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1. Create Admin User Role

Go to System Manager menu > User Roles

Click New button

Enter Role details

Tick the check box to create an Admin role

Click OK toolbar button when done

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Go to System Manager menu > Company Preferences

Turn off Origin Conversion then click Ok toolbar button

Click New button

Enter User details

Click OK toolbar button when done

Click Save on User Security screen

While record create from step 2 is still open, click the User Role dropdown

Select the role from the list

Record will be automatically saved

Go to System Manager menu > Company Setup

To be able to change company name, make sure origin integration is disabled on Company Preferences

Enter Necessary details

Click Save toolbar button

Reload i21 for changes to take effect

Go to System Manager menu > Company Preferences

Tick the Origin Integration checkbox

Click Ok toolbar button

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Go to System Manager menu > Starting Numbers

Select the transaction type and change the starting number from the Number column

Click Ok toolbar button

Edit the Prefix then Click OK

Click New button

Select the Screen from the Screen Name combo box

Add the custom fields on the grid:

Click Build button to apply the custom fields to the modules

Click Migrate Users to migrate users from 14.2 and lower

Click Currency button to migrate all origin currencies

Go to System Manager menu > Utilities > Import Origin Users

Select a user/s then click Import button

Select a user role to assign the imported user/s then click Open Selected

Go to System Manager menu > Utilities > Import Origin Menus

Click Import button

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Go to Common Info menu > Ship Via

Input necessary details:

• Ship Via
• Shipping Service
• Name
• Address
• City
• State
• Zip Code
• Federal ID
• Transporter License
• Motor Carrier IFTA
• Transportation Mode

Click Save

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Go to Common Info menu > Payment Methods

Input the Payment Method

Click Save

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Setup the Standard Terms

Input the necessary details:

• Terms
• Origin Terms Code
• Discount for Early Payment
• Discount Days
• Balance Due
• APR for Late Payment
• Allow EFT on Invoices
• Active

Click Save

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Setup the Date Driven Terms

Input the necessary details:

• Terms
• Origin Terms Code
• Discount for Early Payment
• Discount Days
• Day of Month Due
• Due Next Month
• APR for Late Payment
• Allow EFT on Invoices
• Active

Click Save

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Setup the Specific Date Terms

Input the necessary details:

• Terms
• Origin Terms Code
• Discount Date
• Discount for Early Payment
• Due Date
• APR for Late Payment
• Allow EFT on Invoices
• Active

Click Save

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Click Import button

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Go to Common Info menu > Company Locations

Click New button

Setup the necessary items on each tab

Enter necessary details on the Detail tab

Enter necessary details on the Setup tab

Setup the GL Accounts in this tab

Setup the Sales tab

Setup the Grain tab

Setup the Point of Sale tab

Setup the Pricing tab

Setup the Sub-Location tab

Click Save when done

Go to Common Info menu > Freight Terms

Enter a Freight Term and Select an FOB Point

Tick the Active checkbox

Click Save

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Go to Common Info menu > Recurring Transactions

Select a transaction type from combo box

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Select a Transaction No. on the grid

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If the transaction is already due, tick the checkbox under Process column

Click Process toolbar button to process the transactions

If a transaction is not yet due but you wish to process, you will just have to confirm processing it.

Go to Common Info menu > Tax Class

Input Tax Class name

Click Save

Go to Common Info menu > Tax Codes

Click New button

Input necessary details:

• Tax Code
• Tax Class (required)
• Description
• Tax Agency
• Calculation Method
• Rate
• Address
• Country (required)
• County
• Sales Tax Account (GL accounts underSales Tax Account Category)
• Purchase Tax Account (GL accounts under Purchase Tax Account Category)
• Taxable by other Taxes (from Tax Class)
• Checkoff Tax

Click Save

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Go to Common Info menu > Tax Groups

Click New button

Input necessary details:

• Tax Group Name
• Group Description
• Select the Tax Codes included in the group

Click Save

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Go to Common Info menu > Tax Group Masters

Click New button

Input necessary details:

• Tax Group Name
• Group Description
• Tick Separate on Invoices
• Select

• the Tax Codes included in the group

Click Save

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Go to Common Info menu > Cities

Input necessary details:

• City name
• Country
• State
• Port (yes/no)

Click Save

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Go to Common Info menu > Currency Exchange Rate Types

Input necessary details:

• Rate Type
• Description

Click Save

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Go to Common Info menu > Currency Exchange Rates

On the Currency Panel select a From Currency and To Currency

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Select pair from Currency column to enable Exchange rate details

Input necessary details:

• Rate
• Rate Type (from Currency Exchange Rate Type)
• Effective Date

Click Save

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Go to Common Info menu > Batch Posting

Select Transactions to be posted

Click Post toolbar button

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Go to Common Info menu > Approval List

Click New

• Input name of Approval List
• Select the approvers
• Click Save

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