9.2. fundamental data

Follow this order to enter fundamental data:

1. module System Management:

   users' privileges on screen [MzF1]

2. module Common Fundamental Data Management:

   forms [M0F2], [M0F3], [M0F4], [M0F5]

3. module Item Management:

   forms [M3F1], [M3F2], [M3F3], [M3F4], [M3F5]

4. module Suppliers Management:

   screen [M6F1]

5. module Customers Management:

   forms [M5F1], [M5F2]

6. module Bins & Work Centers Management:

   screen [MaF1]

7. module Finance Management:

   The bundled Accounts are from the web site of Ministry of Economic Affairs, Taiwan. We suggest users leave as they are and directly use them because they are comprehensive.

   PostERP does not apply accounts segmentation. It treats Account Code nothing more than a mere code. Hence there is no need to embed meanings in Account Codes. Thus, theoretically, you are always able to get the correct financial reports from PostERP regardless of whatever account codes system you use. Examples: 1111(raw material), 1141(accounts receivable). Refer to the pre-entered Accounts on screen [M4F2]. Consult on-line help for Tag# on screen [M4P1]. PostERP adopts the leading writeoff mechanism: A single segment of account code 1111(raw material) is enough to record, track, and report all different raw materials' financial information as detailed as: Bin#, Item Code, Lot#, Quantity, Cost. A single segment of account code 1141(accounts receivable) is enough to record, track, and report all accounts receivable as detailed as: Customer ID or Supplier ID, and amount. The advantages of such design are apparent: (1) There is no "coding rule of Account Codes" for users to worry about. (2) PostERP runs fast because it does not need to analyze and guess the meanings of Account Codes.

   1. forms: [M4F1], [M4F2], [M4F3], [M4F4], [M4F5], [M4F6], [M4F7], [M4F8], [M4F9], [M4Fa], [M4Fb], [M4Fc], [M4Fd]

   2. Enter the initial journal for business start: Enter the balance of every accounts on screen [M4P1].

      Imagine today is 2009-10-25 and the company decides to use module Finance Management starting on 2009/11/1.

      Then you will begin entering the balances of all accounts as of the date on 2009/10/30. Make sure to enter 2009/11/1 00:00:00(that is, 2009/11/1) in field Journal Date.

      After that, on-going transactions records for this company can be entered.

8. module Sales Management:

   forms: [M1F1], [M1F2], [M1F3]

9. module Costing Management:

   screen [M9F1]

10. module Manufacturing Management:

    forms: [M8F1], [M7F2]