Full Company Configuration Setup Checklist Needed

Stace Webley

Hello- I'm wondering if any one out there has some sort of a checklist made to complete a company setup in Lawson that would render full functionality at the procurement and company level setup. I know there are many settings TBD by the organization, but I'm looking more so for all of the forms I need to hit so nothing is left out. I could stumble through one, but just curious if someone has taken the time to document this kind of procedure. This activity will be something I do in the test environment with low risk involved. Thank you.

taliening

GL Company

Chart of accounts

AP Company

Create AU's

IC01 IC Company Build

IC01.2 Set Period End Dates

IC01.3 Define Bin Usage Types

IC01.5 IC Company user fields

IC01.6 WH User fields

Landmark Build Landmark Company if used

LOCATION BUILDS

IC02 Add IC Location

IC02.3 Add Warehouse attribute if used

IC03 Create Report Groups

IC04 Copy GL Categories

IC15 Create Bins

IC12 Add IC12's

IC81 Build Pars

RQ01 Complete the RQ01 build for the pars

RQ01 AddRequesting Locations (RQ01)

RQ01.2 Add Requesting Locations (RQ01) attributes



PO COMPANY BUILD

MA01 MA01

PO01 PO Company

PO01.2 PO Audit Rules

PO01.3 Turn on User Fields

PO01.4 Copy PO Default Rules

PO15 Identify and Move PO Templates