AC00.1 - Activity Group

Use AC00.1 (Activity Group) to define and maintain an activity group. An
activity group represents the highest entity, or overall project, in the
Activity Management system. Use an activity group to organize activities
related by process or function for reporting and inquiring on costs, revenues,
and budgets.

Defining an activity group is the first step in defining information in the
Activity Management system. You must define the activity group to set up
activities, define budgets, process transactions, and perform inquiries. An
activity group also defines processing, edits, budgets, organizational level
rules, the calendar, and the base currency for activities.

This program contains the form tabs and buttons listed below to define your
activity group structure. See the field help for each form tab or button for
additional information.

Use the Main form tab to define and maintain required activity group
parameters including the base currency, calendar, valid date range, and
security code. Use the Define (F6) feature in the Calendar field to open
AC00.2 (Calendar). Use this subform to define the period end dates for an
activity group.

Use the Process form tab to define and maintain activity group processing
parameters including account edits (see Account Edit field help for a
complete description), consolidation, accounting unit detail, status, revenue
level, and edits.

Use the Budget form tab to maintain budget parameters. Activity budgets are
defined in AC20.1 (Activity Group Budget), AC20.2 (Activity Budget), AC20.3
(Activity Budgets By Activity), or AC20.4 (Activity Budgets By Account
Category). If you define an active budget for the activity group and choose to
edit at the activity group level, all activity groups' cost and commitments
cannot exceed the amount you define in the active budget. If you choose to
edit at the activity-account category level, individual activity and account
category costs and commitments cannot exceed the amount you define in the
activity budget. If you choose to edit at the activity level, the total
activity budget amount for all account categories is edited against total
activity actuals and total activity commitments for all account categories.

Use the Levels form tab to define and maintain the activity group structure.
The information you define on this form tab determines how you define
activities for the activity group and the maximum number of activities you can
define at each level. To optimize processing efficiency, define only the
number of levels you need for your activity group structure and carefully
select each level size. Once you define a level size, you cannot change it.

Choose the Comments button to open AC01.1 (Comments). Use this subform to
define additional comments for the activity group. The comments print on the
Activity Group Listing.

Choose the Activity button to open AC10.1 (Activity). Use this form to define
and maintain activities.

Run AC200 (Activity Group Listing) to list activity groups and parameters.
Use this listing to verify information.

Updated Files

    ACACTGRP   - This is the primary file maintained by this program. The file
                 maintains activity group information.

    ACACTIVITY - This file references this file on a Delete action. You cannot
                 delete the  activity group if activities exist for the activity
                 group.

    ACCOMMENTS - Deletes activity group comments in this file when deleting an
                 activity group.

    MXLISTHDR  - Updates the list header with the fact that a new attribute has
                 been defined and the attribute list needs to be rebuilt.


Referenced Files

    ACACCTCATX - References this file on a Delete action. You cannot delete the
                 activity group if account categories are assigned to the
                 activity group.

    ACBUDDTL   - References this file on a Delete action. You cannot delete the
                 activity group if budgets exist for the activity group.

    ACBUDHDR   - References this file on a Delete action. You cannot delete the
                 activity group if budgets exist for the activity group.

    ACCAL      - References this file to validate that calendar records exist
                 for the complete date range established on the activity group.

    ACCALX     - References this file to ensure that calendar records exist for
                 the full date range defined on the activity group.

    ACCOMMIT   - References this file on a Delete action. You cannot delete the
                 activity group if commitment records exist.

    ACREVENUE  - References this file to ensure no records exist if changing
                 the revenue level number.

    ACTRANS    - References this file on a Delete action. You cannot delete the
                 activity group if activity transactions exist.

    CUTABLE    - References this file to validate the currency table.


AC00.2 - Calendar

Use AC00.2 (Calendar) to define and maintain the period end dates for an
activity group. You can define weekly, monthly, or quarterly calendars for
each year of an activity group. You must define a calendar to define budget
amounts and post fiscal year amounts.

This program does not automatically create past or future year calendars; you
must manually define them.

You can backpost transactions to any period unless you close the period is
closed when you run AC195 (System Control).

If you want to reconcile balances with the General Ledger system, the number
of periods in this program must match the General Ledger periods and period
end dates defined in GL10.1 (Company).

Updated Files

    ACCAL      - This is the primary file maintained by this program. Maintains
                 the calendar header information, including fiscal year.

    ACCALX     - This is the primary file maintained by this program. Maintains
                 calendar year detail records, including period number and
                 period end date.


Referenced Files

    None.


AC00.3 - Activity Group Purge Status

Use AC00.3 (Activity Group Purge Status) to display and maintain the purge
status of an activity group. Purge status can be Balances Only, Complete, or
No Purge. All activities associated with the activity group will also be
purged.

Run AC300 (Activity Group Purge) to delete the activity group or activity
group balances.

IMPORTANT: Once you run AC300, you cannot recover activity group and activity
data.

Updated Files

    ACACTGRP   - The file maintains activity group information.


Referenced Files

    None.


INVOKED Programs

    IFCC