Configuration Guidelines

To optimize performance, ensure the quality and accuracy of reports, and maximize usage of Enterprise Back Office features, make sure that:

  • Organization hierarchy is implemented for all locations.

  • Financial calendars contain at least three years, and that there are no gaps or overlaps in dates.

  • Day parts cover all 24 hours of each day for all 7 days in a week.

  • Master Groups, Master Items, and Master Store are defined to accommodate menu item linking.

  • Maintenance plan is implemented to periodically review and manually correct item alignment.

  • Regional settings such as currency and exchange rates are implemented and maintained when applicable.