AC10.1 - Activity
Use AC10.1 (Activity) to define and maintain activities. Activities identify
the actual tasks being performed for the activity group or overall project
defined in AC00.1 (Activity Group). An activity can represent services,
channels, customers, products, and so on. For each activity, you can associate
resources defined in AC03.1 (Resource). A resource is a business data element
used to track additional information about the activity, such as the source of
cost or employee hours worked.
For example, to track the construction of a building, you define the:
1. Activity Group (the overall project), then the
2. Activity (actual tasks in the activity group), and then the
3. Resource (items doing or consisting of the activity).
There are two methods to define activities. You can define a new activity
using this program or you can use AC500 (Activity Import) and optionally
AC50.1 (Activity Import Adjustment) to import current activities from a
non-Lawson environment, such as a spreadsheet or MS Project, to the Lawson
Activity Management system. See the Activity Management procedures manual or
the form help in AC500 and AC50.1 for additional import information.
You must define an activity before you can define activity budgets and post
transactions.
This program contains the following form tabs to define your activity
structure.
Use the Main form tab to define and maintain required activity parameters.
From this tab, you can choose the Resource, Location, Asset, and Comments
buttons.
* Use the Resource button to associate an AC Person, HR Employee, Asset,
Vendor, or Equipment resource with the activity.
* Use the Location button to assign an address code to the activity.
* Use the Asset button to track the cost of building an asset. When the
activity is complete, you can interface this asset data in the Lawson Asset
Management system.
Use the Levels form tab to define the level address of the activity. The level
address identifies the location of the activity in the activity group
structure.
Responsibility, beginning and ending dates, and billing information is stored
for each activity. This information is used along with budgets to collect and
report on costs and revenues.
Transactions in the Activity Management system are posted to activities.
Journal entries destined for activity posting are defined in the General
Ledger system or a subledger with an entry in the Activity field on the
transaction line.
In the Activity field, you can select Attachments and define URL links or
comments.
You can run AC210 (Activity Listing) to list activity parameters.
Updated Files
ACACTIVITY - This is the primary file maintained by this program. Maintains
activity information.
ACACTMXVAL - Updates this file with the activity's level values. Deletes
the activity attributes in this file when deleting an activity.
ACACTSEG -
ACADDASSGN - References this file to validate that an address assignment
record exists.
ACAMCODE - Deletes the activity asset information in this file when
deleting an activity.
ACAUDIT - Deletes the activity audit records in this file when deleting
an activity.
ACBILL - Deletes the activity billing in this file when deleting an
activity.
ACBLACTV -
ACCNTRACCT -
ACCNTRACT -
ACCNTRACTX -
ACGLACCT - Deletes the activity account assignment records in this file
when deleting an activity.
ACHISTORY -
ACLEVEL - This is one of the primary files maintained by this program.
Updates this file with the activity's level values. Deletes
the activity level record when deleting an activity.
ACMILESTN - Deletes the activity milestone records in this file when
deleting an activity.
ACMILESTNX - Deletes the activity milestone records in this file when
deleting an activity.
ACPERCCMPL - Deletes the activity percent complete records in this file
when deleting an activity.
ACPERCMPLX - Deletes the activity percent complete records in this file
when deleting an activity.
AMDIVISION -
AMLOCATION -
AMTAXAUTH -
MXLISTHDR - Updates this file that contains lists with activity defined as
an attribute that needs to be updated.
MXOBJCAT - This file is accessed by a common routine used by this
program. This file is updated with the activity's attribute
usage count.
Referenced Files
ACACCTCAT - References this file to validate the account category.
ACACCTCATX - References this file to validate that the account category is
assigned to the activity group or activity. Determines which
account categories to display for the inquiry.
ACACTCOPY -
ACACTGRP - References this file to validate the activity group.
ACADDASSGN - References this file to validate that an address assignment
record exists.
ACAMCODE - Deletes the activity asset information in this file when
deleting an activity.
ACASSIGN - Deletes the resource assignment records in this file when
deleting an activity.
ACBILL - Deletes the activity billing in this file when deleting an
activity.
ACBILLX - Deletes the activity billing detail records in this file when
deleting an activity.
ACBLMAST -
ACBUDHDR - References this file to display the active budget description.
ACCNTRACCT -
ACCNTRACT -
ACCOLGRP -
ACCOLGRPX -
ACCOMMIT - References this file on a Delete action. You cannot delete an
activity if commitment records exist. You must use the Purge
program.
ACGLACCT - Deletes the activity account assignment records in this file
when deleting an activity.
ACIFACTV -
ACMASTER - References this file on a Delete action. You cannot delete an
activity if balances exist. You must use the Purge program.
ACMILESTN - Deletes the activity milestone records in this file when
deleting an activity.
ACMILESTNX - Deletes the activity milestone records in this file when
deleting an activity.
ACPERCCMPL - Deletes the activity percent complete records in this file
when deleting an activity.
ACPERCMPLX - Deletes the activity percent complete records in this file
when deleting an activity.
ACSTATUS - References this file to validate the activity status code.
ACTRANS - References this file on a Delete action. You cannot delete an
activity if activity transactions exist. You must use the Purge
program.
