Setting up related applications

This section provides steps that explain which Lawson applications must be set up prior to setting up the Purchase Order application. Also provided are summaries of the important features of other Lawson applications that directly impact the setup and operation of the Purchase Order application.

Procedure Flow: Setting up related applications

To set up related applications

  1. Set up the General Ledger application. See the General Ledger User Guide for more details. Consider how the following portions of the General Ledger application impact the Purchase Order application.
    General Ledger Feature Impact on Purchase Order
    chart of accounts All posting accounts used in Purchase Order must be defined in General Ledger.
    base currency The currency of transactions, and currency conversions must be defined in General Ledger.
    GL company The General Ledger company, Accounts Payable company, Inventory Control company, and the Purchase Order company all represent the same business entity.
    accounting units Accounting units are used to distinguish departments, cost centers, etc., within Lawson applications.
    AC commitments, GL commitments, and budget edits If you are going to use these to inform you of over commitments, they must be defined in General Ledger.
  2. Set up the Accounts Payable application. See the Accounts Payable User Guide for more details. Consider how the following portions of the Accounts Payable application impact the Purchase Order application.
    Accounts Payable Feature Impact on Purchase Order
    AP Vendor Group The Vendor Group is tied to the Procurement Group, so all vendors in the Vendor Group are accessible for receiving orders and payments.
    AP Company The General Ledger company, Accounts Payable company, Inventory Control company, and the Purchase Order company all represent the same business entity.
    AP Process Level The Process Level lets you automate certain Accounts Payable and Purchase Order functions.
    Hold Codes Hold Codes are used to temporarily suspend orders and payments
    AP Vendors PO vendors are based on AP vendors.
    Alternate Vendor Locations These correspond with the Purchase Order Purchase From Locations for a Vendor.
  3. Set up the Inventory Control application. See the Inventory Control User Guide for more details. Consider how the following portions of the Inventory Control application impact the Purchase Order application.
    Inventory Control Feature Impact on Purchase Order
    Inventory item groups

    Used by Purchase Order application to create agreements for a group of items.

    Note: Item groups are linked to the procurement group to link the Inventory Control and Purchase Order applications.
    Item comment types The Purchase Order application can specify which comment types appear on certain documents.
    IC company The General Ledger company, Accounts Payable company, Inventory Control company, and the Purchase Order company all represent the same business entity.
    Company period end dates Period end dates are used when you update the item history.
    Company locations Inventory Control company locations correspond to the Purchase Order Ship To Locations.
    Company purchasing classes Used to group and sort purchase orders and to limit buyers.
    General ledger categories for default posting General Ledger posting for Inventory Control and Purchase Order should correspond.
  4. Set up the Invoice Matching application. See the Invoice Matching User Guide for more details. Consider how the following portions of the Invoice Matching application impact the Purchase Order application.
    Invoice Matching Feature Impact on Purchase Order
    Purchase Order Receipt Accrual Account Goods that are received, but not invoiced (RNI) post to this account
    Invoice Messaging Informs you of over and under tolerance exceptions when a purchase order is matched with an invoice.
  5. Set up the Tax application. See the Tax User Guide for more details.