Show/Hide All

 Overview

The Common Information Setup Wizard provides several pages of questions and options that help you set up the Common Information module for a new company. You must complete this wizard and additional procedures before using the Common Information module.

 Before You Begin

Before beginning the Common Information Setup Wizard, make sure you understand the concepts in the Sales Tax FAQs and Decimal Precision topics.

 

The following must be set up before you can set up the Common Information module:

• Set up the General Ledger module for this company. For more information, see Set Up General Ledger for a New Company.

 

To set up the Common Information module for a new company

1. When you access the Common Information module for a new company for the first time, the Common Information Setup Wizard appears. Complete the Common Information Setup Wizard.

• To print a listing of your wizard selections and other module default settings, on the Completing the Common Information Setup Wizard page, click Wizard Listing.

1. To review or change any default options not included in the Setup Wizard, select the "Access Common Information Options to change the default settings after clicking Finish" check box.

2. In the Completing the Common Information Setup Wizard page, click Finish.

3. Review the settings in the Common Information Options window and make any needed adjustments.

4. Complete these additional setup tasks:

1. To set up the units of measure conversion, use Unit of Measure Conversion Maintenance.

2. To establish bank accounts, use Bank Code Maintenance.

3. To set up sales tax accounts, use Sales Tax Account Maintenance.

4. To set up and create miscellaneous, charge, and comment items, use Miscellaneous Item Maintenance.

The Common Information module is set up for the new company.