INFOR Go-Live: More Fixes, More Tips, More Reminders
February 27, 2020
This notification is intended for Infor Supply Chain Management Requistioners and Approvers at
- UM St. Joseph Medical Center
- UM Baltimore Washington Medical Center
- Corporate Shared Services
We have been working hard to resolve your issues and have important updates to share. We even have more tips and reminders to help make your day a little easier.
1. An Update on Approval Flows – The Corrections are Working!
We want to let you know that 89% of requisitions are moving through the Approval flow as expected and are resulting in vendors receiving Purchase Orders. This means the corrections and adjustments enacted last week are working as intended.
We’ve determined that the remaining Requisitions that are going to unexpected Approvers is caused by Requisitioners choosing an incorrect Requesting Location (Req Loc). For everything except a capital requisition, the Req Loc is how you designate the delivery location for the items in your Requisition. Read on to learn more about what we’re doing and what you can do to help.
2. Requisitioners: Use the Correct Requesting Location!
We’re actively evaluating how to make adjustments to Infor to address the issue of Requisitions going to unexpected Approvers because an incorrect Requesting Location (Req Loc) is used. In the meantime, Requisitioners must use the correct Req Loc. Here’s how to do it:
- In RQC, click on the Lookup field
- Choose the bottom option "Requester's Req Loc"
- Using the description in the Name column, choose the location that you wish to use (Note: The Req Loc should always end with "R" for non-Capital Requisitions)
Patient care comes first, so if you are having an issue with Requisition approvals, contact your local Director of Materials Management for immediate assistance.
3. Approvers: We Hear You – You Want More Information in Email Notifications
Your feedback tells us that the Approval notification emails don’t contain enough useful information to make it easy for you to take action. You want to have the Requester Name, some descriptive information about the Requisition, even who previously approved. Some of these items may be easy, and some will take some time because they are not standard with Infor.
While we’re working on ways to improve the email notifications, here is what you can do to get the information you need:
To get the Requester Name:
- Log into Infor and click on your Inbasket
- Double-click the Requisition you want to view
- Click on the Related Links
- Click on the gray Open box on the far right of the highlighted row
- The Requester Name is at the top of the Requisition Information
- When you are done, close the tab in your browser
- On the Work Item Review screen, click on the Display item to review and take further action
To see the Approval History:
- On the Work Item Review screen, click on "History"
- Review the approval history as presented
4. Requisitioners: Template Issues Resolved!
Early Tuesday, February 25, we implemented a change to resolve the Template search issue. You are now able to search for a Template without receiving an error.
Also, Infor was updated on Wednesday, February 26, to resolve the issue with missing Templates. To access your templates:
a. Log out of Infor
b. Close all your open Internet Explorer or Chrome browsers
c. Log back into Infor
If you continue to experience issues with your Templates, please open a new Cherwell ticket.
5. Capital Requisitions: The Project Manager is Approval Stopover #1
In Infor, the Approval flow for Capital Requisitions includes an initial stopover with the Project Manager (a.k.a. Fund Manager, Grant Manager, etc.) to review and approve the request. From there, your Capital Requisition follows the established Approval flow.
Please continue to check UMMSConnect for the latest Infor news and updates.