The R365 Setup Assistant is your quick-start tool to get R365 up and running. The Setup Assistant has been designed for simplicity and ease of use. When new Customers first log in to R365, they'll be greeted by the Setup Assistant that will walk them through the key steps to start using R365 as soon as possible. While it is called the 'Setup Assistant', it is not just for your initial R365 setup! Administrators can return to the Setup Assistant at any time to create new records and update existing records. As new features and modules are added to R365, new Sections and Steps will also be added to the Setup Assistant.
Sections, Steps and Prerequisites
Different setup topics are broken up in to Sections in the Setup Assistant. Within each Section are individual Steps. Some Sections and Steps require that the previous Section or Step be completed as a prerequisite.
Completing Sections and Steps
Once a Section or Step is completed, a checkmark will appear next to it in the navigation area. Even if something is checked as 'complete', you can return to the Section or Step to modify the information or add new records.
The Organization Section is where you will create your Legal Entity, Fiscal Year (calendar), and Location records. This Section must be completed before you can start using R365. Refer to the following links for more information on R365 Organization:
The GL Accounts Section is where you will create or import your General Ledger and Bank Accounts. R365 utilizes a single consolidated General Ledger where each transaction is posted by Location, and each report is run by Location, only returning data from the GL for the selected Location or Locations. Refer to the following links for more information on GL Accounts:
The Vendors Section is where you will create or import your Vendors. Refer to the following links for more information on Vendors:
Users & Security
The Users & Security Section is where you will create each of your R365 Users. Each User must be given a primary security role and access to Locations in order to user R365. Refer to the following links for more information on Users & Security:
- User Setup, Security & Location Access
- User Email Settings Overview
- Resetting User Passwords
- Employee App Access
The Fixed Assets Section is where your Fixed Asset Manager can review and create Asset Classes, Asset Categories and Asset Records. Once created, your Assets can be moved from Draft status to CIP and Active. Refer to the following links for more information on the Fixed Assets Module: