Allocations

This section contains enhancements in Infor Financials and Supply Management.

Ability to interface allocated budgets as change request to a budget scenario

Need to provide the ability to interface allocated budgets to the budget scenarios.

Program/Business class/Process affected:

Allocations

SECURITY CHANGES

For details on exactly what was changed in these files, see the Infor CloudSuite Financials & Supply Management Security Delta document for this update:

  • GLCreateUpdateJournalEntries_ST.secclass
  • IEFINCommonViewInformation_ST.secclass

Use this information to test the enhancement:

  1. Create and run a budget allocation.
  2. Go to Allocation Run. Interface as Change Request should be available if the status is Completed.
  3. Run Interface as Change Request. Change Request should be created.

JT-1537430

Add ability to directly allocate all currency amounts

Allocation converts Transaction Amount to other currencies instead of allocating them directly. Due to exchange rates, the converted functional amounts and reporting currency amounts are not fully allocated.

Program/Business class/Process affected:

  • AllocationLine
  • AllocationLineOverride
  • AllocationLineOverrideSet
  • AllocationLineOverrideSetDetail

Use this information to test the enhancement:

  1. Go to Allocation Line and enable Allocation All Currency Amounts.
  2. Perform an Allocation. The actual amount of different currencies should be allocated instead of converting from the Transaction Amount.

JT-1638809

Allocation should allow negative weights and treat credit balance as negative when used in the weight compute

Allocation treats all balances as debits (absolute value) when calculating weight percentages. New option is added to allow negative weights and treat credit balance as negative when used in the weight compute.

Program/Business class/Process affected:

  • AllocationLine
  • AllocationLineOverride
  • AllocationLineOverrideSet
  • AllocationLineOverrideSetDetail

Use this information to test the enhancement:

  1. Create an Allocation Line with a split option.
  2. Add a weight Compute.
  3. Enable Allow Negative Weights.
  4. Run the Allocation. Computed weights should not be treated as an absolute value

JT-1625506