Open topic with navigation

Transfer Management Fees Policy Setup

You may set up management fees to transfer to the General Ledger side or to the Accounts Payable side.

If setup is correct for transfer of management fees, the system will automatically transfer to eFinancials when running Processing— Calculate Management Fees, as long the Preliminary check box is cleared.

ClosedTo set up management fees to transfer to the General Ledger

  1. From the eSite menu, select Setup—Policies—Global Policies—AME, Interface tab.
  2. At Transfer to G/L format, select eFinancials Web Service.
  3. At Transfer Management Fees to, select G/L.
  4. Select Setup—Global—eFinancials Transfer.
  5. Complete the Transfer to eFinancials Setup tab.

ClosedTo set up management fees to transfer to Accounts Payable

  1. From the eSite menu, select Setup—Policies—Global Policies—AME, Interface tab.
  2. At Transfer to A/P format, select eFinancials Web Service.
  3. At Transfer Management Fees to, select A/P.
  4. Select Setup—Global—eFinancials Transfer.
  5. Complete the Transfer to eFinancials Setup tab.

See Also

Transfer to eFinancials Overview

Transfer to GL Policy Setup

Transfer Refunds Policy Setup

Transfer to GL File Layouts

Transfer to GL Tab

 

Copyright © 2018 Infor. All rights reserved. www.infor.com.