Reconciliation Management

This section contains enhancements in Infor Financials and Supply Management.

New filter link on Period tab

When viewing reconciliations by period, links are added to the status counts to enable access to specific period reconciliations.

Program/Business class/Process affected:
  • ReconciliationAccountStructurePeriod (bl/ui)
  • PeriodEndReconciliation (ui)
  • ReconciliationAccountStructure (ui)

Use these steps to test the enhancement:

Verify that you can navigate from the status count links to specific period reconciliations. These pages can be accessed by the Reconciliation Administrator and the Reconciliation Manager roles.

JT-1715785

Restrict Reconciler's ability to delete period reconciliations

Program/Business class/Process affected:
  • ReconciliationProcessing_ST.seclass
  • ReconciliationReconcileGL_ST.secclass
  • PeriodEndReconciliation (ui)
Use these steps to test the enhancement:
  • Verify that the Reconciler role can no longer delete period reconciliations.
  • Verify that the Reconciliation Administrator and Reconciliation Manager roles can still delete the period reconciliations.

JT-1715781