New Aeros ERP Install Task List

Table of Contents

Server Hardware / Software

• 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

Application Installation

• Database Configuration
  • Staging / Test Database on Cultura Servers
    • Create New Aeros Database from Master Database
      
  • Staging / Test Database on Customer Servers
  • Live Database
  • Audit Logs
  • Database Users
  • Backup / Maintenance Plans
    
    
• Application Configuration
  • Aeros
  • Aeros LIVE
  • Aeros Connect
  • Aeros Vision
  • Extra Tools & Applications
    • ODBC Drivers
    • CFS Drivers
    • CMC Extract Application
    • Others

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

Initial Configuration

• 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 (
  Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration.
  ):
  UPDATE Company SET tempno = 0, tempapsnegno = 0, temparsnegno = 0, tempnegno = 0, apspmntbatchno = 0, gljebatchno = 0, gltempno = 0, apvoucherapproval =0 
  
  
• Setup Units of Measure
• Setup Divisions
• Give Users Access to Divisions (User Profile)

• Delete Default Fake Company/Division Data:
  DELETE FROM Division WHERE COCD = 'AA'
  DELETE FROM Company WHERE COCD = 'AA'
  DELETE FROM UserDiv WHERE COCD = 'AA'
  DELETE FROM DivCtl WHERE COCD = 'AA'

• Configure Company Setting - Division for JE Number
• Configure System Settings - E-Mail Server Settings
• Configure Import Export Connections
• Setup Accounting Periods - NOTE: Ensure periods are created in chronological order

Ledger Configuration

• Setup G/L Sub Types (Optional)
• Setup G/L Accounts
• Create "Suspense" G/L Account
  For example: 01-01-9999-9999-9999 for Misc. Control Accounts.
  Set Account as  Control Account and to Post in Detail
• Setup Control Accounts
  For unknown's set them as the Suspense G/L Account
  • Change GL Control Account after Setup

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)

Receivables Configuration

• Setup Country Codes
• Setup State Codes
• Setup Term Codes
• Setup Sales Analysis Groups
• Setup Price Groups
• Setup Freight Terms
• Setup Vendors as SHIPVIA's
• Setup Customers
  • Validate Imported Data:

    • Invalid State Codes: SELECT statecd, * FROM Cust WHERE statecd NOT IN (SELECT statecd FROM state) 

    • Invalid Country Codes: SELECT cntrycd, * FROM Cust WHERE cntrycd NOT IN (SELECT cntrycd FROM country) 

    • Invalid Terms Code: SELECT terms, * FROM Cust WHERE terms NOT IN (select termscd FROM terms)

• Setup Deposit Types
• Setup Payment Types

Order & Logistics Configuration

• 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
  • 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