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 Order Entry application.

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

  • Parameters
  • Descriptions
  • Shippers
  • Freight Classes
  • Addresses
  • Special Instructions

The second 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.