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

Infor Lawson Supply Chain Management Applications, built with Landmark Release Notes Version: 10.1.0.0 Published: April 2014 Infor Lawson Supply Chain Management Applications, built with Landmark 10.1.0.0 Release Notes Page 1

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: 10.1.0.0 Publication date: April 2014 Document Number: LMPROCRN-1010UW-01 Infor Lawson Supply Chain Management Applications, built with Landmark 10.1.0.0 Release Notes Page 2

Contents This document describes features and enhancements included in Lawson Supply Chain Management Applications, built with Landmark, version 10.1.0. 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... 10 Allow Suppression of Email to Suppliers about Registration if they did not register themselves... 10 Long for Item... 10 Add On Charges for Sourcing Events... 10 Contract Management changes... 11 Fixed Tier Costs... 11 Direct Update of Agreements from Contracts... 11 Supplier Paper Process with Routing... 11 Send Supplier Attachments From Sourcing Events To Contracts... 11 Highlight Items in Error on Contracts... 11 Allow Participants/Tier Members on a Contract to Be Changed After Contract is Activated... 11 New Rebate Enabled... 12 Spend Analysis Performance Improvements... 12 Contract Classification Type... 12 Hold code field... 12 Max amounts on contract headers and lines... 12 Supplier Order Management changes... 13 Supplier Created Expense Invoices... 13 Security changes... 13 Upgrade considerations... 14 Post-upgrade actions... 14 Upgrade Contract Line and Distribution... 14 Upgrade Groups, Companies, and Lines... 14 Required Patches... 15 Infor Lawson Supply Chain Management Applications, built with Landmark 10.1.0.0 Release Notes Page 3

Net Change Report... 15 Infor Lawson Supply Chain Management Applications, built with Landmark 10.1.0.0 Release Notes Page 4

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 1199513 904 Add On Charge Processing 1199517 100 Alternate Responses To Event Lines 1199538 904 Bid Tabulation Report 1199536 910 Cancel Remainder On Event Line At Award Time 1199528 904 CM To SS To Cm 1199539 904 Contract Effective And Expiration Dates 1199509 904 Contract Electronic Signature 1199521 904 Contract Line Errors And Creation Of Vendor Agreements 1199518 910 Contract Term And Condition Approval 1199533 910 Cost Changes In Contract Management 1199534 904 Creation And Viewing Of Contract 1199519 904 Creation Of Item Master Records From Contract Management 1199500 910 Defaulting Required Fields For Awarding Events 1199520 904 Defining Qualifier Contracts For Rebates 1199544 904 Email And Portal Messages 1199545 100 Event Weighting 1199522 910 Infor Lawson Supply Chain Management Applications, built with Landmark 10.1.0.0 Release Notes Page 5

Global Location Numbers 1199523 904 Global Trade Item Numbers 1199504 904 Hold And Vendor Item Inactivation 1199510 910 Item Type Defaulting 1199541 904 Manufacturer And Distributor Contract Creation 1199537 910 Milestones and Deliverables 1199514 910 Modify List Definition 1199524 904 Plan Holders List 1199502 910 Preferred Contract And Manufacturer 1199525 910 Prerequisites For Running Reports In Run Reports 1199503 910 Processing Of Catalogs Through Contract Import 1199507 910 Procurement Interaction Between Landmark And S3 1199501 910 Procurement 904 Security Structure 1199512 904 Procurement 910 Security Structure 1199516 910 Procurement Roles And Associated Processes 1199515 904 Procurement Roles And Associated Processes 1199526 910 Rebate Processing 1199527 904 Releasing Of Vendor Agreements 1199511 904 Repository Term And Condition Approval 1199497 904 Reverse Auctions On Events 1199543 904 Selection Of Supplier Contacts For Event Notification 1199508 910 Service Item Processing In Procurement 1199535 904 Spend Analysis 1199505 904 Subcontractors For Contracts 1199529 910 Supplier And Vendor Compare 1199530 904 Supplier And Supplier Contact Inactivation 1199506 904 Supplier Creation Of Invoices 1199494 911 Supplier Negotiation Of Terms In Sourcing 1199531 904 Supplier Performance 1199532 904 How To Configure Supplier Portal 1199495 910 Use Of The Transaction Queue To Analyze Failed Transactions 1199540 904 Sourcing Event Best and Final Processing 1456820 911 Sourcing Event Two Step Processing 1456866 911 Sourcing Electronic Bid Bonds 1456874 911 Sourcing Event Response require vendor item and delivery date 1458880 911 Tools to determine unsubmitted supplier event responses 1458876 911 Documentation updates The following updates to documentation are included with this release. Infor Lawson Supply Chain Management Applications, built with Landmark 10.1.0.0 Release Notes Page 6

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 10.1.0.0 Release Notes Page 7

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 #1456820 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 #1456866 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 #1456874 Infor Lawson Supply Chain Management Applications, built with Landmark 10.1.0.0 Release Notes Page 8

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 # 1458880 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 # 1458880 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 10.1.0.0 Release Notes Page 9

s to Assist Getting Sourcing Event Responses Submitted An action called Notify Supplier Of Unsubmitted And Missing Responses has been created to Email 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 #1458876 Allow Suppression of Email to Suppliers about Registration if they did not register themselves Added an option to Supplier Group called Send Email to Suppliers Who Did Not Register Themselves. Unless checked, when Suppliers are created by the Buyer in Rich Client, no Email 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 10.1.0.0 Release Notes Page 10

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 # 1199537 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 # 1461859 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 10.1.0.0 Release Notes Page 11

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 # 1461861 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 10.1.0.0 Release Notes Page 12

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 #1199494 Security changes Administrative release; no new security changes in 10.1.0. Infor Lawson Supply Chain Management Applications, built with Landmark 10.1.0.0 Release Notes Page 13

Upgrade considerations This section contains upgrade considerations for users who have LMPROC 10.0.1 CU4. Read through this information to find out what you may need to do either before or after you run the upgrade to LMPROC 10.1.0. IMPORTANT You must be on version 10.0.1.4 or higher to upgrade to LMPROC 10.1.0. 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 email 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 10.1.0.0 Release Notes Page 14

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 10.1.0.0 Release Notes Page 15