImport ProcessContractImportLinesUpdates Contracts MfgContractMemberPivot CreateDistributorPricingMembers CreateAutoReverseTransaction GeneralLedgerTransaction CreateAutoReversePeriodTransaction CreateAutoReverseTransaction GLTransactionDetail CreateDetailsForJournalTransaction DefaultWorkfileQueue WorkFile n/a EDI TranslateInbound n/a EDI TranslateOutbound n/a GLQuickPost GeneralLedgerTransaction Post GLTransactionDetailPurge GLTransactionDetail PurgeHistoryDetail GLTransactionInterface GLTransactionInterface DeleteBudgetEditRecords GLTransactionInterface GLTransactionInterface InterfaceTransactions GrantAccounting GLCommit UpdateToReleased GrantAccounting ProjectAssignmentLabor CreateAllEncumbrances GrantAccounting ProjectAssignmentLabor CreateEncumbranceIndividual GrantAccounting ProjectAssignmentLabor DeleteAllEncumbrances GrantAccounting ProjectAssignmentLabor DeleteEncumbranceIndividual GrantAccounting ProjectAssignmentLabor DistributeAllLabor GrantAccounting ProjectAssignmentLabor DistributeIndividualLabor GrantAccounting ProjectAssignmentLabor ApproveAllLabor GrantAccounting ProjectAssignmentLabor UnapproveAllLabor GrantAccounting ProjectAssignmentLabor CertifyAllEffort GrantAccounting ProjectAssignmentLabor UncertifyAllEffort GrantAccounting ProjectAssignmentLabor CopyAllLabor GrantAccounting ProjectAssignmentLabor RedistributeAllLabor GrantAccounting ProjectAssignmentLabor ReverseAllLabor GrantAccounting ProjectAssignmentLaborTransaction RecalculateFringeBurdens GrantAccounting ProjectEmployeeEffortPeriod PopulateAllEffortPercent InventoryIntelligence IIHGlobalConfiguration DailyDataEngine InventoryIntelligence IIHGlobalConfiguration PurgeReplicatedRecords InventoryIntelligence IIHGlobalConfiguration RecommendationsEngine InventoryTransaction InventoryTransactionLine BatchRelease Journalize GeneralLedgerTransaction CreateGLTransactionDetail Journalize GLTransactionDetail JournalizeTransactions MatchProcessing Chargeback Chargeback MatchProcessing MatchAnalysisReport MatchAnalysisReport MatchProcessing MatchDiscountPosting MatchDiscountPosting MatchProcessing AutoMatching AutoMatching MatchProcessing CostVarianceAnalysis CostVarianceAnalysis MatchProcessing ERSInvoiceCreation ERSInvoiceCreation MatchProcessing n/a OpenReceiptArchive MatchProcessing PrepaidInvoiceNotReceived PrepaidInvoiceNotReceived MatchProcessing MatchInvoiceMessage OverrideAuthorityCodeAndPriority MatchProcessing MatchReconQueue LoadUserBatch MatchProcessing MatchReconQueue Reload MatchProcessing MatchReconQueueFinanceResource DeleteUserBatch MatchProcessing MatchRule SetRuleOrders MatchProcessing MatchWorkInvoiceDetail SelectAll MatchProcessing MatchWorkInvoiceDetail DeselectAll MatchProcessing MatchWorkReceiptLine SelectAll MatchProcessing MatchWorkReceiptLine DeselectAll MatchProcessing PayablesInvoiceDetail BuildRebatesForMatchedInvoiceLines MatchProcessing PayablesInvoiceDetail DeleteUnmatchedRebateInvoiceLines OnlineJournalRelease GeneralLedgerTransaction CreateGLTransactionDetail OnlineJournalRelease GLTransactionDetail JournalizeTransactions Payables1099Processing TaxIdentificationNumber TaxIdentificationNumber Payables1099Processing US1099OutputHeader PurgeUS1099OutputRecords Payables1099Processing US1099TapeCreation US1099TapeCreation PayablesBOEProcess BillOfExchangeBankStatement BillOfExchangeBankStatement PayablesBOEProcess BillOfExchangeCashingStatement BillOfExchangeCashingStatement PayablesBOEProcess BillOfExchangeCashingUpdate BillOfExchangeCashingUpdate PayablesBOEProcess BillOfExchangeCashingUpdate BillOfExchangeCreation PayablesBOEProcess BillOfExchangeDistribution BillOfExchangeDistribution PayablesBOEProcess BillOfExchangeGeneration BillOfExchangeGeneration PayablesBOEProcess BillOfExchangeStatementUpdate BillOfExchangeStatementUpdate PayablesCubeUpdate PayablesInvoiceDistribution UpdateSendCube PayablesCubeUpdate PayablesInvoicePayment UpdatePayablesCube PayablesCubeUpdate VendorGroup UpdateAPInvoiceAutomationCubes PayablesDistributionProcessing PayablesInvoiceDistribution JournalizeDistributions PayablesDistributionProcessing PayablesInvoiceDistribution JournalizeDistributionsForGroup PayablesDistributionProcessing PayablesInvoiceDistribution PopulateSpendCategoryDetail PayablesImport EDIInvoiceMatchInterfaceInput InterfaceInvoices PayablesImport EDIInvoiceMatchInterfaceInput PostLoadInterface PayablesImport EDIInvoiceMatchInterfaceInput InvoiceDetailLoad PayablesImport EDIInvoiceMatchInterfaceInput AddOnChargeLoad PayablesImport EDIInvoiceMatchInterfaceInput MatchDistributionLoad PayablesImport MatchInvoiceDistributionReport MatchDistributionLoad PayablesImport MatchInvoiceReport InterfaceInvoices PayablesImport MatchInvoiceReport PostLoadInterface PayablesImport PayablesInvoiceAddOnChargeImport AddOnChargeLoad PayablesImport PayablesInvoiceAddOnChargeImport SpreadAddOnChargeLoad PayablesImport PayablesInvoiceDetailImport InvoiceDetailLoad PayablesImport PayablesInvoiceDistributionImport LoadInterfaceDistributions PayablesImport PayablesInvoiceImport InterfaceInvoices PayablesImport VendorBalanceImport VendorBalanceInterface PayablesImport VendorImport VendorInterface PayablesInvoiceProcessing PaymentVoidStopPayUpdate PaymentVoidStopPayUpdate PayablesInvoiceProcessing FinanceResourceInvApproval DeleteInvoiceApprovalAssignments PayablesInvoiceProcessing MassRetainagePaymentAdjust MassRetainagePaymentAdjust PayablesInvoiceProcessing PayablesInvoice BatchMatchSet PayablesInvoiceProcessing PayablesInvoice BuildSmartReconciliationQueue PayablesInvoiceProcessing PayablesInvoice BuildTextIndexSetAction PayablesInvoiceProcessing PayablesInvoice InvoiceHoldMassUpdate PayablesInvoiceProcessing PayablesInvoice MassInvoiceRelease PayablesInvoiceProcessing PayablesInvoice SaveDocumentLocallySet PayablesInvoiceProcessing PayablesInvoice SuperDeleteInvoiceRange PayablesInvoiceProcessing PayablesInvoice UpdateDocumentURLSet PayablesInvoiceProcessing ProofOfDeliveryNotification ProofOfDeliveryNotification PayablesMassUpdates MassVendorUpdate MassVendorUpdate PayablesMassUpdates PayGroupUpdate PayGroupUpdate PayablesMassUpdates ProcessGroupUpdate ProcessGroupUpdate PayablesMassUpdates VendorBalanceRebuild VendorBalanceRebuild PayablesMassUpdates VendorGroupCopy VendorGroupCopy PayablesMassUpdates VendorMerge VendorMerge PayablesPaymentProcess PayablesPaymentProcess PaymentClose PayablesPaymentProcess CashPaymentRegister CashPaymentRegister PayablesPaymentProcess CashRequirementsResult PerformCashRequirements PayablesPaymentProcess ElectronicPaymentCreation ElectronicPaymentCreation PayablesPaymentProcess PaymentClearingFileCreation PaymentClearingFileCreation PayablesPeriodEnd PayablesPeriodEnd InvoiceAccrualReconciliationReport PayablesPeriodEnd InvoiceProcessingStatistics InvoiceProcessingStatistics PayablesPeriodEnd PayablesPeriodClose PayablesPeriodClose PayablesPeriodEnd RecurringInvoiceUpdate RecurringInvoiceUpdate PayablesPeriodEnd UnmatchedInvoiceList UnmatchedInvoiceList PayablesPeriodEnd UnrealizedGainAndLossCalculation UnrealizedGainAndLossCalculation PayablesPeriodEnd BankAccountPaymentHistory BankAccountPaymentHistory PayablesPeriodEnd FinancialReportingUpdate FinancialReportingUpdate PayablesPeriodEnd VendorBalanceYearEnd VendorBalanceYearEnd PayablesPeriodEnd VendorStatements VendorStatements PayablesTaxProcessing Vendor BatchUpdateWithVertexTaxAreaId PayablesTaxProcessing VendorLocation BatchUpdateTaxCodeUsingVertex Posting GeneralLedgerTransaction BatchPost Posting Release GeneralLedgerJournalControl ChangeStatusAndReleasedFlag ProcessCurrencyBasis AccountingEntityHierarchy ProcessCurrencyBasisEntity ProjectInvoicingAndRevenue FinanceEnterpriseGroup InitiateJournalizeForRunGroup ProjectInvoicingAndRevenue Project GenerateIndirectBurdenTransactions ProjectInvoicingAndRevenue Project HoldBillableTransactions ProjectInvoicingAndRevenue Project RemoveHoldFromBillableTransactions ProjectInvoicingAndRevenue ProjectContract DeleteContractInvoices ProjectInvoicingAndRevenue ProjectContract DeleteContractRevenue ProjectInvoicingAndRevenue ProjectContract DeleteInvoices ProjectInvoicingAndRevenue ProjectContract DeleteRevenue ProjectInvoicingAndRevenue ProjectContract ForecastBillingAndRevenue ProjectInvoicingAndRevenue ProjectContract GenerateInvoices ProjectInvoicingAndRevenue ProjectContract GenerateRetainageInvoices ProjectInvoicingAndRevenue ProjectContract JournalizeInvoices ProjectInvoicingAndRevenue ProjectContract JournalizeRevenue ProjectInvoicingAndRevenue ProjectContract RecognizeRevenue ProjectInvoicingAndRevenue ProjectContract ReverseAndReallocateContractSelectedTransactions ProjectInvoicingAndRevenue ProjectContract ReverseJournalizedInvoices ProjectInvoicingAndRevenue ProjectContract ReverseJournalizeRevenue ProjectInvoicingAndRevenue ProjectContract SelectTransactionsToReallocate ProjectInvoicingAndRevenue ProjectContract SubmitForApprovalReverseJournalizedRevenue ProjectInvoicingAndRevenue ProjectContract SubmitInvoiceReversalForApproval ProjectInvoicingAndRevenue ProjectContract SubmitInvoicesForApproval ProjectInvoicingAndRevenue ProjectContract SubmitInvoicesForJournalizeApproval ProjectInvoicingAndRevenue ProjectContract SubmitJournalizedRevenueForApproval ProjectInvoicingAndRevenue ProjectContract SubmitRevenueForApproval ProjectInvoicingAndRevenue ProjectContract SubmitRevenueReversalForApproval ProjectInvoicingAndRevenue ProjectContract GenerateFrontEndSplitDistributions ProjectInvoicingAndRevenue ProjectContract JournalizeFrontEndSplitDistributions ProjectInvoicingAndRevenue ProjectContractInvoices DeleteInvoiceRecords ProjectInvoicingAndRevenue ProjectIndirectBurdenTransaction JournalizeIndirectBurdenTransactions ProjectInvoicingAndRevenue ProjectIndirectBurdenTransaction ReverseIndirectBurdenTransactions ProjectInvoicingAndRevenue ProjectIndirectBurdenTransaction DeleteRunGroup ProjectInvoicingAndRevenue ProjectIndirectBurdenTransaction RemoveBurdenAPHold ProjectInvoicingAndRevenue ProjectContractReallocationSelection UnselectTransactionsForReallocation Rebates ContractGroup LoadAllRebateInvoicesForContractGroup Rebates ContractRebateDueInvoiceLine ReloadRebateInvoicesForQualifierChanges Rebates ContractRebateQualifier LoadSupplierRebateInvoices Rebates PayablesInvoice BuildSupplierRebateInvoiceLines Rebates PayablesInvoice BuildSupplierRebateJustCreatedInvoiceLines Rebates PayablesInvoice CancelledSupplierRebateInvoiceLines Rebates PayablesInvoiceDetail BuildAllRebatesContractRebateDueInvoiceLinesAllContracts Rebates PayablesInvoiceDetail BuildAllRebatesContractRebateDueInvoiceLinesForCompany Rebates PurchaseOrderLine BuildAllRebatesContractRebateDueInvoiceLinesForOneContrac t Rebates PurchasingCompany LoadAllRebateInvoicesForCompany Rebates VendorReturn BuildReturnRebateInvoiceLines Recall RecallNotice CloseResolvedNotices Recall RecallNotice RebuildRecallNoticeTextIndexes Recall RecallProductItem ProductActivityQuery RevalTranslCreateGainLoss GainLossTotal CreateGainLossTransactions RevalTranslProcessGainLoss GeneralLedgerTotal ProcessGainLoss SpendAnalysis InvoiceLineFact ConsolidateBuyerLocationItem SpendAnalysis InvoiceLineFact ConsolidateBuyerRequestingLocationItem SpendAnalysis InvoiceLineFact ConsolidateCommodityCodeItem SpendAnalysis InvoiceLineFact ConsolidateCompanyLocationBuyerItem SpendAnalysis InvoiceLineFact ConsolidateCompanyLocationRequestingLocationItem SpendAnalysis InvoiceLineFact ConsolidateDiverseCodeVendor SpendAnalysis InvoiceLineFact ConsolidateUNSPSCItem SpendAnalysis InvoiceLineFact PurgeInvoiceLineFact SpendAnalysis InvoiceLineFact UpdateUnreleasedInvoiceLineFact SpendAnalysis PayablesInvoice LoadInvoiceLineFact SpendAnalysis PayablesInvoiceDetail ExportToPoInvLineFact SpendAnalysis PurchaseOrderLine ExportToPoLineFact SupplyChainImport InventoryTransactionImport InterfaceInventoryTransactions SupplyChainImport InventoryTransactionImportLineDetail InterfaceInventoryTransactionLineDetails SupplyChainImport POReceiptAdjustmentAndInspection InterfaceAdjustmentsAndSubstitutions SupplyChainImport PurchaseOrderImport InterfacePurchaseOrders SupplyChainImport PurchaseOrderImportLine LoadInterfacedPurchaseOrderLines SupplyChainImport PurchaseOrderImportLineDistribution LoadInterfacedPurchaseOrderLineDistributions SupplyChainImport PurchaseOrderInterfaceInput LoadInterfacedPurchaseOrderLineDistributions SupplyChainImport PurchaseOrderInterfaceInput LoadInterfacedPurchaseOrderLines SupplyChainImport PurchaseOrderInterfaceInput LoadInterfacedPurchaseOrders SupplyChainImport PurchaseOrderReceiptImport InterfaceReceipts SupplyChainImport PurchaseOrderReceiptLineAOCImport AddOnChargeLoad SupplyChainImport PurchaseOrderReceiptLineImport ReceiptLineLoad SupplyChainImport ReceiptAdjustmentInput InterfaceAdjustmentsAndSubstitutions SupplyChainImport ReceiptInterfaceInput AddOnChargeLoad SupplyChainImport ReceiptInterfaceInpu t InterfaceReceipts SupplyChainImport ReceiptInterfaceInput PostLoadInterface SupplyChainImport ReceiptInterfaceInput ReceiptLineLoad YearEndClose AccountingEntityHierarchy YearEndClose YearEndClose GeneralLedgerTotal YearEndClose ZoneBalance GeneralLedgerZoneTotal ProcessZoneBalancingTransactions .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating queues? [/INST] Creating queues You can add queue definition and mapping to manage the processing load for your system so that jobs finish in a timely manner. Sign in as Async Administrator. On the All Queues tab, click Create. Specify this information: Name Specify a name for the queue. Description Provide a description of the queue. Priority Select the priority level. Max Active Actions/Work Units Specify the maximum number of active actions or worker threads for the queue. This controls how many triggers can be processed concurrently by the queue. You can adjust this number based on system resources and the volume of data that is processed. Suspended Select this check box to suspend the queue. If a queue is suspended, then the queue will not start the processing of any more triggers. Triggers that are already started will continue to be processed. System Queue Select this check box to make the queue a system queue. A system queue is a queue that is internal to the system, such as the email queue. Queue Group Select a group for the queue to be included. Email Address Specify an email address for queue notifications to be sent. Notification Type Select when to be notified about the queue progress. Save History If this check box is selected, then triggers are not deleted from the database. Triggers that are unsuccessfully processed are always saved even if you do not select this check box. The default and recommended value is to not save history since saving history leads to large numbers of accumulated finished triggers. Use Queue Name As Binding Key If this check box is selected, then a batch executor must be defined and running. It must have a queue ID value that is set to the queue name. