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<s>[INST] In the context of INFOR Docs, tell me about Intrastat Service? [/INST] Intrastat Service This service creates a work unit when the user or the system Adds, Updates, and Deletes an Inventory Transaction Service IntrastatService Description Intrastat Service System Tax Entity Criteria FinanceEnterpriseGroup, TaxEntity Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Run "IntrastatDataReport" Batch job. Resolution action N/A Variables ActionCode VariationID CurrentTimeStamp PrmTaxEntity FinanceEnterpriseGroup ReportYear ReportPeriod IntrastatHeaderNumber _authenticatedActor _proxyActor Input Data N/A Related IPA Process The FSM_ION_SyncLCLTradeStatisticsIntrastat_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Warehouse? [/INST] Warehouse These services are available in the Warehouse application: .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Shipment Backordered or Voided? [/INST] Shipment Backordered or Voided This service creates a workunit when a shipment line is backordered or voided in the warehouse feedback processes on WarehouseShipment. Service ShipmentBkordVoidService Service name Shipment Back Order Void Alert System Warehouse Criteria BillingCompany, ProcessLevel Work Category None Prerequisites Normal warehouse processing, which includes the existence of a customer order. Initiating event Back ordering or voiding a shipment line in the WarehouseShipment, through Customer Order or through Requisition release. Resolution action N/A Variables WarehouseShipmentLine.Company WarehouseShipmentLine.WarehouseShipment WarehouseShipmentLine.CustomerOrderNumber WarehouseShipmentLine.WarehouseShipmentLine WarehouseShipmentLine.Item WarehouseShipmentLine.Description WarehouseShipmentLine.PrintedQuantity WarehouseShipmentLine.LinAction Possible process flow sequence The user who added the order is notified that an item was back ordered or voided. Related IPA Process The FSM_ION_ShipmentBackordVoidAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Shipment Release? [/INST] Shipment Release This service notifies the Order Entry Manager that a shipment has been released. Service ShipmentReleaseService Service name Shipment Release Alert System Warehouse Criteria Order Entry Manager Work Category Order Entry Manager Prerequisites None Initiating event A shipment is released with the release form action on WarehouseShipment forms or a batch is submitted on Warehouse Shipment Release. Resolution action N/A Variables WarehouseShipment.Company WarehouseShipment.InventoryLocation WarehouseDemand.DemandDocument WarehouseDemand.DemandSystemCode WarehouseShipment.WarehouseShipment CompanyAndLocation.RequestingLocation Related IPA Process The FSM_ION_ShipmentReleaseAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Warehouse Shipment Service? [/INST] Warehouse Shipment Service This service creates a work unit when the Financials & Supply Management user or the systems prints WarehousePickListPrint. Service WarehouseShipmentService Service name Warehouse Shipment Service System Warehouse Criteria FinanceEnterpriseGroup, Company Prerequisites Requisition Record must be available. Initiating event On Print of WarehousePicklistPrint Resolution action N/A Variables ActionCode A (Add), U (Update) or D (Delete) AccountingEntity FinanceEnterpriseGroup Requisition.Company.Name Requisition.FromCompanyLocation.FromLocation.Name Requisition.RequestingLocation.Company.Name Requisition.RequestingLocation.ProcessLevel.Name _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the WarehouseShipment, Requisition and RequestingLocation tables. Related IPA Process The FSM_ION_ProcessShipment_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about WH Demand Cancellation? [/INST] WH Demand Cancellation This service notifies when the Warehouse Demand Line has been canceled. Service WarehouseDemandCancelService Service name Warehouse Demand Cancel Alert System Warehouse Criteria InventoryCompany, InventoryLocation, Item Work Category Warehouse Clerk Prerequisites None Initiating event A Cancel line action on WarehouseDemandLine Resolution action N/A Variables WarehouseDemandLine.Company WarehouseDemand.DemandDocument CompanyAndLocation.RequestingCompany CompanyAndLocation.RequestingLocation WarehouseDemandLine.InventoryLocation WarehouseDemandLine.LineNumber WarehouseDemandLine.Item WarehouseDemandLine.CancelledQuantity Related IPA Process The FSM_ION_WarehouseDemandCancelAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about WH Shipment Creation? [/INST] WH Shipment Creation This service notifies the Warehouse Clerk that a new shipment is ready for processing. Service WHShipmentCreationService Service name Warehouse Shipment Created System Warehouse Criteria InventoryCompany, InventoryLocation Work Category Warehouse Clerk Prerequisites None Initiating event A shipment is created through Customer Order or requisition. Resolution action N/A Variables WarehouseShipment.Company WarehouseShipment.InventoryLocation WarehouseDemand.DemandSystemCode WarehouseShipment.PrmBatchNumber WarehouseDemand.DemandDocument CompanyAndLocation.RequestingCompany CompanyAndLocation.RequestingLocation WarehouseShipment.RouteHeader WarehouseShipment.RouteStop Related IPA Process The FSM_ION_WHShipmentCreationAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about WH Shipment Batch Creation? [/INST] WH Shipment Batch Creation This service notifies the Warehouse Clerk that a shipment batch has been successfully created. Service WHBatchCreationService Service name Warehouse Batch Creation Alert System Warehouse Criteria InventoryCompany, InventoryLocation Work Category Warehouse Clerk Prerequisites None Initiating event A shipment batch was created on WarehousePickListPrint Resolution action N/A Variables WarehouseShipment.Company WarehouseShipment.InventoryLocation WarehouseShipment.WarehouseShipment WarehouseDemand.DemandSystemCode WarehouseShipment.PrmBatchNumber WarehouseDemand.DemandDocument WarehouseShipment.Destination WarehouseShipment.CustomerShipTo WarehouseShipment.Carrier WarehouseShipment.RouteHeader WarehouseShipment.RouteStop CompanyAndLocation.RequestingCompany CompanyAndLocation.RequestingLocation Related IPA Process The FSM_ION_WHBatchCreationAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Work Order? [/INST] Work Order These services are available in the Work Order application: .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Work Order Service? [/INST] Work Order Service This service creates a work unit when the user or the system adds, updates, and deletes a work order. Service WorkOrderService Description Work Order Service System Work Order Criteria FinanceEnterpriseGroup, AccountingEntity, Company Work Category N/A Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add, Update, and Delete a Work Order Resolution action N/A Variables ActionCode FinanceEnterpriseGroup CurrentTimeStamp ItemGroup AccountingEntity CurrencyCode ItemUOM MakeCode _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Work Order and Inventory Location. Related IPA Process The FSM_ION_SyncProductionOrder_Out process file is delivered with FSM ION Connector. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about FSM Analytics IPA? [/INST] FSM Analytics IPA Analytics Console was added to Integration Architect designed for use with FSM Analytics. Analytics Console includes IPA workflows for updating ION Schemas and Data Flow to Analytics. This feature improves user experience by providing an interface to run and monitor these workflows. See the information about IPA in the Infor Financials and Supply Management Analytics on Infor Birst Administration Guide. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about About this guide-Context Widgets? [/INST] About this guide This guide provides information for Context Widgets. Use this guide as a reference at your site. This guide does not teach you about business practices. This guide shows you how to use the Context Widgets user functions to complete specific tasks. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Context Widgets overview? [/INST] Overview Users of Infor OS Portal can view significant information that is related to the system for which the widget is programmed. Context widgets are located on the right side of the user interface.. Context widgets provide useful information that is specific to a business class. This table shows the business classes that are enabled in Infor OS Portal : Context widget Description Infor Business Context Sends messages for specific business events. Multiple web parts can consume a single message. For example, a single business context message for a purchase order can be consumed by the Content Assistant and Business Intelligence web parts and Infor SocialSpace. Related Information (IDM) Configured to track contextual changes in any Infor OS Portal -enabled product that publishes contextual changes when a selection is made. The IDM context widget displays related documents based on the business message context sent from the publishing product. Available on Infor OS Portal. Infor Smart Help A context sensitive help system that can connect to various content repositories, including Infor product documentation, knowledge base articles, training materials, and customer documents. Available on Infor OS Portal. Product documentation: docs.infor.com Knowledge base articles: Infor Concierge and Infor Support Portal Training materials: Infor User Adoption Platform Customer documents: Infor Document Output Management See the Infor Smart Help Administration Guide. