infor cloudsuite industrial release notes

Infor CloudSuite Industrial ReleaseNotesRelease 9.01.00

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Publication Information

Release: Infor Cloudsuite Business (Industrial) 9.01.00Publication Date: February 22, 2017Document code: csbi_9.01.00_csbirn_csindustrial_en-us

ContentsContacting Infor...........................................................................................................................5

Chapter 1: What's New in This Version.........................................................................7General Application Updates.....................................................................................................................7Updates to Mongoose..............................................................................................................................10Updates to Accounting and Financials....................................................................................................16Updates to Customer Service..................................................................................................................23Updates to Employee Self Service..........................................................................................................23Updates to Human Resources................................................................................................................24Updates to Integrations............................................................................................................................24Updates to Inventory Control and Material Planning...............................................................................26Updates to Localizations..........................................................................................................................29Updates to Manufacturing........................................................................................................................31Updates to Procurement..........................................................................................................................31Updates to Optional Modules..................................................................................................................31

Infor CloudSuite Industrial Release Notes | 3

Contents

4 | Infor CloudSuite Industrial Release Notes

Contents

Contacting Infor

If you have questions about Infor products, go to the Infor Xtreme Support portal.

If we update this document after the product release, we will post the new version on this website. Werecommend that you check this website periodically for updated documentation.

If you have comments about Infor documentation, contact [email protected].


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Contacting Infor

1What's New in This Version

Infor CloudSuite Industrial version 9.01.00 includes updates and some new features.

General Application UpdatesUsing File Servers and Logical Folders for File Import and ExportPreviously, functions such as external payroll and EDI required users to set parameters that specifiedUNC pathnames to folders on a shared local server. Those folders were used to store XML or other“flat files” that are imported, exported, or created by the functions. This prevented the use of thesefunctions in the cloud, where users cannot directly add, delete or access files that are stored on localservers.

Now, you define file servers and logical folders to be used for these functions. For example, you coulddefine a logical folder called EDIDemandInboundData to store EDI inbound data files, and a logicalfolder called EFTImports to store imported EFT files. These could be on the same or different fileservers.

The file server and logical folders can be used for either cloud or on-premises applications:

• For cloud applications, the file servers might already be defined by the Infor Cloud team, or you canuse the File Servers form to add AWS S3 buckets or SFTP servers as file servers. Then use theFile Server Logical Folders form to define logical folders on those servers.

• For on-premises applications, you can define the file servers on the File Servers form. The fileservers can be either an FTP/SFTP server, a UNC path to a shared local server, or an AWS S3bucket. (You can also verify the login credentials on this form.) Then define the folders for each fileserver on the File Server Logical Folders form.If the actual physical folders do not yet exist on the server, you must create them separately.

These file server logical folders must be assigned to authorization groups on the Object Authorizationfor Group form. Only users in those groups can access the logical folders to add or remove files.

File servers and their logical folders are unique to a specific site; however, you can move logical foldersfrom one file server to another.


On these forms, use the logical folder fields to specify which logical folder to use for each import, exportor archive function:

• 1095 Form Printing Report• Bank File Format• BOM Bulk Import Parameters• BOM Import Builder• CARaS Commodity Code Extraction• CARaS Customer Address Extraction• CARaS Parts Extraction• CARaS Ship Via Extraction• Demand EDI Parameters - Interface Setup• EDI Transaction Load Routine• EDI Transaction Unload Routine• Electronic File Transfer Imports• Electronic File Transfer Mappings• External Payroll Interface Input• External Payroll Interface Parameters• Inventory Parameters• Magnetic Media Direct Deposit• Mexican SAT Parameters• Order Entry Parameters• Supply EDI Parameters - Interface Setup• Tax Parameters• W-2 Electronic Filing

The Logical Folder field lists only folders that you have authorization to access.

A Files button sits next to each logical folder field on these forms. Click the button to open the new FileMaintenance form, where you can view the files currently in the specified logical folder or upload,download or remove files from the logical folder. You must have the appropriate permissions.

If you upgrade from a previous version, a script attempts to map your existing file folder structures fromthe various parameter forms to the new file servers and logical folders structure. For more informationabout upgrades, see the Installation Guide.

More Forms Use the "Get More Rows in the Current Collection" ButtonPreviously, this button was enabled only on forms where an IDO handled the collection load. Now it isalso enabled on forms where a stored procedure handles the collection load.

Renamed LicensesLicenses with SyteLine as part of the name have been renamed to remove that portion.


What's New in This Version

Microsoft OfficeWe now support Microsoft Office 365 if you have a downloaded local copy and 2016.

Employee, Applicant and Contact Names Can Be LongerThe Last Name field for employees, applicants and contacts has been changed to 30 characters. Thefull name can now be up to 50 characters.

Recommended Patch AnalysisThe Recommended Patch Analysis form has been simplified. Tabs have been removed and replacedwith a read-only grid. Machine name and utility server name information has been removed becausethat information is no longer required for this utility form to work.

ReportsCrystal Reports is no longer supported in any way. We have changed several reports so that they nolonger require Microsoft SSRS. You can extend dataview and form reports and create your own, evenin multi-tenant cloud. Eventually, SSRS will not be used to generate any reports, and the plan for thefuture is to only use Mongoose forms and DataViews.

General Form RedesignThe layout of these forms has been enhanced:

• Items• Current Operations• Current Materials• Job Orders• Job Operations• Job Materials• Projects• Project Tasks• Project Resources• Customers• Customer Orders• Customer Order Lines• Estimates• Estimate Lines• Estimate Job Orders• Vendors• Purchase Orders• Purchase Order Lines• Service Orders



• Service Order Lines• Employees

WorkbenchesPreviously, Workbenches was an optional module with a separate license. It is now part of the baseproduct and does not require a separate license.

Updates to MongooseMongoose versionThis version of CloudSuite Industrial uses the Mongoose version 9.03.

Enhanced User InterfaceWe gave the user interface a facelift by updating all Mongoose forms, components, and controls tocurrent Infor styling standards.

