Infor SX.e and Infor CSD customers now have the option to generate pricing records for a company off of a Quote. This is an added featured from generating Location / Shipto pricing records. After entering your quote, click the "Set up Account Pricing" icon. This will generate new price records attached to the company. There is no limit to setting up account pricing - you can add additional items on the same quote as needed and generate new pricing records. The Quote used to generate these pricing records will not be visible in the Customer Portal.
Enforce setting a lost reason when marking quotes as lost
When marking a quote as lost on the Jobs > Quote Detail screen, users are prompted to enter why the quote was lost in the "Lost Reason" field. The options in the Lost Reason field can be customized and allow you to set a specific list of reasons to select from.
Commerce
Company product catalogs
You can now setup customer specific product catalogs. These product catalogs are available to the customer's users when they login to their account on the website. The MyCatalog link configuration is dependent on the commerce template system being used.
Operations Portal
Set a status on content pages
You can now select a status on your content pages. These status options are fully customizable and can be updated for your workflows and needs. You can update the drop down choices by updating the Content Page Statuses global setting.
Content page tree
A new CMS screen has been added which displays all of your content pages in a tree structure so you can easily see your website hierarchy.
Update SEO metadata in the page editor
An SEO section has been added to the CMS page editor where you can set the metadata for your page. The SEO fields include: title, description, keywords, OG title, OG description, OG url, OG type, OG locale, and OG image.
Export customer file records
You can now export all customer files from the System > Customer Files screen. This allows you to export the records, alter them, and re-import as needed.
Sort and filter tickets by code and reporter
Sort and filter options have been added to the code and reporter columns on the Tickets screen. This makes it easy to find and track tickets by the reporter or by code.
Payment
Customer payment confirmation message
After making a payment in the customer portal, customers now see a confirmation message letting them know their transaction has been received. Once they've viewed the message, they can click "Got It" to close the message. This gives customers additional confirmation that their payment has been initiated and will be applied to their account.
Customer Portal
Customers can request a new integration
Under the Integrations screen, customers can request an integration if they do not see one that suits their needs. When they click the "Request Integration" button a window will be displayed where they can describe what integration they are looking for. These requests will be sent to the store email. The Integrations screen can be used as a tool for marketing, letting your customers know integrations are possible.
Tickets
KOD-13305: Products with / in Code Causing Errors
Please complete cases 1-7 for the product with code that contains '/'.
For regression please complete cases 1-7 for:
any product code without slash.
any product code with special character in code.
Case 1:
1Products => Upload product files dialog.
Make sure saving additional image works as expected.
Make sure saving media file works as expected.
Case 2:
Products => Category Assignment tab
Make sure assign category works as expected.
Make sure unassign category works as expected.
Case 3:
Products => Attribute Assignment tab
Make sure assign attribute works as expected.
Make sure change attribute works as expected.
Make sure unassign attribute works as expected.
Case 4:
Products => Filter Categories => Category Details
Make sure assign product works as expected.
Case 5:
Product details:
Make sure saving additional image works as expected.
Make sure saving media file works as expected.
Case 6:
Product details => Related Products tab:
Make sure list related products works as expected.
Make sure assign related product works as expected.
Make sure unassign related product works as expected.
Case 7:
Order details => Items
Make sure add item works as expected.
KOD-13283: Convictional - Add Button to Vendor Details Screen to Sync Products
KOD-13256: Server-side Export of Orders and Quotes
Check if orders and quotes are exporting as expected without any errors.
KOD-13227: Quotes - Add Backend Validation When Create Company Pricing on Quotes
1. Start Quote
2. Set up Company Pricing Records (NOT Shipto)
3. Confirm Company pricing records are set up correctly.
4. Check customerStatus on the quotes and make sure it is - Do Not Display
5. Log into the customer portal, ensure quotes load normally, AND that the quote entered cannot be seen in the customer portal.
6. Test for regressions on setting up shiptos from quotes and date validation
KOD-13192: Quotes - UX Option to Create Company Pricing on Quotes
*Please note that now we are able to setup pricing unlimited times.
Case 1:
Quotes => Quote Details
Press Set up Account Pricing button in the top bar
Make sure that:
the pricing was set up - respective records will appear in Pricing table.
Quote customerStatus was set to "Do Not Display".
