Publishing budget data BOD

On the Publishing Options page, you can publish approved budget data from Infor EPM back to the source system.

Note: You cannot use BODs to modify budget versions that have already been published from Infor EPM to the source system or to republish the same adjusted budget versions. If the budget version values differ from the values of an already published budget version, we recommend that you perform one of these actions:

Import data from the source system to a different budget version, make required adjustments, and then publish the BOD from Infor EPM to the source system.
Create a new version of the budget in Infor EPM, make required adjustments, and then publish the BOD to the source system.

Note: Infor M3 and Infor LN data integrations require special settings. The configuration is done in EPM Administration. Select Dashboards > Applications Administration > Custom Settings. For details, refer to Infor M3 Core Integration for Infor EPM and Infor LN Cloud Integration for Infor EPM documentation.

Select EPM Business Applications > Application Configuration > General Settings > BOD Publishing.
On the Publishing Options page, clear the Financial Structure check box.
Financial structures are not used in the cloud version.

To publish data in the standard BOD format, specify this information:

Account Type

Select one of these options:


Option	Description
All	Publishes all account types.
Profit and Loss	Publishes these profit and loss account types: R: Revenue E: Expenditures
Balance Sheet	Publishes these types of a balance sheet account: A: Asset L: Liabilities, including equity accounts

Configuration set

Click the link to select from the list of defined configuration sets.

Version

Click the link to select from the list of defined budget versions for the selected configuration set.

Year

Select from the list of years defined within the configuration set.

Periods

Select one of these options:


Option	Description
All (within selected year)	Sends all periods within the selected year.
Selected Range	Lets you select the start and end periods.

Incomplete tasks

Shows workflow tasks that are open or in progress.

Click Publish Data.
SourceSystemGLMovement BOD with financial data movement balance in a local currency is published and sent to the source system through ION.

Note: When you click Publish Data, the application attempts to publish the BOD to the source system. If the connection with IMS fails, then you must manually retry to publish the BOD.
In ION, select OneView and search for the BOD to verify whether the BOD has been published successfully.
See Infor ION documentation.