Supplier Portal
21.1.0
Release Notes
Table of Contents
Overview
LeanSwift Supplier Portal for Infor M3 CloudSuite is a supplier self-service portal that enables efficient online communication with vendors. It is seamlessly integrated with Infor M3 Cloudsuite via ION. Supplier Portal helps automate the entire purchase-to-pay process for the customer.
Environment Details
| Software Name | Version |
|---|---|
| Magento Open Source | 2.4.1 |
| eConnect Base Module Version | 5.0.0 |
| IDM Module version | 3.2.2 |
| ION Package | 2.0.0 |
| RabbitMQ | 3.8.3 |
| ION Desk | 12.0.0 |
| Infor M3 | 16.1 |
| Infor ION Grid | 2020-10.135425.10 |
Standard Features
This version includes all the standard features from 20.2.0 as mentioned below:
Account
- Registration and Login
- View Supplier Information
- User Date Format Setting
Purchase Orders
Confirm / Confirm All
- This feature is to Confirm a PO on line level or header level (status 35).
Advise / Advise All
- This Add-on is used to Advise PO on line level or header level (status 40 ) and should be used along with Supplier Portal.
Notify / Notify All
- This Add-on is used to Notify PO on line level or header level (status 45 ) and should be used along with Supplier Portal.
Notify by Delivery Number
- This Add-on is used to Notify PO lines of different purchase orders based on the delivery number and should be used along with Supplier Portal.
Confirm, Advise and Notify multiple PO
- This feature is to confirm or advise or notify multiple purchase orders. Separate buttons are available at global level in My Purchase Orders page.
Bell Notification
- This feature is to notify both supplier admin and users about the new updates on purchase order lines or forecast.
Email Notifications
- Email is sent to supplier admin and the sub-accounts (based on user permissions) when a new PO / forecast is added or an existing purchase order / forecast is modified.
Refresh button on ‘My Purchase Orders’ page
- Download button on ‘My Purchase Orders’ to download purchase order information
Upload documents into IDM against Purchase Orders
- This is available ONLY if additional functionality for IDM integration is included as part of license
View Purchase Orders ,Search/Filter/Sort on Purchase Orders and Download Purchase Orders Information
IDM upload for suppliers
Upload or fetch supplier specific documents into IDM on the ‘My Documents’ section in the ‘My Accounts’ page.
My Deliveries
This Add-on is used to display deliveries and corresponding invoice matching status for all the lines that are goods received.
User Management
This Add-on is to manage sub-accounts (users) and their roles and permissions.
My Invoices
This Add-on is used to display all the invoices associated with the supplier’s PO and also other details such as outstanding amount, due date and open/paid.
User Tracking
This Add-on is to configure the allowed number of Registrations (supplier admin ) and allowed sub-account users per supplier admin.
Purchase Proposals/Forecasts
- View Purchase Forecasts
- Search/Filter/Sort on Purchase Forecasts
Performance Metrics
- View Quality metrics based on rejected quantity
- View Delivery Performance metrics
- View Purchase Price Variance metrics
New Features
With 21.1.0, there is a major technical architectural change in the solution. BODs from ION are now configured to be sent to a REST API in Magento, which in turn sends them to RabbitMQ for storage and processing by Supplier Portal. In the previous versions, ION sends BODs to RabbitMQ directly.
LeanSwift AMQP Connection
- Separate AMQP connection to handle standard M3 BODs necessary for Supplier Portal in RabbitMQ.
- Provided the RabbitMQ section in the Magento admin to configure the credentials.
Limitation and Known Issues
The limitations and known issues from supplier portal 20.2.0 is applicable in this version as well. To view the release notes of 20.2.0, click here.
Validated Versions
Chrome 88.0.4324.190