Purchase Orders Initial Setup

During the Initial Setup phase, you can establish files by entering data from existing accounting records. You also define parameters under which the system will run.

This is the Initial Setup menu:

Initial Setup screen

While you are still in the Initial Setup phase of Purchase Orders, you can continue to access and change fields on all screens. Once you have established all necessary master files, and created and processed your opening entries, you may end Initial Setup.

After you select this procedure, the Live Operations phase automatically begins, and certain fields and files may become inaccessible. When Initial setup is ended, the following changes occur:

• Certain fields in the Parameters file become display-only fields and cannot be changed.
• System-maintained fields, such as balances, posted transactions, and dates of entries cannot be changed.
• On-line updates are activated.

When you are ready to end the Initial Setup phase, select “End Initial Setup” from the Initial Setup menu. The screen below appears:

End Initial Setup screen

Data items for the preceding screen are described below.

End Initial Setup?

By default, the system displays ‘Y’ in this field. Press ENTER to end Initial Setup and begin the Live Operations phase. Enter ‘N’ to continue in Initial Setup.