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.

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.

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.

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

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.

Menu Differences

Menu items* available for Standard Setup only:

Setup—Common Setup—Properties
Setup—GL Setup—Entities
Setup—Security—User Property Access
Setup—Security—Group Property Access
Reports—GL Reports—Entity List
Reports—Common Reports—Property List

Menu items* available for Simplified Setup only:

Security—User Company Access
Security—Group Company Access

*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.

Examples

For reports, on the selection criteria pages and in the Help you see either the Select Entities or Select Properties button for Standard Company Setup, while for Simplified Company Setup you see only the Select Companies button. Specifically, on the tab (and in the Help) for the Adjusted Cash Balance report the button you see is Select Entities for Standard Setup or Select Companies for Simplified Setup.
On eFinancials pages throughout the system, and in the Help, field labels reference Properties or Entities for Standard Company Setup, while for Simplified Company Setup you see references to Companies. Specifically, on the AR Period Close tab (and in the Help) you see Select the properties you want to close for Standard Setup or Select the companies you want to close for Simplified Setup.

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.

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.

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.