SM Usability

Module	Description		How To

Module	Description		How To
System Manager	Create Admin User Role		Go to System Manager menu > User Roles Click New button Enter Role details Tick the check box to create an Admin role Click OK toolbar button when done
	2. Create Non Origin User		Go to System Manager menu > Company Preferences Turn off Origin Conversion then click Ok toolbar button
			Go to System Manager menu > User Security
			Click New button Enter User details Click OK toolbar button when done Click Save on User Security screen
		2a. Assign the created user role to new user	While record create from step 2 is still open, click the User Role dropdown Select the role from the list Record will be automatically saved
	3. Change the Company Setup		Go to System Manager menu > Company Setup To be able to change company name, make sure origin integration is disabled on Company Preferences Enter Necessary details Click Save toolbar button
			Reload i21 for changes to take effect
	4. Enable Origin Integration		Go to System Manager menu > Company Preferences Tick the Origin Integration checkbox Click Ok toolbar button
	5. Change the Starting Number and Prefix of a transaction type		Go to System Manager menu > Starting Numbers Select the transaction type and change the starting number from the Number column Click Ok toolbar button
			Edit the Prefix then Click OK
	6. Create Custom fields		Go to System Manager menu > Custom Fields
			Click New button Select the Screen from the Screen Name combo box Add the custom fields on the grid: Click Build button to apply the custom fields to the modules
	7. Migrate Users and Currency from 14.2 and lower version		Go to System Manager menu > Utilities > Origin Conversions
			Click Migrate Users to migrate users from 14.2 and lower Click Currency button to migrate all origin currencies
	8. Import Origin Users		Go to System Manager menu > Utilities > Import Origin Users Select a user/s then click Import button Select a user role to assign the imported user/s then click Open Selected
	9. Import Origin Menus		Go to System Manager menu > Utilities > Import Origin Menus Click Import button
	10. Setup Ship Via		Go to Common Info menu > Ship Via Input necessary details: Ship Via Shipping Service Name Address City State Zip Code Federal ID Transporter License Motor Carrier IFTA Transportation Mode Click Save
	11. Setup the Payment Method		Go to Common Info menu > Payment Methods Input the Payment Method Click Save
	12. Setup the Terms		Go to Common Info menu > Terms
			Setup the Standard Terms Input the necessary details: Terms Origin Terms Code Discount for Early Payment Discount Days Balance Due APR for Late Payment Allow EFT on Invoices Active Click Save
			Setup the Date Driven Terms Input the necessary details: Terms Origin Terms Code Discount for Early Payment Discount Days Day of Month Due Due Next Month APR for Late Payment Allow EFT on Invoices Active Click Save
			Setup the Specific Date Terms Input the necessary details: Terms Origin Terms Code Discount Date Discount for Early Payment Due Date APR for Late Payment Allow EFT on Invoices Active Click Save
	13. Create a Company Location		Go to Common Info menu > Company Locations
			Click New button Setup the necessary items on each tab Enter necessary details on the Detail tab Enter necessary details on the Setup tab Setup the GL Accounts in this tab Setup the Sales tab Setup the Grain tab Setup the Point of Sale tab Setup the Pricing tab Setup the Sub-Location tab Click Save when done
	14. Create a Freight Term		Go to Common Info menu > Freight Terms Enter a Freight Term and Select an FOB Point Tick the Active checkbox Click Save
	15. Process a recurring transaction		Go to Common Info menu > Recurring Transactions Select a transaction type from combo box Select a Transaction No. on the grid If the transaction is already due, tick the checkbox under Process column Click Process toolbar button to process the transactions If a transaction is not yet due but you wish to process, you will just have to confirm processing it.
	16. Create a Tax Class		Go to Common Info menu > Tax Class Input Tax Class name Click Save
	17. Create a Tax Code		Go to Common Info menu > Tax Codes Click New button Input necessary details: Tax Code Tax Class (required) Description Tax Agency Calculation Method Rate Address Country (required) County Sales Tax Account (GL accounts under Sales Tax Account Category) Purchase Tax Account (GL accounts under Purchase Tax Account Category) Taxable by other Taxes (from Tax Class) Checkoff Tax Click Save
	18. Create a Tax Group		Go to Common Info menu > Tax Groups Click New button Input necessary details: Tax Group Name Group Description Select the Tax Codes included in the group Click Save
	19. Create a Tax Group Master		Go to Common Info menu > Tax Group Masters Click New button Input necessary details: Tax Group Name Group Description Tick Separate on Invoices Select the Tax Codes included in the group Click Save
	20. Create a City		Go to Common Info menu > Cities Input necessary details: City name Country State Port (yes/no) Click Save
	21. Create a Currency Exchange Rate Type		Go to Common Info menu > Currency Exchange Rate Types Input necessary details: Rate Type Description Click Save
	22. Create a Currency Exchange Rate		Go to Common Info menu > Currency Exchange Rates On the Currency Panel select a From Currency and To Currency Select pair from Currency column to enable Exchange rate details Input necessary details: Rate Rate Type (from Currency Exchange Rate Type) Effective Date Click Save
	23. Batch Posting		Go to Common Info menu > Batch Posting Select Transactions to be posted Click Post toolbar button
	24. Create an Approval List		Go to Common Info menu > Approval List Click New Input name of Approval List Select the approvers Click Save