With year-end approaching, our Infor specialists have been fielding many preparation support questions. Velocity’s Infor Support Specialist answers your top questions so you can prepare with ease.
Q: We received an email regarding preparing for the Year-End Process. Why do we need to do this?
A: Preparing for the Year-End process will help ensure that you have a smooth transition with year-end patches. It will help ensure that you are able to test the year-end process appropriately when it comes to employee W-2 and 1095C production.
Q: Why do we need to have a data refresh scheduled and/or performed?
A: Data refreshes take 48 hours to schedule, depending on your environments current status. We typically performing multiple data refreshes in preparation for year-end for each customer, therefore we recommend you schedule yours early on to have it completed within the timeframe you require.
Performing a data refresh will ensure:
Q: Why do we need to create brand new jobs for the programs that we ran last year?
A: As with any Infor patch, it is always highly recommended that you create a new job after the patch has been applied to ensure your job is tying to the new coding. There have been several instances when a user attempts to run a previously created job with the new update of that job, and it will either fail or not provide the anticipated results because it is tied to the old code.
Q: How can I tell what version I am on for the Year-End programs?
A: Programs like the PR297, PR298, PR299, BN297, BN299, etc. in the upper right corner of the first tab will show “Rev: PRxxx-yyA”.
Karyn Beckjorden, HR Support Consultant, joined Velocity in November 2015 and has been in the HR Support Consultant role during this tenure. She came to Velocity after 7 years with Infor as a Business Analyst working within the Human Capital Management (HCM) S3 which included designing changes related to Year-End regulatory updates, and serving as a Support Engineer working with Lawson customers with HCM related issues which also included Year-End.
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