VF SCF Partner Training Manual 202201 v2.1

VF Partner Training Manual
Invoice Management, Supply Chain Finance, Payment Management
January 2022
Copyright © 2022. Infor. All Rights Reserved. Infor.com

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2 Copyright © 2022. Infor. All Rights Reserved. Infor.com

Agenda
01 04 05
Introduction and Overview Supply Chain Finance Payment Management
02 Appendix 1 06
Logging into Infor Nexus Selecting a Administration and Reports

Different Financing Provider
03 Appendix 2 07
Invoice Management Setting Up Task Flow For Customer Support and

Financing Request Training Resources

SECTION 01
Introduction and
Overview

INTRODUCTION AND OVERVIEW
Introduction to Infor Nexus

Infor Nexus is a global trade collaboration platform that connects buyers, Vendors and service
providers in a hosted software network. The solution provides a common platform for VF to
collaborate with Vendors and automates the following key processes.
Invoice Management
Invoice Management provides an automated pre-payment process and remove manual reconciliation.
Vendors will continue to create their Invoices as per their current method.
Supply Chain Finance

Supply Chain Finance provides the means for Vendors to request financing and allows the financing
bank view access to the transaction documentation to assist them in their financing decision.
Payment Management
Payment Management provides users with rapid payment approval, a clear picture of cash flows and
expected payment dates to Vendors.
Security Rights Required for VF Workflow
Module Security Rights

Supply Chain Finance Financing Request
Report Execution Rights
Reports Report Scheduling
Report Design Rights
Administrator
Administration
Existing User Management

VF Infor Nexus Workflow
2. Invoice automatically
1. Send Invoice activated
VF Vendor
5. Financing Request
3. Payment Authorization Document

generated and auto-approved
4. Determine Value Date;

6a. Debit VF schedule funds transfer; notify 6b. Credit Vendor
money move for debit/credit

SECTION 02
Logging in to
Infor Nexus

LOGGING INTO INFOR NEXUS
How to Log into Infor Nexus

1. Go to https://network.infornexus.com. The Customer Login page opens. Bookmark:
https://network.infornexus.com
2. Enter your User Name and Password.
Tip: For first time logins, a Welcome to Infor Nexus email that contains a Set
Password link is sent to you, which is valid for 15 days from the day the
email is received. Click this link to set your password before it expires.
3. Enter the Access Code if applicable using one of the following options: Enter your User Name and
• Mobile E-ID: Download the Infor Nexus Mobile APP to your mobile Password. Enter your Access
Code if applicable. Click Login
device and generate a 6-digit Access Code from the APP. Refer to How to enter the platform.
to Download and Generate an Access Code from Infor Nexus Mobile
app for detailed steps.
IMPORTANT: Suggest to download the APP NOW so you wouldn’t be
blocked after the designated grace period.
• e-Identity Card: If you are issued a physical E-ID card, press the Press
button to generate the Access Code. The Access Code is displayed in
the window located at the top-right of the card.
Note: Every time you login, a new Access Code is needed. Click Remember user name
4. (Optional) If you are the sole users for your computer, click Remember user to save your User ID.
name checkbox to save your User Name.
5. Click Login.
About Access Code

• You must enter the Access Code to log into the Infor Nexus platform if Access Code Required Message
your company is involved with payment processing in the system. There
are two options to obtain the Access Code:
– Infor Nexus Mobile APP
– Physical e-Identity Card
• Hence to log into the system successfully, you must either download the
Infor Nexus Mobile APP to your mobile device to be able to generate
an Access Code, or you possess a physical e-ID card ready for use.
• However, if you are in circumstance of waiting for a

new/replacement e-Identity Card or enabling the Mobile E-ID
feature, a grace period (20 days for e-Identify Card while 30 days Grace Period Message
for Mobile E-ID) is given to allow you to login without providing the
Access Code. A count down message is displayed on the screen,
notifying you the number of days left to start entering the Access
Code.
Note: Once the Access Code is first used, the grace period
expires immediately, and the Access Code will be required
from that point forward.
How to Download and Generate an Access Code from Infor

