System administrators should check and configure the following setup before UAT or production.
Table of Contents
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Basic Setup
1- Company Information
- User Experience - select "Premium"
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2. Profile (Role)
- Add the customized profile page to Profile (Role)
- Enter Profile ID and Display Name
- Enter Description and select the RC ID (i.e. The Page for RC)
- Select Enabled and Show in RC
- Madison Customized User Profile (Upgrade from NAV + New enhancement)
- Add the customized profile page to Profile (Role)
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3. Users (access control)
Assign the Permission Sets to users
4. User Setting
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(default user profile)
Assign the default Role Centre
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to users
5. User Setup (Customized control)
- Fill up the "Salesperson Code" for the filter criteria for "CUES" related to "Retail Jobs"
- Refer to existing NAV to review the customized "user rights" configuration and setup in BC
6. User Setup - BC Standard - new control on document positing
- Sales Invoice Positing Policy
- Purch. Invoice Positing Policy
- Service Invoice Positing Policy
7. User Permission for Item (Madison customization in NAV)
- Review the setup
8. Sales & Receivable Setup - BC Standard -
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*new BC configuration
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Archive Quotes - select "Always"
Archive Quotes and Orders - select "Yes"
9. Purchase & Payable Setup - BC Standard -
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*new BC configuration
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Archive Quotes - select "Always"
Archive Quotes and Orders - select "Yes"
10. General Ledger Setup - (VAT related *new BC configuration)
- VAT Date Usage - Disabled
- Control VAT Period - Disabled
User Setup - new control on document positing
- Sales Invoice Positing Policy
- Purch. Invoice Positing Policy
- Service Invoice Positing Policy
User Permission for Item
- Check existing
11. Sales & Receivable Setup - review existing configuration
Background Posting - Email
12. Sales & Receivable Setup / Purchase & Payable Setup - new configuration
- Default Item Quantity
- Create Item From Item No
- Create Item From Description
- Copy Customer Name to Entries
- Prepmt. Auto Update Frequency
- Allow Document Deletion Before
- Allow Multiple Posting Groups
- Check Multiple Posting Groups
- Ignore update Addresses (*BC Standard field only)
- Skip Manual Reservation
- Quote Validity Calculation
- Copy Line Descr. to G/L Entry
- Document Default Line Type (*Default "Item")
- Disable Search by Name
- Link Doc. Date to Posting Date (*Default "Yes")
- Copy Vendor Name to Entries
- Copy Line Description to G/L Entry
- Copy Invoice No. to Payment Reference
13 Inventory Setup
- Cost Adjustment Logging - Default "Disabled"
2. Setup for Madison's Customization in BC
1- Item Brand Setting
| Item Brand | Warranty Start From | Warranty Period | Production Lead Time |
|---|---|---|---|
| BU | Installation Date | 1Y | 4M |
| GENERAL | Installation Date | 0D | 0D |
| OTHERS | Installation Date | 0D | 0D |
| RIMADESIO | Installation Date | 1Y | 6M |
| SZ | Installation Date | 2Y | 8M |
| VIABIZZUNO | Installation Date | 1Y | 4M |
| V-ZUG | Delivery Date | 2Y | 4M |
| WITTMANN | Installation Date | 1Y | 4M |
| WOLF | Installation Date | 2Y | 8M |
| WOLF-GOURMET | Installation Date | 1Y | 4M |
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