Software Updates and CertificationsThis release of Infor Mongoose is certified to operate correctly on these systems: Windows 10, WindowsServer 2012 R2, SQL Server 2014. We also upgraded the web client to use Ext JS 5.1 (from 3.4). Toimplement this, we added processes that build the web client resources into single JavaScript andstylesheet files to be included in the release file set. In addition, with this release, Mongoose is compliantwith Federal Information Processing Standard (FIPS) 140-2 throughout the entire Mongoose framework.This compliance ensures the proper level of encryption/decryption for licensing records in the applicationdatabase. This allows Mongoose-based applications to run in environments where Local Security Policyfor FIPS must be enabled ("System cryptography: Use FIPS compliant algorithms for encryption,hashing,and signing"). This change also supports backward compatibility to application databases wherelicensing data is encrypted using non-FIPS-compliant algorithms (MD5 hash). If the framework is runwith an application database that is encrypted withMD5 algorithms only, licensing validation should stillsucceed. However, if this is the case, then the Local Security Policy for FIPS-compliant algorithmsmust be disabled. The Mongoose-based application user/administrator should see no change with afully upgraded application database,other than the fact that they can now enable the Local SecurityPolicy, "System cryptography: Use FIPS Compliant algorithms for encryption, hashing, and signing".A fully upgraded application database includes all Mongoose 9.03 upgrades, as well as having theexisting (or new) license document applied using the Apply License process of the License Managerform.



Changes to Translatable String LabelsAll instances of the word “hand-coded” in translatable string labels have been changed to “.NET”. Allinstances of “Custom Assemblies” in string labels have been changed to “IDO Extension ClassAssemblies”, or where that was too long, “IDO Assemblies”.

Express Configuration OptionWe simplified configuration for basic installs, ones where only the base features are needed and thedefault values are acceptable. This new option allows you to configure Mongoose without needing todecide what components to select.

Captions Display in the Sort Collection OptionThe Sort dialog box that displays from the System menu > Edit > Sort Collection option has alwaysprovided a list of properties by which to sort the collection. Unlike the similar dialog boxes displayedfor the Find Value in Collection or Replace Value in Collection options, though, the translated captionsassociated with those properties were not also displayed in the drop-down list. We fixed the SortCollection drop-down list to display the captions along with the property names in the Sort dialog box.

Enhancements to the Calendar ComponentWe enhanced the Calendar component to give end users more control over its appearance, both inthe WinStudio client and in the web client. The Theme Editor now has options to control the colors andthe fonts used on all elements of the calendar. We also enhanced the rendering of the Calendarcomponent in both the WinStudio client and web client to be more consistent with each other.

Improvements to Grid ControlWe replaced our WPF grid control with a new WPF grid control that optimizes and improves gridperformance. This enhancement improves all grids, including those used for subcollections and verticalgrids.

Automatic Regeneration of Tables with ViewsFor tables that have views, if the table or any of its columns are modified, the view is now automaticallyregenerated. The user who modifies the table and its column no longer needs to call the ViewManagement form to regenerate the view. Also, if a table that has a view is deleted, its view is deletedas well.

Actipro Stack/Arrange Option DisabledWe disabled the WinStudio smart client Actipro option to stack or arrange forms. This means thatActipro's docking options are disabled when the Tabbed Form Layout option is selected in UserPreferences.



Ability to Export DataView Results to ExcelWe added the ability to export DataView results from the web client to an Excel file. This function issimilar to the already existing smart client function, with the exception that you cannot export DataViewresults that include grouping;and in the web client you can export only to Excel (not to XPS).

SQLCLR Code RemovedSQLCLR code in the application database has caused security concerns in the cloud, as well as causingongoing problems with corruption in the installed code. Because of these issues, we removed theSQLCLR code from the application database.

Services Load New Configurations without RestartingPrimarily to facilitate cloud operations, many of the Infor framework services now load new or modifiedconfigurations without having to be restarted. These services include the Taskman service, the EventService, the Replication service,the ReplQListener service, and the InboundBus service.

MARS Connections No Longer the DefaultWith this release, Multiple Active Result Sets (MARS) connections are no longer the default whenmaking SQL Server connections. MARS connections have been causing failures when doing transferorder processing in some Mongoose-based applications. The MARS setting is not needed for normalMongoose operations. If a particular Mongoose-based application needs to use MARS, systemadministrators can set the Misc. Connect Info field in the Configuration Manager to this value:;MultpleActiveResultSets=True

Single Database Option for ConfigurationsDriven chiefly by the need to simplify cloud installations, we now offer the option to configure Mongooseusing a single database for all metadata. This option includes all form, form templates, objects, andapplication metadata in a single database. This option must be selected during initial configuration,using the Configuration Wizard. Once installation is complete, you can then use the same databaseto configure all database access in the Configuration Manager.

New Windows Service for Log Monitoring in the CloudWe created a new Windows service that monitors the same traffic as the Log Monitor utility(logmonitor.exe). This new service logs all the data it receives to the Cloud 2.0 tool, which usesSumoLogic as its cloud log management tool. This new service is identified in the Windows ServicesManagement Console as "Infor Framework Log Monitor Service". To use this service, you must alsoconfigure the SumoLogic Collector tool. For more information about this tool, see the SumoLogicwebsite.

XPAB and RSDAO Options RemovedThe smart-client-via-browser (or XBAP) client is now considered obsolete and all related options havebeen removed. In addition, all projects related to RSDAO have also been removed.



CLI Option for System Health ChecksWe added the ability to perform system health checks on a number of Infor Framework services. Thesehealth checks can be performed using a Command Line Interface (CLI) option with the ConfigurationManager executable file(ConfigManager.exe). See the Configuration Manager help topic "CLI optionswith Configuration Manager."

Sites Column Added to License Consumption FormWe added a Sites column to the grid display on the License Modules per User Connection form. Thiscolumn is most useful in multi-site setups, where the system administrator wants to monitor which siteusers are connecting from.

