Defining the configuration set

Complete these steps to define the configuration set:

  1. In Infor d/EPM, select Business Configuration > Configuration Set-specific Settings > Configuration Set Definition.
  2. Create a configuration set with the appropriate dimensionality and time scope.
  3. Set the currency for each entity and activate them.
  4. Show details for the budget version. Select the Completed check box to start the configuration set.
  5. Optionally, create additional budget versions for the configuration set or additional configuration sets.
  6. Click the Home icon.
  7. Open the Global Context dialog box by clicking Edit.
  8. Select the configuration set, version, and entity and click Apply.
  9. Select Business Configuration > Configuration Set-specific Settings > Currency Exchange > Currency Configuration.
  10. Click the Configure Version Translation tab.
  11. Configure the version translation for the configuration set you defined.
    Infor Financials sends actuals to the Infor d/EPM version, Actual Source 1. Set the Currency Version to match active version, Actual Source 1.
  12. Select Dashboards > CSF to d/EPM Integration > Integration Budget Initialize.
  13. Confirm the integration transfer user name is correct.
  14. Leave the User Name and Password boxes empty. This information is obtained from the data connection.
  15. Click SAVE.
  16. Click CONTINUE.
    This returns you to the Configuration Set step.
  17. Click Configuration Set Setup Complete to update the new cycles defined in Infor d/EPM.
  18. Select the configuration set to use for budgeting and click NEXT.
See the "Budgeting & Planning" section for further information.