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Enabling contextual widgets? [/INST] Enabling contextual widgets Your account must have administrative access to view and configure Admin Settings See the Infor OS Portal Administration Guide. Select Account Options > Admin Settings > Manage Context / Utility Widgets. View the list of available contextual and utility widgets. To view more options, select a contextual widget to be enabled. For example, select Requisition to Invoice Payment. On the Context/Utility Widget Details page, click the Permissions tab and select the option to which the contextual widget is enabled for use. You can select one of these options: Add New Users and/or IFS Security Roles : Select this option to enable the contextual widget for added users only or roles. Grant access to all users : Select this option to enable the contextual widget for all users. Click Save. Check if the enabled contextual widget is available in the widget panel. .</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 Requisition to invoice payment? [/INST] Requisition to invoice payment Infor OS Portal users can use the Requisition to Invoice Payment context widget to view significant information that is related to their procurement process. For example, a buyer can see whether requisitioned goods have been delivered. If the context widget does not contain the receiving or payment information, the buyer must follow up with the vendor or to process the payment. Note: Requisition to Invoice Payment is supported in Infor OS Portal. Significant header information is displayed for Requisition, Purchase Order, Receiving, Invoice, Payment, and Bank Transaction processes. The Requisition to Invoice Payment process is displayed on one screen. Sections are expanded when information is available for the record and collapsed when there is no information. Information is displayed in the context widget pane when a record is opened. You can search for a record with specific information such as a requisition number, purchase order number, receiver number, or invoice number. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Roles and security classes - Requisition to invoice payment? [/INST] Roles and security classes This table shows the roles and security classes required to access Context Widgets: Role Security Class Description Application Administrator ApplicationAdministrator_ST Full processing and setup of all applications Payables Manager PayablesManager_ST Monitors the invoices statuses and can perform month end processes Payables Processor PayablesProcessor_ST Creates and reviews invoices, sends invoices for approval, and can search for invoices Payables Specialist PayablesSpecialist_ST Manages vendor relationships, payment processing, and tax compliance Purchasing Manager PurchasingManager_ST Views information across Supply Management, Processes Purchase Orders Purchasing Receiver PurchasingReceiver_ST Processes PO Receiving and Vendor Returns Requester Requester_ST Processes Requisitions Supplier SupplierOrderMgmtReceipts_ST Allows Supplier to view Purchase Order Receipts Supply Management Administrator SupplyManagementAdministrator_ST Responsible for setup of all Supply Management modules Supply Management Viewer SupplyManagementViewer_ST View only access for all Supply Management information .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Context widget information - Requisition to invoice payment? [/INST] Context widget information This table shows the information that is displayed on the Requisition to Invoice Payment context widget: Header Information Company Shows the company group Requisition Company From Company Requester Requisition Requested Total Purchase Order Company PO Number Line Contract Vendor Buyer Date Goods Total Add On Charge Vendor Tax Total Receiving Receipt Received Invoice Invoice Type Voucher Amount Payment Payment Cash Code Check Date Bank Transaction Type Issued Reconciled .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Location mapping - Requisition to invoice payment? [/INST] Location mapping This table shows the screens that are programmed to work with Requisition to Invoice Payment: Screen name Location Manage Requisitions Supply Management > Requisition Processing > Manage Requisitions Supply Management > Requisition Processing > Manage Requisitions > Search Requisitions Supply Management > Requisition Processing > Manage Requisitions > Search Lines Supply Management > Requisition Processing > Manage Requisitions > Unreleased Supply Management > Requisition Processing > Manage Requisitions > Needs Approval Supply Management > Requisition Processing > Manage Requisitions > Processed Supply Management > Requisition Processing > Manage Requisitions > In Process Supply Management > Requisition Processing > Manage Requisitions > Rejected Supply Management > Requisition Processing > Manage Requisitions > All Supply Management > Requisition Processing > Manage Requisitions > Closed Supply Management > Requisition Processing > Manage Requisitions > Search PO Lines Supply Management > Requisition Processing > Manage Requisitions > Commitments Supply Management > Requisition Processing > Manage Requisitions > Audit History Supply Management > Requisition Processing > Manage Requisitions > Line Audit History Manage Purchase Orders Supply Management > Purchasing Processing > Manage Purchase Orders > Unreleased Supply Management > Purchasing Processing > Manage Purchase Orders > Released Supply Management > Purchasing Processing > Manage Purchase Orders > Unapproved Supply Management > Purchasing Processing > Manage Purchase Orders > Closed Supply Management > Purchasing Processing > Manage Purchase Orders > All Supply Management > Purchasing Processing > Manage Purchase Orders > PO Search Supply Management > Purchasing Processing > Manage Purchase Orders > Line Search Supply Management > Requisition Processing > Manage Purchase Orders > In Process Supply Management > Requisition Processing > Manage Purchase Orders > Alerts Supply Management > Requisition Processing > Manage Purchase Orders > Lines By Origin Supply Management > Requisition Processing > Manage Purchase Orders > AOC Search Supply Management > Requisition Processing > Manage Purchase Orders > Receipt Search Supply Management > Requisition Processing > Manage Purchase Orders > Encumbrances Supply Management > Requisition Processing > Manage Purchase Orders > Audit History Supply Management > Requisition Processing > Manage Purchase Orders > Line Audit History Manage Purchase Order Receipts Supply Management > Purchasing Processing > Manage Receiving > Receiving > Unreleased Supply Management > Purchasing Processing > Manage Receiving > Receiving > Released Supply Management > Purchasing Processing > Manage Receiving > Receiving > Ready To Archive Supply Management > Purchasing Processing > Manage Receiving > Receiving > Drop Ship Supply Management > Purchasing Processing > Manage Receiving > Receiving > Archived Closed Supply Management > Purchasing Processing > Manage Receiving > Receiving > All Supply Management > Purchasing Processing > Manage Receiving> Receiving > Search Supply Management > Purchasing Processing > Manage Receiving> Receiving > Audit History Supply Management > Purchasing Processing > Manage Receiving> Receiving > Line Audit History Manage Invoices Financials > Payables > Payables Processing > Manage Invoices > Unassigned Financials > Payables > Payables Processing > Manage Invoices > Unsubmitted Financials > Payables > Payables Processing > Manage Invoices > Pending Approval Financials > Payables > Payables Processing > Manage Invoices > Approved Financials > Payables > Payables Processing > Manage Invoices > Amended Financials > Payables > Payables Processing > Manage Invoices > Released Financials > Payables > Payables Processing > Manage Invoices > Rejected Financials > Payables > Payables Processing > Manage Invoices > Paid Financials > Payables > Payables Processing > Manage Invoices > Cancelled Financials > Payables > Payables Processing > Manage Invoices > Commitments Financials > Payables > Payables Processing > Manage Invoices > Speed Entry Financials > Payables > Payables Processing > Manage Invoices > Search Financials > Payables > Payables Processing > Manage Invoices> Out OF Balance Invoices Financials > Payables > Payables Processing > Manage Invoices> Invoice Aging Financials > Payables > Payables Processing > Manage Invoices> List Entry Payables Reportable Income Financials > Payables > Payables Processing > Process Tax Documents > Reportable Income .