Enhancements

• Improved INFlow Portal Transaction View Performance

  • Reduce the loading time when clicking the View link (and/or Edit) link from the INFlow Portal list view.

• Enhanced user experience for INFlow Accrual

  • A new user interface to run INFlow accrual.

• New INFlow Preference: Transaction Types to Run Approval

  • A preference where we can define what are the transaction types where the approval workflow will run.

• INFlow Portal: View Amortization Schedule

  • The INFlow portal transaction view will support viewing of amortization schedule details from the INFlow portal transaction view page.

• INFlow Portal: New Button: Save and Approve

  • A button that will both save and approve the transaction.

Resolved defects

• Approval Notes Mandatory Validation

  • When the user approves a bill in transaction detail view, when Make Approval Notes Mandatory preference is enabled in the INFlow preference, the user is now prevented when the approval notes field is blank.

• Check Items before Item Receipt

  • On bill creation:

    • The workflow checks whether the transaction contains inventory and assembly items.

      • If Yes, it subsequently checks whether the items have already been received for the linked PO.

        • If Yes, it searches for the Approval Matrix where: (a) Stock Transaction = T and (b) Items Received for Stock PO = T

        • If No, it searches for the Approval Matrix where: (a) Stock Transaction = T and (b) Items Received for Stock PO = F

      • If No, it searches for the Approval Matrix where Stock Transaction = F.

  • On subsequent changes (approval/retrigger approval)

    • The workflow checks whether the transaction contains inventory and assembly items.

      • If Yes, it subsequently checks whether the items have already been received for the linked PO.

        • If Yes, it searches for the Approval Matrix where: (a) Stock Transaction = T and (b) Items Received for Stock PO = T

        • If No, it searches for the Approval Matrix where: (a) Stock Transaction = T and (b) Items Received for Stock PO = F

      • If No, it searches for the Approval Matrix where Stock Transaction = F.

• INFlow General Preference: ONLY PROCESS TRANSACTIONS FROM

  • The preference is now working correctly even when the date format in Company General Preference is different from the user’s date format preference.