Nexus Mobile App
If you are using the Mobile E-ID feature, complete the following steps to generate an Access Code.
1. First, search for the Infor Nexus Mobile App in the Google Play Store or Apple App Store. Download and install the App to
your Android or iOS device.
Note: For Android Users in China, if Google Play Store is unavailable, refer to the Infor Nexus Mobile APP Page to access the
link provided on this page to download the Android APK file directly.
2. Once the mobile app is installed on your mobile device, generate an Access Code by using one of the following options.
• Option 1: If you are not logged into the Mobile App, enter your User ID in the field provided and select the KEY icon
located in the Access Code area. The Access Code for the selected user will be displayed.
Note:
• Each access code is only valid for one successful login event.
• You must wait 10 seconds before you can hit the key icon to generate a new access code.
• Option 2: After logging into the App, select Get Access Code from the menu. A new access code will be displayed for use.
Option 1 Option 2
Refer to the Login and System Navigation Guide posted

in the Resources section on the Home page for detailed
steps of installing the Mobile App, FAQs and more.

Main Navigation Bar

Use the main navigation bar to
navigate to different areas of the
platform, view your tasks, access
resources, create transaction
documents, run reports, and explore
system tools.
Tab Description
Home Access quick-links to the most common features on the platform.
Tasks View and access work that has been assigned to you and your company.
Applications Use the drop-down on this tab to view documents or track the status of your current transactions.
Tools Use system administrative functions and manage integration events.
Analytics Use the drop-down on this tab to view, schedule, design and run reports.
Create Start a new system transaction such as a new Invoice.
Global Search Use the global search function to do a document search on the platform or look up a navigation/transaction item.
Help Use the drop-down menu to access Documentation Central, Training Calendar and identify the administrators of your organization.
User Icon Use the user icon to access your profile, change password or log out.

Home Page Overview

Upon login, you are presented with two options on the Home page: Trade Home and Try the New Homepage. Click on the
tabs to switch to different home pages.
• Trade Home: Access Supply Chain Finance solution and download the latest training manuals via Community Shared
Attachments.
• Try the New Homepage: Customize and organize your own workspace by designing pages and adding widgets.
Note: Despite the different UI look and feel between the classic homepages and the new homepage, no existing function is being
altered. The navigation menu still stays at the top of the platform and the options offered remain the same no matter how users
navigate through the system.
Go to the next slides to learn the features of each Home page

Click to go to Home page
Click to customize
The Trade Home Page Look for general
updates in
the specific section
Bulletin Board
• The Trade Home page contains the main menu table,

which provides another means of accessing the system’s
functionalities. This allows users to view a summary of the Quick links to
popular/favorite reports
available features as you navigate the system.
• You can customize some of the sections that appear on
the Trade Home page by clicking the applicable Customize
button.
• You can access general updates in the Bulletin Board
section as well as customer training documentation in the Links to resources,
Community Shared Attachments section. help tools
Find the latest training

Screenshots provided in the manual are samples for materials or bulletins here
reference only, while the actual platform layout may vary

depending on the customer solution and user profile.
Modify the first screen you

want to see after login
The New Homepage

• By clicking the Try the New Homepage tab, you will land on the New Homepage, which helps you organize and customize your
workspace by providing you a high-level view of your important tasks.
• The New Homepage is designed to give you insights, call exceptions to your attention, and provide direct links to the areas within the
application. This enables you to work smarter, faster, and more efficiently.
• Shared Attachments is a default section on the new Homepage, which enables you an easy access to the customer training documents.
Click the ellipsis icon

The first time to start creating new
you go to the homepages or
New navigate to other
Homepage, designed homepages.
you will land on Link to return to classic Homepages
the Starter Download your
Homepage. training documents in
From here you the Shared
can start to Common Default Widgets Attachments section.
create your If you transact with
own various customers,
customized toggle the drop-down
homepage and menu to locate
add widgets. training materials for
the designated
customer.
How to Create a New Page