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Viewing the context widget by requisition records? [/INST] Viewing the context widget by requisition records Select Supply Management > Requisition Processing > Manage Requisitions. Open a requisition record to view line details. Click Requisition to Invoice Payment. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Viewing the context widget by purchase order records? [/INST] Viewing the context widget by purchase order records Select Supply Management > Purchasing Processing > Manage Purchase Orders. Open a purchase order record to view details. Click Requisition to Invoice Payment. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Viewing the context widget by purchase order receipt records? [/INST] Viewing the context widget by purchase order receipt records Select Supply Management > Purchasing Processing > Manage Receiving > Receiving. Open a purchase order receipt record to view line details. Click Requisition to Invoice Payment. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Viewing the context widget by invoice records? [/INST] Viewing the context widget by invoice records Select Financials > Payables > Payables Processing > Manage Invoices. Open an invoice record to view line details. Click Requisition to Invoice Payment. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Warehouse demand fulfillment? [/INST] Warehouse demand fulfillment Infor OS Portal users can use the Warehouse Demand Fulfillment contextual widget to have an overview of the demand fulfillment process and stages in the warehouse of stock replenishments. In the contextual widget, these process points are captured for stock items created from requisition demands: Demand creation Allocation Status of picking, packing, and shipping Timestamps, such as allocation date, picking or packing date, and shipment date, of transactions that happened in every stage of the demand fulfillment process are available in the contextual widget. Hovering over each process point shows the details of demand line items, such as document, warehouse location, item, and quantity. Note: Warehouse Demand Fulfillment is supported in Infor OS Portal. The Warehouse Demand Fulfillment is displayed in the context panel. The sections are enabled if record details, associated to the requisition in context, are available. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Roles and security classes - Warehouse demand fulfillment? [/INST] Roles and security classes This table shows the roles and security classes required to access the contextual widget: Role Security Class Description Application Administrator ApplicationAdministrator_ST Full processing and setup of all applications Requester RQBasicProcessing_ST Basic requisitions processing RQListingsReportAccess_ST Access to requisitions listing reports .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Context widget information - Warehouse demand fulfillment? [/INST] Context widget information This table shows the information that is displayed in the Warehouse Demand Fulfillment contextual widget: Process Point Information Warehouse Demand Created Document Date Demand Quantity Allocated Date This list shows additional tooltips that are displayed when hovering over the process point: Line Item DemandQty AllocatedQty Canceled Ready For Picking at Warehouse Warehouse Location Shipment Document Note: No information is displayed if this process is skipped. Picking Finished Date This list shows additional tooltips that are displayed when hovering over the process point: Line Item PickedQty Note: No information is displayed if this process is skipped. Ready For Packing at Warehouse Warehouse Location Shipment Document Note: No information is displayed if this process is skipped. Packing Finished Date This list shows additional tooltips that are displayed when hovering over the process point: Line Item PackedQty Note: No information is displayed if this process is skipped. Ready for Shipment If the stock is ready for shipment, then this icon is displayed. Shipment for Releasing If the shipment is ready for release, then this icon is displayed. Shipped from Warehouse Ship To Location Shipment Document Date This list shows additional tooltips that are displayed when hovering over the process point: Line Item ShippedQty .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Location mapping - Warehouse demand fulfillment? [/INST] Location mapping This table shows the screens where the Warehouse Demand Fulfillment contextual widget is enabled: Screen Name Location Manage Requisitions Supply Management > Requisition Processing > Manage Requisitions > Unreleased Supply Management > Requisition Processing > Manage Requisitions > Needs Approval Supply Management > Requisition Processing > Manage Requisitions > Processed Supply Management > Requisition Processing > Manage Requisitions > In Process Supply Management > Requisition Processing > Manage Requisitions > Rejected Supply Management > Requisition Processing > Manage Requisitions > All Supply Management > Requisition Processing > Manage Requisitions > Closed Supply Management > Requisition Processing > Manage Requisitions > Search Requisitions Supply Management > Requisition Processing > Manage Requisitions > Search Lines Supply Management > Requisition Processing > Manage Requisitions > Commitments Supply Management > Requisition Processing > Manage Requisitions > Audit History Supply Management > Requisition Processing > Manage Requisitions > Line Audit History .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Viewing the contextual widget by requisition records? [/INST] Viewing the contextual widget by requisition records Select Supply Management > Requisition Processing > Manage Requisitions. Select a requisition record to view the details. View and check the Warehouse Demand Fulfillment process. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Order to cash? [/INST] Order to cash Infor OS Portal users can use the Order To Cash contextual widget to have an overview of order summary down to the cash payment summary when billing invoices. The order entry, billing invoices, and payments from customer orders are captured in the contextual widget. The Order To Cash contextual widget is divided into the Order, Billing Invoice, and Payment sections. Each section shows transaction details, such as transaction document ID, amount totals, and user information such as name and transaction dates. Note: Order To Cash contextual widget is supported in Infor OS Portal. The Order To Cash is displayed in the context panel. You can expand and collapse the sections if associated transaction records, such as order, billing invoice, and payments, are available. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Roles and security classes - Order to cash? [/INST] Roles and security classes This table shows the roles and security classes required to access the contextual widget: Role Security Class Description OrderEntryManager_ST OEBasicProcessing_ST Access order information OEOrderEntryManagerMenu_ST Access order entry manager role and menus BillingManager_ST BLBasicProcessing_ST Basic billing processing IntercompanyBillingSpecialist_ST IntercompanyBillingBasicProcessing_ST Basic intercompany billing processing .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Context widget information - Order to cash? [/INST] Context widget information This table shows the information that is displayed in the Order To Cash contextual widget: Sections Information Company Shows the company name Customer Shows the customer name Order Entry Order Number Order Processor Goods Amount Freight Add-on Charge Invoice Gross Discount Tax Total Invoice Total Status Billing Invoice Invoice Number Batch Number Transaction Type Invoice Date Billed by Goods Amount Freight Add-on Charge Invoice Gross Discount Tax Total Invoice Total Adjustment Reason Code Reason Type Adjustment Amount Status Payment Payment Number Batch Number Paid by Deposit Date Post Date Amount Status Payment Application Payment Type Source .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Location mapping - Order to cash? [/INST] Location mapping This table shows the screens where the Order To Cash contextual widget is enabled: Screen Name Location Customer Orders Supply Management > Item and Order Billing Processing > Manage Orders > Customer Orders > Customers Order List Invoices Financials > Receivables > Processing > Invoices > Unreleased Invoices Financials > Receivables > Processing > Invoices > Invoices Financials > Receivables > Processing > Invoices > Invoice Transfers .