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating queue mappings? [/INST] Creating queue mappings Use this procedure to map queues to specific actors, data areas, classes, and actions to define when the queues are run. Sign in as Async Administrator. On the All Queues tab, open a queue. In the Mapping & Triggers section, click the Queue Mappings tab. Click Create. Specify this information: Actor Select an actor to use to determine whether a background execution task is assigned to this queue. If this field is blank, then any actor is included. Data Area Select the solution data area. Class Select a class for the queue mapping. Action Select an action that triggers the queue. Mapping Field 1 To map an additional field to the queue, specify the field. Mapping Field 2 To map an additional field to the queue, specify the field. Save History Select whether to save the queue history. This list shows the valid values: Queue Default History is saved by setting for the queue. Yes. This can result in a large number of accumulated trigger history records. No Priority Select the priority for processing that is performed by the queue using this queue mapping. If you select None , then the action is not run. Normal is the default value. Log Producer Name Specify the log producer to use for problems or exceptions from triggers that match this queue mapping. If this field is blank, then the standard Async Logger is used. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Queue names? [/INST] Queue names This table shows the queue names, descriptions, classes, and corresponding actions. Table 1. CTM Forecast Class Action BankStatementLine GetForecastTransactions CashForecast BuildForecastNew CashForecastCategory CalculateForecastAmountByCategory CalculateForecastAmountForAllCategories CashForecastPeriod CalculateForecastAverages CashForecastPeriodAmount UpdateAmount Table 2. CTM Reconciliation Class Action BankStatement ClearAllReconciliations InvokedLoadAndReconcileUnreconciled MassLoadAndReconcile BankStatementLine LoadLinesIntoReconciliation BankStatementReconciliation DeleteOpenTransactionLines DeleteStatementReconciliationDetails ReconcileStatementLines UnmatchMatchedSummaryTransactions UpdateInterfacedCBTransactions CashForecastDetail LoadDetailsIntoReconciliation CashLedgerTransaction LoadCBTransIntoReconciliation CashManagementAccount InvokedLoadAndReconcile MassLoadAndReconcile MassLoadAndReconcileSet ReconcileStatementLines NonCashLedgerTransaction LoadTransactionsIntoReconciliation Table 3. CTM Statement Import Class Action BankStatementInterface ImportBatch BankStatementInterfaceHeader ImportAll ImportValidation BankStatementLine CreateForecastActuals ExecuteTransactionProcessingRules ReclassifyUncategorizedLines .</s>

<s>[INST] In the context of INFOR Docs, tell me about About this guide-Supply Management Setup And Administration? [/INST] About this guide This guide contains set up information for Supply Management. Use this guide as a reference at your site to perform setup tasks prior to deploying the system. Intended audience This user guide is intended for the Application Administrator role. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Queue definitions and mappings? [/INST] Queue definitions and mappings We recommend several queues and queue mappings for managing the processing load for your system. Any actions that are not run through one of these suggested queues or mappings is run through a default queue. If your environment is multi-tenant, then default queues are automatically created for each data area. For example, DefaultQueue_<DataArea> If you previously had only one default queue, then additional default queues are created for application data areas. The settings for each additional default queue are inherited from the original default queue. If your environment is single-tenant or on premises, then default queues are not created for each data area. To create default queues for each data area, create a configuration parameter in the environment data area: Category : Specify Sync Key : Specify default.queue.by.data.area Type : Specify Boolean Value : Specify true You can disable the configuration parameter in a multi-tenant environment by setting the Value field to false. When additional queues are created, the default value for Max Active Actions is the existing default queue. We recommend that you adjust those values in accordance with your processing load. We recommend that in all queues that the Suspended , Save History , or System Queue check boxes are cleared. An exception is that Suspended can be selected for NightDeferredProcessing You can specify the Max Active Actions field value to reflect the number of jobs that can be run concurrently. The number of maximum active actions depends on the performance of your system. Queue name Description Max actions Allocation Allocation 3 AnalyticCube Analytic Cube Reload/Refresh 1 BudgetEdit Budget Edits Max Active Actions cannot exceed 1 1 BudgetEditCallBack Budget Edit Callback 4 BudgetTemplateActivation Budget Template Activation 3 CTMForecast CTM Forecast 3 CTMReconciliation CTM Reconciliation 3 CTMTreasury CTM Treasury 3 CTMUpdateCube CTM Update Cube 1 CashDistributionProcessing Cash Distribution Processing 3 CashLedgerImports Cash Ledger Import Process 3 CashLedgerProcessing Cash Ledger Processing 3 CashPeriodEnd Cash Period End 3 CloseManagement Close Management 3 Contracts Contracts Queue 3 CreateAutoReverseTransaction Auto Reverse Transactions 2 n/a Automatically generated Default Queue by data areaDefaultQueue_<DataArea> 4 DefaultWorkfileQueue Default queue for work files 3 Data Replication Queue Replication Queue 2 DocumentQueue Document Queue 4 EDI EDI Processing Queue 1 GLQuickPost GL Quick Post 1 GLTransactionDetailPurge GLTransactionDetail Purge 3 GLTransactionInterface GL Transaction Interface 3 GrantAccounting Grant Accounting Queue 1 InventoryIntelligence Inventory Intelligence Queue 1 InventoryTransaction Release Inventory Transactions 3 Journalize GL Journalize 3 MatchProcessing Match Processing 1 NightDeferredProcessing Nightly 1 OnlineJournalRelease Online Journal Release 1 Payables1099Processing Payables 1099 Processing 3 PayablesBOEProcess Payables BOE Process 3 PayablesCubeUpdate Payables Cube Update 3 PayablesDistributionProcessing DefaultQueue_Payables Distribution Processing 3 PayablesImport Payables Import Processes 3 PayablesInvoiceProcessing Payables Invoice Processing 3 PayablesMassUpdates Payables Mass Updates 3 PayablesPaymentProcess Payables Payment Process 3 PayblesPeriodEnd Payables Period End 3 PayablesTaxProcessing Payables Tax Processing 3 Posting Posting Action 3 Posting Release Posting Queue for ChangeStatusAndRelease 3 ProcessCurrencyBasis Basis Entities for Currency Properties 3 ProjectInvoicingAndRevenue Project Invoicing and Revenue Recognition Queue 1 Rebates Rebates 1 Recall Recall 1 RevalTranslCreateGainLoss Gain Loss Transactions 3 RevalTranslProcessGainLoss Currency Gain Loss 3 SpendAnalysis Spend Analysis 1 SupplyChainImport Supply Chain Import Processes 3 YearEndClose Basis Year End Close 1 ZoneBalance Process Zone Balancing Transactions 1 These are the suggested queue mappings for Financials & Supply Management. We recommend that in all queue mappings, these fields are either blank or contain the default value: Actor , Data Area , Mapping Field 1 , Mapping Field 2 , Save History , and Priority. These are the exceptions: The blank queue and action should have a Data Area that contains the name of your Financials & Supply Management data area The Mapping Field 1 for the GeneralLedgerTotal queue is PostingCategory Queue Implementing class Action Allocation AllocationControl RunLines Allocation AllocationRun SetStepStarted Allocation AllocationRun SetCompletedStarted Allocation AllocationRun GenerateReportsInternal Allocation AllocationLine RunLine Allocation AllocationLine Check AnalyticCube AnalyticCube Refresh AnalyticCube AnalyticCub e Reload BudgetEdit BudgetTemplateGroupTotal EditTotals BudgetEdit BudgetTemplateGroupTotal EditTotalsBudget BudgetEditCallBack GeneralLedgerJournalControl BudgetEditCallBackRelease BudgetEditCallBack PayablesInvoice UpdateBudgetResults BudgetTemplateActivation BudgetGroup CalculateGroupsByCluster BudgetTemplateActivation BudgetTemplate DoGroupsByAccount CTMForecast BankStatementLine GetForecastTransactions CTMForecast CashForecast BuildForecastNew CTMForecast CashForecastCategory CalculateForecastAmountByCategory CTMForecast CashForecastCategory CalculateForecastAmountForAllCategories CTMForecast CashForecastPeriod CalculateForecastAverages CTMForecast CashForecastPeriodAmount UpdateActualAmountsOnForecast CTMForecast CashForecastPeriodAmount UpdateAmount CTMForecast CashManagementGroup LoadDirectForecast CTMForecast DirectForecastDetail SummarizeDirectForecastDetail CTMReconciliation BankStatement ClearAllReconciliations CTMReconciliation BankStatement InvokedLoadAndReconcileUnreconciled CTMReconciliation BankStatement MassLoadAndReconcile CTMReconciliation BankStatementLine ApproveAllStatementDistributionsByLine CTMReconciliation BankStatementLine LoadLinesIntoReconciliation CTMReconciliation BankStatementLine ReleaseAllStatementDistributions CTMReconciliation BankStatementReconciliation DeleteOpenTransactionLines CTMReconciliation BankStatementReconciliation DeleteStatementReconciliationDetails CTMReconciliation BankStatementReconciliation ReconcileLinesByAmount CTMReconciliation BankStatementReconciliation ReconcileStatementLines CTMReconciliation BankStatementReconciliation UnmatchMatchedSummaryTransactions CTMReconciliation BankStatementReconciliation UpdateInterfacedCBTransactions CTMReconciliation BankStatementReconciliation UpdateReconciledPendingBankTransactions CTMReconciliation BankStatementReconciliation ReconcileSetAction CTMReconciliation BankStatementReconciliation UnReconcileSetAction CTMReconciliation CashForecastDetail LoadDetailsIntoReconciliation CTMReconciliation CashLedgerTransaction LoadCBTransIntoReconciliation CTMReconciliation CashManagementAccount InvokedLoadAndReconcile CTMReconciliation CashManagementAccount MassLoadAndReconcile CTMReconciliation CashManagementAccount MassLoadAndReconcileSet CTMReconciliation CashManagementAccount ReconcileStatementLines CTMReconciliation NonCashLedgerTransaction ApproveAllStatementDistributionsByLine CTMReconciliation NonCashLedgerTransaction LoadTransactionsIntoReconciliation CTMReconciliation NonCashLedgerTransaction ReleaseAllStatementDistributions CTMTreasury BankStatement UpdateBankStatementTotalBalanceOnly CTMTreasury BankStatementInterface ImportBatch CTMTreasury BankStatementInterfaceHeader ImportAll CTMTreasury BankStatementInterfaceHeader ImportValidation CTMTreasury BankStatementInterfaceHeader PurgeHistory CTMTreasury BankStatementLine CreateForecastActuals CTMTreasury BankStatementLine ExecuteTransactionProcessingRules CTMTreasury BankStatementLine LoadBankStatementPosition CTMTreasury BankStatementLine ReclassifyUncategorizedLines CTMTreasury BankStatementLine UpdateBankStatementTotal CTMTreasury BankStatementLine UpdateCategorizationGroup CTMTreasury BankStatementLine UpdateExceptionStatusForAllLines CTMTreasury BankStatementLine UpdateForecastsForActualBankTransactions CTMTreasury CashManagementAccount MassUpdateCurrencyRates CTMTreasury PayablesInvoicePayment LoadOpenPaymentDetails CTMTreasury PurchaseOrder LoadOpenPurchorderDetails CTMTreasury ReceivableInvoiceDetail LoadOpenReceiptDetails CTMUpdateCube CashManagementGroup UpdateCashManagementCubes CTMUpdateCube CashManagementGroup UpdateDebtManagementCube CashDistributionProcessing BankStatementLineDistribution JournalizeDistributions CashDistributionProcessing BankStatementLineDistribution RejectAllStatementDistributions CashDistributionProcessing CashLedgerGLDistribution JournalizeDistributions CashDistributionProcessing CashLedgerGLDistribution JournalizeDistributionsForGroup CashDistributionProcessing NonCashLedgerDistribution JournalizeDistributions CashDistributionProcessing NonCashLedgerDistribution RejectAllStatementDistributions CashLedgerImports CashLedgerTransactionImport InterfaceCashLedgerTransactions CashLedgerImports CashLedgerPaymentImport InterfaceCashPayments CashLedgerImports CashLedgerReceiptImport InterfaceCashReceipts CashLedgerImports CashLedgerReturnedPaymentImport InterfaceReturnedCashPayments CashLedgerProcessing CashLedgerBankUpdate UpdateLedgerTransactions CashLedgerProcessing CashLedgerCashReceiptHeader CreateBatchApproval CashLedgerProcessing CashLedgerElectronicFundsTransferTransaction CreateBatchApproval CashLedgerProcessing CashLedgerElectronicFundsTransferTransaction EFTProcessingHoldMassUpdate CashLedgerProcessing CashLedgerElectronicFundsTransferTransaction EFTRejectUpdate CashLedgerProcessing CashLedgerPayment CreateBatchApproval CashLedgerProcessing CashLedgerPayment PaymentProcessingHoldMassUpdate CashLedgerProcessing CashLedgerPayment TemporaryHoldUpdates CashLedgerProcessing CashLedgerTransaction MassUpdate CashLedgerProcessing CashLedgerTransaction VoidStopPayUpdate CashLedgerProcessing EFTExtractUpdate EFTExtractUpdate CashLedgerProcessing PaymentOutputFileHeader PurgePaymentOutputRecords CashLedgerProcessing PositivePayFileCreation PositivePayFileCreation CashLedgerProcessing StaleDatingAndEscheatmentReport StaleDatingAndEscheatmentReport CashLedgerProcessing StaleDatingProcessing StaleDatingProcessing CashPeriodEnd BankCompanyPeriodClose BankCompanyPeriodClose CashPeriodEnd BankPeriodClose BankPeriodClose CashPeriodEnd CashPositionReconciliation CashPositionReconciliation CloseManagement ClosePeriod ChangeStatusToScheduled CloseManagement ClosePeriodTask CreatePrereqsFromSchedule CloseManagement ClosePeriodTask DeleteProcessDetails CloseManagement ClosePeriodTask DeleteProcessSummary CloseManagement ClosePeriodTask OpenPeriodDetailSet CloseManagement ClosePeriodTask UpdateSummaryScheduleDates CloseManagement CloseTask Schedule CloseManagement CloseTask ScheduleSet Contracts ContractDistributorPricingMember SetToReleased Contracts ContractGPOItemExtract AddLinesForNewContract Contracts ContractGroup ManageInterfacedContractsFromGPOInformation Contracts ContractImport CheckForNewAndUpdatedItems Contracts ContractImport FindNewContractDates Contracts ContractImportDistributor CreateAndUpdateDistributorContracts Contracts ContractImportGPOMembership ProcessNewMembers Contracts ContractImportTierMember AddMembersToContractSet Contracts ContractImportTierMember ProcessUpdatedParticipants Contracts ContractImportTierMember UpdateContractTiers Contracts ContractLine ActivateContractLines Contracts ContractLine ActivateLineEdits Contracts ContractLine BatchReleaseMembersArray Contracts ContractLine CheckForErrorsLineEdits Contracts ContractLine CloseAllContractLines Contracts ContractLine CloseAllRelatedDistributorContractLines Contracts ContractLine CreateContractLinesFromContract Contracts ContractLine CreateDistributorContractLines Contracts ContractLine DeleteAllLines Contracts ContractLine ErrorsOnlyLineEdits Contracts ContractLine HoldAllContractLines Contracts ContractLine HoldAllContractLinesFromReject Contracts ContractLine HoldAllManufacturerLinesOnly Contracts ContractLine HoldAllRelatedDistributorContractLines Contracts ContractLine