1. Click the ellipsis icon, select New Page from the dropdown menu.
2. On the New Page pop-up window, enter Title, Description, and select a Page Color for your new page.
3. Click Create.
1
2

How to Add Widgets

1. On the page you created, click Add Widget.
2. On the Widget Catalog, expand the Categories section and select one of the categories
displayed. For example, Utilities.
3. Click the + icon on each widget to add them to the page. For example, Bulletin Board and
Resources.
1
4. Click the X icon to exit the Widget Catalog.
5. Click Save to complete the widget adding process.
6. The widgets are added to the page.
4
5
3
2

SECTION 03
Invoice Management

INVOICE MANAGEMENT
About the Invoice

• Vendors create their Invoices as per their current method.
• VF sends the Approved Invoice from its ERP system (Middleware) to Infor Nexus in the XML format.
• Lead time for uploading the Approved Invoices to Infor Nexus: 3-5 days on average before the Vendor can view
the Invoice in Infor Nexus. VF holds the Invoice in NGC for 3 days to allow any changes before it is sent to SAP.
Invoices are loaded daily from SAP to Infor Nexus.
• The Invoice is processed as an Invoice Presentment (IP) on the Platform, which means no order is involved in
the Invoice.
• The Invoice is auto-activated on behalf of the Vendor on the Platform, with standard terms and conditions
automatically accepted.
Note: No amendment or cancellation is accepted from the Vendor.
• The Invoice Number is unique and will be the SAP Invoice Number.
• Adjustments are included in the Invoice from VF ERP. Adjustments are netted and applied to the subsequent
Invoice.
• Invoices are consolidated into payments, based upon the following logic: Batch ID = Company Code + Currency
+ System ID (SAP Platform) + Seller Alt ID (Vendor Number)+ Payment Date.
• The Invoice PDF is available for download on the Invoice Preview page.
Do not make any adjustments to the Invoice Auto-approval task flow, which causes delays in having Invoices
automatically approved and in scheduling payments.
INVOICE MANAGEMENT
How to Search for an Invoice

1. Click Applications > Invoices.
2. Use search filters, e.g., entering the Invoice Number in the Invoice Number field, and then click Apply.
Tip: Click the formula list of the specific filter field and select a formula to define your search.
3. Click the Invoice link to access the Invoice Preview page.
4. Click the black folder icon to access the Invoice Folder.
4 3
Click Manage Views and select

to mark your most frequently-
used views as “Favorite” views.

INVOICE MANAGEMENT
How to Download an Invoice PDF

To download an Invoice PDF, click Print/PDF > Financial Invoice PDF on the Invoice – Preview page.

INVOICE MANAGEMENT
How to View Invoice Folder

• Links for financing document and
payment that are associated with
the Invoice are provided.
• To view, click on the blue link.

SECTION 04
Supply Chain Finance

SUPPLY CHAIN FINANCE
How to Review Financing Status/Details

To review Financing Status/Details, complete the following steps.
1. Click Applications > Financing to view the financing list.


2. View the following information of the Financing.
• Financing Reference: This number is systematically assigned to represent a financing request.
• Financing Timing: At Immediate Payment.
• Financing Status:
o New: Seller newly created financing request but haven’t sent to the Financing Provider yet
o Canceled: Seller cancel the Financing Request
o Approved: Financing Provider approved the Financing Request
o Pending Approval: The financing request is pending for financing provider’s review & approval.
• Provider Reference #: a number the financing provider use for their loan reconciliation.