Prevention of Potential BOD Sequencing ErrorWe added a new stored procedure to prevent a potential problem where incoming BODs might arriveout-of-sequence. The new process makes sure that only the latest version of an incoming BOD isprocessed. To do this, we added a BOD Information table that collects certain data from every incomingBOD. We also created a new core form (Purge BOD Information) to allow administrators to purge theinformation in this table either automatically or manually.

New Stored Procedure to Handle Core-related SQL Modules of IncDateSpWe revised an application-specific version of a stored procedure called IncDateSp and added it to coreMongoose. Our version of the stored procedure disregards the EventHandlerState.RetestAtDate andEventTrigger_mst.RetestAtDatecolumns. At the same time, it maintains the basic process in the coreand uses various callouts to other, application-specific, stored procedures to perform specified operations.

Application Locale and Language Settings When Running in Infor Ming.LeMongoose-based applications running in Infor Ming.le can now appear to override the locale andlanguage settings of the user's browser with values specified by the Ming.le environment. These valuesare specified as URL parameters.

Visual Studio 2015 Now SupportedVisual Studio 2015 is now supported for script authoring and editing. We continue to support VisualStudio 2013 as well. Options for these are under User Preferences.

Support for Charts and Gauges in Multi-device Type FormsWe added the capability to "unshare" Chart and Gauge component types on forms. This allows formdevelopers to create different device type versions of a form that contain these components.

Tab Order AutonumberingPreviously, when creating new components in Design Mode, the default tab order setting was always0 (zero). We changed the default behavior so that the tab order setting for a new component isautomatically set to a value one greater than the greatest value currently in use on the form. In the



case of multiview forms, this autonumber feature for tab order affects only the view on which thecomponent is being created.

Set From List Only Validator DeprecatedThe Set From List Only validator is now deprecated and is no longer available from the Types drop-downlist on the Validator Properties dialog box. However, its functionality is still supported for backwardscompatibility. Use the In Collection validator type instead.

HTML Attribute Removed from IDO PropertiesWe removed the HTML attribute from IDO properties, as it is now considered obsolete. The HTML fieldno longer appears on the IDO Properties form.

Data Change Event Generation for Multi-selection List BoxesWe now generate any Data Change event defined for a List box component, whenever a Ctrl+click orother keyboard method is used to make multiple selections for a selected record.

New Options for Selecting IDO Methods When Creating Standard or Custom MethodsWhen creating an IDO method using standard or custom load .NET methods, Mongoose now providesa drop-down list of methods to choose from on the New Method form. When a method is selected,WinStudio then populates parameters on the IDO Methods form.

Placement of Action Items on Context MenusPreviously, Action menu items on context (right-click) menus were always added to the beginning ofthe context menu items list. With this enhancement, form developers now have more control over wherethese context menu items appear in the list. Developers can use the StdCurCompAction event as aplaceholder for the menu item, positioning it at the desired place in the list of menu items. In addition,we have reordered all standard context menus with "Action" in their names to displayStdCurCompActionitems at the end of the context menu by default. If this is not the desired placementfor these items, developers can reorder the menus or use custom menus.

IDO Method for SaaS CheckWe created a IDO method that can be used to check whether a license is a SaaS (Software as aService) license. This method returns the value of the IDORuntime.Context.LicenseInfo.SAASEnabledproperty.

BUS Tools in the Administrative ClientWe incorporated two existing development tools, BusInboxHost.exe and BUSPrototype.exe, into theadministrative client installation for use by developers. These tools already existed in the applicationserver installation.



Option to interpret "\n" as a New Line Command or a Literal ValueFor components that can contain text, you now have the option to have the key sequence \n interpretedeither as a newline escape sequence or as a literal value. Affected components include Static, OptionButton, Check Box, and Button components. This option is set by means of a new property at theindividual component level.

New FORMONLYMODE KeywordWe added a new FORMONLYMODE substitution keyword that you can use to determine whether aform is currently open in FormOnly mode or not.

Warning for Conditional Action EditsWe added the ability in Design Mode for the conditional action editor to detect when a developerattempts to make edits to a conditional action that:

• Has previously been edited in such a way as to exceed the normal functionality of the conditionalaction; and

• Provides a warning to the developer that continuing will cause the original expression to be lost.This warning also provides a way to cancel the edit operation.

In cases like this, the developer then has the option to edit the conditional action expression directly.

Stretch Column Property Added for Grid ComponentsWe added a new attribute for Grid form components: Stretch Columns. This new property allows youto stretch the display of a grid to fill the available horizontal space in cases where the grid display doesnot normally fill it. The new property is located under the Miscellaneous > Specific Attributes sectionon the Component property sheet.

Increased Number of Characters for Username FieldsWe increased the length of the UserNameType to accommodate 128 characters, up from the previous30-character limit. We did not change the appearance of those fields in the UI. Instead, they scroll toaccommodate longer values.

New URL Parameter to Hide the MenuWe added a new session startup parameter that you can add to the URL for a web client session thatallows you to hide the main menu when the client window opens. This parameter is menu=hidden.

Display of Variable Names in Drop-down ListsIn the Application Event System, any drop-down list for variables now show the variable names thathave been entered into the Variable Access tab for any Notify or Prompt action in the handler. Thesevariable names also display wherever else we display a list of variable names for the selected handler.Previously, the drop-down lists for variables included only variables entered and saved using theParameters tab of the Event Actions form. This change allows these lists to display also variablesentered and displayed on the Variable Access tab. This means, among other things, that the names



of all variables that have been defined on any Notify or Prompt action for the current event handler arenow displayed:

• On the Variable Names list on the Event Action Set Values Editor• On the Expression list on the Event Expression Editor• In the Name column under the Variable Access tab on the Event Actions form (which also now

displays payload variables when it is appropriate to do so)

Event Actions that Operate on IDOs in an External ApplicationWe created four new event actions that can be used to perform IDO operations on external Mongooseapplications. The four new actions are Dispatch IDO Method, Dispatch Load Collection, Dispatch LoadIDO Row, and Dispatch Update Collection. These new actions work in similar fashion to their internalapplication counterparts (Call IDO Method, Load Collection, Load IDO Row, and Update Collection,respectively). Each of the new actions also has its own associated event action form.