Case 2:
Quotes => Quote Details
Setup Location
Make sure that:
Location was set up.
It is still possible to setup account pricing.
KOD-13183: Display Customer Payment Confirmation Message in Portal
Case 1:
Go to Customer Portal => Open Invoices
Select some invoices to pay
Make a successful payment.
Make sure that:
Make payment dialog is closed.
Payment confirmation dialog appears.
Pressing Got It button closes the dialog.
Case 2:
Go to Customer Portal => Open Invoices
Select some invoices to pay
Click Make an unsuccessful payment.
Make sure that:
Payment confirmation dialog is not shown.
Make payment dialog stays open.
Red message appear in the bottom left corner.
KOD-13015: Short Pay Platform API
Make account payment with settings off and ensure there are no regressions and that you cannot update the amount to pay field. Do not turn setting on.
Use to try to pay order
/api/account/paymentProcessing/search/pay/orders
Use this to update amountToPayField.
Patch /api/account/payment/{paymentID}
KOD-12989: Customer Portal - Add Possibility to Pay Orders Across Pages: Use New Endpoints
Case 1:
Customer Portal => Open invoices.
Select all invoices using the Select all button.
Press Make Payment.
Make sure that totals were calculated with /api/account/payment/searchTotalAmountToPayForInvoices.
Case 2:
Select payment method and pay.
Make sure that:
/api/account/paymentProcessing/search/pay/orders was called.
Payment was successful.
Case 3:
Select some invoices.
Press Make Payment.
Make sure totals were calculated with /api/account/payment/searchTotalAmountToPayForInvoices.
Case 4:
Select payment method and pay.
Make sure that:
api/account/paymentProcessing/search/pay/orders was called.
Payment was successful.
Only the orders you selected should be paid for. No other orders
KOD-12955: Add Meta to CMS Editor
New seo and opengraph fields should be present for pages on pages/search/{pageID}/detail view
New seo and opengraph fields should be present for pages on gutenberg-editor view in PageProps tab
KOD-12598: Add a Button Where User Can Request an Integration
KOD-12440: Enforce Setting a Lost Reason when Marking Quotes as Quote Lost
When user changes Quote status to Quote Lost, the Lost reason field shouldn't be empty. If no reason is chosen - field is red-bordered with a hint why it happens. As soon as the user choses a lost reason and field is not empty anymore, error disappears.
KOD-13326: Add Catalogs to Companies
Login to employee portal -> companies - company - catalog and add some categories with products.
Login as frontend user. My Catalog link should be present in navigation.
My Catalog link should navigate to My Catalog page with assigned categories and products.
KOD-13352: Display Error Message on Employee Login Page
KOD-13356: Endpoint for a List of Categories
Go to PIM -> Categories.
Open a category.
Make changes (Description, SEO Content, Images, etc).
Make sure you can get revision records. Endpoint -> /api/system/category/{categoryID}/revision/list
KOD-13357: Update Db Endpoints so We Can Switch from Search Endpoints
Checks new fields in endpoints which above, but for the last endpoint: /api/system/company/address/{companyAddressCode} in table use another new endpoint: /api/system/company/address/{companyAddressCode}/readDetails, check by swagger .
KOD-13358: Cloud Mode - Add SEO
User should be able to see the SEO meta description and keywords like they’re displayed a non-cloud site when clicks on inspect page.
There should be meta tags with SEO information (if any in the content page) - description and keywords in the tag on the page.
Test that content pages still work on the live sites. Also test category and product pages.
KOD-13366: Media to Support .ico and .svg Preview
Actual behavior should be as expected behavior. Media screen should support .ico and .svg preview.
KOD-13373: CMS - Adding Meta to Content Page Record
Check if Content Pages now have newly added fields (only through swagger as UX dev is still in progress):
og:title
og:url
og:image
og:description
og:type
og:locale
Endpoints to test:
Created using POST endpoint /api/system/contentPage (do not expect to return them)
Updated using PUT and PATCH endpoints /api/system/contentPage/{contentPageID} (do not expect to return them)
Returned using GET endpoints : /api/system/contentPage/readDetails/{contentPageID} and /api/system/contentPage/search/{contentPageID}
KOD-13375: Add Generic Endpoint for Product Sync in Vendor API
Sync all products per specific Convictional Vendor
KOD-13380: Convictional - Send Order Reference # / Vendor PO # to Convictional
Test that customerReference and buyerReference on the order in Convictional now set accordingly to the requirements in the ticket.
