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Set Up Checklist
1. Ostendo
Carry out the following steps in Ostendo
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Go to File>System Configuration>Systems Settings and click on the 'Accounting Link' tab. Ensure that the 'Accounting Link Style' is set to 'Sage Pastel Evolution' |
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You should have already set up Tax Codes |
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Check that the Cost Centres in General>Cost Centres cover your requirements |
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Validate the Cost Centre Mapping in File>Financial Configuration>Cost Centre Mapping |
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Enter Cost Centres against Warehouses if you are segregating Accounts by Warehouse |
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Complete the Sales Mapping Matrix in File>Financial Configuration>Sales Mapping Matrix if you require deeper analysis in the Sales arena |
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Complete the Labour Mapping Matrix in File>Financial Configuration>Labour Mapping Matrix if you require deeper analysis in the Labour arena |
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Identify the Cost Centre against selected Descriptors (else the Default will be used) |
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Export the Cost Centre and Tax Codes to the Pastel Evolution Interface function. |
2. Pastel Evolution Interface Routine
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On Panel 3 - Set Up Paths to Ostendo and the Database Names in Pastel Evolution |
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On Panel 2 - Match Cost Centres and Tax Codes to Pastel Evolution Account Codes and Tax Codes |