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Viewing the contextual widget by order entry records? [/INST] Viewing the contextual widget by order entry records Select Supply Management > Item and Order Billing Processing > Manage Orders > Customer Orders. Select a customer order record to view the details. View and check the Order To Cash contextual widget. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Viewing the contextual widget by billing invoice records? [/INST] Viewing the contextual widget by billing invoice records Select Financials > Receivables > Processing > Invoices. Select a billing invoice record to view the details. View and check the Order To Cash contextual widget. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Infor Document Management? [/INST] Infor Document Management Infor Document Output Management provides a central repository for your organization's documents. Use Infor Document Output Management to provide documents in context, serve up documents as a homepage widget, and provide sophisticated search capabilities. Users can attach, view, edit, delete and download documents, and share them within Infor Document Output Management Document Management is supported in Infor Document Output Management version 12 and later. Infor Document Output Management is supported in various lists, forms, and screens for business objects. An XML file is delivered with Financials & Supply Management that contains the configuration for the various business classes or business objects. Each business class or business object is then configured with the corresponding context and document type. For a list of business objects that are enabled for Infor Document Output Management , see Enabled business classes in Context Widgets. See Infor Document Management User Guide for output management and configuration information. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Enabling Document Management? [/INST] Enabling Document Management To enable Infor Document Output Management , the XML configuration file must be installed. For information about how to install the configuration file, see the Financials and Supply Management Configuration Guide for Infor Operating Service. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Attaching documents? [/INST] Attaching documents In Financials & Supply Management , navigate to a list or form record, for example, Purchase Order. Select the Related Information section, and click the paper clip. Select a file to upload. Specify this information: Context Select the context of the document. Document Type Select the document type. A document type represents an actual system object, for example, Invoice, Customer Order, Purchase Order. Note: For information about business context messages and for a list of context and document types for each record, see Enabled business classes in Context Widgets. Click Upload. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Viewing documents? [/INST] Viewing documents In the Related Information section, click the thumbnail of the attachment. The document is downloaded or opened in a new tab. Or click the Show in IDM button to access the Document Management page. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Manage documents in Document Management client? [/INST] Manage documents in Document Management client Using the Infor Document Output Management client, users can manage documents by performing these functions: View Edit: Use to check-out and check-in Delete Download Copy Share in Infor OS Portal Revert document to a particular version Perform text and attribute search Sort attachments View document information .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Enabled business classes in Context Widgets? [/INST] Enabled business classes in Context Widgets Financials and Supply Management business classes are enabled for IDM in Context Widgets. Financials This table shows the enabled Financials business classes: Business class Business entity IDM document type AccountingEntity InforAccountingEntity Accounting Entity Allocation InforFinancialAllocation Allocation AllocationControl InforFinancialAllocation Allocation Asset InforAssetDisposal InforAssetItem InforAssetMaster InforAssetReinstatement InforAssetTransfer Asset Disposal Asset Item Asset Asset Reinstatement Asset Transfer AssetCompany InforAssetMaster Asset AssetDisposal InforAssetDisposal InforAssetMaster Asset Disposal Asset AssetItem InforAssetItem InforAssetMaster Asset Item Asset AssetReinstatement InforAssetMaster InforAssetReinstatement Asset Asset Reinstatement AssetTransfer InforAssetMaster InforAssetTransfer Asset Asset Transfer BankStatement InforBankStatement InforBankStatementLine Bank Statement Bank Statement Line BankStatementLine InforBankStatementLine InforBankStatement Bank Statement Line Bank Statement BillingCompany InforBillingCompany Invoice Register BillingInvoice InforSalesInvoice InforSalesInvoiceLine Billing Invoice Billing Invoice Line BillingInvoiceLine InforSalesInvoice InforSalesInvoiceLine Billing Invoice Billing Invoice Line BudgetChangeOrder InforBudgetChangeRequest Budget Change Request CashLedgerCashReceiptHeader InforCashReceipt Cash Receipt CashLedgerElectronicFundsTransferTransaction InforCashLedgerEFT Cash Ledger EFT CashLedgerFundTransferHeader InforCashLedgerTransaction Cash Ledger Transaction CashLedgerPayablesPayment InforCreditTransfer Payables Payment CashLedgerPayment InforERPEnterpriseFinancialsPaymentDocument Cash Payment CashLedgerReturnedPayment InforCashLedgerEFT InforCashLedgerTransaction InforCashLedgerReturnedPayment InforCashReceipt Cash Ledger EFT Cash Ledger Transaction Cash Ledger Returned Payment Cash Receipt CashLedgerTransaction InforCashLedgerTransaction Cash Ledger Transaction CashManagementAccount InforCashManagementAccount Cash Management Account Cash Requirements Result InforSupplierInvoice InforCreditTransfer Payables Invoice Payables Payment CloseTask InforCloseTask Close Task CompanyCustomer InforContactMaster InforCustomerPartyMaster Company Customer Contact Company Customer Receivables Statement Basic Dunning Letter Advanced Dunning Letter Receivables Payment Request Notice CompanyCustomerContact InforContactMaster Company Customer Contact Contract InforContract Contract CreditAnalyst InforCreditAnalyst InforCustomerPartyMaster Credit Analyst Company Customer FinanceDimension2 InforProjectBillingCustomer InforProjectFundingSource Finance Dimension 2 FinanceDimension2Structure InforProjectFundingSource Finance Dimension 2 FinanceEnterpriseGroup InforAccountingEntity Accounting Entity FinancialInstitution InforFinancialPartyMaster Financial Institution FranchiseContract InforCustomerContract Franchise Contract GrantReportingSettings InforFederalFinancialReport Federal Financial Report IntercompanyBillingDocumentHeader InforIntercompanyBillingInvoice InforSourceSystemJournalEntry InforSupplierInvoice Intercompany Invoice Journal Entry Payables Invoice IntercompanyBillingSettlementHeader InforIntercompanyBillingSettlement Intercompany Settlement Lease InforProperty Lease MatchInvoiceImport InforSupplierInvoice Payables Invoice PayablesInvoice InforIntercompanyBillingInvoice InforSourceSystemJournalEntry InforSupplierInvoice Intercompany Invoice Journal Entry Payables Invoice PayablesInvoiceInterfaceResult InforSupplierInvoice Payables Invoice Project InforProjectMaster InforSupplierInvoice InforPayablesInvoiceDistribution Project Payables Invoice Payables Invoice Distribution ProjectAssignment InforERPEnterpriseProjectLabor InforERPEnterpriseProjectProjectAssignment Project Labor Project Assignment ProjectAssignmentLabor InforERPEnterpriseProjectLabor Project Labor ProjectBillingCustomer InforProjectBillingCustomer Finance Dimension 2 ProjectContract InforProjectContract Project Contract ProjectContractInvoice InforProjectContractInvoice Project Contract Invoice ProjectEmployee InforERPEnterpriseProjectLabor InforERPEnterpriseProjectProjectAssignment InforProjectEmployee Project Labor Project Assignment Project Employee ProjectSalaryCap InforProjectSalaryCap Project Salary Cap ProjectSchedulePeriod InforERPEnterpriseProjectLabor Project Labor ProjectStructure InforProjectMaster InforERPEnterpriseProjectProjectAssignment Project Project Assignment ReceivableInvoice InforIntercompanyBillingInvoice InforInvoice InforSourceSystemJournalEntry Intercompany Invoice Receivable Invoice Journal Entry ReceivableOperator InforReceivableOperator Receivable Reason RecurringJournalControl InforERPEnterpriseFinancialsRecurringJournal Recurring Journal Control SalesRepresentative InforSalesRepresentative Sales Representative Scenario InforBudgetChangeRequest InforBudgetCode Budget Change Request Scenario Vendor InforSupplierPartyMaster Vendor Supply Management This table shows Supply Management