Updates to Accounting and FinancialsVendor Payment HoldTo indicate whether a vendor is on payment hold, a green check or a red exclamation point is nowdisplayed on these forms: Purchase Orders, Purchase Order Lines, Purchase Order Blanket Lines,Purchase Order Blanket Releases, Purchase Orders Quick Entry, and Purchase Order RequisitionLines.

Use of Bank Authority Party IDThe DebitTransfer BOD, which is used in the Infor Local.ly integration, can now populate the BankAuthority Party ID for customers, vendors, and your company. This ID is required for electronic bankingin some countries.

Use the Bank Authority Party ID field in the Bank Reconciliations form to specify this ID for customersand vendors. You can then view the Bank Authority Party ID field in the Banking Tab of the Customers,Multi-Site Customers, Vendors or Multi-Site Vendors forms.

The SEPA Creditor Identifier field was removed from the A/R Parameters form, and the Bank AuthorityParty ID field was added on the General Parameters form. Specify the ID for your company in thisfield.

Electronic File Transfer Bank StatementsWe have enhanced the EFT Bank Statement Import process so that EFT Import is suitable for all EFTformats and not specific to a Bank Statement. Also, the addition of the Bank Reconciliation Utility formshows all the bank records that can be reconciled with the EFT file bank statement and the bankreconciliation records. The A/R Payment Import Archive Path field has been removed from the



Accounts Receivable Parameters form. These forms have been removed: A/R Payment Import Mappings,A/R Payment Import Field Mappings, A/R Customer Bank Account, and A/R Payment Import. The A/RPayment Import Conversions form was renamed to Electronic File Transfer Conversions. The A/RPayment Importform was renamed to Electronic File Transfer Imports. We added these new forms:Electronic File Transfer Map Types, Electronic File Transfer Mappings, Electronic File Transfer CodeLists, Electronic File Transfer Map Format Types, Electronic File Transfers Mapped Imports, BankReconciliation Utility.

Fixed AssetsFixed Asset functionality from the Thai Country Pack has been brought into the base product. TheParent Asset Number field has been added to the Fixed Assets form so that a parent/child assetrelationship is possible. The Useful Life field on the Fixed Assets form has been changed to allow foryear and month rather than just year. We removed the Display Report Header field from the FixedAsset Current Depreciation Report form. We added the History Fixed Asset Depreciation Report andHistory Fixed Asset Transfer Report forms.

A/R Payments/Credit Memo CurrencyThe accounts receivable payments process has been enhanced for consistency when determiningcurrency gains and losses required with foreign currency transactions. No changes to the user interfacewere made.

Bulk Import of Journal EntriesThe Import Journal Entries Bulk form is a new form that allows you to import many entries at one timein a timely manner. We recommend using this form if you have over 100 entries to import.

Multiple Currencies for Customers and VendorsIn addition to the multi-currency features already provided in CloudSuite Industrial, you can now alsodefine multiple currencies for individual customers and vendors, to allow for more complex transactioncurrency exchange requirements, and so that orders can be specified in a currency other than thecustomer default currency.

Use these new forms to set up multiple currencies for customers and vendors:

• Customer Currency Codes• Vendor Currency Codes

Also, a Currency Codes tab has been added to the Customers and Vendors forms, where you canset up and maintain the currency codes for a selected customer or vendor.

The A/R Payments form has been modified to support multiple customer currencies on an invoice aswell as changes to enhance the multi-currency payment enhancements. The tie between paymentcurrency and bank code has been removed so that a payment currency can be entered that is not tiedto the bank code. A bank amount and exchange rate has been added to capture the conversion of thepayment amount to the bank amount. The payment amount has been converted to the bank amount,and the bank amount converted to the domestic amount. The customer account currency is no longerconsidered during the payment.



These forms are affected by this new functionality:

Accounts Receivable

• A/R Adjustment Posting• A/R Balance History• A/R Payment Distributions• A/R Payment Import• A/R Payment Posting• A/R Payment Transaction Report• A/R Payments• A/R Posted Transaction Detail• A/R Posted Transaction Summary• A/R Quick Payment Application• A/R Wire Posting• Accounts Receivable Aging Report• AR/AP Payment Offset• Cash Receipts Due Report• Consolidated Invoice Generation• Consolidated Invoices Workbench• Consolidated Invoicing• Controller Home• Currency Codes• Customer 360• Customer Euro Currency Conversion• Customer Order Blanket Lines• Customer Order Blanket Releases• Customer Order Document Lifecycle• Customer Order Lines• Customer Order Master Contract Lines• Customer Orders• Customer Orders Quick Entry• Customer Service Home• Customer Statements Report• Customers• Delivery Order Line Sequences• Delivery Order Lines• Delivery Orders• Estimate Invoice Milestones• Estimate Lines



• Estimate Projects• Estimate Revenue Milestone• Estimates• Executive Home• History Customer Order Blanket Lines• History Customer Order Blanket Releases• History Customer Order Lines• History Customer Orders• History Estimate Lines• History Estimates• Invoice Milestone Nomination• Invoice Milestones• Invoice Posting• Invoices, Debit and Credit Memos• Item 360 • Multi-Currency Parameters• Order Invoicing/Credit Memo• Order Shipping• Pack Workbench• Pick Workbench• Price Adjustment Invoice• Progressive Billing Generation• Progressive Billings• Projects • Rebalance Customer Balances• Rebalance Customer Pay History• Residual A/R Balance Eliminations• Returned Checks• Revenue Milestone• Revenue Milestone Nomination• RMA Line Items• RMAs • Salesperson Home• Shipment Merging

Accounts Payable

• A/P Aging Buckets• A/P Balance Report• A/P Balances



• A/P Check Printing/Posting• A/P Draft Printing/Posting• A/P EFT Posting• A/P Payment Distributions• A/P Payment Generation• A/P Payment Transaction Report• A/P Payments• A/P Posted Transactions Detail• A/P Posted Transactions Summary• A/P Quick Payment Application• A/P Recurring Voucher Generation• A/P Voucher Posting• A/P Vouchers and Adjustments• A/P Wire Posting• Accounts Payable Aging Report• Activate/Deactivate Posted Transactions• Auto Industry Pack, Purchase Order Master Contract Lines and Purchase Order Master Contract

