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<s>[INST] In the context of INFOR Docs, tell me about Expiring contract widget? [/INST] Expiring contract widget The expiring contract widget can only be added to the home page from the widget catalog. This widget shows three bar graphs for expiring contracts based on Expiry date and Review date. The bar graphs show contracts expiring or to be reviewed that are within these date ranges: 0-30 days 31-60 days 61-90 days When you select a bar, a list of contract records that are due to expire or to be reviewed within the specified range is displayed. Records in the list show these details: Contract ID Supplier Primary contact Supplier contact Expiring date Review date Total amount ordered 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> |
<s>[INST] In the context of INFOR Docs, tell me about Expired and expiring contracts widget? [/INST] Expired and expiring contracts widget This widget shows a list of contracts that are expiring the next day or expired. It also shows contracts with a current date that is greater than the date of a yellow or red alert that is set on the contract. This widget can only be added to the home page from the widget catalog. Records in the list show these details: Contract ID and description Supplier name Primary contact Expired or expiration date Total amount ordered 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> |
<s>[INST] In the context of INFOR Docs, tell me about EDI home page? [/INST] EDI home page These widgets are available on the EDI home page: Menu 810 - Incomplete Processing Results 850 - Outbound Purchase Orders 855 - Purchase Orders Acknowledged 856 - Receipt Processing Results .</s> |
<s>[INST] In the context of INFOR Docs, tell me about EDI menu widget? [/INST] Menu widget This table shows a list of menu widget options: Menu option Page Data Exchange Data Exchange 850 Outbound Purchase Orders Purchase Order EDI Output List 855 Acknowledgements Revisions With Messages 856 Exceptions Purchase Order Receipt Interface Results 810 Match Invoice Results Match Invoice Interface Results Purchase Orders Purchase Orders Receipts Purchase Order Receipts Invoices Payables Invoices EDI Administrator EDI Administrator You can double-click a menu option to access the corresponding page in FSM. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about 810 - incomplete invoice results widget? [/INST] 810 - incomplete invoice results widget This widget shows a list of incomplete invoice processing result records for 810 EDI messages. It shows records with one of these two statuses: Incomplete All errors processed Records in the list show these details: Result ID Run group Original run group Run date You can double-click a record to open it in Purchasing Click View All to view a list of these records on the Match Invoice Interface Results page in Purchasing. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about 850 - outbound purchase orders widget? [/INST] 850 - outbound purchase orders widget This widget shows a list of outbound purchase order records for 850 EDI messages. Records in the list show these details: Vendor name Buyer name PO company name PO number PO creation date PO total You can double-click a record to open it in EDI Click View All to view a list of these records on the Purchase Orders page in EDI. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about 855 - purchase orders acknowledged? [/INST] 855 - purchase orders acknowledged This widget shows a list of purchase order records for 855 EDI acknowledgement messages. Records in the list show these details: Vendor name PO company name Buyer name PO number PO creation date PO total Status You can double-click a record to open it in Purchasing Click View All to view a list of these records on the Revisions With Messages page in Purchasing. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about 856 - receipt processing results widget? [/INST] 856 - receipt processing results widget This widget shows a list of receipt processing result records for 856 EDI messages. Records in the list show these details: Run Group Number of receipts processed Errors Status Run time You can double-click a record to open it in Purchasing Click View All to view a list of these records on the Purchase Order Receipt Interface Results page in Purchasing. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Inventory manager home page? [/INST] Inventory manager home page These widgets are available on the Inventory Manager home page: Menu Item Needing Replenishment Unreleased Inventory Transactions Unreleased Replenishment Requests Warehouse Shipments .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Inventory manager menu widget? [/INST] Menu widget This table shows a list of menu widget options: Menu option Page Inventory Vendor Reorder Advice Replenishment Purchase Order Requests Warehouse Pick List Shipments MSCM MSCM Inventory Transactions Inventory Transactions Inventory Intelligence Inventory Intelligence Item Location Manage Item Locations You can double-click a menu option to access the corresponding page in FSM. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Items needing replenishment widget? [/INST] Items needing replenishment widget This widget shows records for inventory items that are within 10% of their reorder point. Records in the list show these details: Item code and description Inventory location name On Hand: The amount of stock on hand for the item Reorder: The reorder point for the item Allocated: The allocated stock of the item On Order: The amount of the item on order Net Inventory Position Quantity with UOM When item stock on hand falls below the reorder point, a SOH below reorder point alert is displayed. Click Actions > Configure and select PPE Items to limit the list to only PPE items. You can double-click a record to open it in Inventory Control Click View All to view a list of these records on the Items Within 10 Percent Of Reorder Point page in Inventory Control. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Unreleased inventory transactions widget? [/INST] Unreleased inventory transactions widget This widget shows a pie chart of unreleased inventory transactions. The pie chart is divided into the following: Inventory Issue Inventory Transfer Inventory Receipt Adjustment Bin Transfer This widget shows a list of unreleased inventory transaction records. Records in the list show these details: Company name Inventory transaction number Location Date Document type: Inventory Issue, Inventory Receipt, Inventory Transfer You can double-click a record to open it in Inventory Control Click View All to view a list of these records on the Inventory Transactions page in Inventory Control. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Unreleased replenishment requests widget? [/INST] Unreleased replenishment requests widget This widget shows list of unreleased item replenishment request records that have reached reorder points. Records in the list show these details: Item code and description Inventory location name Reorder quantity Total cost On Hand: The amount of stock on hand for the item Reorder: The reorder point for the item Allocated: The allocated stock of the item On Order: The amount of the item on order Net Inventory Position Quantity with UOM You can click Release to release the purchase request. You can double-click a record to open it in Inventory Control Click View All to view a list of these records on the Replenishment Purchase Order Requests page in Inventory Control. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Warehouse shipments widget? [/INST] Warehouse shipments widget This widget shows list of warehouse shipment records that have a status of printed or shipped. Records in the list show these details: Company name Requisition or Customer order number Created date Requesting location name Status: Printed, Picked, Shipped Click Finish to change the status of a record from Printed to Shipped. Click Release to change the status of a record from Shipped to Released. You can double-click a record to open it in Inventory Control Click View All to view a list of these records on the Warehouse Shipment List page in Inventory Control. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Purchasing manager home page? [/INST] Purchasing manager home page These widgets are available on the Purchasing Manager home page: Acknowledgements Needing Review Inbasket Menu Messages Open Events Open to Receive Past Delivery Dates Recall Notices Unreleased Buyer Messages Unreleased Purchase Orders Manage Receiving .</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 Purchasing manager inbasket widget? [/INST] Inbasket widget This widget shows a list of notification records that require approval for purchase order records. You can double-click a record to open it in Purchasing From there, you can approve or reject the request. .</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 events widget? [/INST] Open events widget This widget shows a pie chart of open events. The chart includes all events without a status of closed, canceled, or suspended. The chart is divided into these sections: Amendments in progress Draft Open Pending award Pending event approval Pending open When you select a section in the pie chart, a list of events is displayed. Records in the list show these details: Event number and description Company number and name Open: Event open date Close: Event close 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 Events 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 Purchasing manager menu widget? [/INST] Menu widget This table shows a list of menu widget options: Menu option Page Requisitions Manage Requisitions Purchase Requests Manage Purchase Requests Vendors Manage Vendors Contracts Manage Contracts Manage Receiving Manage Receiving 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 Recall notices widget? [/INST] Recall notices widget This Widgets shows a list of active and pending recall notices in two circles with count. When you click on the circle it will show the following records in cart view: Item name Working ID Date the notice was announced Date the notice was received Status You can double-click a record to open it in Purchasing Click View All to view a list of these records on the Notices 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 Purchasing receiver home page? [/INST] Purchasing receiver home page These widgets are available on the Purchasing Receiver home page: Invoiced Not Received Open to Receive Past Delivery Dates 856-Receipt Processing Results .