Infor CRM v8.3 Web Model Update 03 Released

Ross_JanettaInfor has released Infor CRM v8.3 Web Model Update 03. Folks, this was not just your run of the mill release! Infor is including Ming.le in this release!  Infor Ming.le is an intelligent portal to Infor CRM—establishing a common workflow and organizing conversations into enterprise-wide streams where employees can share key screens, data, and attachments in a way that saves time and focuses attention when and where it’s needed most. Update 03 is currently available from Xtreme Portal in the Download Patches section.

The following information is from the “Applying Web Model Update 03 for Version 8.3” publication by Infor.

Prerequisites
The following Infor CRM software must be installed before installing this update:

  • Infor CRM version 8.3
  • 8.3 SNC Update 03
  • 8.3 Web Core Update 03

Currently, Web Model Updates are cumulative, so Web Model Update 03 for Infor CRM 8.3 contains features released in previous updates. Web Model Update 03 for Infor CRM version 8.3 includes the following new features:

Web Client

Integration with Infor Ming.le including:

  • Sharing records and notes and history items
  • Creating and managing bookmarks
  • Links in Infor Ming.le that link to Infor CRM
  • Adding Infor CRM Dashboard widgets in Infor Ming.le

Also included are:

  • System of record support for Inbound Process BODS to create or update Infor CRM content.
  • Addition of Discount Charge Item entity properties for Sales Order and Quotes line levels –
    DocUnitAdjustmentAmount, UnitAdjustmentAmount, and Method.

For more information about integrating Infor CRM with Infor Ming.le, see KB 1853014, available from Infor Xtreme www.inforxtreme.com.

The following is a list of Defects covered in this update:

Defect Description
8766 In the Campaign Targets tab, changes made to the Status are not saved.
9034 (ICBOE) If a sales order or quote product line is deleted in Infor CRM, the deletion must be included in Process BOD.
9704 (ICBOE) Finance Limit on Account is not populated for VISUAL.
9783 Fixed spelling errors in error messages.
10153 In a German environment with a Firefox browser, cannot type German characters into the User Lookup.
10205 In the Sales Order Snapshot, decimal values in the Discount Rate or Tax fields are automatically rounded up or down to the nearest integer.
10268 The sales order and quote line level views need to include the following Discount Charge Item entity properties, Calculation Method Code, Unit Adjustment Amount, Document Unit Adjustment Amount.
10484 Unable to assign a user or team to a new campaign task.
11056 In SpeedSearch if the headline link is for Activity the link is not active.
11128 After clicking Get Order Total or Refresh Prices in the Sales Order or Quote detail view, transaction amounts should be updated in Sales Order or Quote Snapshot.
11160 (ICBOE) When an account record is created or edited in Infor CRM and is promoted the Base Finance Limit field is not set to read only even though record is waiting with Sync Status= “Awaiting Acknowledgment”.
11234 When editing integration resources, such as contact, calendar, or tasks the dialog box is blank.
11248 The Sales Order detail view Get Order Total task is not working.
11252 Numerous filters on the same Entity can exceed browser limitations causing filters to not display for some groups.
11406 (ICBOE) The Price and Availability service should not generate user errors when the service is disabled.
11802 The Add Discount Charges dialog box has three new items to be added to the Web Client help.

 

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland CRM Users Group Events. If you need help upgrading to Infor CRM v8.3.0 or Mobile 3.4.0, let us know! We can assist in a minor capacity or provide all the technical heavy lifting.

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