Setup Overview

Proper setup is required for a successful software implementation that fits your organization's goals. The information entered on tabs during setup provides the entries that display on drop-down lists and lookups from which users select.

Requiring users to select from lists in this manner limits the entries that are possible while also enabling users to work efficiently. In addition, choices for system setup impose control, ensuring that transactions are processed in the manner your organization wants them to be processed.

Standard Setup vs. Simplified Setup

Fundamental to setup is the decision as to which setup type to use: Standard Setup or Simplified Setup. This decision is based on your organization's structure.

Note

If you set up eFinancials/ePO prior to version 7.5.0, by default the setup method used was what is now referred to as Standard Setup. Before considering a change in setup method, please refer to Changing Setup Method, below, for more information.

Selecting the Setup Method

The setup method is selected on the global policies Common Tab. The default setup method is Standard Setup.

Changes to Setup Menu and Field Labels

In eFinancials and ePO, the system displays or hides certain menu options according to the setup method chosen. This is true of the Setup and Reports menus. ClosedMenu Differences

Menu items* available for Standard Setup only:

Menu items* available for Simplified Setup only:

*Refers to eFinancials setup and not ePO setup, which has some different menu selections.

 

Also, labels on application pages change to reflect the setup method used. With Standard Setup, the user sees Property/Company/Entity labels. With Simplified Company Setup, the user sees only Company labels. Also, the Help system detects which setup you are using and changes the Help text to match the labels on the application pages. ClosedExamples

Note

In order for the language in the Help to match your setup method, it may be necessary to clear the Help window browser cache if you switch between databases that do not use the same setup method. Refer to your browser's Help for information on how to clear the cache.

Changing Setup Method

A user with permissions—usually the administrator—can change between Standard and Simplified setup at any time. However, change setup methods with extreme caution, as the setup method chosen has far-reaching effects in the way the system handles your financials. Refer to Effect of Global Policies for details.

Setting up User Permissions in the System Module

User and Role permissions for eFinancials are set in the System module. Refer to Effect of System User Permissions for information on how to set up user permissions for Standard Setup vs. Simplified Setup.

Menu Selections

Note

Refer to the Policies and Setup Guide for setup plans: Standard Setup and Simplified Setup.

See Also

Policies and Setup Guide

Effect of System User Permissions

Inventory Setup for all Licenses and Modules