Special Considerations

Before beginning Initial Setup, you need to consider several options that may affect your system’s operation. The Special Considerations section includes discussion of accounting design issues and some optional features, which allow you to tailor your system to your particular organization.

Initial Setup procedures are designed to establish master file records and to help you transfer information from existing records to the Commission Accounting application.

The first step in Initial Setup involves entering master file and historical data for the application. Here is a list of those files:

• Parameters
• Descriptions
• Sales Areas
• Salespersons
• Sales Classes
• Sales History

In the next step, enter Opening Transactions from the Opening Entries menu. These entries should reflect all commissions that have been earned, but not paid, at the time the system goes into Live Operations. Then print a Commission Status Report to verify the entries.

The third step is to run Process Initial Setup. This function ensures that opening transactions balance to the Sales History file.

The fourth and final step in the Initial Setup procedure is End Initial Setup. After you select this menu option, the system begins the Live Operations phase.