Global Ledger

This section contains enhancements in Financials and Supply Management.

Request action for Finance Dimension 4 and Finance Dimension5

A new request action is available for Finance Dimension4 and Finance Dimension5

Implemented the new feature Request Action for Finance Dimension4 and Finance Dimension5.

  1. Sign in as Application Administrator and select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  2. Select a Finance Enterprise Group > Finance Dimension4 > structure > Hierarchy
  3. Use the Request New action to create an Finance Dimension4 and submit for approval.
  4. Sign in as an Approver and approve the record. Verify that a new Finance Dimension4 is created.
  5. Test the Finance Dimension5 using the same method. Verify that a new Finance Dimension5 is created.

JR-3481885

Usability for the Address Codes list and form

The postal address on the Address Codes list was difficult to read because the postal address, state/province, and country were displayed in one delimited field. Also updated the Address Code form so that the Postal Address Short Required form is used.

Separated the postal address, state/province, and Country by adding new columns to the Address Code list. The new form for address contains new functionality.
  1. Verify that three new columns are available on the Address Code list: Postal Address column shows the address without carats (^), a State/Province column, and a Country column.
  2. Verify that you can add or change the address as usual.

JR-3457427

Add a callout for Copy Allocation and Copy Allocation Line

The actions to copy Allocation and Allocation Lines were not available in the main lists of Allocation and Allocation Lines. These functionalities were easy to miss since they were not displayed when viewing the list of Allocations and Allocation Lines. An enhancement was added to display the copy actions, making it more accessible to copy allocations and allocation lines.

Added Copy actions of Allocation and Allocation Line as call out actions in the main lists of Allocation and Line. This change now allows users to be more aware of this copy functionalities.

Copying an Allocation:

  1. Open an Allocation Control record.
  2. In the Allocation pane, verify that the Copy Allocation button is displayed at the upper right of the allocations list.
  3. Select an allocation and click the Copy Allocation button.
  4. Verify that the copy action is working as expected.
Copying an Allocation Line:
  1. Open an Allocation Control record
  2. In the Allocation Line pane, verify that the Copy Allocation Line button is displayed at the upper right of the Lines list.
  3. Select an allocation and click the Copy Allocation button.
  4. Verify that the copy action is working as expected.

JR-3434939

When copying an allocation line, set the initial values of Allocation Control and Allocation to the allocation control and allocation of the copied line.

Previously, when an allocation was copied, you specify the allocation control to which the allocation will be copied. You also specified the Allocation, Allocation Line, and Description. Providing those fields was time consuming because they did not contain initial values.

These enhancements were added to the required fields on the allocation line page:

  1. Allocation field was relabeled to "New Allocation Line".
  2. Description field was relabeled to "New Description".
  3. For the "Allocation Control" field, the initial value was set to the Allocation Control of the copied allocation line.
  4. For the "Allocation" field, the initial value was set to the Allocation of the copied allocation line.
  5. For the "New Allocation Line" field, the initial value was set to this format: <name of the copied allocation line>_COPY.
  6. For the New Description field, the initial value was set to this format: <description of the copied allocation line><space>COPY
  1. Select Processing > Allocation Control
  2. Open an Allocation Control.
  3. Open an Allocation.
  4. Select an Allocation Line and click the Copy Allocation Line button.
  5. Verify that the Allocation Control, Allocation, New Allocation Line, and New Description fields contain initial values

JR-3434950

When copying an allocation, set initial values for Allocation Control, Allocation, and Description fields

Previously, when copying an allocation, we needed to specify the allocation control where the allocation will be copied to. We also needed to specify the Allocation and Description. Specifying those fields were time consuming as they did not have initial values.

The following enhancements were added to the required fields in the allocation line form:

  1. Allocation field was relabeled to "New Allocation".
  2. Description field was relabeled to "New Description".
  3. For the "Allocation Control" field, the initial value was set to the Allocation Control of the copied allocation.
  4. For the "New Allocation" field, the initial value was set to this format: “<name of the copied allocation>_COPY”.
  5. For the "New Description" field, the initial value was set to this format: “<description of the copied allocation><space>COPY
  1. Select Processing > Allocation Control.
  2. Open an Allocation Control record.
  3. Select an Allocation and click the Copy Allocation button.
  4. Verify that the Allocation Control, New Allocation, and New Description fields contain initial values.

JR-3434944

Improve Card Hierarchy

Improve the visual hierarchy of the card views on these lists on the Global Ledger: Structure Compare lists, Recurring Journal, Period Status, InterEntity View, Reporting Basis Ledger, and Reporting Basis for Entity lists.

The name and description fields are combined and rendered in bold font. Status tags and an alert icon are available on the Process Status in Recurring Journal. The Enterprise Structure tag is wrapped for long descriptions.

  1. Verify that the Recurring Journal name and description are combined and render as bold text.
  2. Verify that status are moved to the end and includes an alert icon on the process status and a tag for journal status.
  3. Verify that the Period Status name and description are combined and the Entity field renders in bold text.
  4. Verify that the #ledger closed is represented by a progress bar and that period year and period are moved.
  5. Verify that the name and description are combined and are rendered in bold text and a status tag is available on the right column.
  6. Verify that the Reporting Ledger name is rendered in bold and a status tag is available in the right column.

JR-3480460

Update message when data reload refresh is running

Changed the cube status messaging to describe cube status accurately.

Replaced the cube is offline status on the Account Analysis: The new message shows when the cube is reloading or refreshing with yellow tags and failed or deactivated with red tags. Moved status tags and last refresh/reload dates into a context form.

Verify new cube status tags are accurate.

JR-3449584