KOD-13395: Employees > Search and Data Tabs - Fix Last Login Column Sort and Filter
KOD-13404: Issues Displaying External Images from New Customer File Import
In the employee portal test:
Order files, images, pdfs, csv, etc. Make sure the thumbnails, previews, and downloads work fine.
Quote files, images, pdfs, csv, etc. Make sure the thumbnails, previews, and downloads work fine.
Product files, images, pdfs, csv, etc. Make sure the thumbnails, previews, and downloads work fine.
Customer files, images, pdfs, csv, etc. Make sure the thumbnails, previews, and downloads work fine.
KOD-13415: Move Product Code and Category Code to Query Params
KOD-13416: Invoice Template Change to Enable Separate Remit Address
Settings that are being used for Remit To Address:
remitName
remitAddress1
remitAddress2
remitCity
remitState
remitPostalCode
remitPhone
remitEmailAddress
Case 1:
Make sure there was no remitName setting set.
Go to any order, generate an email.
Make sure store address is shown in Remit to section.
Case 2:
Add any other remit address setting/all of them.
Make sure there was no remitName setting.
Go to any order, generate an email.
Make sure store address is shown in Remit to section.
Case 3:
Add remitName setting, keep all settings you’ve added in Case 2.1.
Go to any order, generate an email.
Make sure remit address(all values you've added in Case 2.1 - 1) is shown in Remit to section.
Case 4:
Make sure all remit address settings were added.
Go to any order, generate an email.
Make sure the complete remit address(every value you’ve added) is shown in Remit to section.
Regression:
Complete cases 1-4 but for order PDFs.
KOD-13418: Convictional - Hold Direct Orders When 2+ Different Vendors
We need to tests that Orders are synced with CSD correctly in these cases:
Order has only directShipped items from single vendor.
Order has only directShipped items from multiple vendors.
Order has both stock and directShipped items.
KOD-13420: Customer Files Screen File Type Fixes Needed
Go to System > Customer Files screen and test the import feature - create new and update existing Customer Files using valid type values: additionalImage, media and primaryImage. Test if file record skipped when invalid "type" was passed.
KOD-13423: Company Catalog Error Page
You will need to open this page without logging into the system. /group-catalog?code={code}
Should move to the error page. /error
KOD-13430: UX for System Customer Files Server Side Export/Import
KOD-13434: Criteria for Sending a Statement
Find the Company which has periods 1-5 or future balance less or equals 0.
Set to Email1 of this Company email address for getting emails.
Call endpoint GET /api/system/payment/sendAccountsReceivableStatement.
Check specified email address. It doesn't have to contain email with generated Payment statement.
Regression test:
Find Company which has any of periods 1-5 or future balance more than 0.
Set to Email1 of this Company email address for getting emails.
Call endpoint GET /api/system/payment/sendAccountsReceivableStatement.
Check specified email address, it has to contain email notification about generated statement .
KOD-13435: Add Future Balance Field to Statements
KOD-13440: UX to add Content Page Tree
There should be a new menu item in CMS section on the employee portal - Page Tree. It should work similar to Category tree.
KOD-13450: Need Method for Interceptor Script for D365 and M3
Engineers will test.
KOD-13480: Code & Reporter Column Sortable on Ticket Screen
KOD-13481: Unable to Access Ticket screen from Company Screen
KOD-13482: Add puppeteer
Product owner will test.
KOD-13506: UX to Remove Fields from Being Sortable from SKU Grid
Skus = > Check if the columns for listed fields are not sortable and not filterable.
To access the endpoint, you must have the roles: 'quoteCompanyPricingEdit', or the admin roles ('administrator', 'superuser'). A user with the 'quoteEdit' role should not be granted access.
KOD-13516: Fix Ticket PATCH endpoint
Check if PATCH Ticket by ID does not return error when related entity does not exists anymore.
Create ticket.
Assign on Order.
Delete Order.
Try to update (`PATCH /api/system/ticket/{ticketID}`) the Ticket - there should be no error.
Regression tests:
Update (patch) ticket assigned on CompanyAddress: `PATCH /api/system/company/address/{companyAddressID}/ticket/{ticketID}`
