Global Ledger

This section contains enhancements in Infor Financials and Supply Management.

Add roles for Custodial Account Manager

A new Custodial Account Management feature has been added. Appropriate roles must be added for this feature.

Program/Business class/Process affected:

  • role_setup.template
  • CustodialAccountManager.webapp
  • CustodialAccountManager.Page
  • CustodialAccountManager.Menu

Use this information to test the enhancement:

  1. Add the CustodialAccountManagerAdmin_ST role to a user. Verify that the user can access the Custodial Account Management forms.
  2. Add the CustodialAccountProcessor_ST role to a user. Verify that the appropriate activity and amounts in the Custodial Account are updated.

Dependencies:

All required setup for Custodial Account Management.

JT-1630307

Wave 1 Controller Currency Setup

The currency forms under the Currency Maintenance menu have been updated to conform to the SoHo 4 UX standards. Fields were moved to reduce additional rows on the form.

These forms were updated:

  • Currency
  • CurrencyRelationships
  • CurrExchangeRateForm
  • GeneralLedgerTranslationCodeForm
  • TranslationRateForm

Program/Business class/Process affected:

  • Currency
  • CurrencyRelationship
  • CurrencyTable
  • GeneralLedgerTranslationCode
  • GeneralLedgerTranslationRate
  • CurrExchangeRate

Use this information to test the enhancement:

Verify that you can use the screens to create and maintain records.

JT-1632422

Wave 1 Controller Reporting Basis Details

  • Context forms fields are text-only and editable fields are on main forms.
  • Status indicator tags were added to context form and background to match the theme color.The composite form on the Structure Compare menu has been updated to conform to the SoHo 4 UX standards.

The Reporting Basis Details form was updated.

Program/Business class/Process affected:

ReportingBasis

Use this information to test the enhancement:

Verify that you can create and maintain records. Verify that the status indicator tags are displayed correctly.

JT-1632420

Wave 1 Controller Reporting Chart Composite Form Uplift

The composite form on the Structure Compare menu has been updated to conform to the SoHo 4The composite forms on the Structure Compare menu are updated to conform to the SoHo 4 UX standards.

  • Fields are distributed to use fewer rows.
  • Context forms fields are text-only and editable fields are on main forms.
  • Status indicator tags have been added to context form and background to match the theme color.
  • Create is displayed on titles when a record is being created.

These forms were updated:

  • Reporting Chart Composite
  • Summary Chart Account Composite
  • Reporting Chart Account Upload Composite

Program/Business class/Process affected:

  • GeneralLedgerChartAccount
  • ReportingChart
  • ReportingChartAccountUpload

Use this information to test the enhancement:

Verify that you can use the screens to create and maintain records. Verify that the title and status indicator tags are displayed correctly.

JT-1632418

Performance issue when trying to generate validation pairs from Accounting Entity to Project

Generate Validation Pairs used to take a long time leading to time our errors.

Program/Business class/Process affected:

CodeBlockRelationDetail.busclass

AccountingEntity.busclass

Project.busclass

Use these steps to test the enhancement:

  1. Setup structure relations for Accounting Entity to Project with Rules (By Value and By Group)
  2. Run the process Generate Validation Pairs Using Rules or Generate Validation Pairs for each rule and verify the results
  3. Also verify that the above processes do not time out for a large number of combinations

JT-1631951