LineRenewalRelease Contracts ContractLine RecallContractLineQuery Contracts ContractLine ReleaseLineEdits Contracts ContractLine RemoveHoldAllContractLines Contracts ContractLine RemoveHoldAllContractLinesReactivateAmendment Contracts ContractLine RemoveHoldAllContractLinesReactivateDraft Contracts ContractLine RemoveHoldAllManufacturerLinesOnly Contracts ContractLine RemoveHoldAllRelatedDistributorContractLines Contracts ContractLine SetCanUseForCostDefaultingFalse Contracts ContractLine SetCreateDistributorContractLine Contracts ContractLine UpdateBaseCostByPercent Contracts ContractLine UpdateEffectiveAndExpirationDate Contracts ContractLineImport CheckForNewTierCosts Contracts ContractLineImport CreateContractFromImportLines Contracts ContractLineImport ProcessContractImportLinesUpdates Contracts MfgContractMemberPivot CreateDistributorPricingMembers CreateAutoReverseTransaction GeneralLedgerTransaction CreateAutoReversePeriodTransaction CreateAutoReverseTransaction GLTransactionDetail CreateDetailsForJournalTransaction DefaultWorkfileQueue WorkFile n/a EDI TranslateInbound n/a EDI TranslateOutbound n/a GLQuickPost GeneralLedgerTransaction Post GLTransactionDetailPurge GLTransactionDetail PurgeHistoryDetail GLTransactionInterface GLTransactionInterface DeleteBudgetEditRecords GLTransactionInterface GLTransactionInterface InterfaceTransactions GrantAccounting GLCommit UpdateToReleased GrantAccounting ProjectAssignmentLabor CreateAllEncumbrances GrantAccounting ProjectAssignmentLabor CreateEncumbranceIndividual GrantAccounting ProjectAssignmentLabor DeleteAllEncumbrances GrantAccounting ProjectAssignmentLabor DeleteEncumbranceIndividual GrantAccounting ProjectAssignmentLabor DistributeAllLabor GrantAccounting ProjectAssignmentLabor DistributeIndividualLabor GrantAccounting ProjectAssignmentLabor ApproveAllLabor GrantAccounting ProjectAssignmentLabor UnapproveAllLabor GrantAccounting ProjectAssignmentLabor CertifyAllEffort GrantAccounting ProjectAssignmentLabor UncertifyAllEffort GrantAccounting ProjectAssignmentLabor CopyAllLabor GrantAccounting ProjectAssignmentLabor RedistributeAllLabor GrantAccounting ProjectAssignmentLabor ReverseAllLabor GrantAccounting ProjectAssignmentLaborTransaction RecalculateFringeBurdens GrantAccounting ProjectEmployeeEffortPeriod PopulateAllEffortPercent InventoryIntelligence IIHGlobalConfiguration DailyDataEngine InventoryIntelligence IIHGlobalConfiguration PurgeReplicatedRecords InventoryIntelligence IIHGlobalConfiguration RecommendationsEngine InventoryTransaction InventoryTransactionLine BatchRelease Journalize GeneralLedgerTransaction CreateGLTransactionDetail Journalize GLTransactionDetail JournalizeTransactions MatchProcessing Chargeback Chargeback MatchProcessing MatchAnalysisReport MatchAnalysisReport MatchProcessing MatchDiscountPosting MatchDiscountPosting MatchProcessing AutoMatching AutoMatching MatchProcessing CostVarianceAnalysis CostVarianceAnalysis MatchProcessing ERSInvoiceCreation ERSInvoiceCreation MatchProcessing n/a OpenReceiptArchive MatchProcessing PrepaidInvoiceNotReceived PrepaidInvoiceNotReceived MatchProcessing MatchInvoiceMessage OverrideAuthorityCodeAndPriority MatchProcessing MatchReconQueue LoadUserBatch MatchProcessing MatchReconQueue Reload MatchProcessing MatchReconQueueFinanceResource DeleteUserBatch MatchProcessing MatchRule SetRuleOrders MatchProcessing MatchWorkInvoiceDetail SelectAll MatchProcessing MatchWorkInvoiceDetail DeselectAll MatchProcessing MatchWorkReceiptLine SelectAll MatchProcessing MatchWorkReceiptLine DeselectAll MatchProcessing PayablesInvoiceDetail BuildRebatesForMatchedInvoiceLines MatchProcessing PayablesInvoiceDetail DeleteUnmatchedRebateInvoiceLines OnlineJournalRelease GeneralLedgerTransaction CreateGLTransactionDetail OnlineJournalRelease GLTransactionDetail JournalizeTransactions Payables1099Processing TaxIdentificationNumber TaxIdentificationNumber Payables1099Processing US1099OutputHeader PurgeUS1099OutputRecords Payables1099Processing US1099TapeCreation US1099TapeCreation PayablesBOEProcess BillOfExchangeBankStatement BillOfExchangeBankStatement PayablesBOEProcess BillOfExchangeCashingStatement BillOfExchangeCashingStatement PayablesBOEProcess BillOfExchangeCashingUpdate BillOfExchangeCashingUpdate PayablesBOEProcess BillOfExchangeCashingUpdate BillOfExchangeCreation PayablesBOEProcess BillOfExchangeDistribution BillOfExchangeDistribution PayablesBOEProcess BillOfExchangeGeneration BillOfExchangeGeneration PayablesBOEProcess BillOfExchangeStatementUpdate BillOfExchangeStatementUpdate PayablesCubeUpdate PayablesInvoiceDistribution UpdateSendCube PayablesCubeUpdate PayablesInvoicePayment UpdatePayablesCube PayablesCubeUpdate VendorGroup UpdateAPInvoiceAutomationCubes PayablesDistributionProcessing PayablesInvoiceDistribution JournalizeDistributions PayablesDistributionProcessing PayablesInvoiceDistribution JournalizeDistributionsForGroup PayablesDistributionProcessing PayablesInvoiceDistribution PopulateSpendCategoryDetail PayablesImport EDIInvoiceMatchInterfaceInput InterfaceInvoices PayablesImport EDIInvoiceMatchInterfaceInput PostLoadInterface PayablesImport EDIInvoiceMatchInterfaceInput InvoiceDetailLoad PayablesImport EDIInvoiceMatchInterfaceInput AddOnChargeLoad PayablesImport EDIInvoiceMatchInterfaceInput MatchDistributionLoad PayablesImport MatchInvoiceDistributionReport MatchDistributionLoad PayablesImport MatchInvoiceReport InterfaceInvoices PayablesImport MatchInvoiceReport PostLoadInterface PayablesImport PayablesInvoiceAddOnChargeImport AddOnChargeLoad PayablesImport PayablesInvoiceAddOnChargeImport SpreadAddOnChargeLoad PayablesImport PayablesInvoiceDetailImport InvoiceDetailLoad PayablesImport PayablesInvoiceDistributionImport LoadInterfaceDistributions PayablesImport PayablesInvoiceImport InterfaceInvoices PayablesImport VendorBalanceImport VendorBalanceInterface PayablesImport VendorImport VendorInterface PayablesInvoiceProcessing PaymentVoidStopPayUpdate PaymentVoidStopPayUpdate PayablesInvoiceProcessing FinanceResourceInvApproval DeleteInvoiceApprovalAssignments PayablesInvoiceProcessing MassRetainagePaymentAdjust MassRetainagePaymentAdjust PayablesInvoiceProcessing PayablesInvoice BatchMatchSet PayablesInvoiceProcessing PayablesInvoice BuildSmartReconciliationQueue PayablesInvoiceProcessing PayablesInvoice BuildTextIndexSetAction PayablesInvoiceProcessing PayablesInvoice InvoiceHoldMassUpdate PayablesInvoiceProcessing PayablesInvoice MassInvoiceRelease PayablesInvoiceProcessing PayablesInvoice SaveDocumentLocallySet PayablesInvoiceProcessing PayablesInvoice SuperDeleteInvoiceRange PayablesInvoiceProcessing PayablesInvoice UpdateDocumentURLSet PayablesInvoiceProcessing ProofOfDeliveryNotification ProofOfDeliveryNotification PayablesMassUpdates MassVendorUpdate MassVendorUpdate PayablesMassUpdates PayGroupUpdate PayGroupUpdate PayablesMassUpdates ProcessGroupUpdate ProcessGroupUpdate PayablesMassUpdates VendorBalanceRebuild VendorBalanceRebuild PayablesMassUpdates VendorGroupCopy VendorGroupCopy PayablesMassUpdates VendorMerge VendorMerge PayablesPaymentProcess PayablesPaymentProcess PaymentClose PayablesPaymentProcess CashPaymentRegister CashPaymentRegister PayablesPaymentProcess CashRequirementsResult PerformCashRequirements PayablesPaymentProcess ElectronicPaymentCreation ElectronicPaymentCreation PayablesPaymentProcess PaymentClearingFileCreation PaymentClearingFileCreation PayablesPeriodEnd PayablesPeriodEnd InvoiceAccrualReconciliationReport PayablesPeriodEnd InvoiceProcessingStatistics InvoiceProcessingStatistics PayablesPeriodEnd PayablesPeriodClose PayablesPeriodClose PayablesPeriodEnd RecurringInvoiceUpdate RecurringInvoiceUpdate PayablesPeriodEnd UnmatchedInvoiceList UnmatchedInvoiceList PayablesPeriodEnd UnrealizedGainAndLossCalculation UnrealizedGainAndLossCalculation PayablesPeriodEnd BankAccountPaymentHistory BankAccountPaymentHistory PayablesPeriodEnd FinancialReportingUpdate FinancialReportingUpdate PayablesPeriodEnd VendorBalanceYearEnd VendorBalanceYearEnd PayablesPeriodEnd VendorStatements VendorStatements PayablesTaxProcessing Vendor BatchUpdateWithVertexTaxAreaId PayablesTaxProcessing VendorLocation BatchUpdateTaxCodeUsingVertex Posting GeneralLedgerTransaction BatchPost Posting Release GeneralLedgerJournalControl ChangeStatusAndReleasedFlag ProcessCurrencyBasis AccountingEntityHierarchy ProcessCurrencyBasisEntity ProjectInvoicingAndRevenue FinanceEnterpriseGroup InitiateJournalizeForRunGroup ProjectInvoicingAndRevenue Project GenerateIndirectBurdenTransactions ProjectInvoicingAndRevenue Project HoldBillableTransactions ProjectInvoicingAndRevenue Project RemoveHoldFromBillableTransactions ProjectInvoicingAndRevenue ProjectContract DeleteContractInvoices ProjectInvoicingAndRevenue ProjectContract DeleteContractRevenue ProjectInvoicingAndRevenue ProjectContract DeleteInvoices ProjectInvoicingAndRevenue ProjectContract DeleteRevenue ProjectInvoicingAndRevenue ProjectContract ForecastBillingAndRevenue ProjectInvoicingAndRevenue ProjectContract GenerateInvoices ProjectInvoicingAndRevenue ProjectContract GenerateRetainageInvoices ProjectInvoicingAndRevenue ProjectContract JournalizeInvoices ProjectInvoicingAndRevenue ProjectContract JournalizeRevenue ProjectInvoicingAndRevenue ProjectContract RecognizeRevenue ProjectInvoicingAndRevenue ProjectContract ReverseAndReallocateContractSelectedTransactions ProjectInvoicingAndRevenue ProjectContract ReverseJournalizedInvoices ProjectInvoicingAndRevenue ProjectContract ReverseJournalizeRevenue ProjectInvoicingAndRevenue ProjectContract SelectTransactionsToReallocate ProjectInvoicingAndRevenue ProjectContract SubmitForApprovalReverseJournalizedRevenue ProjectInvoicingAndRevenue ProjectContract SubmitInvoiceReversalForApproval ProjectInvoicingAndRevenue ProjectContract SubmitInvoicesForApproval ProjectInvoicingAndRevenue ProjectContract SubmitInvoicesForJournalizeApproval ProjectInvoicingAndRevenue ProjectContract SubmitJournalizedRevenueForApproval ProjectInvoicingAndRevenue ProjectContract SubmitRevenueForApproval ProjectInvoicingAndRevenue ProjectContract SubmitRevenueReversalForApproval ProjectInvoicingAndRevenue ProjectContract GenerateFrontEndSplitDistributions ProjectInvoicingAndRevenue ProjectContract JournalizeFrontEndSplitDistributions ProjectInvoicingAndRevenue ProjectContractInvoices DeleteInvoiceRecords ProjectInvoicingAndRevenue ProjectIndirectBurdenTransaction JournalizeIndirectBurdenTransactions ProjectInvoicingAndRevenue ProjectIndirectBurdenTransaction ReverseIndirectBurdenTransactions ProjectInvoicingAndRevenue ProjectIndirectBurdenTransaction DeleteRunGroup ProjectInvoicingAndRevenue ProjectIndirectBurdenTransaction RemoveBurdenAPHold ProjectInvoicingAndRevenue ProjectContractReallocationSelection UnselectTransactionsForReallocation Rebates ContractGroup LoadAllRebateInvoicesForContractGroup Rebates ContractRebateDueInvoiceLine ReloadRebateInvoicesForQualifierChanges Rebates ContractRebateQualifier LoadSupplierRebateInvoices Rebates PayablesInvoice BuildSupplierRebateInvoiceLines Rebates PayablesInvoice BuildSupplierRebateJustCreatedInvoiceLines Rebates PayablesInvoice CancelledSupplierRebateInvoiceLines Rebates PayablesInvoiceDetail BuildAllRebatesContractRebateDueInvoiceLinesAllContracts Rebates PayablesInvoiceDetail BuildAllRebatesContractRebateDueInvoiceLinesForCompany Rebates PurchaseOrderLine BuildAllRebatesContractRebateDueInvoiceLinesForOneContrac t Rebates PurchasingCompany LoadAllRebateInvoicesForCompany Rebates VendorReturn BuildReturnRebateInvoiceLines Recall RecallNotice CloseResolvedNotices Recall RecallNotice RebuildRecallNoticeTextIndexes Recall RecallProductItem ProductActivityQuery RevalTranslCreateGainLoss GainLossTotal CreateGainLossTransactions RevalTranslProcessGainLoss GeneralLedgerTotal ProcessGainLoss SpendAnalysis InvoiceLineFact ConsolidateBuyerLocationItem SpendAnalysis InvoiceLineFact ConsolidateBuyerRequestingLocationItem SpendAnalysis InvoiceLineFact ConsolidateCommodityCodeItem SpendAnalysis InvoiceLineFact ConsolidateCompanyLocationBuyerItem SpendAnalysis InvoiceLineFact ConsolidateCompanyLocationRequestingLocationItem SpendAnalysis InvoiceLineFact ConsolidateDiverseCodeVendor SpendAnalysis InvoiceLineFact ConsolidateUNSPSCItem SpendAnalysis InvoiceLineFact PurgeInvoiceLineFact SpendAnalysis InvoiceLineFact UpdateUnreleasedInvoiceLineFact SpendAnalysis PayablesInvoice LoadInvoiceLineFact SpendAnalysis PayablesInvoiceDetail ExportToPoInvLineFact SpendAnalysis PurchaseOrderLine ExportToPoLineFact SupplyChainImport InventoryTransactionImport InterfaceInventoryTransactions SupplyChainImport InventoryTransactionImportLineDetail InterfaceInventoryTransactionLineDetails SupplyChainImport POReceiptAdjustmentAndInspection InterfaceAdjustmentsAndSubstitutions SupplyChainImport PurchaseOrderImport InterfacePurchaseOrders SupplyChainImport PurchaseOrderImportLine LoadInterfacedPurchaseOrderLines SupplyChainImport PurchaseOrderImportLineDistribution LoadInterfacedPurchaseOrderLineDistributions SupplyChainImport PurchaseOrderInterfaceInput LoadInterfacedPurchaseOrderLineDistributions SupplyChainImport PurchaseOrderInterfaceInput LoadInterfacedPurchaseOrderLines SupplyChainImport PurchaseOrderInterfaceInput LoadInterfacedPurchaseOrders SupplyChainImport PurchaseOrderReceiptImport InterfaceReceipts SupplyChainImport PurchaseOrderReceiptLineAOCImport AddOnChargeLoad SupplyChainImport PurchaseOrderReceiptLineImport ReceiptLineLoad SupplyChainImport ReceiptAdjustmentInput InterfaceAdjustmentsAndSubstitutions SupplyChainImport ReceiptInterfaceInput AddOnChargeLoad SupplyChainImport ReceiptInterfaceInpu t InterfaceReceipts SupplyChainImport ReceiptInterfaceInput PostLoadInterface SupplyChainImport ReceiptInterfaceInput ReceiptLineLoad YearEndClose AccountingEntityHierarchy YearEndClose YearEndClose GeneralLedgerTotal YearEndClose ZoneBalance GeneralLedgerZoneTotal ProcessZoneBalancingTransactions .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating queues? [/INST] Creating queues You can add queue definition and mapping to manage the processing load for your system so that jobs finish in a timely manner. Sign in as Async Administrator. On the All Queues tab, click Create. Specify this information: Name Specify a name for the queue. Description Provide a description of the queue. Priority Select the priority level. Max Active Actions/Work Units Specify the maximum number of active actions or worker threads for the queue. This controls how many triggers can be processed concurrently by the queue. You can adjust this number based on system resources and the volume of data that is processed. Suspended Select this check box to suspend the queue. If a queue is suspended, then the queue will not start the processing of any more triggers. Triggers that are already started will continue to be processed. System Queue Select this check box to make the queue a system queue. A system queue is a queue that is internal to the system, such as the email queue. Queue Group Select a group for the queue to be included. Email Address Specify an email address for queue notifications to be sent. Notification Type Select when to be notified about the queue progress. Save History If this check box is selected, then triggers are not deleted from the database. Triggers that are unsuccessfully processed are always saved even if you do not select this check box. The default and recommended value is to not save history since saving history leads to large numbers of accumulated finished triggers. Use Queue Name As Binding Key If this check box is selected, then a batch executor must be defined and running. It must have a queue ID value that is set to the queue name. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating queue mappings? [/INST] Creating queue mappings Use this procedure to map queues to specific actors, data areas, classes, and actions to define when the queues are run. Sign in as Async Administrator. On the All Queues tab, open a queue. In the Mapping & Triggers section, click the Queue Mappings tab. Click Create. Specify this information: Actor Select an actor to use to determine whether a background execution task is assigned to this queue. If this field is blank, then any actor is included. Data Area Select the solution data area. Class Select a class for the queue mapping. Action Select an action that triggers the queue. Mapping Field 1 To map an additional field to the queue, specify the field. Mapping Field 2 To map an additional field to the queue, specify the field. Save History Select whether to save the queue history. This list shows the valid values: Queue Default History is saved by setting for the queue. Yes. This can result in a large number of accumulated trigger history records. No Priority Select the priority for processing that is performed by the queue using this queue mapping. If you select None , then the action is not run. Normal is the default value. Log Producer Name Specify the log producer to use for problems or exceptions from triggers that match this queue mapping. If this field is blank, then the standard Async Logger is used. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Supply Management setup overview? [/INST] Overview Supply Management is a suite of solutions that is used to manage your inventory, purchasing, and requisition information. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchasing classes? [/INST] Purchasing classes Purchasing classes are user-defined categories that separate items by product type or product function. You can define major classes. Within major classes, you can further separate items into minor classes. For example, you define major classes of Office Supplies, Office Equipment, and Computer Equipment. You define minor classes within Office Supplies of Paper, Writing Utensils (pens and pencils), Binders (3-ring with one-inch rings, 3-ring with two-inch rings), Clips (paper clips, binder clips), and Folders. Purchasing classes indicate the types of items each individual buyer is allowed to purchase. Purchasing classes are used for these purposes: To classify inventory items, such as office supplies or pharmaceuticals To further classify inventory items by assigning minor purchasing classes to major purchasing classes As selection criteria on selected inventory reports As printed fields on selected inventory reports For inquiry and reporting in Purchasing .</s>

<s>[INST] In the context of INFOR Docs, tell me about Item types? [/INST] Item types Item types determine whether you get items from stock or from a vendor. Item types refer to the category of an item. There are four item types: Inventory, Non-stock, Special Order, and Service. Typically, Inventory items come from stock. Non-stock, Special Order. Service items usually come from a vendor. The item type is determined in the Inventory Control item master and location record at the From location. These are the rules: An item is an Inventory item when the inventory tracking flag is Yes in the item location file. An item is a Non-stock item when there is only an item master record for the item, or the inventory tracking field is No The inventory tracking field is in the item location file. If no item master or item location record exists for the item, then the item is either a Special item or Service item. Item Type Description Inventory The inventory tracking flag is Yes in the item location file. Stock-on-hand quantities and unit costs are tracked. When created on a requisition, the item information is displayed. The Create PO field is No. Non-stock There is only an item master record for the item or the inventory tracking flag is No in the item location file. Non-stock items are frequently ordered items. Stock-on-hand quantities and unit cost tracked are not required. When created on a requisition, the item information is displayed. The Create PO field is Yes. Special Special items are not set up in inventory. There is no item master or item location record for the item. Vendor Item is required when created on a requisition or purchase order. You must specify the item information. The Create PO field is Yes. Service The item type of Service denotes a service, such as equipment repair or monthly copier maintenance. You must specify a service code of Amount or Quantity and Cost. You must specify the item information. The Create PO field is Yes. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Commitments, encumbrances, and budget edits? [/INST] Commitments, encumbrances, and budget edits A commitment is a reservation of funds for requested products and services. You can have commitments and budgets for any item in your code block. A commitment record can be created when a requisition has been entered and released, a purchase order has been entered and released, or a contract has been activated. An encumbrance is an obligation of amounts to pay for products and services that were contracted for but not yet received. Commitments and encumbrances create records during normal operating processes which can be used to perform budget edits. The posted transactions, commitments, and encumbrances are tracked and deducted from your budgeted funds. This results in an accurate remaining balance of your budgeted funds and helps prevent going over the budgeted amounts. If you have commitments and budget edits set up, then these affect a requisition at the time it is created or released. For more information about commitments, encumbrances, and budgets see the Global Ledger User Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Process levels? [/INST] Process levels A process level is a part of a company, such as a division, department, or cost center. You define at least one process level for each accounts payable company. You may want to define more than one process level based on your organizational structure and processing requirements. Process levels can be defined on purchase orders. .</s>

<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 test: https://<server>.<domain>.com:<port>/<iefin productline>/SupplyManagementSupplier/home Supply Management supplier valid supplier group: https://<server>.<domain>.com/<iefin productline>/SupplyManagementSupplier/home?csk.SupplierGroup=<suppliergroup> Billing and Receivables Portal home test: https://<server>.<domain>.com/<iefin productline>/BillingReceivablesPortal/home Billing and Receivables Portal valid customer group: https://<server>.<domain>.com/<iefin productline>/BillingReceivablesPortal/home?csk.CustomerGroup=<customergroup> Administrator Console: https://<server>.<domain>.com:<port>/<iefin productline>/AdministratorConsole/home Application Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/ApplicationAdministrator/home Approver: https://<server>.<domain>.com:<port>/<iefin productline>/Approver/home Asset Analyst: https://<server>.<domain>.com:<port>/<iefin productline>/AssetAnalyst/home Asset Manager: https://<server>.<domain>.com:<port>/<iefin productline>/AssetManager/home Async web app: https://<server>.<domain>.com:<port>/<iefin productline>/AsyncWebApp/home Batch task admin: https://<server>.<domain>.com:<port>/<iefin productline>/BatchTaskAdmin/home Billing Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/BillingAdministrator/home Billing Manager: https://<server>.<domain>.com:<port>/<iefin productline>/BillingManager/home Budget Analyst: https://<server>.<domain>.com:<port>/<iefin productline>/BudgetAnalyst/home Budget Controller: https://<server>.<domain>.com:<port>/<iefin productline>/BudgetController/home Buyer: https://<server>.<domain>.com:<port>/<iefin productline>/Buyer/home Cash Accountant: https://<server>.<domain>.com:<port>/<iefin productline>/CashAccountant/home Cash Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/CashAdministrator/home Cash Analyst: https://<server>.<domain>.com:<port>/<iefin productline>/CashAnalyst/home Cash Manager: https://<server>.<domain>.com:<port>/<iefin productline>/CashManager/home Chief Financial Officer: https://<server>.<domain>.com:<port>/<iefin productline>/ChiefFinancialOfficer/home Close Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/CloseAdministrator/home Close Manager: https://<server>.<domain>.com:<port>/<iefin productline>/CloseManager/homeCloseManager Close Resource: https://<server>.<domain>.com:<port>/<iefin productline>/CloseResource/homeCloseResource Contract Manager: https://<server>.<domain>.com:<port>/<iefin productline>/ContractManager/homeContractManager Controller: https://<server>.<domain>.com:<port>/<iefin productline>/Controller/homeController Credit and Collection Specialist: https://<server>.<domain>.com:<port>/<iefin productline>/CreditAndCollectionSpecialist/homeCreditAndCollectionSpecialist EDI Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/EDIAdministrator/homeEDIAdministrator Financial Business Analyst: https://<server>.<domain>.com:<port>/<iefin productline>/FinancialBusinessAnalyst/homeFinancialBusinessAnalyst Financials Viewer: https://<server>.<domain>.com:<port>/<iefin productline>/FinancialsViewer/homeFinancialsViewer Franchise Billing Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/FranchiseBillingAdministrator/homeFranchiseBillingAdministrator Intercompany Billing Specialist: https://<server>.<domain>.com:<port>/<iefin productline>/IntercompanyBillingSpecialist/homeIntercompanyBillingSpecialist Inventory Manager: https://<server>.<domain>.com:<port>/<iefin productline>/InventoryManager/homeInventoryManager Item Master Specialist: https://<server>.<domain>.com:<port>/<iefin productline>/ItemMasterSpecialist/homeItemMasterSpecialist Landing page web app: https://<server>.<domain>.com:<port>/<iefin productline>/LandingPageWebapp/homeLandingPageWebapp Lease Specialist: https://<server>.<domain>.com:<port>/<iefin productline>/LeaseSpecialist/homeLeaseSpecialist LPA: https://<server>.<domain>.com:<port>/<iefin productline>/Lpa/homeLpa LPA Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/LpaAdmin/homeLpaAdmin Match Specialist: https://<server>.<domain>.com:<port>/<iefin productline>/MatchSpecialist/homeMatchSpecialist Order Entry Manager: https://<server>.<domain>.com:<port>/<iefin productline>/OrderEntryManager/homeOrderEntryManager Par Level Specialist: https://<server>.<domain>.com:<port>/<iefin productline>/ParLevelSpecialist/homeParLevelSpecialist Payables Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/PayablesAdministrator/homePayablesAdministrator Payables Manager: https://<server>.<domain>.com:<port>/<iefin productline>/PayablesManager/homePayablesManager Payables Processor: https://<server>.<domain>.com:<port>/<iefin productline>/PayablesProcessor/homePayablesProcessor Payables Specialist: https://<server>.<domain>.com:<port>/<iefin productline>/PayablesSpecialist/homePayablesSpecialist Pricing Manager: https://<server>.<domain>.com:<port>/<iefin productline>/PricingManager/homePricingManager Process Designer: https://<server>.<domain>.com:<port>/<iefin productline>/ProcessDesigner/homeProcessDesigner Project Accountant: https://<server>.<domain>.com:<port>/<iefin productline>/ProjectAccountant/homeProjectAccountant Project Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/ProjectAdministrator/homeProjectAdministrator Project Certifier: https://<server>.<domain>.com:<port>/<iefin productline>/ProjectCertifier/homeProjectCertifier Project Manager: https://<server>.<domain>.com:<port>/<iefin productline>/ProjectManager/homeProjectManager Project Resource: https://<server>.<domain>.com:<port>/<iefin productline>/ProjectResource/homeProjectResource Purchasing Manager: https://<server>.<domain>.com:<port>/<iefin productline>/PurchasingManager/homePurchasingManager Item Lifecycle Management Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/RecallAdministrator/homeRecallAdministrator Item Lifecycle Management Coordinator: https://<server>.<domain>.com:<port>/<iefin productline>/RecallCoordinator/homeRecallCoordinator Item Lifecycle Management Responder: https://<server>.<domain>.com:<port>/<iefin productline>/RecallResponder/homeRecallResponder Receivables Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/ReceivablesAdministrator/homeReceivablesAdministrator Receivables Manager: https://<server>.<domain>.com:<port>/<iefin productline>/ReceivablesManager/homeReceivablesManager Receivables Specialist: https://<server>.<domain>.com:<port>/<iefin productline>/ReceivablesSpecialist/homeReceivablesSpecialist Purchasing Receiver: https://<server>.<domain>.com:<port>/<iefin productline>/ReceivablesSpecialist/homeReceivablesSpecialist Reconciler: https://<server>.<domain>.com:<port>/<iefin productline>/Reconciler/homeReconciler Reconciliation Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/ReconciliationAdministrator/homeReconciliationAdministrator Reconciliation Auditor: https://<server>.<domain>.com:<port>/<iefin productline>/ReconciliationAuditor/homeReconciliationAuditor Reconciliation Manager: https://<server>.<domain>.com:<port>/<iefin productline>/ReconciliationManager/homeReconciliationManager Requester: https://<server>.<domain>.com:<port>/<iefin productline>/Requester/homeRequester Sourcing Manager: https://<server>.<domain>.com:<port>/<iefin productline>/SourcingManager/homeSourcingManager Staff Accountant: https://<server>.<domain>.com:<port>/<iefin productline>/StaffAccountant/homeStaffAccountant Supply Management Administrator: https://<server>.<domain>.com:<port>/<iefin productline>/SupplyManagementAdministrator/homeSupplyManagementAdministrator Supply Management Viewer: https://<server>.<domain>.com:<port>/<iefin productline>/SupplyManagementViewer/homeSupplyManagementViewer Warehouse Clerk: https://<server>.<domain>.com:<port>/<iefin productline>/WarehouseClerk/homeWarehouseClerk Work Order Manager: https://<server>.<domain>.com:<port>/<iefin productline>/WorkOrderManager/homeWorkOrderManager Financials & Supply Management infocenter : https://<server>.<domain>.com:<port>/<iefin productline>/help/controller.servlet?context.dataarea=<iefin productline>mtqat03_tst_<iefin productline> Infor Rich Client : https://<server>.<domain>.com:<port>/canvas/Canvas Menu Canvas applet: https://<server>.<domain>.com:<port>/richclient/richclientapplet.html?opt=-iw -m https://<server>.<domain>.com:<port> <iefin productline>mtqat03_tst_<iefin productline>Applet for <iefin productline>mtqat03_tst_<iefin productline> Infor Process Designer (IPD) download sign in dialog : https://<server>.<domain>.com:<port>/bpm/download?file=IPD .</s>

