Duration: 2 Days
In this course, you will be given the tools and knowledge to implement and maintain cross-application setup data after the system components are installed.
What You Will Learn
Application-oriented work involved in setting up and maintaining company-wide rules, data, and users
Audience
Partners that sell and implement the Finance module to customers. The typical partner has an ERP background and is strong in accounting principles.
Prerequistes
- Knowledge of basic accounting principles and ERP user roles
Course Outline
1. Set Up a Company by Using RapidStart Services
- Manual Setup vs. RapidStart Services
- Rapid Start Services Process Flow
- Create and Export a Configuration Package
- Configure a New Company by Using RapidStart Services
- Data Migration by Using Rapid Start Services
- Transfer Opening Balances by Using RapidStart Services
2. Manage User Rights and Profiles
- Authentication
- Set Up User Rights
- Create a New Permission Set
- Apply Security Filters
- User-Specific Setup
- User Profile Setup
- Best Practices
3. Set Up Number Series
4. Set Up Trail Codes
- Source Code and Reason Codes
- Navigate the Audit Trail
5. Set Up General Journals Templates and Batches
- Journal Templates, Batches, and Lines
- Create Journal Templates and Batches
6. Set Up Posting Groups
- Specific Posting Groups
- General Posting Groups
- General Posting Setup
- VAT Posting Groups
- VAT Posting Setup
- Best Practices
- Post and Review a Sales Transaction
7. Set Up Dimensions
- Dimensions and Dimension Values
- Setting Up Dimensions in General Ledger Setup
- Dimension Combinations
- Default Dimensions and Account Type Default Dimensions
- Default Dimension Priority
- Conflicting Default Dimensions
8. Set Up and Manage Document Approvals
- Set Up Document Approvals
- Set Up the Notification System
- Set Up a Sales Document Approvals System
- Use the Document Approval System
Course Labs
Lab 1: Set Up New Users
Lab 2: Create a Number Series
Lab 3: Create a Journal Batch
Lab 4: Set Up and Assign a Vendor Posting Group
Lab 5: Set Up and Assign a Product Posting Group
Lab 6: Copy a General Posting Setup Line
Lab 7: Create and Assign a VAT Product Posting Group
Lab 8: Copy a VAT Posting Setup
Lab 9: Post and Review a Purchase Transaction
Lab 10: Set Up a Dimension with Dimension Values
Lab 11: Set Up a Dimension Combination
Lab 12: Assign Default Dimensions to a Single Account
Lab 13: Assign Default Dimensions to Multiple Accounts
Lab 14: Assign Vendor Account Type Default Dimensions
Lab 15: Set Up a Purchase Document Approvals System