Global Ledger

This section contains enhancements in Infor Financials and Supply Management.

Change Action and form names for Create Child Within

Change action and form label names for create child within for General Ledger Chart Account and Accounting Unit.

Changed action names and form labels for General Ledger Chart Account

Action name – Create Child Account

Form label name - Create Child General Ledger Chart Account name"for "name from the parent record"

Change action and form label names for create child within for Accounting Unit.

Action name – Create Child Accounting Unit

Form label name - Create Child Accounting Unit name for the name from the parent record

  1. Fill in Testing and sign in as Controller and select Setup > Finance Enterprise Group > Maintenance > Open a group
  2. On the Chart tab, open a structure.
  3. Select the hierarchy tab and right-click on a summary account.
  4. Select the Create Child Account action
  5. Verify that the form name is Create Child Account
  6. Cancel and return to the Finance Enterprise Group.
  7. Select the Accounting Entity tab
  8. Select Accounting Unit tab and open a structure.
  9. Select the Hierarchy tab and right-click on a summary accounting unit.
  10. Select the Create Child Accounting Unit action.
  11. Verify that the title is displayed as Create Child Accounting Unit <name of summary accounting unit>.

JR-3416022

JE approvals bypass code for Unit entries

Unit-only entries are allowed in the current JE approval bypass process but recurring journals cannot be processed the same way.

If a recurring unit-only journal is scheduled and released and the approval code matches the entity bypass approval code, then the unit-only transaction is changed to released. Approval is not required.

  1. Create a unit-only recurring journal entry and set the bypass approval code on the entity.
  2. Submit the recurring entry.
  3. The released status and bypass of the approval phase will automatically change.
  4. All subsequent recurrences of this journal will bypass the approval phase and release automatically provided the entity and journal bypass codes are the same.

JR-3416773

Request action for Accounting Entity and Accounting Unit

A new request action is available for Accounting Entry and Accounting Unit.

The new feature has been implemented for Request Action for AccountingEntity and AccountingUnit.

  1. Sign in as Application Administrator and select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  2. Select a Finance Enterprise Group.
  3. Use the Request New Accounting Entity action to create an Accounting Entity and submit for approval.
  4. Sign in as an Approver and reject the record. Verify that a new Accounting Entity is not created.
  5. Test the Accounting Unit using the same method. Verify that a new Accounting Unit is not created.

JR-3372543

Create BudgetEditCallBack queue mapping for budget change request release action

Action triggers for the change request release actions are available in the BudgetEditCallBack queue.

To test this enhancement, release the change request for lines that are in a budget group.

JR-3351080