Infor Nexus-VF S2A Solution: Document Management & Issue

Management Hands-on Exercise

Document Management: Make sure you are in the Infor Nexus Pre-Prod training environment.

A. How to check the Document Acknowledgement Status and Version

1. Click the Applications tab, select Document Acknowledgements.
2. On the Document Acknowledgements Filters page, you can choose one of the
below options in the Filter Panel and click Apply.
a. Modify the number of days for the field “Modified Timestamp”.
b. Or select different document status for the field “Status”
3. View the Document Acknowledgements status in the Status column.
4. Click the Document Name link to view the document details on a new page.

Issue Management: Make sure you are in the Infor Nexus Pre-Prod training environment.
A. How to View Issues
1. Click TOOLS then click Issues.
2. On the Issues page, click the filters icon to search for the issues. The default filters
associated with the public filters are displayed.
a. Click the filter selector to switch to different views. There are 6 default views
available.
b. Select Status, Issues or Exceptions type, Assign To party, you can also click on
Prompt to add more filter conditions.
c. Click apply to execute search.
3. Once the results are displayed,
a. On the Summary or Card List, you can click on each of the issues and its details
display on the right panel.
b. Actions that are required to change the state of an issue are displayed in the upper
right corner of the detail section
B. How to Create an Issue from the Issue Page
1. On the Issues page, click CREATE ISSUE in the left panel.
2. In the New Issue pop-up window, provide required values:
2a: Select “VF Corporation” as “Primary Organization”.
2b: Select “Major” for “Priority” field.
2c: Select “PO Change-in DC date” for “Type Code” field.
2d: Enter Issue Summary for “Summary” field.
2e: Scroll down a bit, and Select “TIMBERLAND” as “Brand”
2f: Select “APAC” as “Sales Region”
2g: Select “BRAND-APAC” as “Sourcing Office”
2h: Select “Apparel” as “Product Group”
3. Click SAVE AS DRAFT to save.
C. How to Edit a Draft Issue

1. On the Issues page, click on filter icon “ ” from left upper corner, and clear the filter
“Transferred to”, and click on “Apply”.
2. Select the issue that you just draft and Click EDIT.
3. You can perform below tasks in the edit mode, Add participating organizations, Add
following users, Add references or Add an attachment.
3a. Add participating organization
 3a-1: In the Participating Organizations section, click the ADD icon.
 3a-2: Filter the list using the Search and Reload tools.
 3a-3: Select (or de-select) one or more Participants from the list.
 3a-4: Click SELECT
3b. Add following users
 3b-1: In the Subscribed User section, click the ADD icon.
 3b-2: You may filter the list using the Search and Reload tools.
 3b-3: Select (or de-select) one or more users from the list
 3b-4: Click SELECT
 3c. Add Attachments
 3c-1: In the Attachments section, click ADD.
 3c-2: On the New Attachment pop-up window, in the File field, click the folder icon
to select the file that you want to attach from your computer.
 3c-3: Select an Attachment Requirement Type (optional), specify the Reference
(optional) and the Issued Date (optional).
 3c-4: Click ADD.
3c-1

3c-2
3c-3

3c-4

3d. How to Add Reference

 3d-1: Go to the References tab
 3d-2: click ADD.
 3d-3: On the Add References pop-up window, specify the related Reference document
#, such as your PO#, and click SEARCH.
 3d-4: Select the documents from the list to add them as references.
 3d-5: Click Select. The selected references are displayed in the reference tab.
 3d-1

3d-2

3d-3

3d-4 2

3d-5 2

3e. How to Comment on an Issue

 3e-1: On the Issues page, click on side menu to open the comments.
 3e-2: Click on Comment icon.
 3e-3: In the Comments page, specify the comments.
 3e-4: Click SEND.

D. How to Submit and Transfer an Issue

1. In Issue detail page, once all necessary and required information is filled in, click SAVE,
then click REVIEW.
2. Click on “SUBMIT”.
3. From the “Transfer-to” pop-up window, click on lookup icon.
4. Select the party “VF Corporation” to whom the issue needs to be assigned.
5. Click on SUBMIT, and issue status will be updated from “Draft” to “Open”.