Setting Up Finance and Operations, Business edition

Finance and Operations, Business edition includes standard configurations for most business processes, but you can change the configuration to suit the needs of company.

For example, your chart of accounts is prefilled with a number of posting accounts ready for use. You can, of course, change the chart of accounts to suit your needs. For more information, see Finance.

From your Role Centre, you can access assisted setup guides that help you configure certain scenarios and add features to Finance and Operations, Business edition. For information about how to access all assisted and manual setup windows, see Getting Ready for Doing Business.

Note

You can set up a new company in Finance and Operations, Business edition with RapidStart Services, which is a tool designed to shorten deployment times, improve quality of implementation, introduce a repeatable approach to implementations, and enhance productivity by automating and simplifying recurring tasks. For more information, see ## Setting Up a Company With RapidStart Services.

Some functionality, either general or for specific business processes, can be set up manually in addition to the assisted setup. The following lists some of functionality that can you can set up manually.

To See
Set up payment methods, currencies, and the chart of accounts, and define rules and defaults for managing financial transactions. Setting Up Finance
Set up your own and your vendors' bank accounts and enable services for importing and exporting bank files. Setting Up Banking
Configure the rules and values that define your company's sales policies, register new customers, and set up how you communicate with customers. Setting Up Sales
Configure the rules and values that define your company's purchasing policies, register new vendors, and prioritise your vendors for payment processing. Setting Up Purchasing
Configure the rules and values that define the company's inventory policies, set up locations if you keep inventory in multiple warehouses, and categorise your items to improve searching and sorting . Setting Up Inventory
Set up resources, time sheets, and jobs to manage projects. Setting Up Project Management
Configure how to insure, maintain, and depreciate fixed assets, and how you record the costs of fixed assets in your company books. Setting Up Fixed Assets
Define the general rules and values for warehouse processes and the specific handling at each location. Setting Up Warehouse Management
Prepare production BOMs and routings to define how end items are produced, and prepare machine or work centres to perform the required operations. Setting Up Manufacturing
Read best practices for setting items up for up inventory costing and supply planning. Setting Up Complex Application Areas Using Best Practices
Set up an SMTP server to enable e-mail communication in and out of Finance and Operations, Business edition Setting Up Email Manually or Using the Assisted Setup
Set up unique identification codes for records, such as cards, documents, and journal lines, to track them in the system. Creating Number Series
Set up and assign a base calendar to your company and its business partners, such as customers, vendors, or locations. Delivery and receipt dates on future sales order, purchase order, transfer order, and production order lines are then calculated according to the calendar’s specified working days. Setting Up Base Calendars

Some areas require you to be an administrator in your Finance and Operations, Business edition subscription. For more information, see Administration.

See Also

Administration
Finance
Sales
Purchasing
Inventory
Project Management
Fixed Assets
Assembly Management
Manufacturing
Warehouse Management
Working with Finance and Operations, Business edition
Setup and Administration in Finance and Operations, Business edition
Creating New Companies in Finance and Operations, Business edition
Welcome to Finance and Operations, Business edition

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