<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 existing in data. <customergroup> must be a valid customer group already existing in data. <Type> refers to the 3 characters that represent the type of tenant. Options for <Type> are: DEV, PRD, TRN, TST, AX1, AX2, AX3, and DEM. The options available depend on the types of tenants that are provisioned. Home page: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/web/home Financials & Supply Management supplier test: https://sms-<customer>-<type>.inforcloudsuite.com/fsm/SupplyManagementSupplier/home Financials & Supply Management supplier valid supplier group: https://sms-<customer>-<type>.inforcloudsuite.com/fsm/SupplyManagementSupplier/home?csk.SupplierGroup=<suppliergroup> Billing Receivables Portal home test: https://brp-<customer>-<type>.inforcloudsuite.com/fsm/BillingReceivablesPortal/home Billing Receivables Portal valid customer group: https://brp-<customer>-<type>.inforcloudsuite.com/fsm/BillingReceivablesPortal/home?csk.CustomerGroup=<customergroup> Administrator Console: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/AdministratorConsole/home Application Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ApplicationAdministrator/home Approver: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/Approver/home Asset Analyst: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/AssetAnalyst/home Asset Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/AssetManager/home Async web app: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/AsyncWebApp/home Batch task admin: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/BatchTaskAdmin/home Billing Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/BillingAdministrator/home Billing Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/BillingManager/home Budget Analyst: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/BudgetAnalyst/home Budget Controller: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/BudgetController/home Buyer: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/Buyer/home Cash Accountant: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/CashAccountant/home Cash Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/CashAdministrator/home Cash Analyst: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/CashAnalyst/home Cash Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/CashManager/home Chief Financial Officer: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ChiefFinancialOfficer/home Close Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/CloseAdministrator/home Close Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/CloseManager/home Close Resource: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/CloseResource/home Contract Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ContractManager/home Controller: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/Controller/home Credit and Collection Specialist: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/CreditAndCollectionSpecialist/home EDI Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/EDIAdministrator/home Financial Business Analyst: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/FinancialBusinessAnalyst/home Financials Viewer: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/FinancialsViewer/home Franchise Billing Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/FranchiseBillingAdministrator/home Intercompany Billing Specialist: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/IntercompanyBillingSpecialist/home Inventory Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/InventoryManager/home Item Master Specialist: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ItemMasterSpecialist/home Landing page web app: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/LandingPageWebapp/home Lease Specialist: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/LeaseSpecialist/home LPA: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/Lpa/home LPA Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/LpaAdmin/home Match Specialist: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/MatchSpecialist/home Order Entry Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/OrderEntryManager/home Par Level Specialist: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ParLevelSpecialist/home Payables Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/PayablesAdministrator/home Payables Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/PayablesManager/home Payables Processor: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/PayablesProcessor/home Payables Specialist: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/PayablesSpecialist/home Pricing Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/PricingManager/home Process Designer: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ProcessDesigner/home Project Accountant: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ProjectAccountant/home Project Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ProjectAdministrator/home Project Certifier: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ProjectCertifier/home Project Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ProjectManager/home Project Resource: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ProjectResource/home Purchasing Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/PurchasingManager/home Item Lifecycle Management Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/RecallAdministrator/home Item Lifecycle Management Coordinator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/RecallCoordinator/home Item Lifecycle Management Responder: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/RecallResponder/home Receivables Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ReceivablesAdministrator/home Receivables Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ReceivablesManager/home Receivables Specialist: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ReceivablesSpecialist/home Purchasing Receiver: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ReceivablesSpecialist/home Reconciler: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/Reconciler/home Reconciliation Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ReconciliationAdministrator/home Reconciliation Auditor: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ReconciliationAuditor/home Reconciliation Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/ReconciliationManager/home Requester: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/Requester/home Sourcing Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/SourcingManager/home Staff Accountant: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/StaffAccountant/home Supply Management Administrator: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/SupplyManagementAdministrator/home Supply Management Viewer: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/SupplyManagementViewer/home Warehouse Clerk: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/WarehouseClerk/home Work Order Manager: https://fin-<customer>-<type>.inforcloudsuite.com/fsm/WorkOrderManager/home Financials & Supply Management infocenter : https://fin-<customer>-<type>.inforcloudsuite.com/fsm/help/controller.servlet?context.dataarea=<iefin productline>mtqat03_tst_<iefin productline> Infor Process Designer (IPD) download sign in dialog box: https://fin-<customer>-<type>.inforcloudsuite.com/bpm/download?file=IPD .</s>

<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 so that reports can be distributed as mandated by business requirements. The report results can be communicated to parties in various ways. For example, one group can request to receive an Excel spreadsheet and another group can receive a CSV file. You can select a report distribution group for any report in the system. Look for the Report Distribution section. Note: In order to create, update, or delete report distribution groups, your actor must be assigned to the AsyncJobAdministratorAccess_ST security class. For more information about setting up report distribution groups, creating report distribution profiles, and setting up report options, see the Infor Landmark Technology Reporting Administration Guide. .</s>

<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 setup, select the template files to use and save them to a shared drive or local drive. For example, you can update the company logo, name, and address of a template. The layout and format of the document is determined by the document template. If Infor Document Output Management templates are used, it must be noted that document output is not available in the Infor Regulated Industries Saas. .</s>

<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 Templates. To filter the list of document templates, specify search terms in the Sample Document Template and Description fields and click Search. Click the attachment link to view a sample document template. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Infor Mobility using Infor Go? [/INST] Infor Mobility using Infor Go Infor Mobility gives end users access to Financials & Supply Management functionality through a mobile device. This functionality is accessible in the Infor Go application. Infor Mobility provides a select number of roles that have been redesigned specifically for mobile use. See these guides for more information: Infor Mobility for Financials & Supply Management guide For administrators who want to deploy Infor Go to end users using Mobile Access Management, see the Infor Go Administration Guide. For users who are installing the Infor Go app, see the Infor Go User Guide for Android or Infor Go User Guide for iOS. For more information, talk to your Infor representative. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Updating contract terms and conditions? [/INST] Updating contract terms and conditions If there are too many terms that exist in an article, terms and conditions are printing out of order on contract documents after migration. Use these actions to fix the problem so that terms and conditions are sorted correctly on the contract document: Sign in as Application Administrator and select Supply Management > Supply Management Setup > Utilities > Application Update > Update Terms And Conditions. Sign in as Application Administrator and select Supply Management > Supply Management Setup > Utilities > Application Update > Update Contract Terms And Conditions. Sign in as Application Administrator and select Supply Management > Supply Management Setup > Utilities > Application Update > Update Sourcing Event Terms And Condition. .</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 OS Portal URL that is provided to your Infor OS Portal administrator. This list shows the compatible browsers: New Microsoft Edge (Chromium) Safari Chrome See the Infor OS Portal User Guide. For the configuration options, see the Infor OS Portal Administration Guide. .</s>

<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 applications. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Supply Management shared setup? [/INST] Supply Management shared setup Shared setup tasks are required before you can use the supply management solutions. These are the supply management shared set up codes that must be defined: Action reasons Questions Contact types Contacts Categories Articles and terms Participant groups Supplier performance evaluation templates Suppliers Subcontractors Global location numbers .</s>

<s>[INST] In the context of INFOR Docs, tell me about Action reasons? [/INST] Action reasons Action reasons are used to explain why a specific business action is performed or why a record is amended. Action reasons are displayed in the audit log. You can create action reasons that are specific to an action and to your business processes. For example, an action reason may explain why an amendment was created. For various non-standard processes in Financials & Supply Management , a reason code and description must be defined. This table shows the solutions in which action reasons can be created: FSM solution Reference Cash Management Creating action reasons in Cash Management Payables Creating action reasons in Payables Close Management Creating action reasons in Close Management Reconciliation Management Creating action reasons in Reconciliation Management Item Lifecycle Management Action reasons in Item Lifecycle Management .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating action reasons in Cash Management? [/INST] Creating action reasons in Cash Management Use this procedure to create new action reasons or to deactivate the current ones. Select General Setup > Action Reasons. Click Create. Specify this information: Subject Select the business class for which the action reason is applicable. These are the valid values: RejectBankStatementDistribution RejectVoidOrStopPaymentRequest RejectCashLedgerPayment RejectCashLedgerTransactionApproval RejectCashLedgerReceipt RejectCashLedgerEFTExtract RejectCashLedgerBatchApproval RejectCashForecast ReactivateCashForecast RejectWireTransfer Effective Date Specify the date that the action reason becomes effective. Action Reason Specify an action reason code. Description Provide a description. Status The setting is set to Active To deactivate an action reason, select Inactive. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Action reasons in Item Lifecycle Management? [/INST] Action reasons in Item Lifecycle Management Infor provides a list of predefined business subjects for Item Lifecycle Management Business subjects determine which action reasons are available to which forms. These action reasons are required when a notice that has been closed is reopened, or when a task that has been completed is reopened. These are the business subjects for Item Lifecycle Management : ReinstateNotice : Reinstate a notice that was marked as not applicable ReopenNotice : Reopen a notice that was closed ReopenNoticeTask : Reopen a task that was completed SetActiveNoticeToNonApplicable : Close an active notice as a non-applicable notice .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating action reasons in Payables? [/INST] Creating action reasons in Payables Use this procedure to create new action reasons or deactivate the current ones. Select Payables > Payables Setup > Action Reasons. Click Create. Specify this information: Subject Select the business class for which the action reason is applicable. Effective Date Specify the date that the action reason becomes effective. Action Reason Specify an action reason code. Description Provide a description. Click Save. To deactivate existing action reasons, select Inactive in the Status field. