AR Setup Checklist

Setup Description Required?
Define Sets Of Books Yes
Use The Account Generator Yes
Define System Item Flexfields Structure Yes
Define Organizations Yes
Define Territorry Flexfield No
Define Sales Tax Location Flexfields structure Yes
Setup Flexible Address Formats No
Maintain Countries & Territories No
Define the Transaction Flexfield Structure No
Define AutoCash Rule Sets No
Define QuickCodes No
Define AutoInvoice Line Ordering Rules No
Define AutoInvoice Grouping Rules No
Define System Options Yes
Define Payment Terms Yes
Define Accounting Rules No
Maintain Accounting Periods Yes
Define AutoAccounting Yes
SetUpCash Basis Accounting No
Define Transaction Types Yes
Define Transaction Sources Yes
Define Collectors Yes
Define Adjustments Approval Limits Yes
Define remittance Banks Yes
Define distributon sets No
Define receivable activities Yes
Define receipts clases Yes
Define Payment Methods Yes
Define Receipts Sources Yes
Define aging buckets No
Define Statement cycles No
Define Statement messages No
Define dunning letters No
Define dunning letters Sets No
Define Territorries No
Define Sales persons Yes
Define Profile options Yes
Define tax codes and rate Yes
Define customer profile classes Yes
Define Customer Yes
Define remit to address Yes
Define customer relationship No
Define Customer banks No
Define Lock Boxes No
Define the transmission formats No
Define receipt programmes No
Define UOM Classes No
Define UOM Yes
Define Standard memo lines No
Define Item tax rate exceptions No
Define tax exemptions No
Define document sequences No