Configure master data for Shared Configuration

Shared Configuration master data is used by all On Key modules.

How to… Configure master data for Shared Configuration

1.   Set On Key System Options on the General, Security, Service Providers and Licence tabs using Shared Configuration - System Options.

2.   Add Documents using Shared Configuration - Documents, if required.

3.   Add Attributes using Shared Configuration - Attributes, if required.

4.   Add Currencies using Financials - Currencies.

5.   Add Currency Rates for each Currency using Financials - Currency Rates

6.   Add Site Types using Shared Configuration - Site Types

7.   Add Sites using Shared Configuration - Sites

8.   Add Classifications using Shared Configuration - Classifications

9.   Add Roles using Shared Configuration - Roles, if required.

10. Add Users using Shared Configuration - Users, if required.

11. If translations are applicable then:
Set Translations system options on the System Options - Service Providers tab.
Add Standard Languages using Shared Configuration - Standard Languages.
Add Standard Phrases using Shared Configuration - Standard Phrases.

Shared On Key master data

Add these mandatory Shared Configuration data items for the business processes identified in this table.
(Legend: l = Initial configuration; ¢ = Additional configuration).

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