Setting up encumbered positions

Note: To be encumbered, the employee must have a paid status.

The following procedure tell how to set up Lawson applications so that you can use encumbrances with the Personnel Administration application.

To set up encumbrances

  1. Access Position (PA02.1). In the Payroll page, use the following guidelines to enter field values:
    Encumbrance Position

    Select Yes. All employees in this position will be encumbered.

  2. Access Position Rules (PA06.1). On the Main page, use the following guidelines to enter field values:
    Count Category

    Select whether to calculate encumbrance amounts by position, by process level; job, or by process level; job; department.

  3. If encumbrances should be posted to General Ledger or Project Accounting, access System, Source Code Load (GL105) and update the system codes. This adds the PA system code to System Codes (GL01.4). For information about running GL105, see the General Ledger User Guide.
  4. If encumbrances should be posted to General Ledger or Project Accounting, access System Codes (GL01.4). On the Commitments form, select Yes in the AC and/or GL columns. For more GL or AC encumbrance (commitment) options, see the General Ledger User Guide.
  5. If employees are paid over different periods of time during the fiscal year (for example, every nine months versus every 10 months), access Employee Group Definition (HR55.1) and define employee groups that correspond with each payment group.

    For information about defining employee groups, see the Infor Human Resources User Guide.

  6. If the employee position’s encumbered salary should be distributed, access Payroll Distribution (PR23.1) and create payroll distribution records for this employee.

    – or –

    Access Position Distribution a PR23.3 (Position Distribution) record and create payroll distribution records for the employee's position.

    For information about creating payroll distribution records, see the Infor Payroll User Guide.