3
3. Click the Financing Reference # to

view the financing details.
4. View information of the Financed
Amount, Payment Amount,
Repayment Amount and Discounts.
5. Click the Financing Reference # for
more information.
4
5

How to Check Financing Status/Details
6. View Financing Payments: the amount of Discounts or Fees applied and the Expected Value Date of the
financed amount to be credited to Seller’s account.
7. View Financing Repayments: the amount to be repaid to Finance Provider from Buyer, the Expected Value
Date and the Status.
APPENDIX 1
Selecting a Different
Financing Provider

APPENDIX 1: SELECTING A DIFFERENT FINANCING PROVIDER
Selecting a Different Financing Provider

When a Financing Request is presented at
the Tasks page and you would like to select 1
a different Financing Provider (if applicable)
on the document, complete the following
steps.
1. Go to the Tasks page.
2. In the Filters section, select the
Document as Financing Request
(optionally, enter the Invoice Number to
narrow down the search results), and 2
then click Apply.
3. Click the Financing Request link or the
Create button to complete the document.
Note: If your organization has set up Task 3
Flow for Financing Request and made
you as an assignable user for this task,
then you may receive task notification
once a new Financing Request For more information on setting up a Task Flow of Financing Request,
document has been assigned to you. refer to Appendix 2: Setting Up Task Flow for Financing Request.

APPENDIX 1: SELECTING A DIFFERENT FINANCING PROVIDER
Selecting a Different Financing Provider

4. On the Financing Request Identification
page, go to the Financing Provider section,
click Look Up to select a different Financing
Provider.
5. On the Parties po-up window, click to select 4
another provider. The Name and Member ID
are populated into the Financing Provider
section.
6. Refer to the previous section of How to
Request for Financing - Immediate
Payment, to complete the rest of the
document and submit it for the new Financing
Provider’s approval.

APPENDIX 2
Setting Up Task Flow

For Financing Request

APPENDIX 2: SETTING UP TASK FLOW FOR FINANCING REQUEST
How to Set Up Financing Request Task Flow

For Vendors to be timely notified of the pending Financing Request tasks and have
assigned users to work on the document, a Task Flow of Financing Request can be set up
by the Administrator users of the Vendor organization.
Note: Users must have the Administrator security right to set up the task flow.
To set up a Financing Request Task Flow, complete the following steps.
1. Click Tools, then Task Flows.
2. On the Task Flows page, click the New Task Flow button at the bottom of the list.
1
Note: The steps outlined in this section aimed for a
quick setup of a Financing Request task flow
for the users to act on the pending document
timely. For more information related to the
Task Flow setup, such as Approval Levels,
Approval Mode, and more configurations to
customize your task flow, refer to the User
and Task Administration Guide under the
Resources section of the Trade Home
2
page.

3. On the New Task Flows page, in the Task Flow 6

Identification section, enter a name for the
Financing Task Flow in the Task Flow field. 3
4. In the Task Notification section, set Send

immediately for the Initial Notification.
5. In the Document Types section, select Financing
Request.
6. Click Next.
4


7. On the Approval Level Build screen, click Edit Users to bring up a list of the users of your organization.
8. Once the user list is displayed, in the Select column of the table, select the designated users that need to be included in the
Financing Request task flow. The Select users can be more than one.
9. In the Assignable column of the table, select at least one user that should be assigned with the Financing Request task.
Note: Users marked as Select will not receive email task notifications while users marked as Select & Assignable will. Both types of
users can complete tasks assigned to other users within the same level. If multiple assignable users are selected, the System
automatically assign the tasks to the one with the least amount of task assignments so that no single user is burdened.
10. Once the selection is complete, click Update.
11. Click Next.
8
7 9
10
The Assigned User of the Financing Request Task 11

Flow should subscribe to the Task Assignment
email notification to be timely notified of the pending
Financing Request task.

