Supplier Portal

22.4.0

Release Notes

Table of Contents

• Overview

• Environment Details

• Standard Features

• New Features

• Enhancements

• 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	2.4.4
eConnect Base Module Version	6.2.1
IDM Module version	4.1.2
ION Package Version	22.4.0
PHP	8.1.0
RabbitMQ	3.7.28
ION Desk	2022.01.03
Infor M3	10.4.1.20220810_084103_01
Advise and Notify	22.4.0
Supplier Invoices	22.4.0
Supplier Deliveries	22.4.0
Supplier User Tracking	22.4.0
User Management	22.4.0
Supplier Item Management	22.4.0

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 Item Management

This will be an Add-on to Supplier Portal. With this Supplier can create a new supplier item OR M3 Item /Update item/Connect supplier item to existing M3 item. M3 Buyer makes a decision to approve or reject the above requests from the supplier based on the real time data provided by him.

My Items

My Items has below submenus,

1. Submitted status

2. Create New

3. Item Update

4. Stock Update

Submitted Status

This feature allows supplier to view the status of the submitted Item request. Supplier can view and resubmit the item details.

Create New

Supplier can create new item by submitting basic and aaditional attribute details.

Item Update

Supplier can update existing supplier item created via portal or supplier item created in Infor M3.

Stock Update

Supplier can update stock of supplier item created via portal or supplier item created in Infor M3

Enhancements

• Provided backend configuration to choose Payment Terms for Onboarding Supplier.
• Added Supplier Number Length configuration at backend for Onboarding Supplier.
• Address 2 and References fields are optional in My Information form for onboarding supplier.
• Phone Number field accepts maximum of 16 characters with special characters in My Information form.
• TAX ID field accepts maximum of 15 characters with special characters in My Information form. This value is updated in TINO attribute in M3.
• ‘How it works’ link is displayed when My Information is submitted. Link provides steps to complete onboarding supplier process.
• Deliveries are now exported with line level information.
• Password rules and validation is added in Create an Account page.
• Supplier Name can be configured with permission at backend to allow Upper Case and Special Character.
• Packaging Terms, Delivery Method, Cash Discount Terms, Monitoring Class, Payment Terms are added to My Information form. These fields are configurable and fetched from M3 for onboarding supplier.
• Freight Terms, Delivery Terms, Packaging Terms, Delivery Method, Cash Discount Terms, Monitoring Class and Payment Terms fields are language specific in My - Information form.
• Approval for Confirm Purchase Order is sent to Buyer assoicated with Purchase Order in PPS200.

Pre-Requisites

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

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 is 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).
• Default configuration that comes with installation cannot be deleted.

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.

Recommendation

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

Validated Versions

• Chrome 107.0.5304.88

Point of Contact

silambarasan.kj3@wipro.com

vaithiyanathan.paramasivam@wipro.com

deepthi.tadikamalla@wipro.com

ketankumar.zanzarukiya@wipro.com

prabhu.manoharan3@wipro.com

narayanan.gurusamy@wipro.com