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating action reasons in Close Management? [/INST] Creating action reasons in Close Management Select Action Reasons. Click Create. Specify this information: Subject Select the business subject to associate with the action reason. Effective Date Specify the date when the action reason becomes effective. Action Reason Specify an action reason code. Description Provide a description. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating action reasons in Reconciliation Management? [/INST] Creating action reasons in Reconciliation Management Select Action Reasons. Click Create. Specify this information: Subject Select the business subject to associate with the action reason. These are the valid values: RejectReconciliation : Use to define reasons why a reconciliation is rejected during the approval process. ReopenReconciliation : Use to define reasons why a closed reconciliation is reopened. Effective Date Specify the date when the action reason becomes effective. Action Reason Specify an action reason code. Description Provide a description. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Questions? [/INST] Questions Questions are used throughout Contract Management and have important purposes: Questions give additional information that relates directly to a contract. For example, you want to know if a supplier has the appropriate contractor license for the state in which you want them to construct a building. A sample question is: "Do you have a valid license in the state of New York?" These types of questions do not affect the text of the contract. Predetermined questions are used in the interview process. By answering a set of questions, you can create a contract. The answers that you give determine the text on the contract. Specifically, articles and terms are assigned to the questions or the answers to questions. When an answer is given, the articles and terms that are attached to the question are attached to the contract that is created from the interview. During setup, you make decisions about each question. You decide whether it can be used in an interview, whether an answer is required, and whether there is a single correct answer for the question. If a question will be used in the interview process, you must assign it a contract type and classification, and the question must be active. If an answer is required, then the answer must be given before the contract is released or activated. This is assuming that terms and conditions exist for the question. Similarly, if a correct answer to the question is required, then answer must be given before the contract is released or activated. Finally, if a correct answer to the question is required, then the contract text is not created from the interview until the correct answer is given. That is, the contract record is created, but no terms and conditions can be generated. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating questions? [/INST] Creating questions Select Supply Management > Supply Management Setup > Shared Setup > Questions. On the All Questions tab or the Interview Questions tab, click Create. Specify this information: Procurement Group Select a procurement group. Question Text Specify the question text. Response Type Select a response type. This field determines the type of question and the answer that you are expecting. For example, select Text when the reader must respond by typing text. Select Number when the reader must respond with a numeric value, etc. Each response type requires different information for set up. Category Select a category for the question. See Creating categories. Sub Category Select a sub category for the question. See Creating sub categories. Allow Attachment Upload With Answer Select this check box if an attachment is allowed with the response. Response Rules Select whether response rules are required for this question. Attachment Use this field to upload and attachment with an answer. This Question Will Be Used In a Contract Interview Select this check box if this is a contract interview question. This Question Has a Correct Answer Select this check box if there is a correct answer to this question. Contract Type Select the contract type. See Creating contract types. Contract Subtype Select contract subtype, if applicable. See Creating contract subtypes. Contract Classification Select a contract classification. Contract Subclassification Select a contract subclassification, if applicable. Click Save. If you selected a Response Type of Yes No or Yes No Text answers, then create the possible answers to the question. If you selected a Response Type of List , then select the List Answers tab. Click Create and specify this information: List Value Specify the values that are allowed as answers to this question. This is the Correct Answer Select this check box to indicate that the answer is the correct answer for the question. Event Score Allocation Select a score that is allocated to this answer. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Assigning articles and terms to questions and answers? [/INST] Assigning articles and terms to questions and answers When using a question or its answer during the interview process or for an event, you can assign one or more articles and terms to the question. Read these guidelines before assigning an article and terms to a question: Before you can release the contract, the question to which the article is attached must contain an answer. Before you can award the sourcing event, the question to which the article is attached must contain an answer. An article cannot be attached to a question more than once. If you delete the last term for an article, then the article is deleted. Select Supply Management > Supply Management Setup > Shared Setup > Questions. On the Interview Questions tab, select a question. Before you can assign an article to a question, the question must be set up to use in an interview. The question must also have an assigned contract type and contract classification, and be active. Add an article. The article's associated terms and conditions are also assigned. To view the article's terms and conditions, select the article title and its terms are displayed below. To view the description of the term, click the term title. For Text , Number , and Date response types, click the Terms tab. Click the Helper List , select an article and click Attach To Question or Answer. For List response types, click the List Answers tab, and select an answer to add an article. On the Terms tab, click Helper List Select an article, and click Attach to Question or Answer. For Yes No response types, click the Yes No Answers tab, and select an answer to add an article. On the Terms tab, click Helper List Select an article, and click Attach to Question or Answer. For Yes No Text response types, click the Yes No Text Answers tab, and select an answer to add an article. On the Terms tab, click Helper List Select an article, and click Attach to Question or Answer. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Adding attachments to terms and conditions? [/INST] Adding attachments to terms and conditions Attachments are files that you attach to a term and condition to provide additional information or supportive text. Select Supply Management > Supply Management Setup > Shared Setup > Articles and Terms. Open an article record. On the Terms And Conditions tab, select the term and condition to add an attachment. On the Attachment tab, click Create. In the Attachment field, specify this information. Attachment Browse to the attachment Attachment Reference Specify a title for the attachment to be added to the term and condition. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Contact types? [/INST] Contact types Contact types are used on Contracts and Sourcing Events. Contact types are used to gather contacts into groups and define the different roles that a contact may have during the lifetime of the contract. Contact types are used to gather contacts into groups and define the different roles that a contact may have during the lifetime of a sourcing event. For example, a contact type can be created to include all administration-related contacts or all supervisor-related contacts within a company. When setting up a contact type, you assign the type to a procurement group and define a title and description for the type. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating contact types? [/INST] Creating contact types Select Supply Management > Supply Management Setup > Shared Setup > Contact Types. Click Create. Specify this information: Procurement Group Select a procurement group to assign to the contact type. Contact Type Specify a name for the contact type. The contact type is used to organize similar contacts for reporting and analysis purposes. Description Specify a description for the contact type. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Categories? [/INST] Categories Categories are a way to group similar terms, conditions, and questions. For example, you may want to group terms or questions that relate to specific matters, such as: Tax Legal Sales Services Supplies Delivery Warranty You assign a category to a procurement group that already exists in the Purchasing For information on setting up procurement groups, see the Purchasing User Guide. Setup of categories is optional. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating categories? [/INST] Creating categories Select Supply Management > Supply Management Setup > Shared Setup > Categories. Click Create. Specify this information: Procurement Group Select a procurement group to assign to the category. Category Specify the name for the new category. Description Provide a description. Require Approval Of Term And Condition Create Select this check box to require approval for the creation of terms and conditions. Require Approval Of Term And Condition Update Select this check box to require approval for an update to terms and conditions. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating sub-categories? [/INST] Creating sub-categories Select Supply Management > Supply Management Setup > Shared Setup > Categories. Open a category record. On the Sub Category tab, click Create. Specify this information: Sub Category Specify a sub category. Description Provide a description. Require Approval Of Term And Condition Create Select check box to require approval for the creation of terms and conditions. Require Approval Of Term And Condition Update Select this check box to require approval for an update to terms and conditions. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Articles and terms? [/INST] Articles and terms Articles and terms are used to define the terms and conditions of the contract or sourcing event. Articles are a group of related terms and conditions that help identify a specific section of a contract. Depending on setup, an article can contain either a single term or condition or a group of terms and conditions. After an article has been added, a display order can be defined. The display order determines the layout of the articles and terms and conditions within a contract. When articles are attached to a contract, the terms and conditions associated with those articles can also be attached to the contract. Examples of an article include: All pricing-related terms and conditions All specific payment terms and conditions All consignment-related terms and conditions All warranty-related terms and conditions All delivery-related terms and conditions You can attach articles to a contract through one of two methods: directly to the contract or by attaching articles to questions that are used in the interview process. The interview process lets you create a contract by answering a set of predetermined questions. You can assign an article to an existing procurement group that is set up in Purchasing For information on procurement groups, see the Purchasing User Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating articles? [/INST] Creating articles Select Supply Management > Supply Management Setup > Shared Setup > Articles And Terms. Click Create. Specify this information: Procurement Group Select a procurement group. Title Specify a title for the article. The title is not printed on the contract. Header Text Specify header text. Allow Modification When Attached To Contracts Or Events Select this check box if modifications can be made when this article record is attached to a contract or to an event. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Terms and conditions? [/INST] Terms and conditions Terms and conditions are the specific provisions, stipulations, or phrases that are assigned to a contract. The contract signer must honor these. The supplier must agree to terms and conditions in order to do business with the buying organization. These are example of terms and conditions: Inventory is on a consignment basis. Buyers do not pay restocking charges or other handling fees. The seller is responsible for giving the buyer a minimum of 30 days notice of any price changes. For purchases that are tax exempt, the buyer must provide the seller with certification or other proof of tax-exempt status. As terms and conditions are added, they are assigned to the article or articles that you selected. During setup, you can choose to allow changes to terms and conditions that are attached to a sourcing event. Changes to terms can only be made if you select the Allow Modification field during setup. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating terms and conditions? [/INST] Creating terms and conditions Select Supply Management > Supply Management Setup > Shared Setup > Articles And Terms. Select an article for which to create the terms and conditions. On the Terms And Conditions tab, click Create. Specify this information: Title Specify a title. Header Text Specify a heading or label. The header text prints on the contract. Description Provide a description. Right-click and select items from the Variables menu to add pre-defined variables where the actual values are included when the term and condition is printed or displayed. The description is printed on the contract. Category and Sub Category Specify the category (or subcategory) to which this term and condition applies. If the category requires approval of create or update, the term and condition will go through the approval process. Category is not required on terms and conditions, but if terms and conditions require approval, then they will have to be added as part of your organization's standards. Allow Modification When Attached To Contracts Or Events Select this check box to allow changes to the term and condition after it is attached to a contract. Note: The term and condition that is stored on the contract changes. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Attaching files to terms and conditions? [/INST] Attaching files to terms and conditions Select Supply Management > Supply Management Setup > Shared Setup > Articles And Terms. Open a terms and conditions record. On the Attachments tab, click Create. Specify this information: Attachment Select the attachment. Attachment Reference Specify the attachment reference. