When to assign resources (AC/BR)

You can assign resources to posting or summary level activities. You can also assign resources to an entire activity group. If you assign resources to a summary level activity or to an activity group, the resources are valid for any posting activity in the activity structure.

You must assign resources if you plan to Details
Enter transactions in Project Accounting using AC41.x and AC42.1 You must assign resources to activities if you want to enter transactions in Resource Time Entry (AC41.x). You must assign resources to activities in order to enter transactions in Subcontractor Time and Material Entry (AC42.1).
Interface transactions from non-Lawson systems that include resources and you have activated resource edits

The Resource Validation option on Activity Group (AC00.1) determines whether resources must be assigned to activities. If this option is set to Yes, then it will validate resources in interfaced transactions with resources assigned to activities.

Note: The Resource Validation option overrides the Vendor Validation and Employee Validation options for interfaced transactions.

Enter activity-related transactions using the Requisitions, Purchase Order, or Accounts Payable applications and you have activated vendor edits

The Vendor Validation option on Activity Group (AC00.1) determines whether vendor resources are assigned to activities. If this option is set to Yes, then it will assign vendor resources to activities. The vendor in the transaction will be validated against the vendor resources assigned to the activity. If the vendor is not a valid resource for the activity, then entering the requisition, purchase order, or invoice is not allowed.

You enter activity-related transactions using the Payroll application and you have activated employee edits

The Employee Validation option on Activity Group (AC00.1) determines whether employee resources must be assigned to activities. If this option is set to Yes, then you must assign employee resources to activities. The employee in the transaction will be validated against the employee resources assigned to the activity. If the employee is not a valid resource for the activity, then you cannot enter the time record.
Note: If you activate any of the resource edit options, then you must assign resources to all relevant activities. When these edits are activated, transactions are permitted only for resources that were assigned to activities.