Creating custom groups
- Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
- Open the finance enterprise group and click the Structure Relation tab.
- Open the new structure relation and click the Relation Rules tab.
- Click Create.
- Click the By Group tab.
- Select the From or To group and click Create.
- Specify this information:
- Custom Group
- Specify a name and description for the custom group. If the description is blank, then the custom group name is used.
- Description
- Specify a description. If this field is blank, then the custom group name is used.
- Effective Date
- Specify the date when the custom group becomes effective. If this field is blank, then the current date is used.
- Business Class
- The default value for the business class is from the finance structure components used in the structure relation being created. This value cannot be changed.
- Condition
- Specify or build a condition, using Infor Pattern Language (IPL) syntax. The condition defines the selection criteria for the custom group.
- If you do not know IPL syntax, click Builder to access the Condition Builder tool.
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Click Save.
To preview the list of records that are used in the structure relation rule, click Preview.