Wiki source code of 3.2. Sequence of Setup Tasks

Content
Hide line numbers
 1: 
 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.
 3: 
 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.
 5: 
 6: **Task 1: Organisational Data**
 7: 
 8: * 1a: Organisation Maintenance
 9: * 1b: Financial Tracking
10: * 1c: Addresses
11: * 1d: Procurement Cards
12: * 1e: Multi-Currency
13: * 1f: Dynamic Options
14: 
15: **Task 2: Suppliers**
16: 
17: * 2a: Supplier User Fields
18: * 2b: Supplier Profiles
19: 
20: **Task 3: Catalogues and Categories**
21: 
22: * 3a: Catalogues
23: * 3b: Product Category Codes
24: 
25: **Task 4: Business Rule Groups**
26: 
27: **Task 5: The Approval Process**
28: 
29: * 5a: Approver Roles
30: * 5b: Approval Plans
31: * 5c: Approval Rule Groups
32: 
33: **Task 6: Users**
34: 
35: * 6a: User Profiles
36: * 6b: User Assignments
37: * 6c: Administrator Permissions
38: 
39: **Task 7: Utilities**
40: 
41: * 7a: User Defined Field Definitions
42: * 7b: Standard Attachments
43: 
44: **Task 8: Budgetary Control**
45: 
46: * 8a: Financial Calendars
47: * 8b: Budgets