Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes

Transcription

1 Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Version: Published: April 2014 Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 1

2 Copyright 2014 Infor. All rights reserved. Important Notices The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of Infor. By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest in the material (including any modification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from Infor pursuant to a separate agreement, the terms of which separate agreement shall govern your use of this material and all supplemental related materials ("Purpose"). In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although Infor has taken due care to ensure that the material included in this publication is accurate and complete, Infor cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause. Without limitation, U.S. export control laws and other applicable export and import laws govern your use of this material and you will neither export or re-export, directly or indirectly, this material nor any related materials or supplemental information in violation of such laws, or use such materials for any purpose prohibited by such laws. Trademark Acknowledgements The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All rights reserved. All other company, product, trade or service names referenced may be registered trademarks or trademarks of their respective owners. Publication Information Release: Publication date: April 2014 Document Number: LMPROCRN-1010UW-01 Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 2

3 Contents This document describes features and enhancements included in Lawson Supply Chain Management Applications, built with Landmark, version These new features and enhancements are organized under the following headings: What are Infor Lawson Supply Chain Management Applications, built with Landmark? 5 Documentation... 5 Documentation updates... 6 updates... 8 Strategic Sourcing changes... 8 Sourcing Event Best and Final Offer... 8 Sourcing Event Two Step Bidding... 8 Electronic Bid Bonds... 8 Option to Require Suppliers to Enter Delivery Dates... 9 Option to Require Suppliers to Enter Vendor Item... 9 Load Requisition Line Comments to Sourcing Event Line Field... 9 Send Supplier Attachments from Sourcing Events to Contracts... 9 s to Assist Getting Sourcing Event Responses Submitted Allow Suppression of to Suppliers about Registration if they did not register themselves Long for Item Add On Charges for Sourcing Events Contract Management changes Fixed Tier Costs Direct Update of Agreements from Contracts Supplier Paper Process with Routing Send Supplier Attachments From Sourcing Events To Contracts Highlight Items in Error on Contracts Allow Participants/Tier Members on a Contract to Be Changed After Contract is Activated New Rebate Enabled Spend Analysis Performance Improvements Contract Classification Type Hold code field Max amounts on contract headers and lines Supplier Order Management changes Supplier Created Expense Invoices Security changes Upgrade considerations Post-upgrade actions Upgrade Contract Line and Distribution Upgrade Groups, Companies, and Lines Required Patches Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 3

4 Net Change Report Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 4

5 What are Infor Lawson Supply Chain Management Applications, built with Landmark? The Infor Lawson Supply Chain Management Applications, built with Landmark are supply chain applications developed for the Landmark platform. The installation package includes: Strategic Sourcing Contract Management Recall Management Supplier Order Management Documentation Throughout these release notes, references to specific documents and Infor Xtreme articles may be provided to help you locate more detailed information. Where to look for documentation Product documentation is available on Infor Xtreme. You can find documentation posted to the product records on the Product Downloads page. Look here first for installation guides and release notes. You can search for reference documentation on the Infor Xtreme page. The following Infor Xtreme articles contain information pertaining to the Infor Lawson Supply Chain Management Applications: Article Name Infor Xtreme # Release Level 904 Back Office Security For Landmark Procurement Add On Charge Processing Alternate Responses To Event Lines Bid Tabulation Report Cancel Remainder On Event Line At Award Time CM To SS To Cm Contract Effective And Expiration Dates Contract Electronic Signature Contract Line Errors And Creation Of Vendor Agreements Contract Term And Condition Approval Cost Changes In Contract Management Creation And Viewing Of Contract Creation Of Item Master Records From Contract Management Defaulting Required Fields For Awarding Events Defining Qualifier Contracts For Rebates And Portal Messages Event Weighting Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 5

6 Global Location Numbers Global Trade Item Numbers Hold And Vendor Item Inactivation Item Type Defaulting Manufacturer And Distributor Contract Creation Milestones and Deliverables Modify List Definition Plan Holders List Preferred Contract And Manufacturer Prerequisites For Running Reports In Run Reports Processing Of Catalogs Through Contract Import Procurement Interaction Between Landmark And S Procurement 904 Security Structure Procurement 910 Security Structure Procurement Roles And Associated Processes Procurement Roles And Associated Processes Rebate Processing Releasing Of Vendor Agreements Repository Term And Condition Approval Reverse Auctions On Events Selection Of Supplier Contacts For Event Notification Service Item Processing In Procurement Spend Analysis Subcontractors For Contracts Supplier And Vendor Compare Supplier And Supplier Contact Inactivation Supplier Creation Of Invoices Supplier Negotiation Of Terms In Sourcing Supplier Performance How To Configure Supplier Portal Use Of The Transaction Queue To Analyze Failed Transactions Sourcing Event Best and Final Processing Sourcing Event Two Step Processing Sourcing Electronic Bid Bonds Sourcing Event Response require vendor item and delivery date Tools to determine unsubmitted supplier event responses Documentation updates The following updates to documentation are included with this release. Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 6

7 Document Name Infor Lawson Supply Chain Management Applications, built with Landmark Installation Guide Strategic Sourcing User Guide (SSRCUG-911W-xx) Contract Management User Guide (CMGTUG-911UW-xx) Strategic Sourcing, Contract Management, and Supplier Order Management Administration Guide (LMPROCAG-911UW-xx) Describes how to install a new version of Supply Chain Management, built with Landmark or upgrade an existing version of Supply Chain Management, built with Landmark to the current version. Updated with new features in the 911 release. Updated with new features in the 911 release. Updated with new features in the 911 release. Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 7

8 updates Each Infor Lawson Supply Chain Management Applications, built with Landmark installation package delivers a complete product and updates are cumulative. Read the release notes document to get information on delivered features for the release you are installing. Strategic Sourcing changes Sourcing Event Best and Final Offer A "best and final offer" is the process of putting events out for bidding, selecting a subset of Suppliers from the initial responses, and asking the Suppliers to respond with a second price. Strategic Sourcing supports Best and Final Offer processing. Strategic Sourcing User Guide, Xtreme # Sourcing Event Two Step Bidding Two Step Bidding is used when releasing Events for bidding where the qualifications of a Supplier need to be established prior to looking at bid amounts. The Supplier provides documentation that proves they are qualified. If the documentation (commonly known as a Technical Proposal) is accepted, their bid amount (commonly known as pricing) is then assessed. Strategic Sourcing User Guide, Xtreme # Electronic Bid Bonds When working with Suppliers for Events with large dollar amounts, such as construction, it is common to require that the Supplier provide a Bid Bond with their response. The Bid Bond is a form of insurance that shows the Supplier can perform the work. Surety 2000 offers the ability provide a Bid Bond ID, which ties to a Bid Bond that can be verified electronically. Electronic Bid Bonds support the electronic storage and validation of Bid Bonds along with some support for paper Bid Bonds. Strategic Sourcing User Guide, Xtreme # Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 8

9 Event Reference As A Terms Variable When using articles and terms on a Sourcing Event, Event Reference has been added as a variable that can be used when defining a term, either in the repository or ad hoc on an event. Strategic Sourcing User Guide Option to Require Suppliers to Enter Delivery Dates Option at Group, Company, and Event level that indicates Supplies will be required to enter a delivery date at response time for all lines that have PO output. Strategic Sourcing User Guide, Xtreme # Option to Require Suppliers to Enter Vendor Item Option at Group, Company, and Event level that indicates Supplies will be required to enter Vendor Item at response time for either all output, or just Contract and Agreement output, have Vendor Item default from Item, or just require Vendor Item to be entered before Create Output is run (current process). There is also an option at Group and Company level to require Vendor Item description to be entered if Vendor Item must be entered. Strategic Sourcing User Guide, Xtreme # Load Requisition Line Comments to Sourcing Event Line Field When Requisition lines are used to create Sourcing Event Lines, any Purchase Order type line comments are now loaded to the line description field, which displays to the supplier on Supplier Portal. The requisition line comment field is typically used to enter descriptive information about an item being ordered which does not fit on the standard description field. Strategic Sourcing User Guide Send Supplier Attachments from Sourcing Events to Contracts For Sourcing Events that have lines with Contract output, Supplier response attachments and question answer attachments can create comments with attachments in Contract Management. Supplier Attachments, when created, will be flagged to go to Contract Management, and can be changed at Award time if desired. Comments with these attachments will be created in Contract Management when Create Output is done, and will have a new comment type to indicate they came from Sourcing. Strategic Sourcing User Guide Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 9

10 s to Assist Getting Sourcing Event Responses Submitted An action called Notify Supplier Of Unsubmitted And Missing Responses has been created to suppliers who need to respond or submit their responses. This action can be run on a scheduled basis. An alert has been added to the Sourcing Manager page alerts tab that shows Open Events With Unsubmitted Responses. On Supplier Portal, the Unsubmitted Responses list now shows only responses which can still be submitted. Prior to this it showed all unsubmited responses, even those for closed events. Strategic Sourcing User Guide, Xtreme # Allow Suppression of to Suppliers about Registration if they did not register themselves Added an option to Supplier Group called Send to Suppliers Who Did Not Register Themselves. Unless checked, when Suppliers are created by the Buyer in Rich Client, no will be sent to suppliers congratulating them for registering. Strategic Sourcing User Guide Long for Item Items on both Sourcing Events and Contracts can now have a 3 (long description) field entered with up to 350 characters. This information is available on Vendor Agreement lines and is added to the same field when creating Item Master items. Strategic Sourcing User Guide, Contract Management User Guide Add On Charges for Sourcing Events Add On Charges can be defined at the Sourcing Event Line level. When Suppliers respond to Events they can enter Add On Charge amounts which are carried over to Purchase Orders, Contracts, and Agreements. Strategic Sourcing User Guide Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 10

