In this task you will review the proper use of the Startup Wizard screen.
Using The Startup Wizard
Video:
Video - Startup Wizard Overview
What does the Startup Wizard do?
The Startup Wizard guides you through the implementation process in a step by step building block fashion so that master tables are fully populated in the correct order, forms and labels are customized as needed, users are rehearsed in workflow processes, and startup day processes are correctly performed prior to system activation.
Implementation progresses through 15 phases
Implementation progresses through the following 15 phases, each of which is listed in the left hand panel in sequential order:
Phase 1 – Project Team
Phase 2 – Orientation
Phase 3 – Installation
Phase 4 – System Setup
Phase 5 – Bill of Manufacturing
Phase 6 – Inventory Control
Phase 7 – Sales Orders
Phase 8 – Custom Manufacturing
Phase 9 – MRP
Phase 10 – Shop Control
Phase 11 – Product Costing
Phase 12 – Financial Accounting
Phase 13 – User Training
Phase 14 – Startup Day Preparation
Phase 15 – System Startup Day
Each phase consists of a set of tasks
Each phase consists of a set of sequential tasks displayed in the grid at right. Each task is to be performed in the order listed. The phase is completed when all its tasks are checked as Completed.
Complete each task in full
Perform each task to full completion. Click the task name to link to a corresponding topic in the Startup Guide that explains how the task is performed. When the task is finished, check the Completed checkbox, which opens up the next task. The completion date is automatically captured and displayed so that you can track your progress.
Enter a Review Note if desired
Against each task you have the option of creating a Review Note, which enables you to enter freeform text for reference purposes.
Transactions are blocked during implementation
Live transactions are blocked during implementation to prevent the system from being used until it is fully set up, rehearsed, and ready for startup day.
Inventory quantities will not be entered until Startup Day
You will not be entering inventory quantities in DBA until your Startup Day cutover. It is essential that you have clean cut over from your current system to DBA on the system startup day. We will therefore block inventory transaction in advance of the Startup Day import of your initial stock quantities. Do not attempt to overwrite this important rule and run test transactions in your Main Company. Any test transactions should be done in the Sample Company data or in the Training Company Installation
Progress in a building block fashion to a definitive Startup Day
Your entire implementation builds to a clear and clean startup day where you draw down your inventory in your old system and import your initial stock quantities and values into DBA.. A clean and clear startup day cutover is essential to success.
The final task activates the system
The final wizard task in the System Startup Day phase activates the system for live use. By this time all master tables will be fully populated, forms and labels will be formatted, users will be rehearsed in workflow processes, initial stock quantities will be imported, and open sales orders, purchase orders, and jobs will be entered.
The wizard always launches on system login
The Startup Wizard screen automatically launches whenever each user logs into the system, provided that the user has been given security access. This keeps all members of the implementation team fully apprised of startup status.
