Requiring an Activity

Is there a way to require users to enter an activity and an account category whenever using a specific accounting unit? Requisitions have requirements built in, but if there is a PO line added manually or a direct issue, users are skipping this which is causing downstream effects. I checked the GL20 screen and the AC10 but I don't see anything obvious.

Thanks in advance!

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Infor Lawson Financials Group - Discussion

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unknown

GL20.3. GL20.1 / Accounts Tab / More Button (Under Account) / Subsystem tab. You would have to add on each cc / account combination.

unknown

You can also use GL122 to add that activity required flag to each account that is added for a Posting Accounting Unit. When you require an activity and they enter it, the account category on the chart of accounts as the default for an account will automatically be added.

unknown

Consider also adding the Account Assignments on AC07.1 to restrict the posting string for the activity group or specific to the activity. This can help users unfamiliar with the general ledger use the correct posting accounts!

unknown

This is a pain point for us too. We have submitted an enhancement request called 'Require Activity at the Accounting Unit Level'; maybe it would get some traction if it were endorsed by more users.

unknown

This AC07.1 Account Assignment is tied to the Activity Group setting on AC00.1 on the Process tab in the Validation section and the field is GL Acct Assignment. I believe you was the value to be 4 - Yes-Require valid assignment.

unknown

There are two enhancement requests that have been submitted for this: 10741 and 22970. Please add your comments and vote! Carolyn Bench says this functionality is in CloudSuite Financials but we need it in Version 10.

unknown

I just endorsed 10741. There must be three similar enhancement requests because the one we submitted is 22374.

0712131256598360.doc

unknown

My bad.....22374 is the other enhancement request and not 22970. Please vote for both 10741 and 22374.

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