Tracking Historical Commitment Information

Commitment records are created and updated from different Lawson application programs. You can track the historical information of a commitment as it moves through the Lawson System. Use this procedure to track historical commitment information.

Note: To create historical commitment records for a system code, You must set the GL His field for that system code to Yes in System Codes (GL01.4). The system will not create historical commitment records for commitment records that existed before setting the GL His field to Yes.

To track historical commitment information

  1. Access Historical Commitment Analysis (GL93.1).
  2. Define the historical commitment information that you want to view using the following guidelines:
    Company

    Type or select the company number you want to view historical commitment information for.

    Accounting Unit

    Type or select an accounting unit.

    Account Number

    Type or select an account number.

    Year

    Type the fiscal year for which to display the historical commitment information. If this field is blank, the selected company's current year is the default.

    Periods

    Type or select the periods for which to display historical commitment information. If this field is blank, the selected company's current period is the default.

  3. Select Inquire to view historical commitment records.
  4. The More tab shows historical details.

Related Inquiries and Reports

To Use
View historical commitment information for a company based specific account and period criteria. Commitment Analysis (GL94.1)
Create a historical commitment report GL Commitment Analysis Report (GL298)
View a report summarizing accounting unit commitments and encumbrances and to view remaining budget amounts or to view detailed encumbrance and actual information. GL and AC History Commitment (GL299)
Delete historical commitment records for a fiscal year General Ledger History Delete (GL300)
Build period balances for commitment history with an option to rebuild the beginning balances Commitment History Balance Rebuild (GL322)
Create the next year commitment history balance records and update the beginning balance amount when the Closing Option is Limited Close or Final Close Period Close (GL199)