Line Prices• Builder Purchase Order• Buyer Home• Cash Requirements Report• Change Order Detail Report• Change Order Report• Change PO Status Utility• China Localization, AP Account Book• Convert PO Requisition• Copy Purchase Orders• Currency Revaluation Report• Executive Home• External Tax Delivery Documentation• Fiscal Reporting System Form Printing Report• Generate A/P Transactions• Generate Goods Receiving Note Lines• Generate Landed Cost Vouchers• Goods Receiving Notes Lines• GST Input Tax Credit Report• History Purchase Order Blanket Lines• History Purchase Order Blanket Releases



• History Purchase Order Lines• History Purchase Orders• Item Price Requests• Landed Cost Variance Report• Letters of Credit By Vendor Report• Manual Voucher Builder• Mexican Localization, IETU Report, VAT AR/AP Transferred Report, VAT A/P Transfer Utility, and

Purchasing Workbench• PO Funds Committed Report• PO Voucher Register by Account Report• Posted Transaction – A/P• PST Input Tax Credit Report• Purchase Order Blanket Lines• Purchase Order Blanket Releases• Purchase Order Builder• Purchase Order Document Lifecycle• Purchase Order History by Vendor Report• Purchase Order Lines• Purchase Order Receipts• Purchase Order Receiving• Purchase Order Report• Purchase Order Reset Accumulative Totals Utility• Purchase Order Status Report• Purchase Order Variance By Item Report• Purchase Orders• Purchase Orders Quick Entry• Rebalance Vendor Letters of Credit• Rebalance Vendor Pay History• Recent Purchases Report• Recurring Voucher Distribution• Recurring Vouchers• Requisition PO Comparison Report• Statement of Account Report• Tax Vouchered (Parametric) Report• Vendor 360• Vendor Euro Currency Conversion• Vendor Voucher/Debit Memo Report• Vendors



• Void A/P Posted Payments• Void Posted Draft Payments• Voucher Adjustment Distribution• Voucher Authorization• Voucher Authorization Report• Voucher Builder• Voucher Pre-register• Voucher Pre-register Distributions• Voucher Pre-register Report• Voucher Register by Account Report• Voucher Register Report• Voucher Transaction Report• Vouchers Payable Report

Control Over Exchange Rate OverridesYou can now choose whether to allow currency exchange rate overrides, and you can specify theamount by which the rate can be changed. Overrides and thresholds can be set at the system level onthe Multi-Currency Parameters form and then changed as needed for individual currencies on theCurrency Codes form.

Note: When exchange rates are set by the system, for example, using the A/R Payment Distributionsform, these overrides and thresholds are not considered. Also, if exchange rates are already enabledon payment forms, they will continue to be enabled and will not use the new override settings.

IRS Tax FilingSeveral new forms and tabs have been added which provide the capability to print, or electronicallygenerate, the IRS 1094C and 1095C tax forms. These new forms include:

• Offer of Coverage Code• Safe Harbor Code• 1095 Form Printing Report• Insurance, Health tab• Employee Insurance, ACA tab• Employee Insurance, Self Insurance tab

Furthermore, when filing electronic W-2s, you are no longer required to specify the Submitter LocationAddress fields on the W-2 Electronic Filing form.



Updates to Customer ServicePicking, Packing, and ShippingWe removed the need for you to have to enter the Inventory tab on the Pick Workbench form to createa pick list.

We have enhanced the pick, pack, ship process to allow for consistency when picking inventory andnon-inventory items. The Allow on Pick Workbench check box was added to these forms: Items,Multi-Site Items, Non-Inventory Items, Customer Order Lines, Customer Order Blanket Lines, CustomerOrder Blanket Releases, and Customer Orders Quick Entry. The field allows you to allow or not allowspecific items to be included during the pick workbench process. Non-inventory items are now displayedin the Item field on the Shipment Master form. Non-inventory items can now be removed from theprocess on the existing Unpick Inventory and Unpack Inventory forms.

We have enhanced the Pack Workbench so that users can generate shipments for unpicked items.Picked items and unpicked items can be shipped on the same shipment. We have added a Credit Holdcheck box for the Order/Customer on Pick Workbench form. The Ref Type, Order, Line, and Releaseread-only fields have been added to the Shipment Master form.

Customer 360 FormWe have enhanced the Customer 360 form with these new features:

• To increase the amount of data viewable, form height has been increased, and a vertical scroll barhas been introduced.

• A new credit status field specifies either Good or Credit Hold for each customer.• Service Orders, Incidents, Service Contracts, and Units form pages have been added.• The View button label is now View Details.

Updates to Employee Self ServicePO RequisitionsYou can now use the Employee Self Service (ESS) web application to create or edit purchase orderrequisitions and submit them for approval. Managers can approve requisitions, as well as create orupdate requisitions, for their direct reports. Employees and managers can also view PO requisitionhistory.

These new ESS forms were added to support this feature:

• Request PO Requisition• Approve PO Requisition• PO Requisition History



Updates to Human ResourcesIntegration with CelergoWe enhanced the payroll functionality to integrate with the Celergo external payroll interface. With thisintegration, Celergo processes and calculates payroll and prints checks and W-2s, while CloudSuiteIndustrial records employee and payroll data and sends it to Celergo. When Celergo cannot processthe data, it sends error data back to CloudSuite Industrial. Use these new forms when integrating toCelergo:

• External Payroll Configuration Names• Country Payroll Fields• External Payroll Interface Errors• Export Employee Information to EPI

With this integration, you will need to define country-specific information for employees. To do so, weadded new fields on these forms:

• Employees• Employee 360• Employee Direct Deposit Bank Accounts• Direct Deposit Banks• External Payroll Interface Input• Export Payroll Information to EPI

Injuries and Worker's Compensation on Employee 360Information regarding employee injuries and Workers’ Compensation can now be viewed on theEmployee 360 form.

