NOTE: Times are estimated and could vary up or down based on complexity.
AR Setup Steps | Description | Help Manual | Tutorial Video | Templates / Docs | Customer Est. Time | Consulting Est. Time |
---|---|---|---|---|---|---|
1) Set Up Customers | In order to use AR, customers need to be entered and set up in the system. | ... | ... | ... | 1 hr for Import 2-8+ Hours for Setup | As needed |
2) Set Up Items | AR activity is focused around item. Items determine the gl accounts, inventory impact, pricing, etc. when invoicing | ... | ... | ... | 1 hr for Import 2-8+ 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 Customer as well. | ... | ... | ... | 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 circumstances can be assigned to specific customers | ... | ... | 1-8+ hrs | As needed | |
5) Import Beginning So/Invoice Activity or Create Manual Entries | Current active AR/SO activity should either be imported or manually entered into the system | ... | ...
| 1-8+ hrs | As needed | |
6) Training on AR/SO | ... | ... | ... | 1-4 hrs | As needed |
Overview
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