Financial company for sales office and calculation office

Infor LN FP2

If you enter a budget on the sales quotation line, or a project on the sales order line, the budget's or project's calculation office must be linked to the same financial company as the sales quotation's or sales order's sales office.

Infor LN FP3

In Infor LN FP3, the sales office's financial company can differ from the calculation office's financial company.

  • Budget
    If the sales quotation's Sales Office is linked to the same financial company as the budget's calculation office, you can enter any budget in the Budget field of the Sales Quotation Lines (tdsls1501m000) session. If the sales quotation's Sales Office is linked to another financial company as the budget's calculation office, the value of the new COGS and Revenues restricted to Financial Company of PCS Project check box in the Project Control Parameters (tipcs0100m000) session determines whether you can enter the selected budget in the Budget field.
  • Project
    If the sales order's Sales Office is linked to the same financial company as the project's calculation office, you can enter any project in the Project field of the Sales Order Lines (tdsls4101m000) session. If the sales order's Sales Office is linked to another financial company as the project's calculation office, the value of the new COGS and Revenues restricted to Financial Company of PCS Project check box in the Project Details (tipcs2130m000) session determines whether you can enter the selected project in the Project field.

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