Project Ledger

This section contains enhancements in Infor Financials and Supply Management.

Ability to run FES transaction reallocation action in mass

Add the ability to run a mass job for several contracts at the same time. A custom group parameter for the contract group and for the group funding sources has been added to the mass action.

  1. Select Project Processes > Invoice Processes > Select Transactions for Reallocation.
  2. Enter the parameters for contract group or funding sources.
  3. Select Project Management > Project Contracts.
  4. Select the Selected Transactions for Reallocation tab and verify that transactions were selected.
  5. Select Project Processes > Invoice Processes > Reverse and Reallocate Contract Selected Transactions.
  6. On the project contract, verify that the transactions were interfaced without errors caused by going over the budget or funded amount.

JR-3275425

Enhance Front End Split to not require budgets

The Front End Split (FES) functionality is enhanced to not require budgets. You can now select the Use Contract Funded Amounts check box when FES is enabled for a finance enterprise group. The edit process for FES uses the funded amounts for the contract rather than the budget amounts when this check box is selected.

The Recalculate Funding Source FES project utility must be run to update funded amount expenditures and commitments for existing FES contracts.

  1. Enable FES on a finance enterprise group and select the Use Contract Funded Amounts check box.
  2. Create a project contract with the Front End Split check box selected.
  3. Add project funding sources.
  4. Enter subsystem distributions with the project contract.
  5. Release the distributions and verify that the FES split is done correctly.
  6. On the Project Contract Funding Source tab, verify that the FES commitments and the FES expenditures have been updated correctly.

JR-3296418

Separate FES Reverse entry from Reallocate so credits process first

When running reverse and reallocate transactions, the credits must be processed first so that transactions do not error by hitting budget or funded amount limits. Two journal control groups will now be created: one for credits (reversal) and one for debits (reallocate). This update ensures that the credit entries (reversals) are processed prior to the debit entries (reallocation).

  1. Select an FES contract that has transactions (either billed or unbilled).
  2. Select Project Processes > Invoice Processes > Select Transactions for Reallocation.
  3. Enter the parameters for the FES contract.
  4. Select Project Management > Project Contracts.
  5. Select the Selected Transactions for Reallocation tab and verify that transactions were selected.
  6. Select Project Processes > Invoice Processes > Reverse and Reallocate Contract Selected Transactions.
  7. On the Reallocation Results tab on the project contract, verify that the transactions were interfaced without errors caused by going over the budget or funded amount.
  8. View the Journalize Group column and verify that there are no errors.

JR-3358897

FES not splitting credit entries

When specific circumstances were encountered, the Front End Split action processed debit transactions using the next available funding group if possible but skipped credit transactions completely. The action now processes credit transactions the same as debit transactions.

  1. In GL transactions or AP distributions, enter a credit transaction to a posting project for a front end split contract.
  2. Verify that the credit does the correct split based on the funding source percentages for the contract.
  3. Verify that the second funding group is used by the split if there are not enough funds for the first funding group.
  4. Verify that the credit transaction is split according to the same rules that apply to a debit split.

JR-3385569

My Posting Project label missing the word "My" for the Project Resource role

The My Posting Project list was displayed as Posting Project on the My Project menu for the Project Resource role. All other lists under My Project for the Project Resource role showed the "My" before the list name. The title of the list is changed to My Posting Project.

  1. Sign in as a Project Resource.
  2. Select My Projects and verify that the list is displayed as My Posting Projects and not Posting Projects.

JR-3343293