1. Integration of Activity Management with other Apps
Presented by Paradigm Business Solutions
Chris Fibbe

2. Activity Management Activity Management Overview
Activity Management is used to provide an Operational view of the organizations, whereas General Ledger is used to provide a Financial view.
You can define multiple unique structures to track various types of data.
Activities has its own separate modules for Budgeting and Allocations.
Talk about different ways of using AC module such as:
Alternate P&L roll up
Construction/Work in Process
Direct Store Inventory
Marketing
Billing & Revenue
How might they want to use AC?
If you find you are adding too many accts to GL to track short or long term projects…certain indication that AC should be used

3. Terminology Activity Management Activity Group Activity
Account Category
General Ledger
Company
Accounting Unit
Account
Relate the two structures

4. Integration – Big Picture
Is everyone familiar with Attribute Matrix?
What applications are people using?
Note you can bring in legacy
EX) Drug Company – Using AC to track point of sale / ie customer accounts….enable us to base allocations on such data

5. General Ledger Integration
General Ledger can be used to control what is posted to AC
Accounts can be flagged whether to require Activity information or not.
Account Categories can be defaulted from the Chart.
Entries can be initiated in GL
Journal Entries/Recurring Journal Entries
Allocations
Entries can be initiated in AC
AC Journal Entries
Capitalization Entries
Note that the AC module can further limit the transactions coming in based upon Company, Accounting Unit and Account combinations. Give examples.
The same closing control exists on the System code

6. Accounts Payable
Activity information can be attached to invoice lines for interfacing.
Invoice amounts are interfaced to AC using AP175
Vendors can be tied to Activities for control purposes (Approved Vendors)
AP can be used in conjunction with AC to capitalize assets in Asset Management

7. Asset Management
Activity Management can accumulate costs and transfer them to Asset Management for capitalization
Asset repair costs can be interfaced from AC to AM
Asset Management can send depreciation calculation results to AC for costing purposes

8. Payroll Payroll interfaces amounts and hours to Activity Management
Activity information can be defaulted at the employee level or entered during Time Entry
Employees can be tied to Activities for control purposes

9. Other Activity Functionality
Commitments – amounts that have been entered and released (or time records in a “current” status) but not yet posted to AC can still be viewed and reported upon
Budgets – Activities can be set so as not to exceed a budgeted amount