Project Ledger

This section contains enhancements in Infor Financials and Supply Management.

Add Project Finance Structure Validation Error List to Project Contract Form

Users want a way to quickly view results without leaving the project contract form. Add Validation Results alert and errors list to the project contract form for Validate Invoice Journal Entries and Validate Revenue Journal Entries actions.

Program/Business class/Process affected:

  • Contract Invoices tab and Validation Errors tab on the Project Contract form

Use these steps to test the enhancement:

  1. Run the Validate Invoice Journal Entries action for a project contract.
  2. Verify that if errors are produced, then a red alert is displayed on the contract invoice indicating "validation errors." A Validation Errors tab that contains all the errors that were encountered is also displayed in the bottom list view.
  3. Verify that if no errors are produced, then a green alert is displayed on the contract invoice indicating “validation passed”.

JT-1740808

Add invoice maximum to Mass Generate Contract Invoices action

Customers have multiple contracts with the same maximum invoice amount. They want the ability to provide the invoice maximum when running the mass Generate Contract Invoices action.

Program/Business class/Process affected:

  • Project Contract Invoices

Use these steps to test the enhancement:

  1. Sign in as Project Accountant and select Project Processes > Invoice Processes >Generate Contract Invoices.
  2. Select a contract group for multiple contracts.
  3. Complete the required parameters and enter an Invoice Maximum amount.
  4. Click Submit
  5. Review the invoices that are created and verify that none of the contracts invoiced more than the invoice maximum in total for all the funding sources for the contract.

JT-1741859

Make Turn On Project Structure Validation action on the FEG visible

Program/Business class/Process affected:

  • FinanceEnterpriseGroup

Use these steps to test the enhancement:

  1. Select a Project Structure Validation Dimension on the finance enterprise group.
  2. Create project structure validation rules.
  3. Select Action > Enable Structure Validation on the finance enterprise group.
  4. Verify that the Project Structure Validation Enabled check box is displayed as selected on the Options tab.

Dependencies:

JT-1643872

Program/Business class/Process affected:

Use these steps to test the enhancement:

Dependencies:

JT-1643872

Program/Business class/Process affected:

Use these steps to test the enhancement:

Dependencies:

JT-1643872