Get Application For Accessing Lawson Accounting Unit(s) - Utoledo

Completing the Application For Accessing Lawson Accounting Unit(s) is essential for individuals needing to add or remove accounting units in Lawson. This guide provides clear, step-by-step instructions to assist users in filling out the form accurately online.

Follow the steps to complete the application seamlessly

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'Access Request' section, specify the accounting unit(s) or index needed for access by filling in the relevant fields.
3. Select the request action by indicating whether you want to add or remove the accounting unit(s) from the respective Lawson user.
4. In the 'Lawson Security Classes' section, enter the details of the requisition requestor(s) including their last name, first name, and UTAD ID. Remember that the requestor and approver must be different individuals.
5. Fill in the requisition AL1 approver(s) information, including last name, first name, and UTAD ID, ensuring the correct approval limit is applied based on grant status.
6. Input the requisition AL2 approver(s) information which includes the necessary identifiers for granting approval, based on the applicable monetary limits.
7. If applicable, record the requisition AL3 approver(s) for grant accounts ensuring their details are provided accurately.
8. For the 'Requested by' section, print your name, department, and signature to validate your request.
9. Obtain the approval signature from the department chair or director, ensuring you include their printed name and signature in the designated field.
10. Finally, submit the completed form to the finance office for approval, including the necessary signature and date.
11. After completing the form, you can save changes, download, print, or share the document as needed.

Begin filling out your Application For Accessing Lawson Accounting Unit(s) online today!