Integration of Activity Management with other Apps

1
Integration of Activity Management with other Apps

• Presented by Paradigm Business Solutions
• Chris Fibbe
• cfibbe_at_paradigm-erp.com

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.

3
Terminology

• Activity Management
• Activity Group
• Activity
• Account Category

• General Ledger
• Company
• Accounting Unit
• Account

4
Integration Big Picture
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
• Allocations

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

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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