Workflow

Here is the workflow for the integration:

In Infor Financials:

• The administrator configures the system:
  • Select the Use DEPM Budgeting check box under Options on the Finance Enterprise Group page.
  • Select the Is A Budget Basis option under Reporting Basis on the Reporting Basis page.
  • Map the Finance Enterprise Group dimensions to the Infor d/EPM dimensions under d/EPM Dimension Map on the Finance Enterprise Group page.
• The administrator transfers the general ledger structure and data that is needed for the current configuration set.

See the Infor Financials & Supply Management Setup and Administration Guide.

In Infor d/EPM:

• Define one or more configuration sets and use standard Infor d/EPM budgeting features to produce and complete budget data.

  See the "Budgeting & Planning" section.

In Infor Financials:

• Publish the approved budget data.
• Communicating when approved budget data are available for operational enforcement is completed outside the software between senior Budgeting and senior GL Operational personnel. The GL Operational administrator decides when to pull approved budget data into Infor Financials.
• The administrator transfers approved budget data.

See the Infor Financials & Supply Management General Ledger User Guide documentation.