Global Implementation Steps

The suggested global implementation steps for JD Edwards EnterpriseOne CRM products are:

1. Set up global User Defined Code (UDC) tables.

   See JD Edwards EnterpriseOne Tools Foundation Guide.

2. Set up companies, fiscal date patterns, and business units.

   See "Setting Up Organizations" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

3. Set up next numbers.

   SeeJD Edwards EnterpriseOne Tools Foundation Guide

4. (Optional) Set up accounts, and the chart of accounts.

   See "Creating the Chart of Accounts" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

5. (Optional) Set up the General Accounting constants.

   See "Setting Up the General Accounting System" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

6. (Optional) Set up multicurrency processing, including currency codes and exchange rates.

   See "Setting Up General Accounting for Multicurrency Processing" in the JD Edwards EnterpriseOne Applications Multicurrency Processing Implementation Guide.

   See "Setting Up Exchange Rates" in the JD Edwards EnterpriseOne Applications Multicurrency Processing Implementation Guide.

7. (Optional) Set up ledger type rules.

   See "Setting Up the General Accounting System", in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

8. "Setting Up Ledger Type Rules for General Accounting", in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide

9. "Forms Used to Set Up Ledger Type Rules" in theJD Edwards EnterpriseOne Applications General Accounting Implementation Guide

10. Set up branch/plant constants.

    See "Setting Up the Inventory Management System" in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide.