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Set up a new company end to end · presentation 8 of 8 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Set up a new company end to end · presentation 8 of 8

Finalise one document and prove it

You can settle the entity code prefixes, create the one customer and the one item the proof needs…

Step 1 — Settle the entity code prefixes before you create anything

Your customer and supplier codes will look deliberate.

What you do
  1. Ask your BigLedger contact now, while nothing exists — including the test customer you…

Step 2 — Create the one customer and the one item the proof needs

You have the two records the test invoice cannot be raised without, and nothing in this course has created either of them yet.

Screen capture pending the demo tenant

Customer Maintenance and Doc Item Maintenance, one test debtor and one service item, before the invoice

Step 3 — Post one test invoice, and use a service item

GadgetSphere has a document to prove.

  • Use a service item for the line, not a stock item
  • Save the invoice, then set it to final
Screen capture pending the demo tenant

Sales Invoice, a one-line service invoice at a GadgetSphere branch, just before FINAL

Step 4 — Find the journal and read its three lines

You have proof rather than confidence.

  • Open the Ledger and Journal applet and find the journal carrying your invoice number

RM 1,060,

Step 5 — Name what you have stopped doing by hand

You can explain to your finance manager what the configuration bought.

What this step names
  1. The same pattern ran earlier and you may not have noticed…
  2. Its primary ledger and its stock-in-transit location in one transaction
  3. Saving a branch created its location and linked it

Step 6 — Learn the one screen that tells you whether it ran

You have a way to check without watching.

What you do
  1. Open the Financial Report applet and go to Error Checking, Trace Document

Step 7 — Know the honest gap: nothing tells you at the time

You will build a habit rather than trust a notification.

Where this step sits
    flowchart TD
  s1["1. Settle the entity code prefixes before…"]
  s2["2. Create the one customer and the…"]
  s3["3. Post one test invoice…"]
  s4["4. Find the journal and read its…"]
  s5["5. Name what you have stopped doing…"]
  s6["6. Learn the one screen that tells…"]
  s7["7. Know the honest gap…"]
  s8["8. Switch on the thing that is…"]
  s9["9. Go back to Tenant Admin…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  s7 --> s8
  s8 --> s9
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s7 here;

Step 8 — Switch on the thing that is still empty: knock-off

You will not spend go-live week explaining why the invoice cannot find the order.

What you do
  1. Take the course on knock-off configuration before you decide which pairs those are

Step 9 — Go back to Tenant Admin, then void the test and open up

The tenant is ready for other people.

What this step names
  1. Only after that
  2. Switch the company's e-invoice status on — once it is on
  3. Every finalised invoice is queued
  4. Voiding pulls one out only while it is still unsent

NarrationSlide 1 of 10

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