Difference between revisions of "Address Book Setup Guide"

From Adjutant Wiki

(→‎Locate any remaining Ship To records with empty tax tables)
 
(26 intermediate revisions by the same user not shown)
Line 2: Line 2:
  
  
−
===Helpful Terms===
+
===Overview===
  
 +
This guide covers the setup and configuration of the Organization (ENT) and the Contacts applications.  Data conversions are referenced in this guide, but will not be covered in detail.
  
−
Below are a few sales tax terms that are important to understand.  Keep in mind that ABIS should never act as tax experts or tax consultants for our customers.  If the customer is unsure of how to answer questions or make decisions on how their sales taxes should be calculated or collected, ABIS should ALWAYS refer them to their tax advisor or CPA.
+
Each implementation is unique, and there may be additional setup or configuration needed beyond what is covered in this guide.
  
 +
The [http://www.abiscorp.com/faq/index.php?title=Sales_Tax_and_Zip_Code_Setup_Guide Sales Tax and Zip Code Setup Guide] should be reviewed and completed before adding Organizations. It will help avoid issues with missing counties and missing tax tables.
  
−
'''NEXUS''' – This term generally refers to the physical presence of a business entity in another state. When a company has an office, employee(s), warehouse(s), or even offers drop shipments from a 3rd party provider in another state, they can be considered to have nexus in the other state(s). Having nexus in another state means the company is liable to calculate and collect taxes for sales in that state.
 
  
−
'''ORIGIN-BASED''' – Origin-based states calculate and collect sales tax based on where the seller is located.
+
==Provide Customer with Address Book Import Templates==
−
The 11 origin-based states are: Arizona, California*, Illinois, Mississippi, Missouri, New Mexico, Ohio, Pennsylvania, Tennessee, Texas, Utah and Virginia. California is mixed: City, county and state sales taxes are origin-based, while district sales taxes (supplementary local taxes) are destination-based.
 
  
−
'''DESTINATION-BASED''' – Destination-based states calculate and collect sales tax based on the local tax rates where the goods are being shipped. Origin-based states
+
A current version of each template file should be exported from their respective import screen.  Re-using a saved file can lead to working with an outdated format that may be missing features.  
  
−
'''USE TAX''' – This generically refers to taxes that are liable on a purchase where the appropriate taxes were not collected as part of the original sale. It is commonly used to refer to sales taxes liable from remote sellers in origin-based states shipping to destination-based states where the seller may have nexus, but is not based in that state.  
+
*Customer Import File – CUSTIMP TEMPLATE FILE.XLS
 +
*Vendor Import File – VENDIMP TEMPLATE FILE.XLS
 +
*Contact Import File – CONTACTIMPORT TEMPLATE FILE.XLS
  
  
−
===Sales Tax Subscription Policy===
+
==Review and Update Rule Maintenance Records ==
  
 +
The following rule maintenance records control options and settings for the Organization and Contact applications directly.  There are several other rule maintenance records that are required for integrating Address Book with Order Entry, Task Management and Time Billing, Shipping, and others.  Setup for the other rule maintenance records is covered in their respective guides.
  
−
*Customers with multiple state tax responsibilities should be encouraged to subscribe to our tax update service.
+
===Organization Attributes  (ATT_ENT)===
  
−
*The service requires a contract agreement, and there are two subscription levels
+
This rule controls the attributes available for Organizations.
−
**Per State Subscription – A monthly flat dollar amount charged per state requested
 
−
**All States Subscription – An all-inclusive monthly charge that covers updates for all states
 
  
−
*See your manager for current pricing
+
*The common, system-required attributes should all exist in the MASTER CID rule
 +
*Custom attributes and UDF forms can be added as needed
 +
*Use the ‘Import Prg’ (LOG3) option for any attributes that should be assignable during import
  
 +
===Contact Attributes  (ATT_CON)===
 +
 +
This rule controls the attributes available for Contact records.
 +
 +
*The common, system-required attributes should all exist in the MASTER CID rule
 +
*Customize the default RFQTYPE and SOTYPE rule details for each customer
 +
 +
http://www.abiscorp.com/adjwiki/rule-att_con.ashx
 +
 +
===Contact Phone Type Codes  (PHONECODE)===
 +
 +
This rule controls the available phone type labels in the contact record. The order and default flags control which labels are set as the first four default phone types.
  
