Asset Management

This section contains enhancements in Infor Financials and Supply Management.

Add the ability to interface to an append to asset from the Asset Interface file

When an append to asset is assigned in the project interface control, previously you needed to push all records through the Asset Item Adjustment Import process. This update allows you to append an asset interface record directly from the Asset Interface to create a new asset item on the append to asset using the new action 'Append To Asset'.

Program/Business class/Process affected:

Project Capitalization/Asset Interface

Use these steps to test the enhancement:

  1. Interface through the draft process transactions into the asset interface.
  2. When the Append To Asset is selected and an asset is assigned, select an asset interface record and apply the append to asset action. When the Append To Asset is selected and an asset is assigned, select an asset interface record and apply the append to asset action.
  3. The asset interface record is moved to the asset and an asset adjustment is created.

Dependencies:

None

JT-1743736

Add the posting date to the Asset Transfer, Adjustment and Disposal Reinstatement reports

Program/Business class/Process affected:

  • AssetAdjustment.busclass/ui
  • AssetTransfer.busclass/ui
  • AssetDisposal.busclass/ui
  • AssetReinstatement.busclass/ui

Use these steps to test the enhancement:

  1. Posting Date is added to AssetAdjustment list , AssetTransfer list , AssetDisposal list and AssetReinstatement list.
  2. Posting Date is populated in adjustment, transfer, disposal, or reinstatement records when added after the Posting Date Enhancement.
  3. Add the respective date and Posting date as search parameter.

Dependencies:

None

JT-1722024

AdditionalAssetBookInterface RunGroup Parameter displays concatenated value

Program/Business class/Process affected:

AdditionalBookConversion.bustask

Use these steps to test the enhancement:

Add a run group parameter which will represent the run group executed.

Dependencies:

None

JT-1627299

Asset Comment Usability Enhancements

Program/Business class/Process affected:

Files Changed: Asset.busclass

Use these steps to test the enhancement:

  1. Go to Asset Manager.
  2. Open an Asset record.
  3. Click Comments.
  4. Verify if these details in the Asset Comment form are consistent with other forms in FSM:
    • FEG field may not be displayed.
    • Asset Description should be displayed as text (<Keyfield> - <Name>)
    • Asset Comment field may not be displayed. This is an auto generated internal number.

Dependencies:

None

JT-1739088

Mobile Asset Manager

Changes done for Asset Manager for Mobile screens.

Program/Business class/Process affected:

Files changed for bl:

  1. Asset.busclass
  2. AssetAccountGroup.busclass
  3. AssetAccountingUnitGroup
  4. AssetComment.busclass
  5. AssetCompany.busclass
  6. AssetDivision.busclass
  7. AssetGroup.busclass
  8. AssetLocation
  9. AssetTransfer.busclass
  10. AssetType.busclass

Files changed for ui:

  1. Asset.busclass
  2. AssetAdjustment.busclass
  3. AssetBook.buslcass
  4. AssetBookTransaction.busclass
  5. AssetComment.busclass
  6. AssetRepair.busclass
  7. AssetTransaction.busclass
  8. AssetTransfer.busclass
  9. ManageMobileAssets.page
  10. MobileAssetMenu.menu

Use these steps to test the enhancement:

  1. Perform the initial setup for Asset Manager.
  2. Select the Asset Manager role.
  3. Verify the Asset menus and page with different panels. The panel should display a list of all the details of an asset.
  4. Open a record and verify all the information and sections related to the asset.
  5. Verify the Edit section. This section is used to edit the Asset details.
  6. Verify if Transfer and Dispose are available in the Asset form. The availability of these buttons will depend on the Asset Status.
  7. Verify Release and View Asset on the Asset Summary form when doing the Transfer action on Asset.
  8. Verify the Unreleased and InProgress panels. You must open one record in each panel to verify all the information related to the Asset.
  9. Verify whether all the actions and forms were performed and opened successfully with all the required data.

Dependencies:

None

JT-1652884

Include Lease Impairment on Asset Fund Control

Lease Impairment transactions created in AssetTransaction and AssetBookTransaction do not have the option to be included in the Fund Split for Fund Accounting.

Program/Business class/Process affected:

  • FundAccountTypes.field
  • AssetFundControl
  • AssetTransaction
  • AssetBookTransaction
  • AssetBook

Use these steps to test the enhancement:

  1. Test both Operating and Finance leases and also GASB87 leases.
  2. Perform Asset Fund split setup for the assets and specify both Posting and Non-Posting Books.
  3. Process an Impairment on each lease and verify that the impairment transactions are split based on the Asset Fund.

Dependencies:

None

JT-1746480