Updates to IntegrationsIntegration with Other Infor ProductsThis version of CloudSuite Industrial integrates with these products:

• PLM Accelerate 10.11.5• EAM 11.2• Infor Local.ly (latest version at time of release)(DE, ES, FR and IT, Reporting and GEMs only)• Infor Expense Management 10.1• Embedded BI 10.4• Infor BI 11.0• Infor Factory Track 6.01



• Infor CRM 8.3• Infor Platform Xi 12.0• Infor Reporting 10.3• CPQ 8.1 and 9.0 (Configurator)• SCE 10.3.1• Demand+ 10.4.2• Infor PLM 10.2 (Point to Point) - existing customers only• SunSystems 6.1 - existing customers only• CPM 10.3.0 - existing customers only• eCommerce 14.9 - existing customers only• Infor Global Financials 2.15 - existing customers only• Infor Back Office Connect - existing customers only

.Home Forms Used with Widgets in Infor Ming.le HomepagesA new category of forms with a .home extension were created for this release. These forms are intendedfor use with the CloudSuite Industrial widget in Infor Ming.le and are tailored to these roles in CloudSuite Industrial:

• Buyer• Controller• Customer Service• Executive• Inventory Control• Production Planner• Project Manager• Salesperson

When you create a Homepage in Infor Ming.le, you can add multiple instances of the CloudSuiteIndustrial widget to the Homepage, and configure each instance to display a different .home form fromCloudSuite Industrial. For example, you could add widgets to display .home pages that contain dashboardinformation such as Vendor Lookup, Purchase Order Document Lifecycle (document search), BuyerHot List, My Purchase Orders, and Planned Purchases.

Many of the Homepage widgets allow drillback to a specific CloudSuite Industrial form for details.

A CSI-Critical Numbers widget is also available, which lets you add critical numbers to your Homepages.

See the Infor CloudSuite Industrial Configuration Guide for Infor Xi Platform for more information aboutconfiguring the widgets.

Workstation Login for Microsoft Office Add-insThe workstation login option has been made available for Microsoft Office add-ins including Excel,Outlook, and Project. The Use Workstation Login check box has been added to options or setupscreens for these add-ins.



Updates to Inventory Control and Material PlanningImproved Reporting on Material Transactions by Document NumberYou can now specify a document number on most material transaction forms, and then filter G/L postedtransactions and other reports by document number, in order to group certain types of transactionstogether.

We added a Document Number field, which already existed on some forms, to these forms:

• Combined Transfer Order Ship/Receive• Customer Order Kit Builder• Customer Order Shipping Error Processing• Customer Order Shipping Error Processing Query• G/L Posted Transactions• Inventory Consigned From Vendor Usage• Job Material Kit Builder• Job Material Transaction• Job Material Transaction For Batched Productions• Job Material Transactions Error Processing• Job Material Transactions Error Processing Query• Just In Time Production Error Processing• Just In Time Production Error Processing Query• Just-In-Time Production Transactions• Multi-site Quantity Move• Order Shipping• Production Schedule Complete Error Processing• Production Schedule Complete Error Processing Query• Production Schedule Complete Transactions• Production Schedule Scrap Error Processing• Production Schedule Scrap Error Processing Query• Production Schedule Scrapped Transactions• Project Resource Kit Builder• Project Resource Transactions• Purchase Order Receiving• Purchase Order Receiving Error Processing• Purchase Order Receiving Error Processing Query• RMA Item Dispositions• RMA Return Transaction• Service Order Material Data Collection• Service Order Packing Slip Generation• Service Order Packing Slip Maintenance



• Service Order Transactions• Service Order Transaction Posting• Transfer Order Kit Builder• Transfer Order Loss• Transfer Order Receive• Transfer Order Receive Error Processing• Transfer Order Receive Error Processing Query• Transfer Order Ship• Transfer Order Ship Error Processing• Transfer Order Ship Error Processing Query• Work Center Labor Error Processing• Work Center Labor Error Processing Query• Work Center Labor Transactions• Work Center Material Error Processing• Work Center Material Error Processing Query• Work Center Material Transactions

We changed these reports to include a Document Number range:

• Inventory Aging Report• Inventory Balance Report• Inventory Consigned From Vendor Usage Report• Item Serial Number Report• Material Analysis by Work Center Report• Production Schedule Scrapped Report• Production Schedule Transaction Report• Project Transactions Report• Service Order Transaction Posting Report• Work Center Transactions Report

Enhanced Transaction Detail for JournalsWe added new transaction detail forms for these journals that previously did not have one:

Form NameType of Journal Transaction

Posted Transaction – BankBNK Dist

Posted Transaction – Fixed AssetFA Dist

Posted Transaction – Field ServiceFS Dist

Posted Transaction – Multi-SiteMulti-Site

Posted Transaction – PayrollPR Dist

Posted Transaction – GeneralGeneral and User Defined



These forms are opened from the Journal Entries or G/L Posted Transactions form. The transactiondetail shows the debit and credit information from the parent form.

We also added sequence detail grids to these existing journal forms:

Form NameType of Journal Transaction

Posted Transaction – A/PAP Dist (without a reference of R)

Posted Transaction - Voucher Pre-RegisterAP Dist (with a reference of R)

Posted Transaction – A/RAR Dist

Posted Transaction – PRJLBRPC Dist

Machine Utilization ReportTo provide a comprehensive history of a resource utilization for evaluation, you can now report machinehours against a resource ID, then view those transactions on the Machine Utilization report.

Gantt Chart Enhancements for Web ClientFor users accessing the system through a web client, the Gantt chart now includes these features:

• Modern look and feel• Predefined color themes for the chart components• Additional filters to reduce clutter• Quick access to supporting SyteLine forms• Visual Status indicators to see real time performance of job reporting• Validations during drag and drop.

APS Cloud Load BalancingThese load-balancing mechanisms have been added to the cloud implementation of APS:

• An APS Configuration for each CSI SQL Database, Site, and Alternative is created on two servers,across Availability Zones.