business classes that are enabled: Business class Business entity IDM document type AssociatedItem InforItemMaster InforAssociatedItem Item Associated Item BillOfLading InforPackageLabel Bill Of Lading BurdenCode InforProductionOrder Burden Code Contract InforContract Contract ContractLine InforContract InforContractLine Contract Contract Line CustomerOrder InforSalesOrder Customer Order CustomerOrderLine InforAssociatedItem InforBillOfMaterials InforERPEnterpriseWarehousingAssemblyKit InforSalesOrder Associated Item Kit Component Kit Item Customer Order FinishedGoodsBurden InforProductionOrder Burden Code InventoryTransaction InforBinTransfer InforInventoryAdjustment InforInventoryIssue InforInventoryReceipt InforInventoryTransfer Inventory Transaction ItemComment InforItemMaster Item KitComponent InforBillOfMaterials InforERPEnterpriseWarehousingAssemblyKit InforItemMaster Kit Component Kit Item Item KitItem InforBillOfMaterials InforERPEnterpriseWarehousingAssemblyKit InforItemMaster InforProductionOrder Kit Component Kit Item Item Burden Code POReceiptAdjustmentAndInspection InforInspectDelivery InforReceiptAdjustment PO Receipt Adjust And Inspection ProcurementCardChargeApproval InforProcurementCardStatementTransaction Procurement Card Transaction ProcurementCardStatementTransaction InforProcurementCardStatementTransaction Procurement Card Transaction PurchaseOrderAndLineAddOnCharge InforPurchaseOrder InforPurchaseOrderLine InforPurchaseOrderLineAddOnCharge Purchase Order Purchase Order Line Purchase Order Line Add On Charge PurchaseOrderLineAddOnCharge InforPurchaseOrderLineAddOnCharge Purchase Order Line Add On Charge PurchaseOrderLineAndAddOnCharge InforPurchaseOrder InforPurchaseOrderLine InforPurchaseOrderLineAddOnCharge Purchase Order Puchase Order Line Purchase Order Line Add On Charge PurchaseOrderLine InforPurchaseOrder InforPurchaseOrderLine InforPurchaseOrderLineSource InforPurchaseOrderLineAddOnCharge Purchase Order Purchase Order Line Purchase Order Line Source Purchase Order Line Add On Charge PurchaseOrderLineSource InforPurchaseOrder InforPurchaseOrderLine InforPurchaseOrderLineSource Purchase Order Purchase Order Line Purchase Order Line Source PurchaseOrderReceipt InforReceiveDelivery InforReceiveDeliveryLine Purchase Order Receipt Purchase Order Receipt Line PurchaseOrderReceiptLine InforReceiveDelivery InforReceiveDeliveryLine Purchase Order Receipt Purchase Order Receipt Line Requisition InforRequisition InforRequisitionLine Requisition Requisition Line RequisitionLine InforRequisition InforRequisitionLine Requisition Requisition Line WarehouseShipment InforPackageLabel InforWarehouseShipment Bill Of Lading Warehouse Proof Of Delivery WorkOrder InforProductionOrder InforProductionReceiver Burden Code Work Order WorkOrderBurden InforProductionOrder InforProductionReceiver Burden Code Work Order .</s> |
<s>[INST] In the context of INFOR Docs, tell me about About this guide-Home Page Widgets? [/INST] About this guide This guide provides conceptual information for Infor Ming.le® home page widgets that are available for Financials & Supply Management. Use this guide as a reference at your site. This guide shows you how to use the home page widgets' administrative and user functions to complete specific setup and maintenance tasks. Intended audience This guide is intended for system administrators and consultants who configure the homepages between Infor Ming.le and Financials & Supply Management. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Home page widgets overview? [/INST] Overview You can use Infor Ming.le® home page widgets for FSM to view daily analysis, quarterly reports, and other data in a single window. Required products This list shows the minimum versions that are required: Infor ION Connect release 11.1.x or later. The server with ION API must connect to the servers where FSM and Infor Ming.le are installed. Financials & Supply Management 2023.01 or later. Infor Ming.le 2023.01 or later. ION API FSM Analytics 2021.10 or later. Infor Birst 2021.11 or later. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Adding home pages? [/INST] Adding home pages For access to home pages, contact your administrator to add a user role. Sign in to Infor Ming.le home pages. Click the ellipsis and select Page Catalog. Search for the home page to add and click Add Page. Verify that the page is available. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Creating a configuration parameter? [/INST] Creating a configuration parameter You must add at least one configuration parameter. Use these steps to add a configuration parameter to the environment data area. Sign in as Administration Console. Select Other > Application & System Links. On the Framework Administration pane, in the Framework Administration (gen) section, select Administration Console. In the new tab, select Configuration Parameters. Click Create , and specify this information: Component Specify webservs. Key Specify UseDataAreaContext. Type Select Boolean. Residence Specify EnvOrBaseEnvDataArea. Value Specify true for the default value. Click Save. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Columnar configuration? [/INST] Columnar configuration You must enable columnar-based replication sets for all widgets. Note: The FSM_ COLUMNAR_GLIF_ ST replication set is required for all widgets. This table shows columnar-based replication sets and the corresponding modules and business classes: Replication sets Modules and business classes FSM_ COLUMNAR_GLIF_ ST GeneralLedgerCompanyGeneralLedgerCompany FSM_ COLUMNAR _PO_ST PurchaseOrder PurchaseOrderReceipt Contract FSM_ COLUMNAR_AP_ ST PayablesInvoice PayablesInvoicePayment FSM_ COLUMNAR _RQ_ST Requisitions FSM_COLUMANR_GL_ST GeneralLedgerJournalControl FSM_COLUMNAR_IC_ST InventoryTransaction FSM_COLUMNAR_SS_ST SourcingEvent .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Custom search? [/INST] Custom search A custom search feature is available on some widgets. Click the filter icon in the search bar to apply parameters that filter records based on specific criteria. The number of records returned in a search is displayed in the record count badge next to the widget name. .</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 Financials home pages and widgets? [/INST] Financials home pages and widgets This table shows Financials home page user roles and the widgets that are available: Role Security role Widget name Asset Manager AssetManager_ST Approver_ST Inbasket Menu In Progress Assets Interfacing Assets Unreleased Assets Controller Controller_ST PayablesManager_ST ReceivablesManager_ST Cash Payment Global Ledger Close Status Invoices On Hold Inbasket Menu Overdue Invoices Receipts Not Invoiced Reconciliation Unreleased Journal Entries Payables Manager PayablesManager_ST Invoices On Hold Open Invoices Messages Overdue Invoices By Vendor Overdue Invoices Menu Receipts Not Invoiced Unsubmitted Invoices Project Manager Approver_ST ProjectManager_ST Inbasket My Project Contract Projects Ending within 30 Days Menu Pending Project Commitment Receivables Manager ReceivablesManager_ST Cash Payment Customer List Inbasket Menu .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Asset manager home page? [/INST] Asset manager home page These widgets are available on the Asset Manager home page: Menu In Progress Assets Inbasket Interfacing Assets Unreleased Assets .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Asset manager menu widget? [/INST] Menu widget This table shows a list of menu widget options: Menu option Page Asset Analytics Asset Analytics Dashboard Asset Addition Report Asset Addition Report Asset Transfer Asset Transfer Asset Disposals Asset Disposals Asset Adjustments Asset Adjustments Transaction Listing Transaction Listing You can double-click a menu option to access the corresponding page in Asset Accounting. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Asset manager inbasket widget? [/INST] Inbasket widget This widget shows a list of notification records for a variety of applications. Users can filter the Tasks through search options available in the widget. You can double-click a record to open it in the FSM application. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about In progress assets widget? [/INST] In progress assets widget This widget shows list of records for all assets in progress. Records in the list shows these details: Asset code and description Asset company name Purchased date Status You can double-click a record to open it in Click View All to view a list of these records on the In Progress Assets page in. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Interfacing assets widget? [/INST] Interfacing assets widget This widget shows the number of interfaced assets from invoices, projects, or external sources. You can click one of these buttons to view a list of interface records: Click From Invoices to view invoice interface records. Click From Projects to view project interface records. Click From External to view invoice and project interface records from external sources. Click View Interfacing Assets to view all asset interface records. