Registering entities

IGFC’s entity registration lets you associate an entity to an integration. This is done through Administration and Master Data Setup modules, respectively. An entity can be registered through these options:

With an accounting entity code - Used when the enterprise application publishes both master data and transaction documents, or, when the enterprise application only publishes master data business documents with reference to an accounting entity. Registration includes specifying the logical ID and the accounting entity code.
Without an accounting entity code - Used when the enterprise application only publishes master data business documents without reference to an accounting entity. In this case, the registration only requires the logical ID value.

Note: For IGFC CE, registration on either of the above options also include specifying the tenant value.

Select Administration > Entity Registration.
Click Add.
Specify this information:

Name

Specify the name of the entity to be registered. The maximum length is 15 characters.

Entity

For entity registration using the first option, select the entity to be registered. The list displays the logical ID and accounting entity code specified in the AccountingEntity business document received in IGFC. For IGFC CE, the list displays the tenant, logical ID and accounting entity code specified in the AccountingEntity business document. Alternatively, select the Specify Other option if Accounting Entity business document is not published.

For entity registration using the second option, select the Specify Other option.

Receving Method

Select the method by which GFC publishes output documents to the receiving application. Valid values are: ION IOBOX, ION IMS, and Web Service.

Tenant

This field is available only for IGFC CE. By default, this is populated with the tenant of the IGFC application. If the entity is associated to a different tenant, you must specify the value in this field.

Logical ID

For entity registration using the first option, specify the logical ID of the application and the accounting entity code in the field provided.
For entity registration using the second option, specify the logical ID of the application and leave the accounting entity field blank.
Valid characters for the logical ID value are a–z, A–Z, 0–9, and special characters underscore(_) or dash(-). The ID must also contain two periods following the sample pattern of "infor.erp.erp".

Signed Amounts

Optionally, for accounting framework integration, select this flag to indicate that the entity’s SourceSystemJournalEntry business documents recognize credit amounts with the negative sign. For flexible output integration, leave this field clear.
Click Save. The new entity record is displayed in the Entity Registration table.

Note: The preceding steps relate to registering entities at Integration level. Ensure that you are logged in to the correct integration.
Select Master Data Setup > Entity.
Click Add. The new entity record is displayed in the Entity Registration table.
Specify this information:

Name

Select the Entity. The list contains the entities registered in step 3.

Balancing Entry

Optionally, for accounting framework integration, select this if this is the receiver entity requires IGFC to generate a balancing entry for out-of-balanced journal transactions. For flexible output integration, leave this field blank.

Suspense Account

Available only when Balancing Entry is selected. For accounting framework integration, specify the ledger account number where IGFC would post the entry to balance journals. This list is dynamic; if there are chart of accounts associated to the accounting entity of the selected entity, the chart of accounts are displayed in the list. Also, if there are chart of accounts with the same logical ID as that of the selected entity, the chart of accounts are shown with an asterisk (*) prefix.

For IGFC CE, the tenant value is also used to associate chart of accounts to the selected entity. You must first register the entity and publish the associated ChartofAccounts BOD before ledger account numbers are displayed in this field. Return to this page to select the suspense account.

Note: DSV COA documents is not available in the Suspense Account selection.
Click Save.
The entity record is displayed in the Entity table of the particular integration.