SunSystems Administration Guide

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SunSystems administration overview

Managing the system environment

Multilingual use

Setting up a multilingual system

Serializing SunSystems

Invoking forms from outside the application

Invoking the Windows Command Prompt

Creating a desktop shortcut to directly open a form or function

Resetting default forms

Setting up form load caching

Calculating cache size

Setting cache size for users (Client-side)

Setting cache size for administrators (Server-side)

Disabling form load caching

Changing the current accounting period

Preparing to change the period

Changing the period

Changing budget ledger

Change Budget (CBG)

Error messages in common services

Reconciliation Manager SQL table maintenance

Clearing down the interface tables

Clear Interface Tables (CIT)

Business unit administration

Accessing a business unit

The steps required to set up a business unit

Setting up a business unit

Business Unit Setup (BUA)

Business Unit Setup - General Entries

Business Unit Setup - Value 1 Entries

Business Unit Setup - Balancing details

Business Unit Setup - Write On Write Off details

Business Unit Setup - Value 2 Entries

Business Unit Setup - Value 3 Entries

Business Unit Setup - Value 4 Entries

Business Unit Setup - Value 5 Entries

Business Unit Setup - Memo Value Entries

Business Unit Setup - Data Access Security

Using business unit administration to copy a business unit

Copying a business unit

Recommendations for copying a business unit

Suppressing transactions

Creating a business unit

Naming a business unit

Using Business Unit Name

Setting up a business unit address

Moving a business unit

Business unit processing form

Synchronizing a business unit

Resolving Synchronization

Setting the business unit to offline

Connecting to the default business unit offline

Connecting to all offline business unit groups

Archiving a business unit

How to archive a business unit

Viewing business unit archive history

Viewing business unit archive failure reasons

Deleting a business unit

More information about deleting business units

Packing up a business unit to a store business unit group

Converting a store business unit group to a live business unit group

Advanced options in Business Unit Administration

Checking the Referential Integrity of a Business Unit

Enable Trusted Constraints

Clear Work Tables

Parameter Tables

Amend Group Name

Update Base Language Descriptions

Amend a Base Language

Recreate Missing Foreign Keys

Viewing Business Unit Administration History

General data changes

Changing the status code

Correcting static data

Deleting ranges

Global analysis

Overview of global analysis

How analysis works

Type of analysis required

Analysis dimensions and codes

Data that can be analyzed

Linking existing codes to an analysis dimension

Static and transaction data analysis

How analysis codes are entered

Analysis hierarchies

Analysis mapping

Analysis inquiry and reporting

Setting up analysis dimensions and codes

Steps to define required analysis

Setting up Analysis Dimensions

Analysis Dimensions (AND)

Assigning Analysis Dimensions to entities

Analysis Structure (ANS)

Setting up Analysis Codes

Analysis Codes (ANC)

Amending analysis codes

Viewing and selecting analysis codes

Deleting analysis codes and dimensions

Mapping the Ledger Transaction Analysis

Analysis mapping to Ledger Setup (ANM)

Extended analysis

Setting up standard extension fields

Setting up custom extension fields

Additional code lists

Defining an additional code list

Deleting a code

Assigning an additional code list to a custom extension field

Analysis Hierarchy (ANH)

Steps to define an analysis hierarchy

Setting up analysis hierarchies

Analysis Hierarchy (ANH)

Setting up analysis hierarchy codes

Linking analysis codes to an analysis hierarchy

Assigning analysis codes to a hierarchy

Customers and suppliers

What is a customer?

Linking a customer to a ledger account

One-off customers

Other customer links

What is a supplier?

Linking a supplier to a ledger account

One-Off Suppliers

Managing your receivables accounts

Receivables accounts customer static details

Receivables accounts debtor receivables accounts

Receivables accounts analyzing customers accounts and transactions

Receivables accounts managing disputes with your clients

Receivables accounts recording transactions

Receivables accounts matching transactions

Receivables accounts inquiring on debtor receivables accounts

Receivables accounts debtor receivables reports

Receivables accounts payment collection runs

Managing your payables accounts

Payables accounts supplier static details

Payables accounts creditor/payables accounts

Payables accounts analyzing suppliers accounts and transactions

Payables accounts managing disputes with your clients

Payables accounts recording transactions

Payables accounts matching transactions

Payables accounts inquiring on creditor payables accounts

Payables accounts creditors payables reports

Payables accounts payment runs

Managing multisite organizations

Customers (CUS)

