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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 Deployment Method

Application Installation

  • Database Configuration
  • 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
  • Setup Companies
  • Run SQL to Deal with Company Master Bug:
    UPDATE Company SET tempno = 0, tempapsnegno = 0, temparsnegno = 0, tempnegno = 0, apspmntbatchno = 0, gljebatchno = 0, gltempno = 0, apvoucherapproval =0 
    DELETE FROM Division WHERE COCD = 'AA'
    DELETE FROM Company WHERE COCD = 'AA'
    DELETE FROM UserDiv WHERE COCD = 'AA'
    DELETE FROM DivCtl WHERE COCD = 'AA'
     
  • Setup Divisions
    • Setup Default Inventory Type
  • Give Users Access to Divisions (User Profile)
  • Configure Company Setting - Division for JE Number
  • Configure System Settings - E-Mail Server Settings
  • Setup Accounting Periods - NOTE: Ensure periods are created in chronological order

Ledger Configuration

  • Setup G/L Sub Types (Optional)
  • Setup G/L Accounts
  • Setup Control Accounts

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 Invoice Types (Optional)

 

 

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