What Accounts Receivable Setup is Required for Grant Management?

Before you can setup contract activities for Grant Management in Billing and Revenue Management, apply cash, or close a period, there is some minimal required setup in the Lawson Accounts Receivable application.

Note: Lawson recommends you use the Accounts Receivable User Guide to assist you with the full setup of Accounts Receivable.

In order to use Lawson Accounts Receivable for Grant Management, be sure to complete the following setup.

  • Use Customer Group (AR00.1) to define customer groups.

  • Use Company (AR01.1) to setup an AR company or companies.

  • Use Process Level (AR02.1) to define process levels.

  • Use Customer Defaults (AR08.1) to define customer defaults.

  • Use Customer Group Address (AR09.1) to define customer group address.

  • Use Customer (AR10.1) to define customers.

Example

The University of California-Davis (UCD) has received grants from the National Cancer Institute (NCI), the National Eye Institute (NEI), and the National Institute of Mental Health (NIMH), all of which are part of the National Institutes of Health (NIH).

The projects funded by these unrelated grants are performed in two different departments of UCD – the Academic Health Center and the Immunology Research Branch.

For each of these units, UCD completes the following setup in Accounts Receivable:

  • A company for UCD

  • Separate process levels for UCD Academic Health Center and UCD Immunology Research Branch

  • A separate customer for each sponsor: NCI, NEI, NIMH, and NIH