Supplier Portal
23.3.0
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 | 2.4.6 |
| eConnect Base Module Version | 6.3.0 |
| IDM Module version | 4.2.0 |
| ION Package Version | 23.3.0 |
| PHP | 8.1.0 |
| RabbitMQ | 3.7.28 |
| ION Desk | 2023.07.01 |
| Infor M3 | Cloudsuite |
| Advise and Notify | 23.3.0 |
| Supplier Invoices | 23.3.0 |
| Supplier Deliveries | 23.3.0 |
| Supplier User Tracking | 23.3.0 |
| User Management | 23.3.0 |
| Supplier Item Management | 23.3.0 |
Standard Features
This version includes all the standard features from 22.4.0 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.
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.
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
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View Quality metrics based on rejected quantity
-
View Delivery Performance metrics
-
View Purchase Price Variance metrics
Enhancements
- Existing Supplier Items from M3 is imported using cron to Database during Supplier Registration.
- Provided backend configuration for Supplier Onboarding My Information form submission message.
- TAX ID field characters can be configured from Magento Admin.
- Confirmation email will be sent to Supplier once onboarded to portal.
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 Version 115.0.5790.171