Following are the setup requirements for the Eclipse Information System. No control maintenance records or authorization keys exist for this product.
Identify the EIS groups for which each user is authorized to generate graphs.
If you plan to analyze sales statistics using various categories, ensure that those categories are assigned to your customers and products, or are being used during sales order entry.
Assign the following to each of your customers, as needed:
Customer types are defined in the Valid Customer Types control maintenance record.
Customer select codes are defined in the Valid Customer Select Codes control maintenance record.
Define your sales sources in the system.
Assign a sales source to each of your terminals, as needed.
Note: If a terminal does not have a sales source assigned, the sales representative will select from a list of sales sources during sales order entry.
Define your methods of transportation in the system.
Note: Ship vias are assigned during sales order entry.
Assign the following to pricing matrix cells, as needed:
Sell groups are defined in the Buy/Sell Group Maintenance window.
Buy groups are defined in the Buy/Sell Group Maintenance window.
Assign the following to each of your products, as needed:
Price lines are defined in the Price Line Maintenance window.
Buy lines are defined in the Buy Line Maintenance window.
G/L product types are defined in the G/L Product Type Maintenance window.
Product select codes are defined in the Valid Product Select Codes control maintenance record.
Product statuses are system-defined and cannot be added or changed.
Commodity codes are defined in the Valid Product Commodity Codes control maintenance record.
Budget groups are defined in the Sales Budget Group Maintenance window.
Build the EIS sales/purchases data file.
Important: Do not use the phantom scheduler to schedule the initial build, and do not build it during business hours or during system backup.
Build the EIS inventory data file.
Important: Do not use the phantom scheduler to schedule the initial build, and do not build it during business hours or during system backup.
You may want to schedule the EIS
Incremental Sales/Purchases
See Also: