AP Administrator setup overview

This table shows an overview of the general tasks for initial setup of the system prior to use:

Setup task Reference
General setup
Create a finance group and company

A finance group is the highest level of a group of data in a Landmark application.

Finance companies are tied to finance group. Multiple companies can be tied to one finance group.

Create calendars Each finance group can have one or more System Calendars defined. Calendars use Period Groups to schedule transactions.
Create action reasons Action reasons are used for certain actions taken by a user, such as rejecting or reinstating an invoice.
Resources setup
Create or load resources You need only to create resources that will use AP Invoice Automation. If your organization uses Infor Lawson Human Resources, you can load employee records from HR11 (Employees). If you do not want to use Lawson resources as financial resources, you can create resources individually.
Create teams Teams are used to group resources together for assignment of invoices as part of the approval process.