Publishing and Unpublishing Payroll Data to LFSO

The root budget manager can publish the plan payroll to LFSO, which can use it as a constraint for scheduling purposes. The plan payroll is displayed in the Adjusted Payroll column on the Worksheet. The application publishes payroll dollars for all locations in the plan. For details, see Constraining Schedules in LFSO Using Plan Payroll Dollars.

Data is published to LFSO from the Master version of the plan. Therefore, before publishing, the root budget manager should lock the plan to apply any changes to the Master copy. Otherwise, any changes to data on the Worksheet are not published to LFSO.

In addition to publishing, some LFSO-side setup is required for LFSO to use budgeting payroll dollars as a scheduling constraint. If LFSO is configured to use the plan payroll dollars as a scheduling constraint but a plan has not yet been published, the generated schedule is blank, because there are no payroll dollars available. See Constraining Schedules in LFSO Using Plan Payroll Dollars.

Publishing next year's plan in the current year does not constrain the current year's plan, because the application saves the history of all published plans.

The LOC_TYPE_CAN_PUBLISH registry parameter specifies the location type for which the Publish and Unpublish buttons are displayed on the Worksheet for the location budget manager. By default, this button is displayed only for the corporate budget manager. See the Infor WFM Registry Parameter Reference Guide.

Whenever the root budget manager publishes the plan, the publication date is saved to the FCST_PUB_FORECAST table. After a plan has been published, further changes to it do not need to be republished for LFSO to use it as a scheduling constraint. However, the plan must be locked.

For example, a root budget manager who publishes a plan today can log into the Worksheet next week, edit the plan, and then lock it without re-publishing it, because the table points to the same published plan. Only the numbers are updated. The entry from today remains the last published record in the FCST_PUB_FORECAST table, and the publishing date in the table remain today's date. Today's date represents the actual publish date.

However, if the root budget manager unpublishes and re-publishes the plan, a new entry is created in the table. The new entry includes the plan name and the new publishing date. The entry for the previously published plan is updated with an "unpublish" date.

After a plan is published, the Publish button changes to Unpublish.