System administrators should check and configure the following setup before UAT or production.
Basic Setup
1- Company Information
- User Experience - select "Premium"
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)
3. Users (access control)
Assign the Permission Sets to users
4. User Setting (default user profile)
Assign the default Role Centre 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)
8. Sales & Receivable Setup - BC Standard - *new BC configuration
Archive Quotes - select "Always"
Archive Quotes and Orders - select "Yes"
9. Purchase & Payable Setup - BC Standard - *new BC configuration
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
11. Sales & Receivable Setup - review existing configuration
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 |
2- Shipment Method - Shipment lead time
| Code | Description | Shipment Lead Time |
|---|
| AIR | By Air | 3W |
| DHL | DHL | 1W |
| FEDEX | Fedex | 1W |
| NO | None | 0D |
| RD | By Road | 1D |
| RW | By Railway | 1W |
| SEA | By Sea | 6W |
| UPS | UPS | 1W |
3- Item Card - Data update by Madison
- Installation Charge
- Production Lead Time
- Check box for REE Item
- Check box "Also Auto Explode non-free BOM"
4- Assembly BOM - Data update by Madison
5- Sales Order
- Process Status (Deposit Received, Interim Received, Balance Received, Ready to Ship)
6- Retail Job
7- Service Product Type
- Service Product Type
- Service Item - update the services product type to services items
8- Terms and Condition Master