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Configuration tasks outlined in the below Configuration Task checklist are Required, and some are Optional. Required tasks (with Defaults mean ) means that the setup functionality comes with pre-seeded, default values in the database; however, you should review those defaults and decide whether to change them according to your business needs.
If you want or need to change them, you should perform that setup steptasks. You need to perform Optional steps tasks only if you plan to use the related feature or complete certain business functions.
Configuration Task | Required | Remarks / Addtional Additional Information | |
|---|---|---|---|
| 1 | Document Types | Required task (with defaults) | |
| 2 | Transaction Sequence | Required task (with defaults) | |
| 3 | Workflows | Optional (with defaults) | |
| 4 | Alerts / Notifications | Optional | |
| 5 |
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Purchase Requisition
Purchase Order
Blanket Purchase Order
Release Purchase Order
Please see See the Document Type Setup Guide on how to set up Documents Types in VIENNA Advantage.
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Transaction sequence is a unique document number generated by VIENNA Advantage ERP/CRM application while saving a particular transaction such as Invoices, Debit/Credit Notes, Sales / Purchase Orders, etc. all these transactions require a document number.
Please see See the Transaction Sequence Setup Guide on How to set up Transaction Sequence in VIENNA Advantage.
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