Initializing the System 

Purpose

To ensure that SAP Business One operates according to your company's specifications, use the following checklist to ensure that all the required areas have been configured and the default settings have been defined. Although you can use SAP Business One without configuring these settings, it is not an efficient way to use the system and many difficulties may occur.

Prerequisites

To test your configuration, create a test company. System initialization must be performed separately for each company that is defined in SAP Business One. The demo company that is provided with the installation is not suitable for this purpose.

Process Flow

Use the following checklist to define the initial settings:

Creating a New Company

Setting the Company Address

Defining Posting Periods

Defining Open Balances

Defining the Company Calendar

Defining Account Segmentation

Defining Purchase Accounting

Defining Continuous Stock

Defining Currencies

Defining Indexes

Defining Document Numbering

Defining Document Settings

Defining the Chart of Accounts Template  

Defining G/L Accounts

Defining Print Preferences

Defining Transactions Codes

Define Tax Categories

Defining Payment Terms

Defining Sales Employees  

Defining Commission Groups

Defining the Calculation of Commissions

Defining Inventory and Item Settings

Defining Business Partner Settings

Defining Cost Accounting  

Defining Budget Setup

Defining Service Settings

Defining Users

Defining Authorizations

Defining Approval Procedures

Defining Alert Services

Defining Address Formats

Defining Countries

Defining Territories

Defining Projects

Defining Display Settings