Setup

Grant Management is closely integrated with the Lawson application suites. Some of the following tasks are pre-requisite setup, while others occur whenever a Notice of Grant Award is received.

In Lawson Financials:

• In General Ledger, set up one or more General Ledger companies, accounting units, and accounts.

• In Project Accounting, set up your activity groups, account categories, and burdens to use with Grant Management. When you receive a Notice of Grant Award, set up grant activities, budgets, and if needed, cost share and program income activities. Make General Ledger account and burden assignments at the activity level if needed, and set up any allocations you may need to perform. Why is Activity Structure Important to Grant Management?

• In Billing and Revenue Management, set up contract records and billing parameters when you receive a Notice of Grant Award. Setting up contract activities for grants

• In Accounts Receivable, define one or more Accounts Receivable companies and process levels and set up customers to identify grant sponsors. An AR customer must exist for the grant sponsor before you can define contracts and billing parameters in Billing and Revenue Management, or complete award sponsor information in Grant Management.

• In Accounts Payable, define one or more Accounts Payable companies and process levels, and define vendors. Subcontract vendors must exist before you can assign award subcontractors in Grant Management.

In Lawson Procurement:

• In Requisitions, define one or more Inventory Control (IC) companies and locations, requesting locations, requestors, and approval codes.

• In Purchase Order, define one or more Purchase Order companies, buyers, and vendor agreements.

In the Human Resources Suite:

• In Human Resources, set up one or more Human Resources companies, process levels, employees, and supporting data (including pay plans, pay codes, and job codes).

• If you use Lawson Payroll, define payroll parameters, including deduction codes for employee withholding and employer-paid expenses.

• If you use Lawson Personnel Administration and want to define labor distribution templates by employee and position, set up position rules, positions, and related data.