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Unreleased assets widget? [/INST] Unreleased assets widget This widget shows list of records for unreleased assets. Records in the list shows these details: Asset description Asset company name Purchased date You can click the Release button to release the asset. You can double-click a record to open it in Click View All to view a list of these records on the Unreleased page in. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Controller home page? [/INST] Controller home page These widgets are available on the Controller home page: Cash Payments Global Ledger Close Status Invoices On Hold Inbasket Menu Overdue Invoices Receipts Not Invoiced Reconciliation Unreleased Journal Entries .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Cash payments? [/INST] Cash payments This widget shows a list of records for receivables payments that are open, Released Unassigned, and unreleased. The cash payments widget can only be added to the home page from the widget catalog. Records in the list show these details: Customer code and name Company code and name Batch number Global Ledger date Transaction amount Applied payment amount Open: Shows the payment amount remaining Payment's status- Unreleased, Open, Released Unassigned Showing Category- Unapplied cash, Unassigned cash Click Control > Configure and select a category. The list and pie chart results are limited to the specific category. You can double-click a record to open it in Receivables Click View All to view a list of these records on the Cash Application Select page in Receivables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Controller menu widget? [/INST] Menu widget This table shows a list of menu widget options: Menu option Page Executive Dashboard Analytics Executive Dashboard Assets Assets Account Analysis Account Analysis Settings Global Ledger Controller You can double-click a menu option to access the corresponding page in Global Ledger. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Global ledger close status widget? [/INST] Global ledger close status widget This widget shows the close period record with completion percentage. Records in the list show these details: Closing period Begin: Process start date End: Process due date Total task count Number of tasks due today Closing process percentage completion You can double-click a record to open it in Close Management Click View All to view a list of these records on the Current Close page in Close Management. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Invoices on hold widget? [/INST] Invoices on hold widget The invoices on hold widget can only be added to the home page from the widget catalog. This widget shows a bar graph of the Top 10 Vendors or the Top 10 Hold Codes with on hold invoices. You can display records with these date ranges: Up to 30 days Up to 60 days Up to 90 days Up to 120 days When you select a bar, a list of on-hold invoices is displayed. Records in the list show these details: Invoice number Payables company Vendor name for the top 10 hold codes Hold code name for top 10 vendors Due date Invoice amount You can double-click a record to open it in Payables Click View All to view a list of these records on the Invoices On Hold page in Payables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Controller inbasket widget? [/INST] Inbasket widget This widget shows a list of notification records for a variety of applications. Users can filter the Tasks through search options available in the widget. You can double-click a record to open it in the FSM application. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Overdue invoices widget? [/INST] Overdue invoices widget The overdue invoices widget can only be added to the home page from the widget catalog. This widget shows a pie chart of unpaid invoices. The chart is divided into these sections: 1 to 30 days 31 to 60 days 61 to 90 days 91 to 120 days 121 to 180 days When you select a section in the pie chart, a list of unpaid invoices is displayed. Records in the list show these details: Invoice Vendor Company code and name Invoice amount Due date Invoice status Click Actions > Configure and select an invoice source. The list and pie charts results are limited to the specific invoice source. You can double-click a record in the list to open it in Payables. Click View All to view a list of these records on the Overdue Invoices page in Payables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Receipts not invoiced? [/INST] Receipts not invoiced The receipts not invoiced widget can only be added to the home page from the widget catalog. This widget shows a pie chart of received purchase order lines that have not been invoiced. The chart is divided into these sections: 0 to 7 days 8 to 14 days 15 to 21 days 22 to 28 days 29 to 90 days When you select a section in the chart, a list of PO receipt lines with receipts not invoiced is displayed. Records in the list show these details: Item code and description Vendor name PO number Receipt number Line number Received date Status of PO receipt You can double-click a record to open it in Payables Click View All to view a list of these records on the Received Not Invoiced Lines page in Payables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Reconciliation widget? [/INST] Reconciliation widget This widget shows these details: Open Bank Statements shows the total number of unreconciled bank statements in Reconciliation Management You can click this button to view a list of open bank statements. Open Tasks shows total number of pending tasks in Close Management You can click this button to view a list of open tasks. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Unreleased journal entries widget? [/INST] Unreleased journal entries widget This widget shows three bar graphs for unreleased journal entries. The graph shows unreleased Global Ledger records by their posting dates within these date ranges: 0-30 days 31-60 days 61-90 days When you select a bar, a list of unreleased journal records within the specified range is displayed. Records in the list show these details: Accounting entity Journal description Journal type Period Year Primary ledger You can double-click a record to open it in Global Ledger Click View All to view a list of these records on the Process Journals page in Global Ledger. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Payables manager home page? [/INST] Payables manager home page These widgets are available on the Payables Manager home page: Invoices On Hold Open Invoices Messages Overdue Invoices By Vendor Overdue Invoices Menu Receipts Not Invoiced Unsubmitted Invoices .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Invoices on hold widget? [/INST] Invoices on hold widget The invoices on hold widget can only be added to the home page from the widget catalog. This widget shows a bar graph of the Top 10 Vendors or the Top 10 Hold Codes with on hold invoices. You can display records with these date ranges: Up to 30 days Up to 60 days Up to 90 days Up to 120 days When you select a bar, a list of on-hold invoices is displayed. Records in the list show these details: Invoice number Payables company Vendor name for the top 10 hold codes Hold code name for top 10 vendors Due date Invoice amount You can double-click a record to open it in Payables Click View All to view a list of these records on the Invoices On Hold page in Payables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Open invoice messages widget? [/INST] Open invoice messages widget This widget shows a list of open invoice message records. Records in the list show these details: Vendor name Buyer name Item code and name Invoice number Invoice cost Contract number linked to the invoice or PO PO number PO receipt cost Total quantity ordered for contract invoices Remaining quantity out of total Status: Invoice Over Receipt in case the value of invoice is more than the PO receipt cost Status: Invoice under contract in case of contract invoices You can double-click a record to open it in Payables Click View All to view a list of these records on the Match Invoice Messages page in Payables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Overdue invoices by vendor widget? [/INST] Overdue invoices by vendor widget This widget shows a bar graph for top 5, 10, or 15 vendors with overdue invoices. You can choose to display records with these date ranges: 30 days 60 days 90 days 120 days When you select a bar, a list of overdue invoices is displayed. Records in the list show these details: Invoice Company code and name Invoice amount Due date Status You can double-click