Overview:
This feature is typically used to initialize various setup areas of Workbench when a new database is created, but can also be used as a shortcut to common System Setup topics, Control Parameters, and Settings.
As every implementation will vary, settings will need to be decided during the client scoping and implementation process. The following documentation explains the purpose of each section as the system provides a description of each option natively.
Screen Guide:
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This section is dedicated to the basic financial setup, including Financial Companies, Currencies, and GST Types |
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In this section we can change basic system and batch settings as well as a link to Locations. |
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This section must be set up correctly before the Timesheets section is used. |
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We can customise the numbering of accounts, invoices, and POs using these settings. |
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This section is available in detail in Period Ends. |
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These are shortcuts to Sales Codes and Charge Types. |
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If Zero Base is enabled here instead of generating the initial snapshot from a previous period, the system creates an initial snapshot for the state of all stock at all locations from time zero i.e. for all transactions up to the specified Year Period. See details for Stock Setup & Initialisation here https://webwbdoc.atlassian.net/wiki/spaces/DOC/pages/705462550/Stock#Setup-%26-Initialisation%3A |
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This is used for initialisation of the Stock module. Similar functionality exists in Month End Wizard. |
Technical details should not be altered for hosted clients. |
Next Steps:
Despite being a list of shortcuts to existing screens, you can continue to use the Setup Wizard to modify database details.
FAQs:
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Process Flow: