Global Ledger CU75
Support LazyProcessPending
Need to be able to process pending items and pending removes in a lazily activated template
Program/Business class/Process affected:
BudgetTemplate
BudgetGroup
>> What should I test?
For all tests below on pending items or removes, run on a few different dimensions.
Confirm the LazyProcessPending action is available for a Lazy template with pending items, manual pending items, or pending removes. The ProcessPendingRemove action should also be available when there are pending removes.
The following is existing behavior. An items is added to pending items if it's set to IncludeInBudget and is in the basis structure or added to the basis structure with IncludeInBudget .An item is added to pending manual items by creating it. An item is added to pending removes if IncludeInBudgetEdit is unset or if it's removed from the basis structure AND it wasn't pending. A manual item is pending removal if the action PendingRemove is run on it.
As before, while items are pending, they should be ignored when referenced in a transaction.
After running LazyProcessPending, all BudgetGrouups containing a pending remove item should be removed. ProcessPendingRemove should do the same. After running LazyProcessPending, new BudgetGroups are created when pending or pending manual items are referenced as valid groups in unreleased GLCommits, released GLCommits with a difference amount, unreleased change requests, released/pending GL Transactions, or released GL Transactions from GL system if it's edited. All new groups should be initialized with obligations and BudgetTemplateGroupTotals. Obligations and BudgetTemplateGroupTotals from existing BudgetGroups should not be affected. New groups should be recognized in subsequent transactions from any subsystem. One subsystem is sufficient.
Should also do basic regression on LazyActivate, Activate, ProcesPending, ProcessPendingRemove. Verify all BudgetGroups are recognized after lazy reactivate. Verify new pending items are processed correctly after lazy reactivate.
JT-1483748
Show the BudgetGroup's budget codeblock on its Cube Data form and show Local Cube Data with Budget Cube Data
The Cube Data form on a Budget Group needs to show:
1. The group's budget codeblock on the header
2. "Local Budget Data", if it exists due to a change request. Also, relabel "Budget Data" to "Cube Budget Data"
Program/Business class/Process affected:
BudgetGroup
>> What should I test?
Activate a nonlazy template
Open any budget group and confirm the Cube Data form header shows the Budget Code Block. Confirm the "Cube Budget Data" row is shown with correct budget data.
Close the Cube Data form.
Release a change request that affects the Budget Group. Open the Cube Data form again and confirm that both Local Budget Data and Cube Budget Data are now showing. Confirm Local Budget Data matches what's in the Changed BudMULTIDRAGgets tab.
Close the Cube Data form.
Run the template action ClearLocalBudgetCopy. Reopen the Cube Data form and confirm that Local Budget Data no longer displays.
JT-1497628
Accounting Unit Zone Rebalancing Begin Calendar Period improvement
When the Accounting Unit Zone Rebalancing utility was performed with a Begin Calendar Period value, there were manual adjustment journals which were necessary afterwards.
Program/Business class/Process affected:
AccountingEntity (BL)
AccountingUnitZoneBalance (BL)
GeneralLedgerTotal (BL)
RebalanceAccountingUnitZones (BL)
RebalanceAccountingUnitZones (UI)
>> What should I test?
Enter a "Begin Fiscal Period" value for the initial year to perform the accounting unit zone rebalancing. Ensure the GeneralLedgerTotal records for the close ledgers/Period zero (YYYY000) are updated with the appropriate amounts for the zone payables or zone receivables account for the "Begin Fiscal Year". Journals will still be created for Periods 1 thru 12 of the first fiscal year and any subsequent years. It is still necessary to update the next year balances for any year greater than the "Begin Fiscal Year". However, no manual adjustment journals should be necessary.
JT-1350484
LegacyCodeblock will need to accomodate the MGActivity & MGAcctCat mappings
Finance Dimension transformation for Legacy files now utilizes two new business classes, these are Migration Project Mapping and Account Category Mapping.
The population of Legacy Actrans Codeblock and Legacy Gltrans Codeblock records were updated in relation to these new business classes.
Program/Business class/Process affected:
Legacy Actrans Codeblock and Legacy Gltrans Codeblock
>> What should I test?
Global Ledger > Utilities > Build Legacy Files
>> What are the dependencies?
Migration Console's Post Migration Legacy Files migration for Code blocks
JT-1470142
[Mobile] Approval Role -RequestUpdateAccount
[Mobile] Approval Role -RequestUpdateAccount
Program/Business class/Process affected:
Account.Busclass
>> What should I test?
Initial Setup:
1.navigate To Application Administrator>Financials>Global Ledger>Finance Enterprise Group>Setup> Maintenance.
2. Open an Enterprise Group.
3. Navigate to Account Tab on the left.
4. Click on Actions and click on 'request update account' and fill out the form and submit.
To Test.
1. Login to InforGo App.
2. Navigate to In-basket.
3. Open the task named 'Final Approver for Request New Account'.
4. Open the pending Work Unit and verify the Layout Changes.
JT-1479851
Uplift 4.0_Update Controller List View Reports to be Single Select
Lists were setup up as Multi-Selects (by default) when a single select is only needed.
Program/Business class/Process affected:
GeneralLedgerTransaction
GLTransactionDetail
GeneralLedgerTotal
AccountAnalysisSettings
>> What should I test?
Go into 4.0 controls.
Go into the following screens and verify that the multi select boxes are gone on the far left column:
Controller>My Reports>Transactions>Finance Transactions
Controller>My Reports>Transactions>Finance Transaction Detail
Controller>My Reports>Totals
Controller>My Reports>Account Analysis
JT-1488565
[Mobile]Approver Role - Request New Account Form Enhancements
[Mobile]Approver Role -Request New Account Form
Program/Business class/Process affected:
Account.Busclass
>> What should I test?
Initial Setup:
1.navigate To Application Administrator>Financials>Global Ledger>Finance Enterprise Group>Setup> Maintenance.
2. Open an Enterprise Group.
3. Navigate to Account Tab on the left.
4. Click on RequestNewAccount and fill out the form and submit.
To Test.
1. Login to InforGo App.
2. Navigate to In-basket.
3. Open the task named 'Final Approver for Request New Account'.
4. Open the pending Work Unit and verify the Layout Changes.
JT-1490756
SoHo 4 UX project accountant role forms/list enhancements
Many of the forms and list for the Project Accountant role were not rendering nicely with 4.0 controls.
Program/Business class/Process affected:
FinanceDimension2, GLCommit, Project, ProjectEmployee, ProjectEmployeeEffortPeriod, ProjectAccountantEffortCertificationPage, ProjectAccountantLaborDistributionPage, ProjectAdministratorContractsPage, ProejctAsset, ProjectAssetPage, ProjectAssignment, ProjectAssignmentLabor, ProjectContractBalanceAdjustment, ProjectContractInvoiceBalance, ProjectIndirectBurdenTransactions, ProjectManagerMenu, AssetInterfaceOptions, GrantFederalReportFormat, ProjectManagerAssetPage, ProjectManagerContractsPage, ProjectManagerLaborPage
>> What should I test?
From the Project Accountant role you should see an improvement on the forms and list display with 4.0 controls.
JT-1487589