a record in the list to open it in Payables. Click View All to view a list of these records on the Overdue Invoices page in Payables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Overdue invoices widget? [/INST] Overdue invoices widget The overdue invoices widget can only be added to the home page from the widget catalog. This widget shows a pie chart of unpaid invoices. The chart is divided into these sections: 1 to 30 days 31 to 60 days 61 to 90 days 91 to 120 days 121 to 180 days When you select a section in the pie chart, a list of unpaid invoices is displayed. Records in the list show these details: Invoice Vendor Company code and name Invoice amount Due date Invoice status Click Actions > Configure and select an invoice source. The list and pie charts results are limited to the specific invoice source. You can double-click a record in the list to open it in Payables. Click View All to view a list of these records on the Overdue Invoices page in Payables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Payables manager menu widget? [/INST] Menu widget This table shows a list of menu widget options: Menu option Page Invoices Manage Invoices Purchase Orders Manage Purchase Orders Vendors Manage Vendors Analytics Payables Management Dashboard Document Management Document Management You can double-click a menu option to access the corresponding page in Payables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Receipts not invoiced? [/INST] Receipts not invoiced The receipts not invoiced widget can only be added to the home page from the widget catalog. This widget shows a pie chart of received purchase order lines that have not been invoiced. The chart is divided into these sections: 0 to 7 days 8 to 14 days 15 to 21 days 22 to 28 days 29 to 90 days When you select a section in the chart, a list of PO receipt lines with receipts not invoiced is displayed. Records in the list show these details: Item code and description Vendor name PO number Receipt number Line number Received date Status of PO receipt You can double-click a record to open it in Payables Click View All to view a list of these records on the Received Not Invoiced Lines page in Payables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Unsubmitted invoices widget? [/INST] Unsubmitted invoices widget This widget shows list of unsubmitted invoice records. Records in the list show these details: Vendor name Processor name Invoice number Invoice date Due date Amount Status: Invoices on hold display a red On Hold status. You can double-click a record to open it in Payables Click View All to view a list of these records on the Unsubmitted Invoices page in Payables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Project manager home page? [/INST] Project manager home page These widgets are available on the Project Manager home page: Inbasket My Project Contract Projects Ending within 30 Days Menu Pending Project Commitment .</s> |
<s>[INST] In the context of INFOR Docs, tell me about My project contract widget? [/INST] My project contract widget This widget shows a list of project contracts. Records in the list show these details: Contract name and description Contract type Billing method Contract amount Draft invoiced amount Invoiced amount You can double-click a record to open it in Project Ledger Click View All to view a list of these records on the My Project Contracts page in Project Ledger. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Projects ending within 30 days widget? [/INST] Projects ending within 30 days widget This widget shows a list of records for posting projects that end within 30 days. Records in the list show these details: Project name and description Project begin and end dates You can double-click a record to open it in Project Ledger Click View All to view a list of these records on the Project page in Project Ledger. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Project manager inbasket widget? [/INST] Inbasket widget This widget shows a list of notification records for a variety of applications. Users can filter the Tasks through search options available in the widget. You can double-click a record to open it in the FSM application. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Pending project commitment widget? [/INST] Pending project commitment widget This widget shows the count of pending project commitments in requisitions, purchase orders, and payable invoices. The commitments have a status of released or unreleased. You can click View Commitments to view a list of pending project commitments on the Commitments And Encumbrances page in Project Ledger. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Project manager menu widget? [/INST] Menu widget This table shows a list of menu widget options: Menu option Page Project Contracts My Project Contracts Menu My Project Reports Project Balances My Project Balances Funding Sources My Project Funding List Projects My Project You can double-click a menu option to access the corresponding page in Project Ledger. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Receivables manager home page? [/INST] Receivables manager home page These widgets are available on the Receivables Manager home page: Applied Cash Payment Customer List Inbasket Menu .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Cash payments? [/INST] Cash payments This widget shows a list of records for receivables payments that are open, Released Unassigned, and unreleased. The cash payments widget can only be added to the home page from the widget catalog. Records in the list show these details: Customer code and name Company code and name Batch number Global Ledger date Transaction amount Applied payment amount Open: Shows the payment amount remaining Payment's status- Unreleased, Open, Released Unassigned Showing Category- Unapplied cash, Unassigned cash Click Control > Configure and select a category. The list and pie chart results are limited to the specific category. You can double-click a record to open it in Receivables Click View All to view a list of these records on the Cash Application Select page in Receivables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Customer list widget? [/INST] Customer list widget The customer list widget can only be added to the home page from the widget catalog. This widget shows a list of active customers records. Records in the list show these details: Customer number and name Contact name Customer contact information You can double-click a record to open it in Receivables Click View All to view a list of these records on the Manage Customers page in Receivables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Receivables manager inbasket widget? [/INST] Inbasket widget This widget shows a list of notification records for a variety of applications. Users can filter the Tasks through search options available in the widget. You can double-click a record to open it in the FSM application. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Receivables manager menu widget? [/INST] Menu widget This table shows a list of menu widget options: Menu option Page Billing Manager Billing Invoices Receivables Manager Manage Customers Project Manager My Project InterCompany Billing Specialist Intercompany Billing Page Analytics You can double-click a menu option to access the corresponding page in Project Ledger. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Supply Management home pages and widgets? [/INST] Supply Management home pages and widgets This table shows Supply Management home page user roles and the widgets that are available: Role Security role Widgets Buyer Buyer_ST Acknowledgements Needing Review Menu Messages Open Invoice Messages Open Purchase Request Open to Receive Past Delivery Date Unreleased Buyer Messages Unreleased Purchase Orders Contract Manager ContractManager_ST Contracts In Negotiation Contracts In Process Menu Expired Contract Expiring Contract Expired and Expiring Contracts EDI Administrator Buyer_ST Menu 810-Incomplete Invoice Results 850-Outbound Purchase Orders 855-Purchase Orders Acknowledged 856-Receipt Processing Results Inventory Manager InventoryManager_ST Menu Item Needing Replenishment Unreleased Inventory Transactions Unreleased Replenishment Requests Warehouse Shipments Purchasing Manager PurchasingManager_ST Buyer_ST Acknowledgements Needing Review Inbasket Messages Open Events Open to Receive Past Delivery Date Menu Recall Notices Unreleased Buyer Messages Unreleased Purchase Orders Purchasing Receiver Receiver_ST Invoiced Not Received Menu Open to Receive Past Delivery Date 856-Receipt Processing Results Supply Chain Director Approver_ST ContractManager_ST SupplyManagement Viewer_ST Expired Contracts Expiring Contracts Menu Unapproved Requisitions Unreleased Purchase Orders Unreleased Purchase Order Receipts Contracts in Negotiation Warehouse Shipments .