Creating custom group overrides

  1. Select Processing > Allocations > Allocation Control.
  2. On the Actuals tab or on the Budgets tab, open an allocation control record.
  3. On the Allocations tab, open an allocation record.
  4. On the Lines tab, open an allocation line with the From Post Option or To Post Option set to Split and the One Dimension Override field is specified.
  5. On the From Mapping or the To Mapping tab, select the Group Override field.

    The Custom Group page is displayed.

  6. Click Create.
  7. Specify this information:
    Custom Group
    Specify a name for the custom group.
    Description
    Specify a description. If this field is blank, then the custom group name is used.
    Effective Date
    Specify the date that the custom group is effective. If this field is blank, then the current date is used.
    Business Class
    The default value for the business class is the selected value of the One Dimension Override field. 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.
  8. If you do not know IPL syntax, then click Builder. The Condition Builder Helper is displayed.
  9. In the Match section, specify this information:
    All
    Select this field to include only the records that match the criteria in all rules.
    Any
    Select this field to include only records that match the criteria in at least one rule.
  10. In the Conditions fields for each rule, specify this information:
    • Field 1: Click the Search icon to open the Field search. Select a field from the business class list to use in the condition and click OK.

      You can search the fields or filter the list of fields using the Field Type and the Show Only filters.

      Select the Condition to use for the field. The available values are specific to the selected Field.

    • Field 2: Specify a value that must be met by the condition. Click Search and select a value from the business class list. Select the Literal check box and specify a literal value. The availability of Field 2 depends on the values that are selected in Field 1 and in the Condition field.
    • To specify additional rules, click Build Another.
  11. When all conditions are built, click OK to return to the Custom Group page.
  12. Click Preview to preview results of the condition. In the Preview Options window, select a list against which to run your group. The lists that are displayed are predefined, depending on the selected business class.
  13. Click OK.
    The results are displayed. If the results are not what you expect, then you can return to the Condition Builder Helper window and edit the conditions.
  14. Click Save.

    Return to the allocation line and assign the custom group.

This table shows examples of custom group overrides using a business class of AccountingUnit:
Condition Description Result
(AccountingUnit[2:3] = "07") and (Active ) Retrieve all active accounting where the second and third characters are 07 1070, 1071, 1079, 207
(AccountingUnit like "112*") or (AccountingUnit like "113*") Retrieve all accounting that starts with 112 or 113 1120, 1121, 1129, 1130, 1139