Budgets CU70

This section contains enhancements in Infor CloudSuite Financials for 11.0.70.0.

In budget scenario, renamed the Changes tab to Change Detail History

Program/Business class/Process affected:

modules/GeneralLedger/ui/Scenario.busclass

To test this enhancement, check that the Changes tab has been renamed Change Detail History. This contains the listing of the released budget change request lines or the changes to the budgets.

JT-1411199

Users are unable to maintain document lines while a budget template is in Activate or Process Pending

When a budget template is Activating or running ProcessPending, both users and interface jobs get the message "Template must be in ready state" when creating or updating lines in a Purchase Order or Requisition document. This inhibits the ability to later release.

NOTE: Support for other subsystems will be added in the future.

Program/Business class/Process affected:

  • BudgetTemplate
  • BudgetTemplateGroupTotal
  • BudgetEditBatch
  • BudgetRebuildBTGT (new)

For all tests, create PO/RQ documents with no edit failures and with failures.

While 2 templates are activating or running ProcessPending:

  • For both online and interface cases, verify that all lines in a document can be created, updated, or deleted without error. These documents should create an associated BudgetRebuildBTGT record.
  • For both online and interface cases, verify that documents can be released after BudgetRebuildBTGT records exist and the queue has been unsuspended. Test both when either no templates are processing and when they are. If no template is processing at release time, the documents should successfully release either by EditTotals or by batch. If templates are still processing at release time, they should release by ProcessRebuildBTGTInstances when no templates are left processing. Before release occurs, a document's BudgetRebuildBTGT should be deleted.
  • Create a new document and document line when no template is processing, but some templates are Ready. This should create one or more BudgetTemplateGroupTotal records assuming at least one Ready template matches its dimensions.

    Next suspend the budget queue and activate another template. While it's in Processing state, create another document line. No new BudgetTemplateGroupTotal rcords should be created, but one BudgetRebuildBTGT should be.

    Next, after no templates are processing and the queue has been unsuspended, modify one of the amounts or delete one of the lines or create a third line. In each case, no new BudgetTemplateGroupTotal or BudgetRebuildBTGT records should be created.

    Finally, upon release, if no templates are processing, the release should invoke EditTotals. If templates are now processing, EditTotals should be invoked and the document's BudgetRebuildBTGT should be deleted.

JT-1416630

Added a wizard to create change request and to select request lines from budget data

Enhance the creation of budget change request by providing a wizard. With the wizard, an option to create change request lines from the budget data is provided. Details of the total budget and the new total budget are also made available to facilitate the creation of the change request.

Program/Business class/Process affected:

  • 11.0_post_CU80.faf
  • modules/GeneralLedger/bl/BudgetChangeOrder.busclass
  • modules/GeneralLedger/bl/BudgetChangeOrderLine.busclass
  • modules/GeneralLedger/bl/GeneralLedgerTotal.busclass
  • modules/GeneralLedger/bl/Scenario.busclass
  • modules/GeneralLedger/ui/BudgetChangeOrder.busclass
  • modules/GeneralLedger/ui/BudgetChangeOrderLine.busclass
  • modules/GeneralLedger/ui/GeneralLedgerTotal.busclass
  • modules/GeneralLedger/ui/Scenario.busclass
  • security/src/FINBudgetProcessing_ST.secclass

Use this information to test the enhancement:

Budget Scenario:

  1. In a Budget Scenario, the Balanced Changes field is renamed to Balanced Amount Changes. This field is used to validate the Amount field.
  2. In a Budget Scenario, a new Balanced Unit Changes field is used to validate the Units Amount field.

Change Request Wizard:

  1. On a Budget scenario with a Ready status, select the Change Request tab.
  2. Click the new Create Using Wizard action to launch the wizard and display the Change Request tab.
  3. On the Change Requestr tab of the wizard, populate the description, currency, and default period. Select the Hide Units field to hide the Units Amount related fields on the Lines tab.
  4. Click Next to show the Lines tab to create the change request lines. You can click New to manually create the line, use Copy Row to copy any lines or select the helper list to create the change request lines from existing budget data. Details of the total budget and the new total budget are also displayed to facilitate the creation of the change request. Optionally, you can add comments to the created change request lines.
  5. Click Next to display the Comments tab and add comments to the change request.
  6. Click Next to display the Summary tab. Click the Release button to release the document or click the link to open the change request.

Security class change was done in FINBudgetProcessing_ST to allow Users capable of creating change request order to Add records from Budget Data into the change request order line.

JT-1381969