Wiki source code of 3.2. Sequence of Setup Tasks

Last modified by Admin User on 2023/06/30 10:27

author	version	line-number	content
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		2	The tasks below are numbered in the sequence in which they should (usually) be performed. Some tasks cannot be performed fully without input from a previous task. So, although it is possible to achieve a satisfactory outcome with a different sequence, this one is recommended.
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		4	Many of these tasks may already have been performed by Elcom’s Client Services Group during initial implementation. As a result, some tasks (such as setting up financial tracking methods or setting up catalogues) may not need to be performed very often. Others, such as adding users, may need to be performed more frequently.
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		6	Task 1: Organisational Data
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		8	* 1a: Organisation Maintenance
		9	* 1b: Financial Tracking
		10	* 1c: Addresses
		11	* 1d: Procurement Cards
		12	* 1e: Multi-Currency
		13	* 1f: Dynamic Options
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		15	Task 2: Suppliers
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		17	* 2a: Supplier User Fields
		18	* 2b: Supplier Profiles
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		20	Task 3: Catalogues and Categories
		21
		22	* 3a: Catalogues
		23	* 3b: Product Category Codes
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		25	Task 4: Business Rule Groups
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		27	Task 5: The Approval Process
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		29	* 5a: Approver Roles
		30	* 5b: Approval Plans
		31	* 5c: Approval Rule Groups
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		33	Task 6: Users
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		35	* 6a: User Profiles
		36	* 6b: User Assignments
		37	* 6c: Administrator Permissions
		38
		39	Task 7: Utilities
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		41	* 7a: User Defined Field Definitions
		42	* 7b: Standard Attachments
		43
		44	Task 8: Budgetary Control
		45
		46	* 8a: Financial Calendars
		47	* 8b: Budgets

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