5.1.1 Enable Custom Measures

Beginning with DFCS 25A, the use of new measures for GL-PP Reconciliation is supported. You can map a custom Amount (numeric) measure to the GL code when a custom extension is completed. Custom measures can now be selected for GL-PP.

To enable a new measure:
  1. Create an issue by selecting Catalog Extension as the Category and Catalog as the Source.
  2. Create an action for the issue you just created by selecting Catalog Extension as the Action Type.
  3. Navigate to the action you just created and navigate to Extension tab and select Create Business Term option.
  4. In the Definition screen, enter the Business Term Logical Name, select Classification and Logical Data Type based on your requirements and click Add.
  5. In the Relationships screen, click Add and enter GR2 under Group Code field and select the Relationship Type as Measure GL and select the required code in the Related Business Term drop-down.

    Note:

    After Catalog extension, under the Relationship tab, user has to configure the measures (Either Out-of-the-Box or custom measures) to perform reconciliation.
  6. Navigate to Definition screen and click Save.
  7. In the Extension tab, click Submit and Approve.
  8. Navigate to Administration and click Publish Change Request> Approved and select the action you just created and click Publish. To view the status of the approval, navigate to Published tab.
  9. Create a new Action and navigate to Extension tab and select Extend Factoption.
  10. In the Extend Fact Entity screen, select Grain as Customer Account, select the Entities and Business Terms which you want to extend and click Save. The custom created Business term is displayed here.
  11. In the Extension tab, click Submit and Approve.
  12. Navigate to Administration and click Publish Change Request> Approved tab and select the action you just created and click Publish. To view the status of the approval, navigate to Published tab.
  13. Navigate to the Entity screen and map the new measure to the respective Product Processor.

    The custom measure is mapped to the Product Processor.