−
==County/Zip Code Data Setup Process==
+
*The default rule values in the MASTER CID rule are generally acceptable
  
 +
http://www.abiscorp.com/adjwiki/rule-phonecode.ashx
  
−
===Locate the Current Zip Code Data File===
+
===Customer Business Type  (BUSTYPE)===
  
 +
This rule allows users to specify business types they wish to track for credit reporting.  The Business Type drop-down is in the BillTo record. Business Type may be available for custom reporting.
  
−
*First, locate a current copy of the ‘ZIP IMPORT MASTER.XLS’ file and save it somewhere in the RDP folder structure where Adjutant can find it.  The current file can be found in the Implementation Files folder on the FTP site.
+
*Business Type is not widely used
−
 
  
−
===Process the Zip Code Data Import===
+
===Customer Class  (CUSTCLASS)===
  
 +
This rule allows users to specify different customer classes for organization reporting.  Customer Class is optional and may be used for specifying customer specific information to print on some forms or for custom reporting. 
  
−
*From the County/Zip Code Maintenance (COUNTYMAINT) screen, click the ‘Imp’ort button and follow the prompts. The import is a complete delete and replace process, so make sure you have the latest, correct data before proceeding.
+
*Customer Class is not widely used
  
−
[[File:ZIPIMPORT.png]]
+
===Customer Territory Codes  (TERR)===
  
−
*You will be prompted to locate and select the ZIP IMPORT MASTER.XLS source file. Once you have verified the correct file, select ‘Yes’ to proceed with deleting the previous data (if any) and importing the new data.
+
This rule controls the valid sales territories used for certain sales reports.  
  
−
[[File:ZIPIMPORT2.png]]
+
*Optional setup, mainly used for customers with specialized sales teams, or a need to report on customers by territory
−
 
−
*The process can take several minutes, depending on the server resources.  Adjutant will display the zip codes being imported in the top right corner. If you click out of Adjutant, or interrupt the process, this status display may not update. 
 
  
−
*If something interferes with the status display, wait for 5 minutes and confirm whether it completes normally. You should see the following message when it completes normally.
 
  
−
[[File:ZIPIMPORT3.png]]
+
==Add or Import Employee Contact Records==
−
 
−
*If there are any issues, it is generally safe to retry the same process again.
 
  
−
*Once the process is complete, you will be able to see county and zip code details in the lower grid area of the screen.  
+
For smaller customers with a few employees, it may be simpler to add the employee contact records manually.
 +
For larger customers with many employees, get an employee list with job title, and all contact information and create a contact import file.
  
 +
Use the '''''CONTACTIMPORT TEMPLATE FILE.XLS''''' template and gather the following details for each employee:
  
−
----
+
*Full Name (First, Middle, Last)
 +
*Job Title/Role
 +
*Salutation (optional)
 +
*Phone numbers 1 through 4 (it is not required to have 4 numbers per employee)
 +
*Email Address 1 and 2 (email address 2 is optional, but can be reported on, or used as a reference)
  
−
Note – The imported data is stored in the ZIPMBMA table.
 
  
−
----
+
===Assign Additional Attributes as Needed===
  
 +
Account Managers, Salespersons, and Buyers must be set up, at a minimum, if customer is using Order Entry and Purchase Orders.
  
−
===County/Zip Maintenance Final Steps===
+
*Resource (any customer can benefit from tracking Supervisor, hire dates, and work schedule details, even if they aren’t using tasks)
 +
*Note Owner (allows notes to be assigned to users for follow-up)
 +
*'''Account Manager''' (defines the employee as an Acct Mgr for Quotes, Sales Orders, and Projects)
 +
*'''Salesperson''' (defines the employee as a Salesperson for Quotes, Sales Orders, and Projects)
 +
*'''Buyer''' (defines the employee as a Buyer for Purchasing)
 +
*Project Manager (defines the employee as a Project Mgr for Projects)
 +
*Project Extra 1,2,3 (these labels are usually redefined per customer, sets the employee as these roles for Projects)
 +
*Contract Manager (defines the employee as the internal contact for Contract Master)
  
  
−
*If Organization records were added prior to the county/zip code data import, you should run the ‘Update Blank County Records’ (UPDATECOUNTY) which will update any empty County values in the ENT table. There is no screen, it just launches a process, shown below.
+
===Import User in Adjutant Records===
−
 
−
[[File:BLANKCOUNTIES.png]]
 
  
 +
After employee contact records have been imported (or added manually), use the '''''USERIMP TEMPLATE FILE.XLS''''' template to create User in Adjutant records for all employees that will log in to Adjutant. The [[User Record Import Guide]] covers the import format and procedures. The Import User utility creates the User in Adjutant attribute with all data from the import template filled out.  You will still need to assign security options for each user.
  
