Updating contract life to date balances
This list contains items to consider:
- An update to LTD balances may be required for draw-downs or invoiced amounts that occurred in the legacy system.
- If ISD (Infor Spreadsheet Designer) is used to load LTD balances, then provide the key field for the project contract. The key field must include the structure, which is defined as a numeric node followed by _ProjectContract.
- An update to LTD balances may be required when amounts are specified by posting dimension. Posting dimensions are the expense code block on the original transaction.
- If invoice summarization is selected for project or billing override, then the LTD balance amounts are used to include line-level LTD balances on the summarized invoice.