Integration of Franchise Management with other Lawson applications

General Ledger

You must set up the General Ledger application or the General Ledger subset before you can set up and use any other Lawson application. In Franchise Management, use the General Ledger application to define accounts that you assign to standard charges.

Project Accounting (optional)

If your organization plans to use the Project Accounting application, then you must define activities and account categories that you will use when you define standard charges during the setup of the Franchise Management application.

An activity is a phase, task, or operation that identifies work being done. Activities provide a framework for establishing costs and revenues. You define the breakdown of activity costs and revenues by defining account categories.

Strategic Ledger (optional)

If your organization plans to use the Strategic Ledger application to measure organizational profitability, then you must define user analysis values that are assigned to sales entries in the Franchise Management application. A user analysis value is a flexible user-defined element that stores Strategic Ledger transaction information.

Cash Management

You must define cash codes in the Cash Management application, including associated bank accounts, and company-cash code relationships, before you can assign cash codes to companies in the Franchise Management application.

Currency

You must set up the Currency application to price sales entries in a selected currency. You define currency codes, relationships, and exchange rates. You assign currency codes to standard contracts, customer contracts, standard charges, and customer contract charges during setup of the Franchise Management application.

Tax (optional)

To tax charges for customers in jurisdictions where taxes apply, then you must define tax codes, tax rates, and tax table codes in the Tax application.

Billing

You must define a company, process level, and invoice type in the Billing application that you select when you define company options for each Franchise Management company.

You must also define a customer ship-to record for each company customer that you assign to Franchise Management customer contracts. If a contract in the Franchise Management application has taxable charges, then define the corresponding ship to record as taxable.

Inventory Control

You must define stocking locations and the default units of measure in the Inventory Control application that you select when you define company options in the Franchise Management application.

Accounts Receivable

You must define companies, customer groups, and customers in the Accounts Receivable application that you will select when you set up the Franchise Management application. For each company you define in the General Ledger application, you can define a company in the Accounts Receivable application.

Each Franchise Management company can be aligned with one process level. You must match the process level in the Franchise Management application with a level in the Billing and Accounts Receivable applications.

Define customer groups for each company in the Accounts Receivable application before you assign customers at the group and company levels.