−
==Sales Tax Data Setup Process==
+
* Perform a SQL query to isolate all of the employee contact records from the vcontact table. The 'CONTID' value is needed for each employee to link to the User in Adjutant record.
 +
** select contid, firstname, lastname, from vcontact where custid = 'XXXXXX' (where custid equals the custid for the organization, or you can use an adddate filter)
 +
** You can also include emaila in the QRY if the customer is setting up individual email addresses instead of using a global notes@ email address for users
 +
* Complete all needed columns in the template file
 +
* Use the Import User File screen to import and create the user records
  
−
===Sales Tax Setup – Rule Maintenance===
 
  
  
−
*Review and update the Tax Table Import Path (TAXPATH) rule.
+
==Prepare for Data Imports==
−
**This rule controls the default path in the Tax File Import (TAXIMPORT) screen.  The default file location can be overridden when performing the import. Set this rule to the ‘taxfiles’ folder in the customer’s Adjutant folder. This is the correct default location for customers that subscribe to tax updates.
 
  
 +
The following rule maintenance records control how other applications integrate with Address Book.  Setup for the following rules should be covered in their respective applications.  However, in order to import many of these details into Organization records correctly, the corresponding rules must be set up first with valid details and default settings.
  
−
*Review and update the States – Sales Tax (STATE) rule.
+
===Terms of Payment Codes  (TERMS)===
−
**The NEXUS flag should be checked for all states where the CID company needs to calculate and collect sales tax. The NEXUS flag should be cleared for all other states.
 
−
***States with NEXUS=N can be skipped during the Tax File Import process, which can greatly speed up the process, as well as save database space.
 
−
***States with NEXUS=N will not limit the Tax Table options on Ship To records in that state to either EXEMPT-ST or NONEXUS-ST (where ST is the state code).
 
−
**The Tax Freight flag works with the TAXFREIGHTSTATE Setup Option to control which states calculate sales tax on freight-type items.
 
−
**The GL Account field can be used to specify the sales tax account by state for customers that want to route accounting to separate accounts per state.
 
  
−
===Locate the Most Current Complete+ Tax File===
+
The TERMS rule is used for Accounts Receivable (BillTo) and Accounts Payable (RemitTo).
  
 +
http://www.abiscorp.com/adjwiki/rule-terms.ashx
  
−
*All customers should be using the ‘AS_Complete+’ file format. The tax files for the current year can be found on the FTP site in the Tax Files folder.  Each current year tax file will have a folder named ‘AS-completeplus_YYMM’. Look inside the folder for the most current month and copy the ‘AS_Complete+_YYMM.TXT’ file to the RDP you are setting up.
+
===Customer Comment Codes (CUSTCOMM)===
−
**Tax files for the upcoming month are generally available after the 25th of the previous month. If you are setting up a new customer toward the end of the month, try to use the next month’s file.
 
  
 +
The CUSTCOMM rule defines pre-set comments that can be used in Order Entry and AR Invoice Master. A default customer comment can be set in the BillTo attribute.
  
−
===Process the Complete+ File===
+
http://www.abiscorp.com/adjwiki/rule-custcomm.ashx
  
 +
===Customer Transaction Codes  (CUSTCAT)===
  
−
*Open the Tax File Import (TAXIMPORT) screen and confirm that the desired Complete+ file is in the target directory.
+
The CUSTCAT rule controls G/L Transaction Categories. A DEF category must exist, but additional codes can be added if the customer’s accounting schema requires it.
  
−
*Set the Effective Date to an appropriate date (generally the first of the month for the month you are performing setup).
+
http://www.abiscorp.com/adjwiki/rule-custcat.ashx
  
−
*The ‘Diff File’ checkbox will process the target file as a difference update to just the tables that have changed (rather than a complete tax file update).  
+
===Customer Price Groups (ENTGRP)===
−
**New customer installations should ALWAYS process a full file (not a Diff File).
 
  
−
*The ‘Skip No-NEXUS States' checkbox will skip processing data from the file for any state that does not have the NEXUS box checked in the STATE rule.
+
The ENTGRP rule controls valid pricing control schemes for Order Entry. A customer’s price code is set in the SoldTo attribute.
  
