Close and Reconciliation Administrator setup overview
Below is 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. For more information on finance group, see Creating a finance group. For more information on finance company, see Creating a finance company. |
| Create calendars |
Each finance group can have one or more System Calendars defined. Calendars use Period Groups to schedule transactions. For more information, see Creating a calendar. |
| Create action reasons |
Action reasons are reason codes that are used whenever certain actions are performed. For more information, see Creating action reasons. |
| Resources setup | |
| Create or load resources |
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. For more information, see Creating or loading a resource. |
| Create a team |
Teams are used to group resources together and used in the applications for ownership, approvals, and notifications. For more information, see Creating a team. |