12. On the Task Flow Preview page, review the

details and click Activate to activate the task
flow. 12

SECTION 05
Payment Management

PAYMENT MANAGEMENT
Payment
• Once an Approved Invoice is received on the Platform, a Payment Authorization Document (PAD) is
automatically generated and auto-approved.
• There is one PAD per Invoice.
• Payments are made in Currency on the Invoice. Currencies currently used:
• NORA: USD
• EU: EURO, GBP, USD
• Asia: USD, EURO, YEN
• The Payment Value Date is calculated based on the Basis Date and Payment Days on the Invoice.
• Basis Date: Date from which the calculation for payment starts.
• The Payment Days: The number of days from Basis Date for payment.
• The actual payment date is set to the PREVIOUS Wednesday from the
calculated payment date. e.g., if the calculated payment date is 11/22/2021, If
e.g.,
actual
actual
PYMT
PYMT
Date
Date
= 11/17,
= 11/16,
then:
then:
• INV Rec’d on/before 11/12 is paid on 11/17.
then the actual payment date is set to 11/17/2021.

• Invoices (with the actual Payment Date = current Payment Wednesday or
earlier) received on or before Friday are paid on the current Payment
Wednesday, while Invoices received after Friday are paid on the next Payment • INV Rec’d after 11/12 is paid on 11/24.
Wednesday.
PAYMENT MANAGEMENT
Payment
• If the Wednesday is a Currency Holiday, payment will be moved to the next Currency
working day.
• Transactions observe the Currency Holidays for the Currency of the transactions. For
example, there are 3 holidays for EUR and 12 holidays for USD.
• Payments are consolidated based on the same VF Bank Account, Value Date, Vendor and
Currency.

PAYMENT MANAGEMENT
How to Check Payment Details

If the Invoice Status is Payment Authorized, it means that the payment of this Invoice has been approved.
Vendors can check the payment date of this Invoice from the Invoice folder.
1. On the Invoices List page, click the folder icon.

PAYMENT MANAGEMENT

2. On the summary section of the Invoice folder, click the Payment No to go to payment detail screen.

PAYMENT MANAGEMENT

3. Review the Payment details:
• Value Date – date the payment is credited to the Vendor’s bank account.
• Amount – includes the Principal Amount of the payment and the Infor Nexus fees associated with this
payment.
4. Click Show Transaction Details to show the Invoices covered in this payment.

SECTION 06
Administration
and Reports
42 Copyright © 2022. Infor. All Rights Reserved.

SECTION
Infor.com
09
08
07
ADMINISTRATION AND REPORTS
Infor Nexus Organization Administrator

The Infor Nexus Organization Administrator is a user of the platform who is responsible for the overall
administration of the company's account. This includes adding new users, managing user profiles,
security and task flows, and resetting passwords. The appropriate security rights must be setup in the
Infor Nexus Platform for the account administrator.
• Administrator
• Existing User Management
Access the User and Tasks Administration Guide and Organization Administration Guide to
view details related to the Administrator role.

Identifying Administrators for Your Organization

1. From the ? Menu.
The pop-up window shows a list of Administrators
and Authorized Support Contact of your company
on Infor Nexus platform.
Click My Administrators
on the ? drop-down
menu.

Identifying Administrators for Your Organization

2. From the User List (Applicable to Administrator User)
Click User List from

the Tools menu.
Use the filters to display

Administrators and/or Authorized
Support Contact of your company,
then click Refresh to retrieve the
results.
Note:
• Non-Admin Users must have the Existing User Management right granted to access the User List.
• Users can either select one or all the filters at once.
• When more than one filter is selected, only results that fulfill all filters will be displayed.
• Users should always reach out to their Admins first as a primary source of assistance. If further assistance is needed,
the Authorized Support Contact may help log a case. 45 Copyright © 2022. Infor. All Rights Reserved. Infor.com
User Management
To manage organization users in the system, go to Tools > Users List page to perform the necessary actions of creating a new user,
changing user details (except User ID) or resetting password for users.
Click New to
create a new user.
Delete User only when the user

is no longer with the company,
or the entire profile will be
removed from the system.
Click User ID to view

the User Profile.
Reset Password is available
to Administrator User only.