−
*Once you have confirmed that all settings are correct, and the correct file(s) is in place, click Import.
+
http://www.abiscorp.com/adjwiki/rule-entgrp.ashx
  
−
[[File:TAXIMPORT1.png]]
+
===Ship Via Codes (SHIPVIA)===
−
   
 
−
*For a complete file (first-time) update, the process can take anywhere from half an hour to well over an hour depending on server resources.  Be prepared to let the process run to completion.  Your session will be unavailable while the process runs. You will see progress bars update as it processes.
 
−
 
−
[[File:TAXIMPORT2.png]]
 
  
−
*As soon as the import completes, you should see an ‘Import Complete’ pop-up message. Hit OK.
+
The SHIPVIA rule controls valid shipping methods in Order Entry and Shipping. The default Ship Via can be set for a customer in the ShipTo attribute and the SoldFrom attribute for a vendor.  
  
−
[[File:TAXIMPORT3.png]]
+
===Free On Board (FOB) Codes (FOB)===
−
   
 
−
*You will be asked if you want to print the ‘Tax Table Import Report’. This does not need to be printed, but can be saved as a PDF for documentation.
 
  
−
[[File:TAXIMPORT4.png]]
+
The FOB rule controls the valid FOB options in Order Entry and Purchasing. The default FOB entry can be set for a customer in the ShipTo attribute and the SoldFrom attribute for a vendor.
−
 
−
*As soon as you answer this pop-up, another screen should pop up to process the tax table swap process. This process takes the imported data and makes it the live tax file. Hit Update. This process usually only takes a second or two.
 
  
−
[[File:TAXIMPORT5.png]]
+
http://www.abiscorp.com/adjwiki/rule-fob.ashx
−
 
−
*Once the file has been swapped, close that screen and the New/Omitted Tax Tables Report should be displayed if you asked to print the Tax Table Import Report. Print or save this report if needed.  
 
−
 
−
[[File:TAXIMPORT6.png]]
 
  
 +
===Freight Terms  (FREIGHT)===
  
−
----
+
The FREIGHT rule controls the valid freight terms in Order entry. The default FREIGHT entry can be set for a customer in the ShipTo attribute and the SoldFrom attribute for a vendor.
  
−
Note – The imported data is stored in the STAXTABLE (for tax table codes) and STAXRATE (for individual tax rates) tables.
+
===1099 Types  (TYPE1099)===
  
−
----
+
The TYPE1099 rule controls the 1099 types that can be tracked in the RemitTo attribute for vendors.
  
 +
===Task Work Categories  (WORKCAT)===
  
−
===Sales Tax Process Final Steps===
+
The WORKCAT rule controls valid work categories for the Task Management application. The default WORKCAT can be set for a customer in the ShipTo attribute.
  
 +
===Task Zone Codes  (LZONE)===
  
−
===Update Tax Table Master and Ship To displayed rates===
+
The LZONE rule controls valid zones for service orders. The customer zone can be set on the Org record.
  
−
*Tax Table Master lookups show the last calculated rate for each table.  In order to display the latest rate for all tables, run the Ship To/Tax Table Update program to recalculate the displayed total rates.
 
−
**Selecting 'All' can take a significant amount of time (over an hour).
 
  
−
[[File:TAXIMPORT7.png]]
+
==Scrub and Import Customer, Vendor, and Contact Data==
  
 +
Refer to Address Book Conversion Guides for detailed information on the import and reconciliation process.
  
−
====Update Blank Ship To Tax Tables====
+
* [http://www.abiscorp.com/faq/index.php?title=Customer_Import_Guide Customer Import Guide]
  
−
*Run the Update Blank Ship To Tax Tables program to update any missing tax table fields in Ship To records with the latest complete tax table information.  
+
* [http://www.abiscorp.com/faq/index.php?title=Vendor_Import_Guide Vendor Import Guide]
  
−
*This program can be run at any time to catch partially set up Ship To records.
+
* [http://www.abiscorp.com/faq/index.php?title=Contact_Import_Guide Contacts Import Guide]
  
  
−
====Locate any remaining Ship To records with empty tax tables====
+
==Review System Functionality==
  
