Creating custom groups

Custom groups are used throughout the system as an action parameter to select which records are updated. Custom groups can be added to actions where a custom group field exists.

Use this procedure to create additional custom groups, and update, or inactivate them:

  1. Select Project Setup.
  2. On the Custom Groups tab, click Create.
  3. Specify this information:
    Custom Group
    Specify a name for the custom group.
    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.