Steps for Setting Up Accounts Payable

Sage 300 ERP

Steps for Setting Up Accounts Payable

After you activate Accounts Payable, follow the steps in this topic to set up a new Accounts Payable ledger.

Step 1: Select options and add setup information

  1. Use the Options form and the G/L Integration form to specify how your system will operate. (If you used the Setup Wizard to complete the initial setup, you can skip this step.)
  2. Design coding schemes for your Accounts Payable records.
  3. Add records and print reports for:
  4. Account Sets
  5. Distribution Codes
  6. Distribution Sets
  7. E-mail Messages
  8. Optional Fields (if you use them)
  9. Payment Codes
  10. Payment Selection Codes
  11. Recurring Payable Setup
  12. Remit-To Locations
  13. 1099/CPRS Codes
  14. Terms

Step 2: Add vendor records

Step 3: Transfer your accounting data to Accounts Payable

Step 4: Design the formats for your preprinted forms

Design and test formats for printing checks, advices, letters, and labels, or adapt the sample formats to print on your own forms.