General Enterprise — Basic Data and Requirements Exercises

Main Exercise

Purpose: The purpose of this exercise is to learn how to set up General Enterprise Basic Data, define automatic number setting of new customers, and define the address layout for a specific country.

Set up automatic numbering of new customers

Purpose: The purpose of this exercise is to learn how to set up automatic number setting of new customers.

Windows:
Identity Series

  1. Open the window.
  2. Click New (F5).
  3. As Party Type, select Customer.
  4. As Next Value, enter 1001.
  5. Click Save (F12).

Create a Customer

Windows:
Customer

  1. Open the Customer window.
  2. Click New (F5).
  3. Do Not enter an identity for the new customer. Only enter the name, and select the language and country in the General tab.
  4. Click Save (F12).

Note: The new customer has now got the identity 1001. And the Next Value of the Identity series for Customer should now be 1002.

Define Address Layout

Purpose: The purpose of this exercise is to learn how to define the address layout for a specific country. This is used when printing addresses on documents like Orders, Invoices, etc.

Windows:
Address Presentation

  1. Open the window.
  2. Click New (F5).
  3. Select your country and leave the Default Country check box cleared.
  4. Enter the following information:
Row Order
Address 1: 1 1
Address 2:
Postal Code: 2 1
City: 2 2
State: 3 1
County:

Note: You will see an example of how it will look while entering the information.

  1. Click Save (F12).

Define Income Type

Windows:
Income Types

  1. Open the Income Types window.
  2. Click New (F5).
  3. Use the List of Values and select the code for the country to which the income type applies.
  4. Enter the ID for the income type and a description for the ID.
  5. Specify the threshold currency code by selecting one from the List of Values.
  6. Enter the threshold amount.
  7. Enter the reporting code for the income type.
  8. Save the record.

Define Sites

Purpose: The purpose of this exercise is to learn how to define a site in IFS/Enterprise. Sites are typically used to split a company into different geographical areas in order to separate business flows by, e.g., region in customer order, purchasing, inventory etc. Sites can also be used to assign a geographical location for an object in Fixed Assets.

Windows:
Sites for Fixed Assets

  1. Open the Sites for Fixed Assets window and create a new record.
  2. Enter an ID and a description for the site.
  3. Select your company for the Company field using the List of Values.
  4. Save the record.

Note: If you want to make a site available to be used in IFS/Sales, it is necessary to add specific information to the site in the Sites for Fixed Assets window. It is also possible to define new sites in that window. If a site is defined in the Sites for Fixed Assets window or if any specific information is added for a site in the Sites for Fixed Assets window, the Distribution Site check box will be automatically selected for that site in the Sites for Fixed Assets window in Enterprise.