Supplier Portal

22.1.0

Release Notes

Table of Contents

• Overview

• Environment Details

• Standard Features

• New Features

• Highlights

• Pre-Requisites

• Limitations

• Known Issues

• Validated Versions

• Point of Contact

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	2.4.3
eConnect Base Module Version	6.1.2
IDM Module version	4.1.0
ION Package Version	3.0.0
PHP	7.4.27
RabbitMQ	3.7.2
ION Desk	2022.01.03
Infor M3	10.4.1.20211108_022846_04
Advise and Notify	3.0.0
Supplier Invoices	2.0.0
Supplier Deliveries	3.0.0
Supplier User Tracking	2.0.0
User Management	2.0.0

Standard Features

This version includes all the standard features from 21.1.0 as mentioned below:

Account

• Registration and Login

• View Supplier Information

• User Date Format Setting

Purchase Orders

View Purchase Orders, Search/Filter/Sort on Purchase Orders and Download Purchase Orders Information

Confirm / Confirm All

This feature is to Confirm a PO at 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.

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

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.

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

Supplier Onboarding

Supplier portal onboarding allows supplier creation from portal itself. New supplier account is created using the invite sent by admin to supplier email account.

Highlights

Supplier Portal supports MultiWebsite Scope

Pre-Requisites

IDM add-on should be configured for My Purchase orders data to be displayed in supplier portal

Recommendation

It is recommended to use eConnect and Supplier portal in separate instances.

Bug Fixes

• Duplicate Mail and BOD validation issue are resolved when Supplier Registration Request is Approved or Rejected
• Global Notify Dialog Box Button issue is fixed.
• Terms and Conditions/ Privacy Policy link issue is fixed when supplier is logged in.
• Download as CSV file issue for Purchase Orders and Forecast orders is resolved.
• Email and Consolidated Notification issues for new and updated Purchase orders/Forecasts are fixed.
• IDM Download functionality issue is resolved for My Purchase Orders and My Documents.
• Process indicator for Multiple Confirm/Advise/Notify PO’s has been fixed.
• Notify PO By Delivery Note issue is resolved.
• Added validation When PO with Zero quantity is Confirmed, Advised and Notified.
• Address and Buyer Info sync with new supplier registration is fixed.
• Advise and Notify Information retrieval from M3 is fixed.
• Added validation when confirmed PO is reconfirmed without changes.
• Resolved status update on PO when Confirm PO request is rejected from M3.
• Decimal value validation is added for Purchase order price.
• Supplier Address update from M3 issue is resolved.
• Added fix for Supplier portal upgrade issue on loading existing data
• My Deliveries Search Filter issue is fixed.
• Performance Metrics Page report generation issue is resolved.
• Bell Notification now displays characters close to 5000.
• Added code fix to fetch Invoice based on company configured.
• Forecast order data retrieval issues is resolved.
• Added case sensitive validation for Supplier Number field in Registration.
• Confirm, Advise and Notify Multiple PO via Cron issue is fixed.
• My Invoice data retrieval from M3 issue is fixed.
• Advise and Notify PO line processing update issue fixed.
• Data Validation added for Advise and Notify Cron for existing Purchase orders.
• Fixed cron issue in IDM module.
• Bell Notification is now mapped correctly to Main and Subaccount users.
• Updated Bell Notification’s refresh rate.
• Data retrieval issue for supplier information and Purchase order is fixed.
• Email Theme issue is fixed.
• Global Advise and Notify settings now works as per configuration.
• Data Validation is added for Confirm PO with changes.
• Invoice Cron issue is fixed.
• Show Document Upload option issue in admin configuration is fixed.
• Show Notification issue in admin configuration is fixed.
• Date Format issue in My Settings page is resolved.
• Issues on running Forecast cron are fixed.
• Cron expression path for delivery and invoices is fixed.

Limitations

• Enter more than 3 characters in search field for appropriate results in PO page.
• If multiple (more than 5) conditions are added or removed in a non-sequential manner, Filters may not fetch appropriate results.
• During Advise All, if some error message is displayed Ex. Delivery number must be entered, Click refresh button for the input to be cleared before choosing another order to Advise.
• Similarly Input entered in Advise/Notify window gets cleared only if the action is complete or page is refreshed.
• Upload/Download Documents work only when IDM is Enabled
• Order type ADN (Automatic Deliverynote Generation) flag value saved in Magento only once during reg (assuming Order type configurations will not be changed in m3).

Known Issues

• When SHAC is kept as 2, and Automatic dely note generation is enabled , advise and notify is done for a delivery note number PPS360 / TransNotifyHead is called . when the SHAC is disabled for the same supplier and I advise a line with same delivery note number (line is not added in PPS360) but since the delivery note number is available in pps360 during notify the PPS360 / TransNotifyHead is called and the PPS001MI/NotifyDelNot is not called. This causes the line to remain in processing state.

• When one line of PO is advised with a delivery note number (where Automatic dely note generation is enabled) and Advise all / Advise multiple po’s is tried for same PO with delivery note number, error message ‘Shipment advice is not allowed - the order is already advised with delivery note’ is displayed.

• Default configuration that comes with installation cannot be deleted.

• Success message when more number of PO lines are advised or notified is inconsistent

Validated Versions

Chrome 98.0.4758.82

Point of Contact

niranjan.b@leanswift.com

prabhu.mano@leanswift.com

deepthi.tadikamalla@leanswift.com

vaithiyanathan.paramasivam@leanswift.com

muthupandi.muniyandi@leanswift.com

narayanan.gurusamy@leanswift.com