ACWBSCODE -
AMASSET -
GLADDRESS - This file is used by a common routine that is used by this
program.
GLCHART - This file is used by a common routine that is used by this
program.
GLSYSTEM - References this file to validate that the company exists in
the Lawson General Ledger system and to display the company
currency code.
WFSETUP -
AC10.2 - Location Assignment
Use AC10.2 (Location Assignment) to assign an address code to an activity. An
address code contains address and communication information for the activity.
For example, you can identify where the activity is being performed and the
contact information for the person responsible for the activity.
Address codes are defined in AC10.4 (Address Code).
Updated Files
ACADDASSGN - This is the primary file maintained by this program.
Referenced Files
ACACTIVITY - References this file to validate the activity.
ACADDRESS - References this file to validate the address code.
AC10.3 - Activity Asset
Use AC10.3 (Activity Asset) to define and maintain the parameters to transfer
a completed activity or activity/account category to the Lawson Asset
Management system to track as an asset. This process is referred to as
capitalization. You can transfer activities to one asset or multiple assets.
For example, you are constructing a new building consisting of several
activities. When the activity, or entire project, is completed, you can
capitalize the project and track it as an asset.
Note: You can only use AC10.3 if you use both the Lawson Activity Management
and Asset Management systems.
Before you can capitalize an activity, the following must be complete.
- All transactions posted to an activity.
- The account category associated with the activity must allow capitalization
(Use AC06.1 (Account Category Assignment) and select Yes in the Cap field.)
- The activity status must allow capitalization. (Use AC02.1 (Status) and
select the Cap field. You assign that status in AC10.1 (Activity).)
- Asset or asset report information must be set up in the Activity Management
system using AM15.1 (Single Invoice Interface) or AM18.1 (Repair Invoice
Interface).
- An asset template must be defined in AM12.1 (Addition Template).
You can combine multiple activities or account categories into one group to
track as an asset by defining a Combine code. To combine multiple activities
or account categories, the following must be identical for all the activities.
Assign the same combine code, asset template, asset description, asset repair
information, hold code, and asset group on this form and all the activities
and account categories must have the same accounting unit, company, and
currency code.
This program contains the following form tabs to define the asset transfer
information.
Use the Main form tab to define required information to transfer an activity
to the Lawson Asset Management system, including the combine code, asset
template, asset description, and hold code.
Use the Repair form tab to define asset repair information including the asset
number. Only define this information when an activity or activity/account
category is transferred to the Asset Management system.
Use the Transaction form tab to define the General Ledger asset clearing
account (debit) and WIP (work-in-progress)(credit) account codes. All
transactions are initially posted to the asset clearing account in the General
Ledger system. Use the WIP code to credit an account when you transfer
information. If you do not define a WIP code, the credit is posted to the
company, accounting unit, account, and subaccount the original cost entry was
made to.
Run AC160 (Asset Interface) to transfer information from the Activity
Management system to the Asset Management system.
Optional Programs
-----------------
Run AC460 (Capitalization History) to report the activity capitalization
history.
Use AM85.1 (Activity Analysis) to display the assets that were created and the
accounts amounts were posted to.
Use AM277 (Activity Report) to list assets that have posted transactions from
the Activity Management to the Asset Management systems.
Updated Files
ACAMCODE - This is the primary file maintained by this program.
ACHISTORY -
AMDIVISION -
AMLOCATION -
AMTAXAUTH -
MXLISTHDR - Flags this file that lists with activity asset defined as an
attribute needing to be updated.
Referenced Files
ACACCTCAT - References this file to validate account categories.
ACACCTCATX - References this file to validate that the account category is
assigned to the activity group or activity. Determines which
account categories to display for the inquiry.
ACACTGRP - References this file to validate the activity group.
ACACTIVITY - References this file to validate the activity.
ACGLCODE - References this file to validate the GL code.
ACLEVEL - References this file to determine if the activity is summary
level or posting.
AMASSET - References this file to validate that the asset exists in the
Lawson Asset Management system.
AMTEMPLATE - References this file to validate that the asset template
exists in the Lawson Asset Management system.
AC10.4 - Location
Use AC10.4 (Location) to define an address code. An address code contains
address and communication information. You assign an address code to an
activity on AC10.2 (Location Assignment).
You can assign an address code to more than one activity.
For example, you can identify where the activity is being performed and the
contact information for the person responsible for the activity.
Updated Files
ACADDRESS - This is the primary file maintained by this program.
Referenced Files
None.
AC10.5 - Mass Activity Move
Use AC10.5 (Mass Activity Move) to move a summary or detail activity to a new
activity group or summary activity. If you move a summary activity, all detail
activities associated with the summary activity are moved. You can move one
summary activity to another summary activity.
Run AC120 (Level Reorganization) to move the activity.
Updated Files
ACAUDIT - Updates this file with the activity's new information
Referenced Files
ACACTGRP - Reference this file to verify Activity Group
ACACTIVITY - Reference this file to verify the Activity
ACLEVEL - Reference this file to find the activity group structure
INVOKED Programs
IFAC
ACAC
ACCL
IFCU
IFSG
IFAU
SLSE
SLSU
IFOB
|