E-mail Subscription
• Email notifications are a standard feature of the system which can be self-managed by the user or by the
Organization Administrator.
• An e-mail subscription table is presented on the user’s profile page which allows a user/administrator to select the
type of events they want to be notified of and the format of document (e.g. text or PDF) they want to receive.
Note: Email notification is not automatically triggered. If no email subscription is selected in your profile, you will not
receive any email notification from the system.
Sample email notifications for reference only
Tips:
To subscribe your own e-mail

notification, simply go to your
My Profile page, scroll down to
find E-Mail SUBSCRIPTION,
check off the events you’re
interested in, and select the
Formats you want to receive.
Then click Save E-Mail
Subscription when done.

User Security Rights

• A security profile defines what actions a user can perform in the Infor Nexus Platform.
• The system Security Rights can only be managed by an Organization Administrator from the user
profile page.
• Contact your administrator if additional rights are needed.
Sample security rights for reference only
Note: An Administrator User will NOT be able to change his/her own Security Profile, it requires another
Administrator to make such change; hence it is recommended to have TWO administrators at your
organization for contingency.
How to Create a New User (applicable to Administrator only)
1. Click Tools > User List, and a list of all available users displays.
2. Click New.

3 3. Enter the Profile Details:

• User ID
• E-mail Address
• Full Name
• User Status: Select Active from the drop-
down list
• Mailing Address: Click Look Up to enter the
address
4. Click Validate.
5. Click Save Details.
4

Sample security rights for reference only
6. The system then displays the full user profile page. Scroll to the Security Details section and select the desired security
rights.
7. Once done, click Save Security at the bottom of the page.
Note: The newly created user will receive an email notifying the login details.
How to Add Users to User Groups

1. From the main navigation menu, click Tools -> User Group.
2. Select the designated User Group Name.
3. On the User Group Information screen, click Edit, then Change, then OK on the
pop-up windows.
1
3

How to Add Users to User Groups

4 4. On the Wizard Steps, click Users.
5. Select the user to be added, then click Update.
6. Click Review on the Wizard Steps.
7. Click Validate, then OK on the confirm pop-up.
6 8. Click Get Approval, enter your password, then click OK again.
8
5

How to Create a New User Group

(applicable to Administrator only)
Apart from the user 1
groups preset by the
system, in case the
administrator would like
to manually create other
user groups for the
2
organization, complete
the following steps.
1. From the main
navigation menu, click
Tools -> User Group.
2. Click New User Group 3a
button at the bottom of
the list. 3b
3. On the User Group screen, Optionally enter the
enter User Group Name Description field.
(3a), and select Status as
Active (3b). 4
4. Click Next.

How to Create a New User Group

(applicable to Administrator only)
5. On the Users page, select the applicable
users that should be added into the User
Group.
5
6. Click Next.
7. On the Permissions page, select the
applicable security rights that should be
assigned to the User Group.
8. Click Next. 6

How to Create a New

User Group (applicable 9
to Administrator only)
9. On the Review page, review the User
Group detail, User Group Members, and
Permissions.
10. Click Validate.
11. Click Get Approval.
12. Enter your password and click OK on the
Sign Document pop-up window. Click Edit to edit the user
group information such as
add/remove members or
permissions, etc.
10
12
11

How to View/Modify an Existing User (applicable to

Administrator only)
Note:
• Administrators may change 1. Click TOOLS > User List, and a list of all available users displays.
any user information except 2. Enter the filters and click Refresh to search for the desired user.
the User ID. 3. Click the User ID of the user you would like to view/modify.
• Administrators also have the 4. The system displays the full profile page of that user. Scroll to the following section to make changes:
ability to reset another user's • PROFILE DETAILS – update the user details except User ID: e.g., Reset Password, etc.
password. • E-MAIL SUBSCRIPTION – subscribe email notification
• SECURITY DETAILS – add or delete user rights
How to Disable an Existing User (applicable to

Administrator only)
1. From the User Profile page of the user
you would like to disable, select Disabled
from the User Status drop-down list.
2. Click Validate.
3. Click Save Details.