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Updating terms and conditions if approval is required? [/INST] Updating terms and conditions if approval is required If a term and condition has a category that requires approval of updates, you must use an action to request the update after they are complete. The term and condition is routed for approval based on routing defined by the client. Select Supply Management > Supply Management Setup > Shared Setup > Articles And Terms. On the Terms and Conditions tab, select the term and condition. If the category on the term and condition requires approval for updates, then the fields for term and condition text and attachments are display-only fields. Select Update Term And Condition. Edit the description in the New Description field and click OK. The Terms and Conditions form shows this text "An approval request exists and is ready to be submitted." To review the changes to the term and condition, click View. The new description is displayed with redlining to help identify the changes. Submit the change for approval. Select Actions > Request Approval. The status changes to Pending Approval. View details of the approval process on the Approval Requests tab. If the Term and Condition is approved by all approvers, then the status is set to Approved and the updated term and condition becomes the current term and condition. Any comments that were created for the approval will show in the details for the approval request. If a approval request is rejected, then the approval request will show as Rejected , the term and condition text is not changed. A comment is required for a rejection, and will show on the approval request details. To remove the term and condition change from the approval process, select Actions > Withdraw Proposed Updates. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Supplier performance evaluation templates? [/INST] Supplier performance evaluation templates Supplier performance can be used with event weighting to determine which suppliers to which to award events. Supplier performance can also be used by the suppliers to see how well they are doing with their customer (you). Supplier performance has two parts: Supplier metrics show how many events a supplier has been involved in and how many they have been awarded. Supplier performance evaluation is a user defined set of ratings that allows suppliers to be compared to each other on a 1 to 5 numerical basis. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Supplier metrics? [/INST] Supplier metrics Supplier metrics indicates how many events a supplier has been involved in and how many they have been awarded. Metrics are calculated by the system based on event invitations, responses, and awards. Supplier metrics includes: Event Invitations, Event Responses (responses can exceed invitations because a supplier may be able to bid when not sent an invitation), Lines Bid, Lines Awarded, Success Rate (lines awarded/lines bid), Amount Bid (calculated at the time a response is submitted), Amount Awarded (calculated at the time an award has output created), Success Rate (amount awarded/amount bid), Event No Bids (no bids at event level), Lines No Bid (if supplier no bids at event level, each line will also be considered a no bid). Metrics also take Alternate bids into account. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Supplier performance evaluation? [/INST] Supplier performance evaluation Supplier performance evaluation is a user-defined set of ratings that allow suppliers to be compared to each other on a 1 to 5 numerical scale. The evaluation process consists of setting up an evaluation template and performing an evaluation for all qualified suppliers. The template includes categories and criteria. Categories group like criteria together, provide weighting, and are used for scoring summarization. You define weighting on a category to indicate what percent of the total score is calculated from this category. This is assuming the template’s weighting adds up to 100%. An example of a category is Delivery. After a category is defined, you can define criteria. Criteria are used to define the specific performance indicators that are being scored, and is where the evaluations take place. One or more criteria can be defined for a category. An example of a criteria is Average Lead Time under the category Delivery. The default labels for scoring are Does Not Meet Expectations, Below Expectations, Meets Expectations, Above Expectations, and Exceeds Expectations, and Not Applicable. The scoring value is displayed in parenthesis. For example Does Not Meet Expectations (1). To perform an evaluation, the evaluator launches the evaluation from the supplier record. The current evaluation template is loaded. The criteria is grouped under its category. The evaluator chooses a score from zero to five for each of the criterion and can also provide comments and add attachments. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating supplier performance evaluation templates? [/INST] Creating supplier performance evaluation templates The supplier performance evaluation process involves setting up an evaluation template, performing the evaluation for all qualified suppliers, and analysis of the evaluations by buyers and suppliers. Select Supply Management > Supply Management Setup > Shared Setup > Supplier Performance Evaluation Templates. Click Create. Specify this information: Supplier Group Specify a supplier group. Name Specify a name for the template. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating supplier performance evaluation template categories? [/INST] Creating supplier performance evaluation template categories Select Supply Management > Supply Management Setup > Shared Setup > Supplier Performance Evaluation Templates. Open a supplier performance evaluation template record. In the Categories tab, click Create. Specify a Category and Weighting percent. In the Criteria tab, click Create. Specify a Criteria name. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Viewing scores? [/INST] Viewing scores Scores can be viewed here: Supplier page > Performance Analysis tab Analyze Event Responses page > on the lists at both the supplier and supplier group levels and on the compare form. Supplier Portal > Performance > Evaluation .</s>

<s>[INST] In the context of INFOR Docs, tell me about Calculating scores? [/INST] Calculating scores Category scores are calculated by taking the average of each criteria score. To get a total score for a supplier, each category score is multiplied by its weighting percent. Example - Category A 65% weighting Criteria 1 - score 4 Criteria 2 - score 2 Category score is 3 Example - Category B 35% weighting Criteria 3 - score 1 Criteria 4 - score 4 Category score is 2.5 Total score for the Supplier is 2.83 ((3 *.65) + (2.5 *.35)) If the Not Applicable field is selected, then that criteria is not used for scoring. The only exception is if Not Applicable is selected for ALL criteria in a category. In that case, the category score is zero. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Global location numbers? [/INST] Global location numbers A Global Location Number (GLN) provides a standard means to identify physical locations and legal entities to improve the efficiency of communication within the supply chain. A GLN is a globally unique 13-digit number that identifies an entity or a location. A GLN is used to identify these locations and entities: A physical location, such as a warehouse or a particular storage bin within a warehouse A legal entity, such as a company or customer A function that occurs within a legal entity You can assign a GLN to more than one record simultaneously in FSM , so you can use the same GLN in different types of transactions. For example, a GLN can be assigned to Inventory Locations and Requesting Locations, or to a Vendor and Vendor Locations in Purchasing and Payables A GLN must be active before it can be associated with any global location number type. As the name implies, global location numbers are the GS1 identification key for locations. This list shows examples of the records to which a GLN can be assigned: Global ledger company Inventory company Inventory location Requesting location Manufacturer Manufacturer division Vendor Payables vendor location Purchasing vendor Purchasing vendor location Bin Buyer For a GS1 GLN Executive Summary, see: http://www.gs1.org/sites/default/files/docs/idkeys/GS1_GLN_Executive_Summary.pdf For information about GLNs, see the GS1 website: www.gs1.org .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating global location numbers? [/INST] Creating global location numbers You can manually set up global location numbers or you can import a CSV file using GLN Master Load. Select Global Location Numbers. Click Create. Specify this information: Item Group Select an item group for the vendor group. Global Location Number Specify a global location number for the item group. Description Provide a description. Parent Global Location Number Select the parent global location number for the item group. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Subcontractors? [/INST] Subcontractors Subcontractors are set up separately from suppliers. Subcontractors are contracted with the supplier on the contract, not the buyer. Supplier/vendor is a separate relationship from that of subcontractor, because Contract Management subcontractors are contracted with the supplier on the contract, not the buyer. The only requirement to set up a subcontractor is a company name (unless tax information is required by Supplier Group). Optionally, address information and tax information can be added. Multiple diversity, contact, certification, commodity code, and comment information can be added similar to the information on suppliers. Subcontractors can be set up by the Buyer Subcontractors can also be set up by the Supplier on Supplier Portal if the Manage subcontractors check box is selected on the Supplier Portal Access tab. If it is not selected, Suppliers cannot see subcontractors. Suppliers can see all subcontractors on the Supplier Portal and can create them and maintain additional details such as Commodity Code (if allowed by the Supplier Group field), but cannot change address information after initial creation. Suppliers also cannot delete any subcontractor information. Suppliers have an option to Email the buyer about a subcontractor. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating subcontractors? [/INST] Creating subcontractors Before you can use subcontractors on a contract, you must set them up. Select Supply Management > Supply Management Setup > Shared Setup > Subcontractors. Click Create. Specify this information: Supplier Group Specify a supplier group. Company Name Type the name of the subcontractor company. Doing Business As If the company is doing business under another name, specify the alternate name. Dun & Bradstreet If the company is part of Dun & Bradstreet, specify the company's Dun & Bradstreet name. Business Type Specify the type of the company. Tax ID Type Specify the tax ID type of the company. Tax ID Specify the tax ID of the company. Country Specify the country of the subcontractor company. Click Save to add the subcontractor. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Standard comment codes? [/INST] Standard comment codes Comments can be selected to display online and print on the purchase order or the receiving document. You can select whether to print or show comments when you create the purchase order or when you run Purchasing Mass PO Issue or Purchasing Transmitted PO Acknowledgement You can assign comments to the header, trailer, or an individual line on the order. Use the Comments tab on the purchase order line to redefine individual purchase order comments without affecting the definition you defined on this page for the comment. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Groups and companies setup? [/INST] Groups and companies setup Group and company information setup is required before you can use the supply management functionality. These groups and companies must be defined: Corporate item groups See Creating corporate item groups. Procurement groups See Creating procurement groups. Supplier groups See Creating supplier groups Contract groups See Creating contract classifications. Sourcing groups See Creating sourcing groups. Item Lifecycle management groups See Creating enterprise groups and companies. Purchasing companies See Creating purchasing companies. Inventory companies See Creating inventory companies. Contract companies and departments See Creating contract companies and departments. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Group setup? [/INST] Group setup Requisitions: Pay groups, see Financials Setup and Administration Guide are names or character expressions that you define and assign to released invoices. You can combine companies or process levels together to process a single vendor payment. Procurement groups, and corporate item groups must be defined for Requisitions. Procurement card: Each company is assigned to one and only one procurement group. Multiple companies can be assigned to the same procurement group. The procurement group assignment for a company makes all vendors and buyers assigned to the procurement group available for that company, and any other companies assigned to the same procurement group. Contracts can be established for a procurement group so that the contract can be used by more than one company. Items: A corporate item group is a method of sharing item definitions among companies. If the same item numbers, representing the same items, are used by many companies, those companies should be assigned to the same item group. If the same item number represents different items for different companies, those companies should be assigned to unique item groups. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Supplier setup? [/INST] Supplier setup A supplier is a group or organization that offers goods or services to your company. Vendors are the groups or organizations you have agreed to purchase goods and services from. All vendors are suppliers, but not all suppliers are vendors. When you purchase goods and services from a supplier, you can make them a vendor so that the purchase order and the payment process can more easily process through your Infor solutions. Some supplier setup is specifically to configure Supplier Portal. See Supplier portal setup. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Supplier groups? [/INST] Supplier groups A supplier group contains rules that determine how a supplier registers for a sourcing event, including rules and registration text. A supplier group is associated with a Payables vendor group and expands the processing for a vendor group to include Strategic Sourcing and Contract Management. