Defining multiple activities

Use this procedure to add multiple activities using an activity template. You can add multiple activities without manually entering a level address for each activity.

  1. Access Multiple Activity Speed Add (AC19.1).
  2. Use these guidelines to specify the field values:
    Activity

    Specify a unique name for the activity.

    Description

    Specify a description for the activity.

    Template

    Select the template that you will use to populate the values to create the activity record.

    Act Type

    Select whether the activity is a summary (S), Contract (C), or posting (P) activity.

    Note: The contract level type is used for Billing and Revenue Management only.
    Parent Activity

    Select the parent activity to which the activity belongs. Select either a parent activity or an activity group. If you specify a parent activity, then you cannot select an activity group.

    Activity Group

    Specify the activity group to which the activity belongs. You can select either a parent activity or an activity group. If you select an activity group, then you cannot select a parent activity.

  3. Select More to access Optional (AC19.2) and override the activity template default information. Use these guidelines to specify the field values:
    Activity Date Range

    Specify the activity's start and end dates. The date range specified here must fall within the activity group's date range.

    Note: This date range controls the dates you can use when creating activity budgets and activity transactions. The dates for activity budgets must fall within the specified date range. When you post transactions to activities, the transaction's posting or transaction date must fall within the date range, depending on how the Date Edit option is set on Activity Group (AC00.1).

    You can override this date range by system code on Period of Performance (AC10.6).

    Activity Default Account

    Select the default General Ledger company, and accounting unit to use for transactions for this activity. As an option, you can also select the account and subaccount.

    Note: These defaults are used for transactions that originate in Project Accounting or in transactions that are interfaced from non-Lawson systems. The defaults are not used for activity-related transactions that originate in other Lawson applications.
    Activity Currency

    Select a currency code to identify the activity's base currency. For posting activities, you can use any currency code. For summary activities and contract activities, the currency code must match the base currency code assigned to the activity group.

    Activity POP Template

    Select a Period of Performance Template for the activity.