Setting up functional data

After integrating and verifying all integrations, you can set up the functional data in by performing these procedures:

  1. Create an Accounting Entity.

    The basic accounting entity data and company information must be created. See Accounting Entity Maintenance.

  2. Data take on

    Publish all master BODs. See Publishing BODs.

    Note: Ensure that you only set up BODs that your ERP supports in LSP. Setting up more than the required increases BOD traffic in your tenant, leading to a significant decrease in the performance of ION and LSP.
  3. Assign the service to the Accounting Entity.

    The validation ensures that this can only be done after the base data is in place. This is a prerequisite in some services. See Assigning Services.

  4. Activate Accounting Entity.

    See Accounting Entity activation.

  5. Authorize your users to the accounting entity through User Authorization.
  6. To setup master data in LSP, select Settings from the accordion panel.

    See Infor Localization Services Platform User Guide for more information.

  7. Publish transactional data from your ERP.

    Refer to your ERP's documentation for more information.

  8. Run routines and create the proprietary formats from LSP if not automated.