Setting up Customers (CUS) form

Setting up Customers (CUS) form - General tab

Setting up Customers (CUS) form - Account tab

Setting up Customers (CUS) form - Payment tab

Setting up Customers (CUS) form - Currency tab

Setting up Customers (CUS) form - Order Entry tab

Setting up Customers (CUS) form - Credit Control tab

Setting up Customers (CUS) form - Tax Id Details tab

Setting up Customers (CUS) form - Customer Analysis tab

Setting up Customers (CUS) form - Account Analysis tab

Setting up Customers (CUS) form - Transaction Analysis tab

Setting up Customers (CUS) form - Miscellaneous tab

Adding and maintaining suppliers

Supplier (SUS) form

Supplier (SUS) - Communication form

Supplier (SUS) form - Account tab

Supplier (SUS) form - Payment tab

Supplier (SUS) form - Currency tab

Supplier (SUS) form - Order Entry tab

Supplier (SUS) form - Tax Id Details tab

Supplier (SUS) form - Supplier Analysis tab

Supplier (SUS) form - Account Analysis tab

Supplier (SUS) form - Transaction Analysis tab

Supplier (SUS) form - Miscellaneous tab

Setting up Tax Id Validation

Adding and maintaining clients details

Linking customers and suppliers to static data

Adding and removing customer and supplier contacts

Linking a contact to a customer or supplier

Removing customer and supplier contacts

Linking document formats to customers and suppliers

Adding a new document format to customers and suppliers

Removing a document format for a customer or supplier

Linking addresses to customers

Setting up a delivery address

Setting up an acknowledgement address

Setting up an invoicing address

Linking ordering addresses to suppliers

Adding and maintaining addresses

Addresses (ADD)

Addresses (ADD) - Details

Addresses (ADD) - Communication

Addresses (ADD) - Tax Id

Addresses (ADD) - Analysis Code

Deleting addresses

Adding and maintaining contacts

What are document dates?

Using payment terms to calculate dates

Using payment terms to control documents

How is discount and inclusive tax determined?

Setting up and maintaining payment terms

Using payment terms setup

Payment Terms (PYT)

Payment Terms (PYT) - Details

What Payment Term Base Date types are available for Order Fulfilment?

Deleting payment terms

Deleting the payment terms details determining a selected date

Deleting an entire set of payment terms

Updating the payment terms for existing transactions

Using Payment Terms Update (PYU) to apply payment terms

Scheduled payments

When is a scheduled payments split invoked?

What information is included in the split lines?

How do scheduled payments interact with other processes?

An example of scheduled payments

Setting up scheduled payments

Assigning a payment schedule to a customer or supplier

Setting up instalment lines for scheduled Payments

Using multiple bank accounts

Recording bank details

Bank details for customers and suppliers

Your own bank details

Setting up Bank Details Setup (BNK)

Setting up Bank Details Setup (BNK) - General

Setting up Bank Details Setup (BNK) - Payments

Setting up Bank Details Setup (BNK) - Ledger Posting Accounts

Preparing bank files for transfer

Bank Details Extension Setup (BDE)

Bank Details Extension Setup (BDE) - General

Bank Details Extension Setup (BDE) - Flag Y/N

Bank Details Extension Setup (BDE) - Codes

Bank Details Extension Setup (BDE) - Name

Bank Details Extension Setup (BDE) - Description

Bank Details Extension Setup (BDE) - Flags

Bank Details Extension Setup (BDE) - Integer

Bank Details Extension Setup (BDE) - Number

Bank Details Extension Setup (BDE) - Text

Bank details validation rules

Bank details validation rules for Austria (EDIFACT)

Bank details validation rules for Belgium

Bank details validation rules for France

Bank details validation rules for Germany

Bank details validation rules for Ireland

Bank details validation rules for Italy

Bank details validation rules for Luxembourg

Bank details validation rules for Netherlands

Bank details validation rules for Spain

The multi-currency environment

Multi-currency functionality

Understanding the transaction currency values

What is the base currency?

What is the transaction currency?

What is the second base or reporting currency?

What is the memo value?

What is the fourth currency?

What is the fifth currency?

What is the pivot currency?

How the pivot currency conversion works

Choosing the pivot currency

Posting realized and unrealized exchange differences

Setting up a multi-currency business unit

Defining the use of the currency values

The fifth currency in Financials

Setting the multi-currency ledger requirements

Setting the currency balancing rules

Setting the currency posting rules

Setting the currency rules for a journal type

Journal type currency overrides

Multi-currency journal presets

Setting the currency rules for an account

Setting the currency rules for an asset

Examples of multi-currency business setup examples

GAAP model business unit setup

Split currency risk model business unit setup

Currency and conversion codes

What currency code details are maintained?

Currency gender

Using currency codes for non-currency conversions

Currency Codes (CNC)

Setting up currency codes

Which currency code is used in Order Fulfilment?