11 Contract Management changes Fixed Tier Costs If Contract Tiers are defined as Fixed and Contract Line Tier Cost records exist when Release Members is selected, the line member Net Cost is the Line Tier Cost for the tier associated with the member. Contract Management User Guide; Xtreme # Direct Update of Agreements from Contracts Directly create and update Vendor Agreements from Contracts rather than going through an asynchronous queue. Allows for much faster creation and updating of vendor agreements. Contract Management User Guide Supplier Paper Process with Routing Added the ability to redline in a Microsoft Word document and route the word document for approvals. Allowing the users to reassign the workunit to whom they want to review the document. Contract Management User Guide; Xtreme # Send Supplier Attachments From Sourcing Events To Contracts For Sourcing Events that have lines with Contract output, Supplier response attachments and question answer attachments can create comments with attachments in Contract Management. Supplier Attachments, when created, will be flagged to go to Contract Management, and can be changed at Award time if desired. Comments with these attachments will be created in Contract Management when Create Output is done, and will have a new comment type to indicate they came from Sourcing. Contract Management User Guide Highlight Items in Error on Contracts For Contracts that have either Contract Line Error or Tolerance Error records, the buttons that display this error information were getting lost among other buttons relating to Contract Processing. The buttons have been moved to a separate row on the Contract header, and an Errors exist on contract text statement in red displays before the buttons. Contract Management User Guide Allow Participants/Tier Members on a Contract to Be Changed After Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 11

12 Contract is Activated s Tier Members can be deleted and re-added on a Contract even if the Contract has already been activated, as long as no associated PO lines exist. This allows Members to be changed from Company to Location level, for instance. Contract Management User Guide New Rebate Enabled A rebate can now be set up where you chose certain items from the contract to serve as the items whose spend will qualify you for the rebate but the amount of the rebate that you earn is based on the spend of all items on the contract. Contract Management User Guide Spend Analysis Performance Improvements A new spend analysis consolidation control record concept is introduced. This allows for an old consolidation set of records to be purged while the new consolidation set of records is built. Also the various consolidation actions run in parallel now. The overall process of consolidation is faster. Contract Management User Guide Contract Classification Type The Contract Classification and Subclassification now have a type field which indicates the approval process that Contracts using the Classification go through. Xtreme # Hold code field A process was added on the contract side to match the hold code reason functionality in PO25. PROC-7903 Max amounts on contract headers and lines Line max amounts are now compared to header max amounts on contracts. AOC and Tax are now part of amounts incurred that were edited against max amounts. PROC-7941 Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 12

13 Supplier Order Management changes Supplier Created Expense Invoices Allows processing of Supplier Created Invoices that are expense invoices in Supplier Order Management/Supplier Portal. Invoices can be processed to Accounts Payable through MA540. Strategic Sourcing, Contract Management, and Supplier Order Management Administration Guide, Xtreme # Security changes Administrative release; no new security changes in Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 13

14 Upgrade considerations This section contains upgrade considerations for users who have LMPROC CU4. Read through this information to find out what you may need to do either before or after you run the upgrade to LMPROC IMPORTANT You must be on version or higher to upgrade to LMPROC NOTE All post-upgrade actions in this section are scheduled actions that can be run immediately, or scheduled to run at a specific time. When you run the actions, you can view their progress in My Scheduled Actions. Post-upgrade actions The following actions are available to the Contract Administrator and/or Sourcing Administrator roles in the Utilities > Application Updates menus. If users playing other roles need to access these actions, the CMRunApplicationUpdates_ST or SSRunApplicationUpdates_ST security classes should be assigned to the roles. Action Upgrade Contract Line and Distribution Run this action to upgrade Contract Line and Distribution. Enter a Contract Group and click OK. Infor Lawson Supply Chain Management Applications, built with Landmark Installation Guide Action Upgrade Groups, Companies, and Lines Run this action to load a message number to line errors This action also upgrades groups and companies with subjects and content. Enter a Supplier Group and click OK. Infor Lawson Supply Chain Management Applications, built with Landmark Installation Guide Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 14

15 Required Patches Review the product download record for a list of any required patches for this release. Net Change Report Review the Net Change Report, a listing of problems fixed for this release, available on the Product Download page. To access the Product Downloads page, navigate to Products & Services, and select Download Products. Documentation is posted on the product records. Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Page 15