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Supplier group setup for supplier portal? [/INST] Supplier group setup for supplier portal Supplier group setup contains these setup sections that are specific to Supplier Portal Each is a tab on the Supplier Group maintenance page. The General tab In the Supplier Setup section, if Allow Duplicate Tax Information is No , the supplier receives an error if the Tax ID that they provide already exists for another supplier. If Yes With Warning is selected, then no error will occur for the supplier if they provide and existing tax ID, but they will receive a warning. The Commodity Registration Level field controls the number of levels deep a supplier contact can associate with a commodity code. This is regardless of how many levels commodity codes are defined at on the buyer side. For example, if commodity registration level is set to Level 1, then a supplier contact can only associate with commodity code 005, and not 005-21. If Require Commodity Code is selected and a supplier or supplier contact does not associate themselves with at least one commodity code, then they will receive a warning. The warning occurs at the end of the registration process indicating that setup is not complete. A commodity code is required. Supplier contacts whose setup is not complete cannot respond to events. Additionally, they cannot be validated by the Infor client when the validation process is performed. Contracts also cannot be activated for contacts whose setup is not complete. If Display GTIN and GLN In Supplier Portal is selected, then those fields are displayed on appropriate forms. In the Supplier Registration section, the Terms and Conditions that are provided are displayed when a supplier initially registers. These terms and conditions are related to the supplier registration, not to any specific event or contract. In the Display During Registration section, these fields are used to determine whether the supplier is allowed to provide the information during registration. If commodity codes are required, then the commodity codes field must be selected. Diversity Codes Commodtiy Codes Proxy Notifications Type Field On Supplier Address Certifications Questions Tax Codes Bank Information The Certifications For Commodity Codes field is used to determine whether certifications that are associated with commodity codes can be created by Suppliers. In the Event Processing Options section, select the Allow Non Awarded Suppliers To View Award Summary check box to control whether event line awards for other suppliers can be viewed. Event line awards for other suppliers can be viewed when using the Search Events option and viewing the Award Summary tab. In the Vendor Credentialing section: When Allow Suppliers To Populate Registration Information From Vendormate is selected, a step is available to Infor clients who uses Vendormate. During Supplier Registration, Vendormate information can be used to fill in supplier registration name, address, and other fields. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating supplier groups? [/INST] Creating supplier groups Sign in as Application Administrator and select Supply Management > Supply Management Setup > Groups and Companies > Supplier Groups. Click Create. Specify a Supplier Group code and Description. On the General tab, specify this information: Allow Duplicate Tax Information Select how to edit duplicate tax IDs and types. If duplicates are allowed, a warning is displayed when duplication occurs. If you select Yes With Warning; Match On Tax ID And Type , then no error will occur for the supplier if they provide an existing tax ID and type. If you select No; Match On Tax ID And Type , the supplier receives an error if the Tax ID and type that they provide already exists for another supplier. If you select Yes With Warning; Match On Tax ID Only , then no error will occur for the supplier if they provide an existing tax ID. If you select No; Match On Tax ID Only , the supplier receives an error if the Tax ID that they provide already exists for another supplier. Commodity Registration Level Select one of six commodity registration levels. Commodity levels are defined in the commodity structure. Commodity Registration Level is used to control the number of levels deep a supplier contact can associate a commodity code. This is regardless of how many levels of commodity codes are defined on the buyer side. Require Commodity Code Select this check box to require supplier contacts to indicate at least one commodity code during registration. If this field is selected and a supplier or supplier contact does not associate themselves with at least one commodity code, they receive a warning. The warning occurs at the end of the registration process indicating that setup is not complete. A commodity code is required. Display GTIN and GLN In Supplier Portal Select this check box to show the GTIN and GLN in the supplier portal and on appropriate forms.. In the Validation Process section, specify this information: Validation Required For New Suppliers Select this check box to require validation for new suppliers. Validation Required For Updated Suppliers Select this check box to require validation for updated suppliers. Require A Confirmation Email Address To Be Entered Select this check box to require a confirmation email address. In the Supplier Registration section, specify this information: Enable Quick Registration When this check box is selected only required fields are displayed on the registration form. Diversity Codes Select this check box to show diversity codes and notifications to the supplier during registration. Commodity Codes Select this check box to show commodity codes and notifications to the supplier during registration. If commodity codes are required, the Require Commodity Codes field must be selected. Proxy Notifications Select this check box to show proxy notifications to the supplier during registration. Certifications Select this check box to show certifications during supplier registration. Type Field On Supplier Address Select this check box to show the Type field on supplier address. Questions Select this check box to display supplier questions. Tax Codes Select tax codes to display during supplier registration. Send Email To Suppliers Who Did Not Register Themselves Select this check box to send an email to suppliers who were registered by you. The email notifies the supplier of the registration. Terms and Conditions Specify the terms and conditions text that is displayed to the suppliers who register to do business with your organization. These terms and conditions are related to the supplier registration and not to any specific event or contract. In the Bank Information section, specify this information: Allow Supplier Bank Information Select this check box to display the supplier's bank information in Supplier Portal. Require Valid Bank Entity Select this check box if a valid bank entity is required. For Entry Select this check box to mask bank information during supplier registration. For Display Select this check box to mask bank information when it is displayed in Supplier Portal. Select whether to mask or display bank account and credit card number. Select this check box to show the supplier's bank information. In the Event Processing Options section, specify this information: Allow Non Awarded Suppliers To View Award Summary Select this check box to control whether event line awards for other suppliers can be viewed. Event line awards for other suppliers can be viewed when using the Search Events option and viewing the Award Summary tab. Require No Bid Reason Codes On No Bid Responses Select this check box to require no bid reason codes for no bid responses. Use Bid Tabulation Report Select this check box to use bid tabulation report. In the Certification And Diversity Alerts section, specify this information: Yellow Alert Specify the number of days before the diversity expiration date that a first alert email is sent. Red Alert Specify the number of days before the diversity expiration date that a second alert email is sent. In the Vendor Location Defaulting section, specify this information: Default Supplier Contact Vendor Location To Contacts Select this check box to default the supplier contact vendor location to the contracts. In the Vendor Credentialing section, specify this information: Allow Suppliers To Populate Registration Information From Vendormate Select this check box to allow suppliers to populate registration information from Vendormate. When this field is selected, a step is available to Infor clients who use Vendormate. During supplier registration, Vendormate information can be used to fill in supplier registration name, address, and other fields. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating supplier group subcontractors? [/INST] Creating supplier group subcontractors Select Supply Management > Supply Management Setup > Groups and Companies > Supplier Groups. Open a supplier group record. On the Subcontractor tab, specify this information: Allow Duplicate Tax Information Select how to edit duplicate tax IDs and types. If duplicates are allowed, a warning is displayed when duplication occurs. If you select Yes With Warning; Match On Tax ID And Type , then no error will occur for the supplier if they provide an existing tax ID and type. If you select No; Match On Tax ID And Type , the supplier receives an error if the Tax ID and type that they provide already exists for another supplier. If you select Yes With Warning; Match On Tax ID Only , then no error will occur for the supplier if they provide an existing tax ID. If you select No; Match On Tax ID Only , the supplier receives an error if the Tax ID that they provide already exists for another supplier. Tax Id Format If a tax id must have a format, you can select whether is has a delimiter. Notification Email Specify an email address for the email option that is available to suppliers when maintaining subcontractors. Require Proof Of Payment Attachment On Contract Subcontractor Payment Entered By Supplier Select this check box if proof of payment attachment is required. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating supplier group questions? [/INST] Creating supplier group questions Use this procedure to add questions for suppliers to answer during the supplier registration process. Select Supply Management > Supply Management Setup > Groups and Companies > Supplier Groups. Open a supplier group record. On the Questions tab, click Create. Specify this information: Question Text Provide the supplier question. Response Type Select the response type to the supplier question. Allow Attachment Upload With Answer Select the check box to allow attachments in answering supplier questions. Response Rules Select the response rules to the supplier question. Only Required For Suppliers Who Register After This Date When you select a date, suppliers who register after the specified date will be required to answer this question. Attachment Select the attachment to upload. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Message configuration? [/INST] Message configuration This configuration form is used to define and modify email and portal messages that are created relating to suppliers. The Validation Notification Email is the email address that receives notices about supplier validation for users who perform supplier validation. Administrator Email is the email address from which the notice is sent for several processes where suppliers receive notifications. The other sections on this page contain email content for the various processes in which suppliers can be sent email. Supplier Registration Acknowledgement Supplier Validation Expiring Certificates and Diversity Change Primary Contact Supplier Performance Evaluation Terms Negotiation User Name and Password including password reset See Creating supplier group message configuration. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating supplier group message configuration? [/INST] Creating supplier group message configuration Select Supply Management > Supply Management Setup > Groups and Companies > Supplier Groups. Open a supplier group record. On the Message Configuration tab, specify this information: Validation Notification Email Specify an email address for validation notification. Administrator Email Specify the email for the administrator. Supplier Registration Acknowledgement Specify the Email Subject and Email Content of your email. In the Supplier Validation section, specify this information: New Supplier Needs Validation Specify the Email Subject and Email Content of your validation email. Updated Supplier Needs Validation Specify the Email Subject and Email Content of your validation email. In the Expiring Certifications And Diversity section, specify this information: Certifications Specify the Email And Message Subject and Email And Message Content. Diversity Specify the Email And Message Subject and Email And Message Content. In the Change Primary Contact section, specify this information: Send Email Select the check box to send the notification email. Notify New Primary Contact Specify the Email Subject and Email Content of your notification email. Notify Old Primary Contact Specify the Email Subject and Email Content of your notification email. In the Supplier Performance Evaluation section, specify this information: Send Email Select the check box to send the evaluation email. Create Message Select the check box to create a message. Subject and content Specify the Email And Message Subject and Email And Message Content. In the Terms Negotiation section, specify this information: Supplier Updated Specify the Email Subject and Email Content of your email. Supplier Approved Specify the Email Subject and Email Content of your email. In the User Name And Password section, specify this information: Forgot User Name Specify the Email Subject and Email Content of your email. Password Reset Specify the Email Subject and Email Content of your email. In the Subcontractors section, specify this information: Send Email Select the check box to send the email. Supplier Maintenance Specify the Email Subject and Email Content. Adhoc Specify the Email Subject and Email Content. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting up supplier created invoices? [/INST] Setting up supplier created invoices Select Supply Management > Supply Management Setup > Groups and Companies > Supplier Groups. Open a supplier group record. On the Supplier Created Invoices tab, specify this information: Allow Supplier To Enter Tax Amount Select this check box to allow tax amounts in the invoice. Invoice Company Specify the invoice company. Header Specify the basic invoice information. If invoice date is not used, the current date will be used. Line Select the lines to be included on the invoice. If making changes to a line that has been selected, click the Update List button after changes have been made. Attachment Attach a scanned copy of the invoice. Summary Provide a summary. Click Save. .</s>