Defining General Ledger-Only Activities

An activity identifies work being done, such as work orders, phases, projects, and so on. Activities identify the actual tasks being performed for the activity group or overall project. An activity can represent services, channels, customers, products, and more. If you are using the Project Accounting subset that comes with General Ledger, use this procedure to define activities. If you will be using the capabilities of the full Project Accounting application, see the Project Accounting User Guide for details on setup and procedures.

To define an activity

  1. Access Activity Group (AC00.1).
  2. Use the following guidelines to enter field values on the Main tab:
    Activity Group

    Type the activity group name and description in the Activity Group field.

    Main tab
    Security

    Type a 4-digit security code for the activity group. If there is only one activity group for the company, you can use the company number. If there are multiple activity groups for the company, select a unique identifier for each activity group.

    The security code is used with the Lawson Security system. To activate security, notify your MIS department to set up the appropriate restrictions in Lawson security.

    Status

    Select GL Only as the activity group status. This status is required for users of the Project Accounting subset.

    Process tab
    GL Acct Assignment

    Select GL Only Activity Group as the account edit option. This field defines how activities, activity accounts, and account categories are validated for Project Accounting transactions or interfaced transactions.

    You must select GL Acct Assignment when the status is GL Only.

  3. Accept all other default values and select the Add form action.
  4. Click the Activity button to access Activity (AC10.1).
  5. Define activities for the activity group using the following guidelines:
    Activity

    Type a unique name and description for the activity.

    Activity Group

    Type or select the activity group for which you are defining the activity. The activity group is the overall project and is required for General Ledger-only activities.

  6. Accept all other default values and select the Add form action.
  7. Repeat steps five and six to define additional activities for the activity group.
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