Creating custom groups

  1. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  2. Open the finance enterprise group and click the Structure Relation tab.
  3. Open the new structure relation and click the Relation Rules tab.
  4. Click Create.
  5. Click the By Group tab.
  6. Select the From or To group and click Create.
  7. Specify this information:
    Custom Group
    Specify a name and description for the custom group. If the description is blank, then the custom group name is used.
    Description
    Specify a description. If this field is blank, then the custom group name is used.
    Effective Date
    Specify the date when the custom group becomes effective. If this field is blank, then the current date is used.
    Business Class
    The default value for the business class is from the finance structure components used in the structure relation being created. This value cannot be changed.
    Condition
    Specify or build a condition, using Infor Pattern Language (IPL) syntax. The condition defines the selection criteria for the custom group.
    If you do not know IPL syntax, click Builder to access the Condition Builder tool.
  8. Click Save.
    To preview the list of records that are used in the structure relation rule, click Preview.