About Reports
• Infor Nexus provides users with a comprehensive Reports feature. The Reports feature assists users with
daily workflow. Users can schedule reports to run on a specific date and time, determine how often you
would like the report to run and who should receive it, specify the format for distribution, i.e., Excel, HTML,
etc., design custom reports by using one of the available templates.
• Below is a list of useful reports available to users on the Infor Nexus Platform.
– Payment Authorization Detail Report: View the progress of your Payment Authorization Documents, payment status and
payment dates.
– Financing Maturity Report: View the progress of your financed invoices.
– Seller Payments Confirmed: View details of payments confirmed by VF.
– Seller Payments Pending: View details of payments pending to be processed by VF.
Note: If a scheduled report is not accessed for a period of 30 days by any of the users who are subscribed
to it, the report is unscheduled.
Access the Reports Guide to view details related to Reports in the Infor Nexus Platform.
SECTION 07
Customer Support
and Training Resources

CUSTOMER SUPPOR AND TRAINING RESOUCES
Customer Support
REGION TELEPHONE EMAIL/CASE SUPPORT
US 1 800 905 8723
China 86 755 8830 9265
Hong Kong 852 2111 4039
Korea (Domestic only) 00798 14 203 1550 [email protected]

Click here to view steps and best
Taiwan 886 2 2702 0685 practices when submitting a case.
Vietnam 84 28 3520 2880
Sri Lanka 94 112 408408
India 91 80 49060371
Poland 48 713060978

CUSTOMER SUPPOR AND TRAINING RESOUCES
Infor Nexus Bite Size Training

• An alternate resource for you to get familiar with the platform usage or learn more about the platform knowledge is the Infor Nexus Bite Size Training
sessions.
• The Bite Size Training sessions are instructor-led, short process online sessions to cover the platform users frequently asked questions, e.g. system
administration related topics, Factory Management exception process, etc.
• Each training session takes around 30 minutes. Pre-registration is required.
How to gain access to the Bite Size Training
• Access the training calendar located on the Infor Nexus Documentation Central to see an overview of the Bite Size Training Schedule provided by
Region and Language. The Training Calendar presents not only the subject of the training session, but also a link to register for sessions of interest in
your time zone and preferred language right away.
Sample Screen
The “Training
Calendar” page
Click the question icon then is opened on the Click the Registration link to register
“Training Calendar” from the Documentation your interested topic in your preferred
expanded menu. Central. time zone and language.

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VF Partner Training Manual

Invoice Management, Supply Chain Finance, Payment Management

Copyright © 2022. Infor. All Rights Reserved. Infor.com

Tip for Printing the Training Manual

In the event you must print out the Training

2 Copyright © 2022. Infor. All Rights Reserved. Infor.com

Introduction and Overview Supply Chain Finance Payment Management

Logging into Infor Nexus Selecting a Administration and Reports

Invoice Management Setting Up Task Flow For Customer Support and

3 Copyright © 2022. Infor. All Rights Reserved. Infor.com

4 Copyright © 2022. Infor. All Rights Reserved. Infor.com

Introduction to Infor Nexus

Supply Chain Finance

Security Rights Required for VF Workflow

Module Security Rights

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VF Infor Nexus Workflow

3. Payment Authorization Document

4. Determine Value Date;

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How to Log into Infor Nexus

About Access Code

• However, if you are in circumstance of waiting for a

How to Download and Generate an Access Code from Infor

Refer to the Login and System Navigation Guide posted

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Main Navigation Bar

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Home Page Overview

Go to the next slides to learn the features of each Home page

LOGGING INTO INFOR NEXUS

• The Trade Home page contains the main menu table,

Find the latest training

reference only, while the actual platform layout may vary

Modify the first screen you

The New Homepage

Click the ellipsis icon

How to Create a New Page

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How to Add Widgets

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About the Invoice

How to Search for an Invoice

Click Manage Views and select

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How to Download an Invoice PDF

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How to View Invoice Folder

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Supply Chain Finance

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How to Review Financing Status/Details

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How to Review Financing Status/Details

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How to Review Financing Status/Details

3. Click the Financing Reference # to

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