−
*Perform the SQL QRY below and export the results to share with the customer. This QRY will surface any SHIP TO records that could not automatically determine a correct tax table. This could be due to incorrect or incomplete address data, or the Ship To tax table may need to be manually set.
+
Once all core system setup has been completed, perform the following system functionality tests. Some of these will require additional setup in other areas in order to create transactions and report data for testing. Work through each associated setup guide to complete the required setup and verify that each area below is functioning as expected in the new server setup.
−
**select ent.custno, ent.company, ent.address1, ent.city, ent.state, ent.zipcode, shipto.taxtable, shipto.taxrate from ent, shipto where ent.entid = shipto.custid and shipto.taxtable = <nowiki>''</nowiki>
 
  
 +
* Verify that reports can be previewed
 +
* Verify that drilldowns work, this uses an HTML viewer different than previewing a regular report
 +
* Verify that the doc vaults are accessible
 +
* Verify that printing is working
 +
* Verify that both outbound/inbound emailing are working
  
−
==
 
 
[[Category: Setup Guides]]
 
[[Category: Setup Guides]]
  
 
[[Category: Address Book]]
 
[[Category: Address Book]]

Latest revision as of 10:20, 21 December 2021

Address Book Setup Guide

Overview

This guide covers the setup and configuration of the Organization (ENT) and the Contacts applications. Data conversions are referenced in this guide, but will not be covered in detail.

Each implementation is unique, and there may be additional setup or configuration needed beyond what is covered in this guide.

The Sales Tax and Zip Code Setup Guide should be reviewed and completed before adding Organizations. It will help avoid issues with missing counties and missing tax tables.


Provide Customer with Address Book Import Templates

A current version of each template file should be exported from their respective import screen. Re-using a saved file can lead to working with an outdated format that may be missing features.

  • Customer Import File – CUSTIMP TEMPLATE FILE.XLS
  • Vendor Import File – VENDIMP TEMPLATE FILE.XLS
  • Contact Import File – CONTACTIMPORT TEMPLATE FILE.XLS


Review and Update Rule Maintenance Records

The following rule maintenance records control options and settings for the Organization and Contact applications directly. There are several other rule maintenance records that are required for integrating Address Book with Order Entry, Task Management and Time Billing, Shipping, and others. Setup for the other rule maintenance records is covered in their respective guides.

Organization Attributes (ATT_ENT)

This rule controls the attributes available for Organizations.

  • The common, system-required attributes should all exist in the MASTER CID rule
  • Custom attributes and UDF forms can be added as needed
  • Use the ‘Import Prg’ (LOG3) option for any attributes that should be assignable during import

Contact Attributes (ATT_CON)

This rule controls the attributes available for Contact records.

  • The common, system-required attributes should all exist in the MASTER CID rule
  • Customize the default RFQTYPE and SOTYPE rule details for each customer
http://www.abiscorp.com/adjwiki/rule-att_con.ashx

Contact Phone Type Codes (PHONECODE)

This rule controls the available phone type labels in the contact record. The order and default flags control which labels are set as the first four default phone types.

  • The default rule values in the MASTER CID rule are generally acceptable
http://www.abiscorp.com/adjwiki/rule-phonecode.ashx

Customer Business Type (BUSTYPE)

This rule allows users to specify business types they wish to track for credit reporting. The Business Type drop-down is in the BillTo record. Business Type may be available for custom reporting.

  • Business Type is not widely used

Customer Class (CUSTCLASS)

This rule allows users to specify different customer classes for organization reporting. Customer Class is optional and may be used for specifying customer specific information to print on some forms or for custom reporting.

  • Customer Class is not widely used

Customer Territory Codes (TERR)

This rule controls the valid sales territories used for certain sales reports.

  • Optional setup, mainly used for customers with specialized sales teams, or a need to report on customers by territory


Add or Import Employee Contact Records

For smaller customers with a few employees, it may be simpler to add the employee contact records manually. For larger customers with many employees, get an employee list with job title, and all contact information and create a contact import file.

Use the CONTACTIMPORT TEMPLATE FILE.XLS template and gather the following details for each employee:

  • Full Name (First, Middle, Last)
  • Job Title/Role
  • Salutation (optional)
  • Phone numbers 1 through 4 (it is not required to have 4 numbers per employee)
  • Email Address 1 and 2 (email address 2 is optional, but can be reported on, or used as a reference)


Assign Additional Attributes as Needed

Account Managers, Salespersons, and Buyers must be set up, at a minimum, if customer is using Order Entry and Purchase Orders.

