Billing

This section contains enhancements in Infor Financials and Supply Management.

Front-End Split Feature for Billing Invoices

Public Sector entities must perform the splitting of Billing Invoice sales accounts based on the Project number on a sales account line which does not have a funding source (FinanceDimension2). This functionality would split that sales account line to reflect all the funding sources (internal and external) funding this Project and the Fund associated with each Funding Source. This feature is known as Billing Invoice Sales Account Front-End Split (FES).

Program/Business class/Process affected:

  • modules/bl/bl/BillingCompany.busclass
  • modules/bl/bl/BillingInvoiceLineSalesAccount.busclass

Use these steps to test the enhancement:

  1. Enable "Multiple Sales Account Entry" and "Front End Split Sales Account" on the Invoice Options tab of Biling Company.
  2. Create a Billing Invoice line with sales account. The sales account must contain a Project which has been setup for FES. Sales account must not contain FinanceDimension2.
  3. Invoke the Line Action: Front End Split Sales Accounts.
  4. Verify that the original sales account is replaced by the split accounts.
  5. Create a billing line with sales account as in step one.
  6. Release the billing invoice and verify that the original sales account has been replaced with the split accounts.

Dependencies:

Proper setup must be done in Projects and Global Ledger.

JT-1696989