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.
Purpose: The purpose of this exercise is to learn how to set up automatic number setting of new customers.
Windows:
Identity Series
Windows:
Customer
Note: The new customer has now got the identity 1001. And the Next Value of the Identity series for Customer should now be 1002.
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
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.
Windows:
Income Types
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: 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.
Sites for Fixed Assets