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When you have finished installing the software and setting up the databases for live use, you need to set up the modules so that they are ready for you to use. The steps you need to take to do this are listed below. |
System Parameters |
The System Parameters enable you to customise your system to your own particular needs. There are two phases: |
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§ First you need to set up the System Parameters that are common to all the modules. |
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§ Then you need to set up the module-specific System Parameters for each module that you are going to use. For further information, see the section covering System Parameters in the manuals for the modules you are setting up. |
Permanent data |
When you have set up all the System Parameters, you then need to enter the permanent data. The permanent data includes information such as account codes, customer and product details, and so on. |
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When you are setting up more than one module, you need to bear in mind that many of the modules are interdependent. This effects the order in which you need to set the modules up. For example, if you are going to use General Ledger with Debtors Ledger and Creditors Ledger, you need to set up the General Ledger before you set up Debtors Ledger and Creditors Ledger. |
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You should set up the accounting modules before the distribution modules. The set-up sequence for the Global 3000 accounting modules is given in Setup Sequence for Global 3000. The set-up sequence for the Global 3000 distribution modules is given in Setup Sequence for Global 3000. |
Scenario Maintenance |
For modules that export or import data, you need to set up scenarios to control the import and export processes. For full details see Scenario Maintenance. If you want to use the sample templates provided by Global Business System, you need to install them. For full details see Template Folders and Template Paths. |
Regular procedures |
You need to set up regular procedures, for taking backup copies of your data, doing database rebuilds, etc. For further information see Regular Procedures. |
Customisation |
You may want to amend the standard menus to meet your precise needs by using Menu Maintenance (MN); for example to restrict access to the System Maintenance functions to specific operators. For further information see the Global System Manager Manual. |
Note |
The menus may change in future releases of the software. When you install a new release of the software, any customisation you have made to the menus will be lost. You can however re-key the customisation. |
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You may want to amend report layouts using Reporter. For further information see the Reporter Manual. |
Implementation plan |
We strongly recommend that you draw up a phased implementation plan on paper, with some modules going live before others. |
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We suggest that before you discontinue a previous system, you run both systems in parallel for at least one accounting period and check that the same results are produced by both systems. |
Training |
Global 3000 applications can be complex and proper training is essential to gain the maximum benefit from the software. Inadequately trained staff almost unavoidably become dissatisfied with unfamiliar software, which inevitably affects their overall performance. |
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We also recommend that Sample Data is installed well in advance of any new implementation to allow operators to familiarise themselves with the system. |
Note |
If you are upgrading from Global 2000, use this section in conjunction with the Global 3000 Data Conversion manual. |