  • Resource (any customer can benefit from tracking Supervisor, hire dates, and work schedule details, even if they aren’t using tasks)
  • Note Owner (allows notes to be assigned to users for follow-up)
  • Account Manager (defines the employee as an Acct Mgr for Quotes, Sales Orders, and Projects)
  • Salesperson (defines the employee as a Salesperson for Quotes, Sales Orders, and Projects)
  • Buyer (defines the employee as a Buyer for Purchasing)
  • Project Manager (defines the employee as a Project Mgr for Projects)
  • Project Extra 1,2,3 (these labels are usually redefined per customer, sets the employee as these roles for Projects)
  • Contract Manager (defines the employee as the internal contact for Contract Master)


Import User in Adjutant Records

After employee contact records have been imported (or added manually), use the USERIMP TEMPLATE FILE.XLS template to create User in Adjutant records for all employees that will log in to Adjutant. The User Record Import Guide covers the import format and procedures. The Import User utility creates the User in Adjutant attribute with all data from the import template filled out. You will still need to assign security options for each user.

  • Perform a SQL query to isolate all of the employee contact records from the vcontact table. The 'CONTID' value is needed for each employee to link to the User in Adjutant record.
    • select contid, firstname, lastname, from vcontact where custid = 'XXXXXX' (where custid equals the custid for the organization, or you can use an adddate filter)
    • You can also include emaila in the QRY if the customer is setting up individual email addresses instead of using a global notes@ email address for users
  • Complete all needed columns in the template file
  • Use the Import User File screen to import and create the user records


Prepare for Data Imports

The following rule maintenance records control how other applications integrate with Address Book. Setup for the following rules should be covered in their respective applications. However, in order to import many of these details into Organization records correctly, the corresponding rules must be set up first with valid details and default settings.

Terms of Payment Codes (TERMS)

The TERMS rule is used for Accounts Receivable (BillTo) and Accounts Payable (RemitTo). 

http://www.abiscorp.com/adjwiki/rule-terms.ashx

Customer Comment Codes (CUSTCOMM)

The CUSTCOMM rule defines pre-set comments that can be used in Order Entry and AR Invoice Master. A default customer comment can be set in the BillTo attribute. 

http://www.abiscorp.com/adjwiki/rule-custcomm.ashx

Customer Transaction Codes (CUSTCAT)

The CUSTCAT rule controls G/L Transaction Categories. A DEF category must exist, but additional codes can be added if the customer’s accounting schema requires it. 

http://www.abiscorp.com/adjwiki/rule-custcat.ashx

Customer Price Groups (ENTGRP)

The ENTGRP rule controls valid pricing control schemes for Order Entry. A customer’s price code is set in the SoldTo attribute. 

http://www.abiscorp.com/adjwiki/rule-entgrp.ashx

Ship Via Codes (SHIPVIA)

The SHIPVIA rule controls valid shipping methods in Order Entry and Shipping. The default Ship Via can be set for a customer in the ShipTo attribute and the SoldFrom attribute for a vendor.

Free On Board (FOB) Codes (FOB)

The FOB rule controls the valid FOB options in Order Entry and Purchasing. The default FOB entry can be set for a customer in the ShipTo attribute and the SoldFrom attribute for a vendor. 

http://www.abiscorp.com/adjwiki/rule-fob.ashx

Freight Terms (FREIGHT)

The FREIGHT rule controls the valid freight terms in Order entry. The default FREIGHT entry can be set for a customer in the ShipTo attribute and the SoldFrom attribute for a vendor.

1099 Types (TYPE1099)

The TYPE1099 rule controls the 1099 types that can be tracked in the RemitTo attribute for vendors.

Task Work Categories (WORKCAT)

The WORKCAT rule controls valid work categories for the Task Management application. The default WORKCAT can be set for a customer in the ShipTo attribute.

Task Zone Codes (LZONE)

The LZONE rule controls valid zones for service orders. The customer zone can be set on the Org record.


Scrub and Import Customer, Vendor, and Contact Data

Refer to Address Book Conversion Guides for detailed information on the import and reconciliation process.


Review System Functionality

Once all core system setup has been completed, perform the following system functionality tests. Some of these will require additional setup in other areas in order to create transactions and report data for testing. Work through each associated setup guide to complete the required setup and verify that each area below is functioning as expected in the new server setup.

  • Verify that reports can be previewed
  • Verify that drilldowns work, this uses an HTML viewer different than previewing a regular report
  • Verify that the doc vaults are accessible
  • Verify that printing is working
  • Verify that both outbound/inbound emailing are working
Retrieved from "http://www.abiscorp.com/faq/index.php?title=Address_Book_Setup_Guide&oldid=2355"