...
- Determine Hardware Requirements
- Database Server
- Application Server
- Workstations
- Determine Application Deployment Method
- Workstation Install
- Citrix / Remote Desktop / Terminal Services
- Determine Software Requirements
- SQL Server 2008+
- Windows Server 2012
- Citrix / Remote Desktop / Terminal Services
- Order Hardware
- Order Software
- Configure Hardware
- Configure Software
- Setup Windows Servers
- Setup SQL Server
- Setup Command Shell Access in SQL for AR Import Receivables to work.
-- To allow advanced options to be changed.
EXEC sp_configure 'show advanced options', 1
GO
-- To update the currently configured value for advanced options.
RECONFIGURE
GO
-- To enable the feature.
EXEC sp_configure 'xp_cmdshell', 1
GO
-- To update the currently configured value for this feature.
RECONFIGURE
GO
- Setup Deployment Method
...
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
...
- 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)
...
- 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)
- Validate Imported Data:
- 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