Setup module training videos

Get your MR9 system off to the right start and keep it going by mastering these Setup functions:

• Setting up Business Units  
  Topics covered in this video:

  1. Definition of Business Unit
  2. Creating Business Units
  3. Entering General BU info
  4. Adding Additional info
  5. Setting BU preferences
  6. Customizing BU’s Chart of Accounts
  7. Adding company logo for invoices/statements
• Managing Users and Groups  
  Topics covered in this video:

  1. Named User License concept
  2. Adding users
  3. Security Group concept
  4. Creating Security Groups
  5. Adding users to Security Groups
  6. Customizing individual users’ function access
• How to use MR9 Lists  
  Topics covered in this video:

  1. Viewing List categories and subcategories
  2. Adding list options
  3. Modifying options
  4. Deleting options
  5. Setting list default option
• Setting up System Preferences  
  Topics covered in this video:

  1. General Preferences
  2. Orders Preferences
  3. Production Preferences
  4. Billing Preferences
  5. Receivables Preferences
  6. Payables Preferences
  7. Tools Preferences
  8. Entities Preferences
• Managing Form Types and Groups  
  Topics covered in this video:

  1. Form Types and Groups concept
  2. Function orientation
  3. Modifying Form Types and Groups
  4. Data Sets overview
  5. Setting list default option
  6. Creating new Form Types
  7. Configuring Form Groups
• How to use Form Data List Templates  
  Topics covered in this video:

  1. Function concept
  2. Function overview
  3. Viewing and Modifying Form Data List Templates