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Buyer home page? [/INST] Buyer home page These widgets are available on the Buyer home page: Acknowledgements Needing Review Menu Messages Open Invoice Messages Open Purchase Request Open to Receive Past Delivery Dates Unreleased Buyer Messages Unreleased Purchase Orders .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Acknowledgments needing review widget? [/INST] Acknowledgments needing review widget This widget shows the number of acknowledgment messages that have been received that still require review. The numbers are grouped according to when they were received: Today Yesterday Last week Older shows acknowledgments received more than 9 days ago. When you click on the circle it will show a list of records in a cart view of the following: Company Buyer name Vendor name PO number Revision number PO line number You can click View Acknowledgments to view a list of acknowledgement messages needing action in Purchasing. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Buyer menu widget? [/INST] Menu widget This table shows a list of menu widget options: Menu option Page Purchase Requests Manage Purchase Requests Purchase Orders Mange Purchase Orders Receiving Manage Purchase Order Receipts Contracts Manage Contracts Vendor Returns Vendor Returns You can double-click a menu option to access the corresponding page in Purchasing. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Messages widget? [/INST] Messages widget This widget shows the number of unreleased buyer and open invoice messages in two circles. You can click the View Messages button to navigate to the Buyer Messages page in Purchasing. When you click on a circle it will show records in a cart view. Records in the list will display the following: Buyer Messages- PO Number Buyer name Created Date PO Line PO Receipt Buyer Message Type Invoice Message- Invoice Number Vendor Name Buyer Name Due Date PO Number PO Line Number Invoice Message Type .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Open invoice messages widget? [/INST] Open invoice messages widget This widget shows a list of open invoice message records. Records in the list show these details: Vendor name Buyer name Item code and name Invoice number Invoice cost Contract number linked to the invoice or PO PO number PO receipt cost Total quantity ordered for contract invoices Remaining quantity out of total Status: Invoice Over Receipt in case the value of invoice is more than the PO receipt cost Status: Invoice under contract in case of contract invoices You can double-click a record to open it in Payables Click View All to view a list of these records on the Match Invoice Messages page in Payables. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Open purchase request widget? [/INST] Open purchase request widget This widget shows open purchase order request records that were created in Inventory Control and Item and Order Billing. Records in the list show these details: Item code and description Vendor name Requester name Requested quantity Total cost Requested delivery date You can double-click a record to open it in Purchasing Click View All to view a list of these records on the Manage Purchase Requests page in Purchasing. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Open to receive past delivery dates widget? [/INST] Open to receive past delivery dates widget This widget shows a list of purchase order records that are the past the delivery date and have not been received. Records in the list show these details: Item code and description Vendor name Buyer name Received quantity Remaining quantity to be received PO number PO line number Early delivery date Late delivery date Click Actions > Configure and select Aging filter 0-30 days, 31-60 days, 61-90 days ranges. You can double-click a record to open it in Purchasing Click View All to view a list of these records on the Open To Receive Past Delivery Date page in Purchasing. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Unreleased buyer messages widget? [/INST] Unreleased buyer messages widget This widget shows a list of purchase order records that have Buyer messages due to over-receipt. Records in list show these details: Item code and description Purchasing company name Vendor name Buyer name Purchase order number Purchase order line number Receipt number Date of Buyer message Received quantity Excess quantity Status that shows Excess Quantity You can click the Release button to release the Buyer message. You can double-click a record to open it in Purchasing Click View All to view a list of these records on the Buyer Messages page in Purchasing. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Unreleased purchase orders widget? [/INST] Unreleased purchase orders widget This widget is a pie chart that shows unreleased purchase orders. The chart shows records that are within specific date ranges: 0-3 days 4-7 days 8-14 days 15-30 days You can select aging data in ranges up to 30, 60, and 90 days. When you select Up to 30 Days , pie segment 15-30 Days shows records of unreleased POs that span from 15 to 30 days. The same logic applies when you select 60 and 90 days aging. When you select a pie segment, unreleased purchase order records are shown in list form. Records in the list show the following: Vendor name PO number Purchasing company name Ship to location name Internal contact name Vendor contact name PO creation date PO amount Unreleased revision status You can double-click a record to open it in FSM Click View All to view a list of these records on the Unreleased Purchase Orders page in FSM. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Contract manager home page? [/INST] Contract manager home page These widgets are available on the Contract Manager home page: Contracts In Negotiation Contracts in Process Menu Expired Contract Expiring Contract Expired and Expiring Contracts .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Contracts in negotiation widget? [/INST] Contracts in negotiation widget This widget shows a pie chart of Contracts which are under negotiation. You can filter by Contract Manager and by My Contracts. The pie chart is divided into the following sections: Needs Negotiation Needs Supplier Approval Needs Internal Approval Needs Final Approval Negotiated Negotiation Denied This widget shows a list of contracts in negotiation. Records in the list show these details: Contract ID and description Supplier name and image Primary contact and contact information Status You can click Negotiate Terms to view a contract on the Terms And Conditions Negotiation page. You can double-click a record in the list to open it in Contract Management Click View All to view a list of these records on the Contracts In Negotiation page in Contract Management. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Contracts in process widget? [/INST] Contracts in process widget This widget shows a pie chart of contracts that are in process. The chart is divided into these sections: Draft Released Negotiation Final approval Ready to activate Addendum Amendment When you select a section in the pie chart, a list of contracts is displayed. Records in the list show these details: Contract ID and description Supplier name Primary contact Type of contract You can double-click a record in the list to open it in Contract Management. Click View All to view a list of these records on the Contracts In Process page in Contract Management. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Contract manager menu widget? [/INST] Menu widget This table shows a list of menu widget options: Menu option Page Contracts Manage Contracts Suppliers Suppliers Analytics Analytics Infor Document Management Document Management Employee Time Off Employee Time Off Additional Contract Information Additional Contract Information Requester Requester Spend Analysis Spend Analysis Contract Terms Manager Contract Terms Manager You can double-click a menu option to access the corresponding page in Contract Management. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Expired contract widget? [/INST] Expired contract widget The expired contract widget can only be added to the home page from the widget catalog. This widget shows a list of contracts that have expired within 30 days of the current date. Records in the list show these details: Contract ID and description Supplier name Internal contract Supplier contract Expiration date Total amount ordered Click the ellipisis to Close, Hold, or Remove a record Click Close to close the contract Click Hold to place the contract on hold Click Remove to removee the contract from the list You can click Remove to remove the contract from the list. You can double-click a record in the list to open it in Contract Management Click View All to view a list of these records on the Active Expiring And Expired Contracts page in Contract Management. .</s> |