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Publication Information
Release: Infor ERP VISUAL Enterprise 6.5.4 Publication Date: August 14, 2009
Contents | 3
Contents
Overview ............................................................................................................................................ 4 Compatibility ..................................................................................................................................... 5 Running Patch Scripts................................................................................................................... 5 Upgrading from a Previous Version of VISUAL Enterprise ........................................................... 6 Upgrading from a Previous Version of MyDay .............................................................................. 6 Enhancement to Unit of Measure Maintenance.............................................................................. 7 Infor MyDay 1.1.1 Issues Resolved in Service Pack 1 ........................................................................ 8 Drill Backs ..................................................................................................................................... 8 Metrics and Reports ...................................................................................................................... 8 Errors Repaired on Specific Metrics and Reports ......................................................................... 8 Known Issues .................................................................................................................................. 10 Unsupported Drill Backs.............................................................................................................. 10 Unsupported Metrics and Reports............................................................................................... 10 Reports and Metrics Supported in VISUAL CRM Only................................................................ 11 Errors on Specific Metrics and Reports....................................................................................... 11 General Errors on Metrics and Reports....................................................................................... 13 Workarounds and Recommendations ......................................................................................... 15 Performance ............................................................................................................................... 15 Installing Content Fixes and Patches............................................................................................ 16 Installing New Content ................................................................................................................ 16 Installing Patches ........................................................................................................................ 16
4 | Overview
Overview
Install Service Pack 1 to integrate Infor ERP VISUAL 6.5.4 with Infor MyDay 1.1.2. When installed together, Infor ERP VISUAL 6.5.4 Service Pack 1 and Infor MyDay 1.1.2 introduce three new production roles and several metrics and reports. Consult your Infor MyDay documentation for more information on the roles and metrics.
Compatibility | 5
Compatibility
VISUAL Enterprise 6.5.4 is compatible with the following database engines: SQLServer 2005 SQLServer 2008 Oracle 9i Oracle 10g If you use SQLServer 2000 and attempt to upgrade to VISUAL Enterprise 6.5.4, the system displays a warning message alerting you that you do not have the correct version of SQLServer. Infor Evolve components, such as MyDay, are not currently compatible with SQLBase. If you use SQLBase and upgrade your database to VISUAL Enterprise 6.5.4, you cannot use any of the SOArelated maintenance windows. The SOA Maintenance option in Application Global Maintenance is disabled. If you try to make edits in the Code Mapping Maintenance window, the system displays a warning message that the option is unavailable. The system will not send business object documents (BODs) to Infor On-Ramp. Because of issues with Accounting Entity, you cannot use multiple databases with MyDay Infor MyDay is compatible with the following versions of Infor ERP VISUAL: Infor ERP VISUAL Enterprise 6.5.4 Infor ERP VISUAL CRM 6.5.107 and above Infor MyDay is not currently certified with ERP VISUAL Global Financials 7.2. If you use Global Financials, you can run a limited number of Purchasing and Sales metrics. The Accounts Payables Manager and Account Receivable Manager roles are not supported. Please review the Infor MyDay Installation Guide for information regarding hardware requirements for installation of MyDay.
6 | Compatibility
Navigate to the patch script you would like to run. Patch scripts are specific to the type of database you use for VISUAL. Patch scripts for Oracle begin with OR654P. Patch scripts for SQLServer begin with SS654P. Patch scripts must be run in order; for example, if you use an Oracle database you must run OR654P01 before you run OR654P02. You can download the latest patch scripts from Infor365.
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Click Open. The patch script runs. Repeat the process for all other patch scripts for your database type.
Drill Backs
You can now drill back to VISUAL from the following views/metrics in Infor MyDay: Drill back on Quotes opens in the Estimating Window. Opportunity view opens the Estimating Window in Lost Sales
10 | Known Issues
Known Issues
Known Issues | 11
12 | Known Issues
Customer Payment Summary Report This report has pagination issues. Customer Payment Detail Report This report only supports amounts in the base (system) currency regardless of the documents currency.
Known Issues | 13
Sales Order Booking Metric When you drill back on the Sales Order Line, the line number passes the item ID instead of the line number. To fix this issue: 1 2 3 4 5 Log in to MyDay as a user with administrator privileges. Open the Content tab. Open the Sales Revenue metric. In the Links tab, open the Sales Order Line. Change the Corresponding Data from Line Item ID to Sales Order Line Number.
14 | Known Issues
In many cases on the AR & AP Manager home pages, amounts in the document currency are replaced with the System currency values. Future releases of MyDay will support document currency reporting.
Known Issues | 15
Reports
Various reports have alignment issues between the heading and the detail data. Detail reports on customers and suppliers that have special characters (such as &) in their IDs do not render properly. When you select Edit Parameters in a report and exceed the timeout, the system displays a "Rendering error cannot find a report with this ID message. Closing the report and re-selecting it eliminates the error. The Hierarchy grid shows column heading as hry.viewer.data.grid.alternateid.column. The required parameter indicator is not locked when scrolling windows. The * scrolls when the window is scrolled. If you receive a "This field is required" error message, the "!" indicating the required field is not locked when you scroll the window. The ! scrolls when the window is scrolled. After you export a report, you must refresh the report. An error occurs if you export a report then try to access a different page.
Other Issues
Filtering sales metrics and reports by Sales Rep is not supported. The Hierarchy grid shows the same Customer ID for different Customer names if you attempt to send the Customer ID with a different Accounting Entity ID. The sort order for the Customer Name in the Hierarchy is not in Customer Name sequence. When browsing long lists in the Hierarchy grid, such as customer party master, you may receive the following error: Rendering error cannot find a report with this ID when you select the desired Customer ID. Limiting your search criteria to the smallest selection as possible will avoid the error. Various windows are sized incorrectly, and header and footer fields are not locked to the form.
Performance
System performance degrades as more users log into MyDay. This issue is currently under investigation.
Installing Patches
You can install patches using the standard install process. All patches are located on www.Infor365.com.