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 belong 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 must only create resources that use AP Invoice Automation. If your organization uses Infor Lawson Human Resources, you can load employee records from HR11 (Employees). If Lawson resources are not used 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. |