Page History
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AR Setup Steps | Description | Help Manual | Tutorial Video | Templates / Docs | Customer Est. Time | Consulting Est. Time |
---|---|---|---|---|---|---|
Set Up Terms | ||||||
Set Up Service Charges | ||||||
Set Up Salesperson | ||||||
Set Up Taxes | ||||||
1) Set Up Customers | In order to use Sales Processing, customers need to be entered and set up in the system. | ... | ... | 1 hr for Import 2-40+ Hours for Setup | As needed | |
2) Set Up Items | Sales activity is focused around item. Items determine the gl accounts, inventory impact, pricing, etc. when invoicing | TBD | ... | ... | 1 hr for Import 2-40+ Hours for Setup | As needed |
3) Set Up Pricing | Pricing is set up primarily in Item Setup. If Special Pricing is active, set up can take place in the Customer Pricing Tab as well. | TBD | ... | ... | 1-8+ hrs | As needed |
4) Set Up Taxing | Taxing is set up primarily in the common info section. Once taxing is setup, taxes are established for each item, and special taxing/exemption circumstances can be assigned to specific customers. | TBD | ... | ... | 2-40+ hrs | As needed |
5) Import Beginning So/Invoice Activity or Create Manual Entries | If requested, current open AR/SO activity should either be imported or manually entered into the system. | ...
| ... | 1-40+ hrs | As needed | |
6) Training on AR/SO/Payments | Training on the actual transnational activities | ... | ... | ... | 1-4+ hrs | As needed |
7) Reporting | Setup and training of AR Reporting | ... | ... | ... | 1-4+ hrs | As needed |
1) Create The Account Structure and Account Groups |
| 10-30 Min | As needed | |||
2) Segment - Primary (Import) | The Primary account is the account number and name used to identify each account. These accounts are created through the segment Primary Segment. | How To Add Segment Accounts | Chart of Accounts Template | 1 Hour for Import 2-8 Hours for Account Definition | As needed | |
3) Segment - Profit Center | Profit centers allow a way to divide primary accounts into various reporting groups. Common profit center classifications may include: location, business line, business segment, product, etc. | Segment Help | Segment Tutorial | 10-45 Min | As needed | |
4) Build Accounts | Build accounts is the process used to combine the primary segment and the profit center segment. The two segments are combined to create the chart of accounts. | Build Accounts Help | Build Accounts Tutorial | 1-2 Hours | As needed | |
5) Create Fiscal Year | Fiscal Year defines your year of operations from a financial perspective | Create Fiscal Year and Periods
| 10-30 Min | As needed | ||
6) Import Beginning Balances or Create Manual Entries | Import GL from CSV Tutorial | Import GL from CSV Template | 4 Hours | Optional 2-8 hours per year of historic data |