Global Ledger

This section contains enhancements in Infor Financials and Supply Management for 11.0.80.0.

Add Scenario Commitment Type in the Search tab of the mobile list of GeneralLedgerTotal

Add Scenario Commitment Type in the Search tab of the mobile list of GeneralLedgerTotal

Program/business class/process affected:

  • GeneralLedgerTotal.busclass

Use these steps to test the enhancement:

  1. Go to InforGo mobile application and navigate to 'GeneralLedgerTotal' busclass.
  2. You can see two tabs named 'Totals','Search'.
  3. Click on 'Search' and check the field 'Commitment Type' added below 'Scenario' field.
  4. Verify: Field 'Commitment Type' is existing below 'Scenario' field.

JT-1567598

Add Scenario Commitment Type in the Search tab of the Finance Totals

Commitment Type is not displayed in the Finance Totals search form and list for Global Ledger Totals Search and Project Administrator Search Total.

Program/business class/process affected:

  • modules/GeneralLedger/ui/GeneralLedgerTotal.busclass

Use these steps to test the enhancement:

  1. Navigate to Global Ledger menu > My Reports > Totals > Search.
  2. Click the Search action. Verify that Commitment Type is now included in the search form and the Commitment Type column is now included in the list.
  3. Verify that users can search for records using the commitment type.
  4. Navigate to Project Administrator > Searches > Total > Click the Search action.
  5. Verify that Commitment Type is now included in the search form.
  6. Verify that Fields in the search form are now displayed from 3 columns to 4 columns.
  7. Verify that the commitment Type column is now in the list.
  8. Verify that users can search for records using the commitment type.

JT-1285618

Add ability to allow budget edit tolerance by amount

There was no ability to specify a tolerance amount rather than a percentage.

Program/business class/process affected:

  • BudgetTemplate

Use these steps to test the enhancement:

This functionality is toggled on by setting the Tolerance Option on the BudgetTemplate form to either Percentage or Amount. Percentage is the default for both new templates and those from previous versions.

  1. Confirm both options work as expected and that the tolerance fields can be changed regardless of Status.
  2. If Percentage option is selected at 10% and budget is 100, obligations up to 100*(1+ .1) = 110 are allowed.
  3. If Amount option is selected at 20 and budget is 100, obligations up to 100 + 20 = 120 are allowed.

JT-1157787

Adjust messaging for Budget Template pending removes

Improve messages for Process Pending and Process Pending Remove for Budget Template

Program/business class/process affected:

  • BudgetTemplate

Use these steps to test the enhancement:

Verify that:

  • Confirmation messages for Process Pending should add "Proceed?"
  • Confirmation message for ProcessPendingRemove asking to suspend budget edit queue

Add a specific alert when there are only removes and no other pending items.

JT-1564331

(Match) OneSource, Generic, Expected treatment for G/L Coding for tax accruals on invoices without tax or on invoices where tax is out-of-tolerance and the invoice is short-paid

For match invoices using One Source (generic), it was desired to leverage the tax accrual code returned from One Source to determine the general ledger code block for the offset tax accrual distributions

Program/business class/process affected:

  • Invoice Matching
  • One Source

Use these steps to test the enhancement:

  1. Verify that for match invoices using One Source (generic), the tax accrual code returned from One Source is used to determine the general ledger code block for the offset tax accrual distributions

JT-1564183

GL: Add Period range parameter to the Inter Entity Netting set action

Add Period range parameter to the Inter Entity Netting set action

Program/business class/process affected:

  • FinanceEnterpriseGroup
  • AccountingEntityGroup
  • AccountingEntity

Use these steps to test the enhancement:

  1. A new field is available on the netting action form "PeriodRange" select this option and enter starting and ending period values for which you want to run the netting action.
  2. When the netting action is run with the above parameters, records which come under the period range are selected for netting process and a netting is general is created if data is eligible.
  3. The transaction date will same as present date

JT-1565411