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.

To ensure optimized performance, the Enterprise Back Office web application prompts authorized users for permission to perform database aggregation, or cleanup, after changes to certain configurations, such as financial calendar and currency.