Page Comparison

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Aeros System Setup

Access Control

•  Determine Authentication Method (Active Directory or Direct)
•  Configure ERPConnections.xml
•  Login to Aeros
•  Setup Users
•  Setup User Groups / Assign Users to User Groups

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•  Setup GL Account Format
  If the Division # length is only 2 characters, after creating the format, you will need to run the following SQL Statement:
  UPDATE GLStructure SET glsseg2length = 2
   
•  Setup Companies
•  Run SQL to workaround Company Master bug (

  Jira Legacy
  server jira.rcm.culturatech.com JIRA serverId 9d395f28-7110-3e09-a064-46c1f4565f20 key ERP-2160

  ):
  UPDATE Company SET tempno = 0, tempapsnegno = 0, temparsnegno = 0, tempnegno = 0, apspmntbatchno = 0, gljebatchno = 0, gltempno = 0, apvoucherapproval = 0 0, arsbankdepno = 0
  
  
•  Setup Units of Measure
•  Setup Divisions
•  Give Users Access to Divisions (User Profile)

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Payables Configuration

•  Setup Terms
•  Setup 1099 Types (Optional)
•  Setup 1099 Boxes (Optional)
•  Setup Vendor Types
  
•  Setup Vendors
•  Setup Vendor's Vendor Type (Specifically BANKs)
•  Setup Bank Accounts
•  Setup Check Format
•  Update Client Objects Table for new Custom Check Format
  •  

    Run This Update Script
    update ClientObjects
    SET DataWindowName = 'WizardCheckPrint',
    DataObject = 'rptAPSCheckPrint'
    WHERE WindowName = 'w_aps_p_check'

    update ClientObjects
    SET DataWindowName = 'WizardCheckPrint',
    DataObject = 'rptAPSCheckPrint'
    WHERE WindowName = 'w_aps_u_batch_payment_print'

    update ClientObjects
    SET DataWindowName = 'WizardCheckPrint',
    DataObject = 'rptAPSCheckPrint'
    WHERE WindowName = 'w_aps_u_manual_payment'

    update ClientObjects
    SET DataWindowName = 'WizardCheckPrint',
    DataObject = 'rptAPSCheckPrint'
    WHERE WindowName = 'w_aps_u_payment_reprint'

•  Setup Invoice Types (Optional)

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•  Setup Receivables (See items above)
•  Setup Inventory Legends / Format Codes
•  Setup Inventory Types
  •  Inventory Type G/L Accounts
•  Setup Units of Measure
•  Setup Items
  •  Validate Imported Data:
    •  Invalid Unit of Measure: SELECT DISTINCT uofmcd FROM ItemMaster WHERE uofmcd NOT IN (SELECT uofmcd FROM UofM)
    •  

      Invalid Equivalent Unit of Measure: SELECT DISTINCT equivuofm FROM ItemMaster WHERE equivuofm NOT IN (SELECT uofmcd FROM UofM)

•  Setup Miscellaneous Charge Codes - Setup Misc charge code for "BEGBAL" which will represent beginning balances.
  •  Misc Charge Code G/L Accounts
•  Setup Inventory Locations
•  Setup Remit To Addresses
•  Setup Division Master Options
  •  Assign Inventory Locations to Divisions
  •  Assign Default Remit To Address
  •  Assign Default Inventory Type
  •  Assign Default Unit of Measure