Gathering Order Entry Data

After you activate your Sage ERP Accpac Order Entry data, you must add the data from your company's present ordering system to Order Entry.

First, gather all your current order entry records. These can be manual records or printed listings and reports from other accounting software, such as:

• A list of the general ledger accounts used in your Order Entry system, including the revenue account to which miscellaneous charges are posted.

• Lists of the codes and other information you will use to set up: ship-via codes, miscellaneous charges, templates.

• Outstanding orders, including backorders, standing orders, future orders, and quotes.

• Historical sales statistics for orders (optional).

• Samples of your order confirmation, picking slip, shipping label, invoice, and credit note forms.

• If you use a multicurrency order entry ledger, a list of the source currencies in which you record transactions, and a list of current exchange rates.

• You may be able to enter much of the order entry data by reading it directly from files created by another program. In Sage ERP Accpac this is called importing.

See also

Steps for Setting Up Order Entry