Publishing budget data BOD

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

  1. Select d/EPM Business Applications > Application Configuration > General Settings > BOD Publishing.
  2. On the Publishing Options page, clear the Financial Structure check box.
    Financial structures are not used in the cloud version.
  3. 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.
  4. 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.
  5. In ION Desk, select OneView and search for the BOD to verify whether the BOD has been published successfully.
    See Infor ION Desk User Guide-Cloud Edition on Infor Support Portal for more information on ION OneView.