Template:Initial Client Setup Review (Workflow ID-104 V1.0.0)

Workflow: Initial Client Setup Review

Description: Review of system level setup of a new Client

Help: This workflow reviews the system setup of a new client as performed by the automatic Initial Client Setup. You may want to check also the following Workflows: - Accounting Setup - Business Partner Setup - Product Setup - Price list Setup - Warehouse Setup - Tax Setup

Workflow Nodes

Name	Description	Help	Type	Zoom
Client	Maintain Clients/Tenants	The Client is the highest level of an independent business entity. Each Client will have one or more Organizations reporting to it. Each Client defines the accounting parameters (Accounting Schema, Tree definition, Non Monetary UOM's). To create new Clients, run the Initial Client Setup with the System Administrator Role. Do not create a new client in this window, but use "Initial Client Setup" to set up the required security and access rules. If you create a new client here, you will not be able to view it and also the required client infrastructure would not have been set up.	User Window	Client
Organization	Maintain Organizations	The Organization Window allows you to define and maintain Organizational entities. An Organization is often a legal entity or sub-unit for which documents and transactions are processed	User Window	Organization
Role	Maintain User Responsibilities	The Role Window allows you to define the different roles that users of this system will have. Roles control access to windows, tasks, reports, etc. For a client an Administrator and User role are predefined. You may add additional roles to control access for specific functionality or data. You can add users to the role. Note that access information is cached and requires re-login or reset of cache.	User Window	Role
User	Maintain Users of the system	The User Window allows you to maintain User of the system. Users can log into the system and have access to functionality via one or more roles. A user can also be a business partner contact.	User Window	User
Import File Loader	Load flat Files into import tables	The Import File Loader parses the content of a flat file and loads it into import tables. Comments start with a '[' and end with a ']' and are ignored; example: [Some Heading].	User Form	Import File Loader
Import Account	Import Natural Account Values	The Import Natural Account Window is an interim table which is used when importing external data into the system. Selecting the 'Process' button will either add or modify the appropriate records.	User Window	Import Account
Calendar Year and Period	Maintain Calendars Years Periods	The Calendar Year and Periods defines the calendars that will be used for period control and reporting. You can also define non-standard calendars (e.g. business year from July to June).	User Window	Calendar Year and Period