Populating an empty database

This topic describes how to populate an empty database.
Note: For more information about the forms listed in this section, refer to the online help.

When populating an empty database, it is recommended that you enter information on these forms in the order in which they appear:

Users

Use this form to register users to the application. A user ID is required for each user who logs on to the application.

Object Authorizations for User

Use this form to set up form-level security for a user or to set up security for a user based on a middle-tier IDO.

Chart of Accounts

Use the Chart of Accounts form to define account numbers which will be used throughout the system to record, track, and report costs. The General Ledger is tied to other parts of the system through the Chart of Accounts and the journals.

Accounting Periods

Use the Accounting Periods form to maintain the accounting periods used by General Ledger.

Bank Reconciliations

SyteLine maintains a transaction history of all activity against the bank checking accounts your company uses. You can view this information through the Bank Reconciliations form, and also prepare bank reconciliations by tracking what has been recorded by the bank.

General Parameters

Use the General Parameters form to set the parameters used throughout the system.

Shop Floor Control Parameters

Use the Shop Floor Control Parameters form to set up default settings for shop floor data and for running the Scheduler.

Order Entry Parameters

Use the Order Entry Parameters form to set default values for customer order entry.

Inventory Parameters

Use the Inventory Parameters form to set parameters in your inventory system for use throughout the entire system. Changing these parameters can affect the way the system is run and how it handles inventory.

Planning Parameters

Use the Planning Parameters form to enable features and options used throughout the MRP and APS planning functions.

Purchasing Parameters

Use the Purchasing Parameters form to enter default values for use throughout Purchasing.

Accounts Payable Parameters

Use the Accounts Payable Parameters form to specify the accounts to use in the General Ledger. These accounts are used throughout A/P for distributions to the G/L.

Accounts Receivable Parameters

Use the Accounts Receivable Parameters form to enter the default parameter values the system applies throughout Accounts Receivable.

Departments

Use the Departments form to maintain a list of all departments referenced by work center and employee records. The Department field also appears on the Fixed Assets Class Codes form. You use departments to group work centers for application of overhead rates and direct labor cost. To report departmental shop floor capacity, combine all work centers of the department.

Product Codes

Use product codes to group similar types of items and assign each group an identifying code. Product codes can override system-wide parameters for a subset of items.

Distribution Accounts

Distribution accounts are a set of accounts grouped by warehouse and product code.

Tax Codes

Use the Tax Codes form to specify the percentage of tax to charge to a customer and the G/L account to which the sales tax is to be posted.

Tax Systems

Use the Tax Systems form to establish the tax system and Tax Codes used in processing Value Added Tax or sales tax related information. The Value Added Tax function processes items in Customer Order Entry, Purchasing, Accounts Receivable, and Accounts Payable.

Tax Parameters

Use the Tax Parameters form to define global (applying to both tax systems) switches and dates, and to set optional tax data printing options.

Prov/States

Use the Prov/States form to enter state or province abbreviations.

Billing Terms

Use the Billing Terms form to identify and maintain billing terms to be applied to customers. The Billing Terms code displays on the Customers and Vendors forms. You can identify default billing terms for each customer or vendor.

Miscellaneous Receipt Reason Codes

Use the Miscellaneous Receipt Reason Codes form to track the entry of miscellaneous receipt transactions. For example, you could use the code RTS to indicate a return to stock.

Miscellaneous Issues Reason Codes

Use the Miscellaneous Issues Reason Codes form to track the entry of miscellaneous issue transactions. For example, you could use the code TES to indicate the material was issued for testing.

Locations

Use the Locations form to maintain the list of valid places for inventory. These locations are used when establishing inventory balances and processing inventory transactions. The system initially creates a location of Stock and strongly recommends that you not delete this record, since several SyteLine programs assume that Stock exists as a default.

Unit of Measure Codes

Use the Unit of Measure Codes form to maintain all units of measure that can be associated with an item. Transactions can then be tracked in various units. A base unit of measure is assigned to each item on the Items form.

Shift Codes

Use the Shift Codes form to maintain codes that identify particular shifts for use in payroll administration. You can create as many shifts as needed based on the starting and ending times for a flex-time work schedule. Use the Scheduling Shifts form to define shifts to schedule resources for working on operations.