Configuring the finance manager context selection widget

  1. Click Lookup on the Finance Manager Context Selection widget. The window to configure the widget is displayed.
  2. Specify this information:
    Company
    The code of the financial company.
    Note: By default, the company associated with the user is displayed.
    Taxonomy
    The code of the taxonomy account.
    Note: 
    • By default, the value is set to GAAP/IFRS. However, you can modify this value.
    • The values are retrieved from the Taxonomies (tfgld1170m000) session in Infor LN.
    Period Type
    The duration for which the graph is displayed on the widgets. Possible values:
    • Year To Date (YTD) – Displays data from the beginning of a month to the value specified in the Period field for the fiscal year.
    • Month To Date (MTD) – Displays data only for the value specified in the Period field.
    Year
    The financial year for which the data is retrieved from Infor LN and displayed on the widget.
    Period
    The month number for which the data is displayed.
    Note: For example: For the month of May the value is specified as five.
    Include Non-Finalized Transactions
    Select this check box to include the non-finalized transaction amount when representing the data on the widget.
  3. Click Apply. The configuration is applied to all widgets on the Finance Manager page.