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Infor Service Management Excel Financial Tool Add-on User Guide
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About this guide
Requirements and recommendations
Requirements
Recommendations
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Installation
Installing the tool
Configuration
Configuring the tool
Using the tool
Using the GL Helper
Using COA dimension
Using the Budget and Plan Template
Using Update Budget and Plan
Using the Report Wizard
Reporting group
Defining a reporting group
Adding to a reporting group
Creating images for report templates
Caching (optional)
Enabling cache
Clearing cache
Drilldown
Functions
Referencing unit codes with mixed cell references and hard-coded values
Associate a site with a worksheet
Associating different worksheets with different sites
Building a dynamic Excel report
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