Budgets

Ability to clear budgets through budget import

Uploading a budget record with zero amount and zero units is not allowed. The current practice is to zero out the old budget for that year and load the new one. If the old budget is not zeroed out, an account combination that is zeroed out in the external system can have values in Infor from the previous budget load.

Program/Business class/Process affected:

• /modules/GeneralLedger/bl/Scenario.busclass
• /modules/GeneralLedger/ui/Scenario.busclass
• /modules/GeneralLedger/bl/BudgetImport.busclass
• /modules/GeneralLedger/ui/BudgetImport.busclass
• 11.0_post_CU80.faf

This functionality is toggled on by enabling the Allow Zero Budget field in Budget Scenario.

Use this information to test the enhancement:

• Ability to zeroize using Upload Budget action with respect to the Clear Budget type that was specified.
• Ability to zeroize using Incremental Load action with respect to the Clear Budget type that was specified.
• Ability to create budget import records using ISD with validations related to the toggle setup getting triggered.
• Ability to perform Upload Budget action on records coming from dEPM/dbimport script where the Clear Budget field is included.

JT-1603427

Add warning message in case Undistributed Retained Earnings Account is added in Charts used in Budget Edits

Undistributed Retained Earnings Account can be added in Charts used in Budget Edits, causing problems on budget editing.

Use this information to test the enhancement:

1. Add an Undistributed Retained Earnings in your Budget Basis Chart. Create a new Budget Scenario with or without Account Dimension. A warning message is displayed after "Edit Blank Posting Elements."
2. Ensure that the Budget Basis Chart has no Undistributed Retained Earnings in your Budget Basis Chart. Create a new Budget Scenario with or without Account Dimension. Verify that no warning message is displayed after "Edit Blank Posting Elements."

JT-1592307