Currency and conversion rates

How are currency rates expressed?

Multiply or divide rates

Rate tolerance checking

Overriding the tolerance checking

Global override tolerance checking details

Currency Rate Types (CRT)

Entering currency rate types

The default currency rate type

Maintaining period rates

How are period rates applied?

How are the reporting rates used?

Currency Period Rates (CNP)

Entering currency period rates

Setting Currency Period Rates (CNP) - General

Currency Period Rates (CNP) - Overriding the details specified in currency codes

Currency Period Rates (CNP) - Reporting rates

Maintaining daily rates

How are daily currency rates applied?

Currency Daily Rates (CND)

Entering currency daily rates

Override details in Currency Codes (CNC) for this daily rate

Converting the memo currency to the fourth currency

Running the Memo Currency Upgrade

Upgrade Memo Currency (UMC)

Calculating the fourth currency

Running the Fourth Currency Upgrade

4th Currency (U4C)

Setting up standard text classes

Setting up standard text for languages

Transaction references

Setting up Transaction References (TRS)

How to set up a date or period in a transaction reference

Configuring the transaction reference for voucher numbering

Using analysis for transaction references

Setting up number streams

Business rule elements

When business rules can be used

Event profiles function condition

Event profiles call point and action code conditions

Event profiles data item conditions

Creating event profiles

Event Profiles (EVP)

Amending event profiles

Call points and action codes

Financials call points and actions

Special call points required for the SET command

Target ledger for Ledger Import

Distinguishing Order Fulfilment Ledger Imports from other Ledger Imports

Static data call points and actions

Order Fulfilment call points and actions

Understanding condition statements

Condition statements literal values

Condition statements masked values

Condition statements keywords

Condition statements IF OR condition statements

Understanding action statements

Action statement commands

Using the SET and CALCULATE action commands

Using the SET action command to insert data

Using the RUN and CALL action commands

Understanding decision columns

Using multiple IFs and decision columns

Understanding work space areas

Some example rule sets

Creating rule sets

Amending rule sets

Adding a new rule within the current rule set

Amending an existing rule

Deleting an existing rule

Using the Rule Sets Form

Rule Sets (RST)

Rules Messages (RMG)

Creating Rule Data Set Keys

Rule Data Set Keys (RDK)

Setting up Rule Data Sets

Rule Data Sets (RDS)

Understanding Rule Data Presets

Creating Rule Data Presets

Rule Data Presets Setup

Hierarchy of Rule Data

Redefined Data Items Setup (RDI)

Date, period and amount formats

Selecting items from the Data Dictionary

Understanding the Data Dictionary

The data item hierarchy

Understanding the Rule Common Fields

Understanding the function data hierarchy

Financials function data hierarchy

Order Fulfilment function data hierarchy

Static data function data hierarchy

Understanding the related static data

Best practice tips for business rules

Using business rules with reconciliation manager

Defining the Reconciliation rule set

Setting up the business rules for Tax Reporting

Creating the Event profile

Defining the rule set for the event profile

Control desk requirements

Using Control Desks

Running Control Desks

Selecting control desk filters

Control desk security

Control Desk Security (CDS)

Viewing and manipulating the control desk extract results

Imploding and exploding the results

Summarizing or imploding the data

Detailing or exploding the data

Resequencing the data

Drilling through the results

Linking to the data entry option

Selecting a drill association

Selecting items on a control desk

Using the Control Desk In-Tray

Setting up Sales Invoice/Sales Order drills

Understanding the control desk entry point

Launching associated functions from a control desk

Document formats

Setting up document formats

Document Format (DFS) - Header information

Document Format (DFS) - Registration

Document Formats (DFS) - General - Runtime defaults

Document Format (DFS) - General - Other settings

Document Format (DFS) - Documents

Document Format (DFS) - Transaction reference

Document Format (DFS) - Financials Processing

Document Format (DFS) - Consolidation Rules

Document Format (DFS) - Tax Filters

Posting Provisional Transactions

Static data reports

Running data migration

Data Migration (DMG)

Managing security

Reporting on operator permissions

Maintaining a Financials audit trail

Audit trail of transactions

Audit trails and archived data

Operator ID audit trail transactions

Setting up Data Audit

Business Unit Group Selection form

Setting up the Data Audit Maintenance Plan

Data Audit Maintenance (DAM)

Setting up the Data Audit Configuration

Data Audit Configuration (DAC)

Data Audit Configuration actions

Extracting the audit data

Data Audit Extract (DAE)

The output file

Clearing down Audit Data

Data Audit Clear Down (DAL)

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