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Invoiced not received widget? [/INST] Invoiced not received widget This widget shows records for purchase order lines that have been invoiced but not received. Records in the list show these details: Item code and description Company code and name Vendor name PO number PO line number Remaining quantity 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 Invoiced Not Received page in Purchasing. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Purchasing receiver menu widget? [/INST] Menu widget This table shows a list of menu widget options: Menu option Page Receipt Search Search Purchase Order Receipts Manual Buyer Message Manual Buyer Messages Inspection Purchase Order Receipt Inspections 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 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 856 - receipt processing results widget? [/INST] 856 - receipt processing results widget This widget shows a list of receipt processing result records for 856 EDI messages. Records in the list show these details: Run Group Number of receipts processed Errors Status Run time You can double-click a record to open it in Purchasing Click View All to view a list of these records on the Purchase Order Receipt Interface Results page in Purchasing. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Supply chain director home page? [/INST] Supply chain director home page These widgets are available on the Supply Chain Director home page: Expired contract widget Expiring contract widget 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 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> |
<s>[INST] In the context of INFOR Docs, tell me about Expiring contract widget? [/INST] Expiring contract widget The expiring contract widget can only be added to the home page from the widget catalog. This widget shows three bar graphs for expiring contracts based on Expiry date and Review date. The bar graphs show contracts expiring or to be reviewed that are within these date ranges: 0-30 days 31-60 days 61-90 days When you select a bar, a list of contract records that are due to expire or to be reviewed within the specified range is displayed. Records in the list show these details: Contract ID Supplier Primary contact Supplier contact Expiring date Review date Total amount ordered 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> |
<s>[INST] In the context of INFOR Docs, tell me about Supply chain director menu widget? [/INST] Menu widget This table shows a list of menu widget options: Menu option Page Inventory Manager Inventory Manager Purchasing Manager Purchasing Manager Approver My Tasks Contract Manager Contract Information Double-click a menu option to access the corresponding page in FSM. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Unapproved requisitions widget? [/INST] Unapproved requisitions widget This widget shows a bar graph of unapproved requisition records. The graph shows records that are within these date ranges on X-axis: 0-3 days 4-7 days 8-14 days 15-30 days No. of requisitions on Y-axis. You can select aging data in ranges up to 30, 60, and 90 days. When you select Up to 30 Days , segment 15-30 Days shows records of unapproved requisitions that span from 15 to 30 days. The same logic applies when you select 60 and 90 days aging. When you select a segment, unreleased purchase order records are shown in list form. Records in the list show these details: When you select a segment, unreleased purchase order records are shown in list form. Records are show as the following: Requisition number Requisition amount Requester name and contact information Requesting location name Creation date. You can add this field using personalization. You can double-click a record to open it in FSM Click View All to view a list of these records on the Needs Approval Requisitions page in FSM. .</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 Unreleased purchase order receipts widget? [/INST] Unreleased purchase order receipts widget This widget shows a bar graph of the top 5,10, or 15 vendors with unreleased purchase order receipts. Records in the list show these details: Receipt number PO Number Lines number PO creation date Receipt lines number 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 Order Receipts page in FSM. .</s> |
<s>[INST] In the context of INFOR Docs, tell me about Using the icon reference? [/INST] Using the icon reference Use the icon reference to view icons that are available to be used in Financials & Supply Management configurations. Select Shared Processes > Icon Reference. Note the associated name that is used in the code for the icon, for example, document-text-amber. Sign in to the Configuration Console and add the name of the icon to the LPL in the icon is line, for example, icon is icon.document-text-amber These items must be configured using the Configuration Console. For more information, see Configuration Console for the web and Landmark Pattern Language (LPL) in the Landmark developer documentation. This table shows the types of icons that are available: Tab Description Menu Icons Icons that are used in menu configurations, for example, icon is icon.target-amber Each section shows the same icons in a different color. Button Icons Icons that are used with buttons, for example, icon is icon.add. Action Icons Icons that are used with actions, for example, action icon is create. No Data Icons Icons that are used when no data exists in a list, for example, icon is icon-empty-new-project. .</s> |