Getting Ready to Go Live with OneSource

41	How to Hand Enter Open A/P (Accounts Payable) Bills before Going Live with OneSource The Big Picture Objective is to... Enter all Open A/P (Accounts Payable) Vendor Invoices that are still open/unpaid from your existing system into OneSource Make sure to select the Accounts Payable GL Account for both the Debit and Credit (so when you enter…
42	How To Hand Enter Open AR (Accounts Receivable) Invoice Totals Preparation Create a special new inventory item to use for all balance forward invoices: Click Inventory > Add New Product or Service Item ) and then type the following values in the following fields: Item Number: BF Item Description: Invoice Balance Forward…
43	How to start using OneSource with a balanced Balance Sheet Objective : Enter all of the necessary transactions in OneSource, that normally effect the General Ledger, in such a way that they will not cause a double posting to the General Ledger (due to the fact that they are already part of the Beginning Balance Journal…
44	How to Use Virtual Clone Drive
45	KBA topics helpul for OSAdmin to review and learn Are you the OSAdmin familiar with the following Topics? Most, if not all, of the Company Setup & Preferences and how they effect the flow and speed of your system? (Please note the section below entitled Company Data File - Setup & Configuration which…
46	OneSource Business Process Analysis (BPA) The OneSource Business Process Analysis (BPA) is a series of questions designed to: Help us (OneSource)understand your unique needs so we can help you setup and use OneSource is the most efficient and effective means possible, Help us help you find the answers…
47	Onsite Training (GoLive Checklist) Pre-Visit Checklist Hardware: Server login MS Office, Term Server Setup User Accounts setup, icons setup OneSource.mdb installed for all users, plus desktop ICON TestOneSource.mdb install for all users, plus desktop ICON Data Conversion: Chart of Accounts…
48	Purchasing Department - Final GoLive Checklist Suppliers Suppliers Costs - Defaults, Alternates Suppliers Costs - Special Orders Auto PO 'tblObjectDesignObjectList' setup with proper # of records and proper settings.
49	Sales Department - Final GoLive Checklist Inventory Item list. All items in list. All 'Special Order' Suppliers setup on items that can be special ordered. QA main search/catalog fields: Sort Asc and Desc to find any missing values on key fields: In Inventory Table: Item Number, Active, Supplier…
50	What is the best step by step method to get up and running with the correct data in OneSource? NOTE : This topic illustrates several steps to follow in a particular order . The narrative follows the assumption that you are starting from scratch re-entering all data that you care to use in OneSource (such as customers, inventory items, open invoices,…

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