Basic Data Load Sequence Outline for Core MAX
1. User Security – Later
2. System Switches – System Manager System Configuration – Defaults Set
3. Cost Set Data – Av and LP
4. Code Data
a. Class Codes – A,B,C,D
b. Planner Codes – 000
c. Commodity Codes – Done
d. Account Type Codes – “A” Default
5. Code Master Data
a. Currency Codes – Done SO, Pur
b. Ship Codes– Done SO, Pur
c. Terms Codes – Done SO, Pur
d. Tax Codes – Postpone
6. Stockrooms – Buildings
7. GL Account Table – Defer till later
a. Determine override codes
8. Buyers IDs > Purchasing 000
9. Work Centers
10. Feature Descriptions
11. Option Descriptions
12. Part Numbers
a. Part Notes
13. Bills of Material
a. BOM Notes
14. Feature BOM Qualifiers
15. Part Routing
a. Routing Notes
16. Sales Order Processing
a. Customers
b. Sales Reps
c. Customer Ship To Addresses
d. Part Sales
e. Customer Part Number
f. Customer Based Pricing
g. Customer Type Discounts
h. Price Schedules or Schedule Discounts
i. Standard Notes
17. Vendors
a. Vendor
b. Part Vendor Data
c. Manufacturer Part Number – if MPN modules is owned
d. Primary Vendor
e. Standard Notes
18. Inventory
a. Double Check Conversion Factors & BOM/CST UOMs
b. Verify Lot and Serial Switches in Part Master
c. Script Load of Quantities Onhand or do Initial Cycle Counts