• A new service monitors the APS server’s health and handles recovery.• An enhanced Landlord service to allow APIs to manage the APS configurations. This includes

determining if additional servers need to be stood-up.• New APIs for monitoring APS configuration status.• The Planner Database is copied after Planning is completed, and incremental updates are performed

on both databases.• Updated APS functionality to better track how much memory and disk space is needed, to be used

in allocating the APS configurations across the servers.• Some reconfigured APS pieces to better support the cloud environment.• An updated APS Sites form that limits some actions when used in a cloud environment.• A new mechanism to handle APS patches individually, per tenant.



Item 360The View button label is now View Details.

Updates to LocalizationsGermany LocalizationIn cases where the Germany Localization previously used a modified copy of a base form, themodifications in the copy are now included in the base CloudSuite Industrial form, and the copy hasbeen removed. Many features that were previously part of the localization are now part of the baseproduct and require no special country pack licensing:

• These forms were moved into the base product:

• Statement of Account Report• EU VAT Reporting Categories (however, some of the functionality of the categories still requires

the Germany Country Pack license)• Tax Line Numbers• Tax Line Numbers Query

• On the Customer Document Profile and Vendor Document Profile forms, the Task Name field listnow includes an option for Statement of Account.

• These base product forms now use a different early payment discount calculation, which waspreviously part of the Germany Localization:

• A/P Check Printing/Posting• A/P Payment Distributions• A/P Payments• A/P Posted Transactions Detail• A/P Posted Transactions Summary• A/P Quick Payment Application• A/P Vouchers and Adjustments• A/R Payment Distributions• A/R Payments• A/R Posted Transactions Detail• A/R Posted Transactions Summary• A/R Quick Payment Application• Generate A/P Transactions• Generate Landed Cost Vouchers

• The Journal Entries form now includes fields to indicate whether a journal entry is for a tax amount.This feature, which allows users to enter manual journal entries for taxes, was previously part ofthe Germany Localization but is now available in the base application.



• The VAT Report, which was previously known as the EU VAT Report (Germany), is now availablein the base application. It is different from the EU VAT Report:

• Use the EU VAT Report form to capture information about the value of intra-community salesand purchases. This information is required for the European Union (EU) Value Added Tax (VAT)Report. This report extracts information for boxes 1-7 from invoice and voucher sales taxinformation, and boxes 8 and 9 from the Invoice Register and A/P Voucher Register line items,grouped by tax code.

• Use the VAT Report form, which is a more detailed version of the EU VAT Report form, to extractinformation from invoice and voucher sales tax information, from the Invoice Register and A/PVoucher Register line items, and from the manual journal entries tax table. The information canbe grouped in various ways to provide subtotal amounts that can be used to fill in the VAT reportsthat are required by tax authorities in some EU countries. You can also set up Tax Line Numbersand use this report to tie the tax line numbers to the relevant boxes on your VAT submissionform, to provide transaction totals.

The features and forms which are still in the Germany Localization are now installed with the baseproduct but are licensed separately. These features only available if the Germany Country Pack licenseis enabled on the Optional Modules form and the Activate EU Reporting field is selected on theGeneral Parameters form:

• Category field on the Tax Codes form• Tax calculation using tax line numbers and categories on the Purchase Order Receiving, Generate

A/P Transactions and Voucher Builder forms.• GoBD Data Media Transfer Report

Help for the Germany Localization is now included under the Optional Modules node of the help tableof contents.

Japan LocalizationThese features were moved from the Japan Localization into the base product:

• The Consumption Tax Report and accompanying Consumption Tax Report Setup forms• The Account Code Tax Defaults form

China LocalizationThe report output for these forms was enhanced with more appropriate headings and terminology tobetter suit the needs of customers with this localization: Posted Voucher Print, Unposted ManualVoucher Print, Posted Account Enquiry Detail.



Updates to ManufacturingRevisionsThe Revision field was added to these forms: Current Operations, Current Materials, and EngineeringBoard - Open BOM. The Include Revisions check box was added to the Indented Current BOM Reportform. That check box determines whether the new Revision range fields are displayed on that form.

Updates to ProcurementRFQsThe formerly optional Request for Quote (RFQ) functionality is now part of the base product.

Vendor 360 FormWe have enhanced the Vendor 360 form with these new features:

• A new payment hold field specifies either Yes or No.• The On Time Delivery fields, on the Overview form page and the On Time Delivery form page,

now indicate whether it is for a single site, or for all sites.• The On Time Delivery gauge has been enhanced.

Updates to Optional ModulesPortal CatalogsYou can now create catalogs for displaying items on the Customer and Reseller portals, and assignthe catalogs to specific customers. This allows you to display selected sets of items to the customersof your choice. For this feature, these forms have been added:

• Portal Catalogs• Portal Catalog Workbench• Portal Catalog Build Utility

These forms have been updated:

• Customers• Customer Types• Portal Parameters



Multi-Currency Support in PortalsWith the addition of the ability to maintain multiple currencies for customers in CloudSuite Industrial, aCurrency column has been added to pages in the Customer and Reseller portals, so portal users cansee the currency used for each of their transactions. The portal Account Balance, Order Status,Estimates, Returns, and Invoices pages have the new Currency column.

Enhanced Portal Item PricingA Pricing Rules tab has been added to the Portal Parameters form, where you can specify how tocalculate and display item prices on the Customer and Reseller portals. The new tab provides optionsdesigned for customers with very large numbers of items to price and display on the portal.

Portal Item Display OptionAn option has been added to the Customer and Reseller portals Products page, which allows portalusers to switch between list and grid views.

Portal Development FeaturesNew paging, filter, and alert features have been added to the Infor Portal Foundation (IPF), to givedevelopers more choices when creating customized content for the portals.

Paging enhancements include Extend, Auto Extend, and Custom Load. Auto Extend is also providedfor drop-down lists. These features allow you to control how records are fetched for display on theportal based on settings you specify in the FDF Editor.

Interactive filters allow you to provide automatic filtering as the user types in a filter field. The user doesnot have to click anything to invoke the filter event.

Scope alert APIs introduce a new way to pass messages from one part of the user interface to another.A scope is a named entity to which listeners can be attached to receive alerts. Unlike the other portalalert APIs, scope APIs separate the alert sender from the alert receiver(s). This is much easier to setup when passing an alert to multiple components that are not readily accessible, such as nested gridsthrough peer and parent grids.

Open Authentication Features for PortalsOpen Authentication (OAuth) has been implemented for connecting CloudSuite Industrial to theCustomer, Reseller, and Vendor Portals when sending portal event e-mail. New OAUTH ConsumerKey and OAUTH Consumer Secret fields for each portal have been added on the Portal Parametersform to authorize CloudSuite Industrial to connect to the portals. The fields can be populatedautomatically or manually using new options on the External Interface tab in the Portal Manager.

Because Open Authentication is now used for cross-server communication, Windows domains are nolonger required when using multi-server farms or to authenticate incoming communication from CloudSuite Industrial.



Quality Control Solution (QCS)Quality Control Solution functionality has been brought into the base product as an optional module.This functionality previously required four licenses but now requires just one.

Service MobileWe added 22 Mobile forms for Service to our CloudSuite Industrial Mobile module to support a repetitiveservice call where an engagement is scheduled for a remote partner who needs to report material,labor, and miscellaneous expenses associated with a service order. We have also added forms toauthorize a credit card while in the field.

Use the new forms as described here:

• Home Page - Service: Use this form as the starting point for mobile service.• User Information: Use this form to change your password and email address directly in the mobile

application.• Work Queue – Service: This form lists all open assignments for the current partner.• Calendar – Service: This form shows appointments in a calendar view.• Appointment Detail – Service: Use this form to view detailed information about an appointment. This

is the primary form to use when working on-site.• SRO Labor Entry – Service: Use this form to enter labor transactions.• SRO Material Entry – Service: Use this form to enter material transactions.• SRO Miscellaneous Entry – Service: Use this form to enter miscellaneous expenses.• Customer Detail – Service: This form displays customer and ship to information.• Unit Detail – Service: This form displays unit information.• SRO Reason/Resolution – Service: Use this form to log reason and resolution notes for a SRO.• Incident Reason/Resolution – Service: Use this form to log reason and resolution notes for an

incident.• Browse Units – Service: Use this form when selecting a unit to which to apply a transaction.• Work Order – Service: This form lists transactions for a SRO. You can also use this form to capture

a customer signature.• New Appointment – Service: Use this form to create a new appointment while in the field.• New Incident – Service: Use this form to create a new incident while in the field.• Credit Card Authorization: Use this form to authorize a credit card.• Credit Card Web Payment: Use this form with the CenPOS credit card gateway.• Mobile Notes – Service: This form displays notes about a SRO or incident related to an appointment.• Inbox – Service: This form lists all messages in a partner's inbox.• Send Message – Service: Use this form to send a message.

Service MapPoint ReplacementBecause Microsoft has discontinued support of the MapPoint application, we have replaced thatfunctionality with an embedded Map form that uses Bing maps. The Map form will continue to supportthe existing route import and export functionality, display a partner's last known location, and listturn-by-turn directions with the ability to optimize the route. The use of Bing maps also includes the



built-in features of displaying traffic and searching for nearby businesses. Use of this new form reducesthe need for installing and configuring a separate application. Instead, after purchasing and enteringan API key from Microsoft, the functionality is available by opening the Map form directly.

Service SchedulingWe enhanced the scheduling functionality by replacing the calendar control, used to displayappointments, with a more modern version. This new version supports the ability to run in both theSmart Client and Web Client. We did this by dividing the Service Schedules form into two new forms:

• Use the Calendar Scheduling form to view scheduled appointments in a date/time arrangementusing day, week, or month views. Any buttons that previously opened the Service Schedules formnow open the Calendar Scheduling form.

• Use the Queue Scheduling form to view appointments in a queue, allowing the dispatcher to arrangeappointments in the order they should be performed. This form replaces the Daily Partner Queueand Open Partner Queue views that were previously available on the Service Schedules form.

Both forms still use the Scheduling board and contain the same functionality with regard to selectingmultiple views, profiles, color coding options, and the partner and task selection. We updated the dateselection process on the Scheduling board. Click on the calendar image to select a single date or arange of dates to view on the Scheduling board.

We also simplified the color coding process. Click Change on the Service Schedule Profiles form toopen the new Color Picker form, where you can easily select colors.

Service Outlook Add-inWe enhanced the Outlook Add-in to convert incoming and outgoing email messages into incidents andevents in CloudSuite Industrial. In Outlook, you can use the new Infor CloudSuite Interaction area ofa message to create a new incident or event related to the message. You can also use new buttonson the Add-in menu to create an incident, event, or note.

Service Payroll Generation of Service HoursSystem payroll routines count hours worked for each employee, but we have now extended thatfunctionality to include, if you choose, hours logged by partners in the Service optional module. Thisfeature can be enabled or disabled on the Generate Payroll form. Because not all partners are employees(some are customers or vendors), only service hours logged by partners who are also employees willbe included in the payroll generation.

Service Orders on Salespersons FormWe have added an SRO tab on the Salesperson form, where you can view service orders. You canalso filter those orders by Past Due, Open, and Credit Hold. Previously, to view or maintain the SROs,you had to use the Service Order forms.

Vertex Indirect Tax Series O InterfaceWe added integration with the Vertex O Series tax application. The options for setting up this interfacehave been added to the Tax Interface Parameters form.



Application Debug ListingWe added a new method for collecting and viewing application debugging information. Currently, theCredit Card Interface and Tax System Interface modules use this feature. When the debug option isselected on parameters forms for these modules, debugging data is collected in a new database tableand can be viewed using a new Application Debug Log Listing form.

Automotive Industry PackThe Automotive Industry Service Pack is now part of the base product, and is available as a separatelylicensed optional module.



infor cloudsuite industrial release notes

Documents