The following are general procedures on setting up and implementing The La Crosse System software. Please contact with a trainer or technician for detailed instructions and training on implementing.
Module Abbreviations | Installing the Software | Setting up Core Files and Secondary Files | Printing Core Files and Secondary Files
AP Accounts Payable
AR Accounts Revievable
BI Billing
CO Collections
CN Contracts
FA Fixed Assets
GL General Ledger
INV Inventory
OE Order Entry
PAY Payroll
PO Purchase Order
SM Sales Management
SD Service
TS Tele-Sales
The first step in the implementation process is to load The La Crosse System software from a tape or CD along with loading instructions. This can be done by your system adminstrator or by an LMS technician. The following operating systems apply: SuperDos, Windows NT, Novell, Unix.
The software is then loaded onto the server by restoring several program and menu files from the tape or copying the files from the CD to a program folder on the server. Please refer to the loading instructions sent with the software.
After the files are loaded, the emulating software must then be installed and/or setup by your system adminstrator or an LMS technician. The following emulators apply: TinyTerm for SuperDos and Unix and U/Gi for Windows NT, Novell, and Unix.
Start the emulator and access The La Crosse System menu to make sure the system works.
Customers that are converting from an old system must convert the old data to the new system. Customers that are creating new data must set up the core files and secondary files below for proper data creation flow.
Setting Up Core Files and Secondary Files
Create Service Plans (SDCTYPE.DT) in Service Department Code Type File Maintenance (SD-3-10).
Create Response Times in Response Time File Maintenance (SD-3-1).
Create Product Classes (PFD) in Product Class File Maintenance (BI-3-1-7).
Create General Ledger Account Numbers (CHART) in Chart of Accounts File Maintenance (AP-3-2) or (GL-3-1).
Create Warehouses (WHD) in Warehouse File Maintenance (PO-3-6).
Create Branches (GLOBAL) in Branch File Maintenance (BI-3-1-18-5).
Create Vendors (VENDOR) in Vendor File Maintenance (AP-3-1) or (PO-3-2).
Create Item Types (ITYPE.DT) in Item Type File Maintenance (BI-3-1-3).
Create Item Master (ITEM) in Item File Maintenance (BI-3-1-2) or (PO-3-3).
Create Vendor-Items (VITEM.DT) in Vendor-Item File Maintenance (AP-3-11).
Create Product Class Associations (PCASSTB.DT) in Product Class Association Table (AP-3-12).
Create Purchase Orders in Enter Direct P.O. (PO-1-1).
Create Purchase Orders Receipts in Purchase Order Receipts (PO-1-4).
Create Sales Tax file (TAXD) in Sales Tax Master File Maintenance (BI-3-1-6).
Create Terms Code file (GLOBAL) in Terms Codes (BI-3-1-18-11).
Create Sales Reps/Service Techs (SLMD) in Sales Rep/Service Technician File Maintenance (BI-3-1-5).
Create Counties (CNT.DT) in County, Territory, and Zone File Maintenance (BI-3-1-8).
Create Zones (CNT.DT) in County, Territory, and Zone File Maintenance (BI-3-1-8).
Create Territories (CNT.DT) in County, Territory, and Zone File Maintenance (BI-3-1-8).
Create Customers (CUSTD) in Customer File Maintenance (AR-3-1) (BI-3-1-1) or (OE-3-1).
Create Orders/Invoices in Invoice Entry (BI-1-1), Order Entry (OE-1-1), and Order Release (OE-1-2).
Place Machines (SERIALD) in Machine Placement (CN-1-1) or (SD-1-8).
Create Contracts in Contract Set Up Procedure (CN-1-5).
Create Coupon Books (INVHDRD) (INVLID) in Invoice Entry (BI-1-1).
Create Contract Invoices in Contract Billing (CN-1-11).
Create Service Codes (CODE.DT) in Service Codes (SD-3-2).
Enter Service Calls (DISP.DT) in Service Call Entry (SD-1-1).
Dispatch Service Calls (DISP.DT) in Technician Dispatching (SD-1-2).
Complete Service Calls (DISP.DT) in Technician Dispatching (SD-1-2).
Enter Service Tickets (DISP.DT) in Technician Dispatching (SD-1-2) or Service Tickets/Technician Hours (SD-1-4).
Create Supply Orders with Coupons in Enter Direct P.O (OE-1-1) and release in Order Release (OE-1-2).
Printing the Core Files and Secondary Files
The following programs are used to print the core and secondary files after set up is completed. Review the menus for locations of these programs.
Customer Lists (BI-4-3-1) (BI-4-3-2) (BI-4-3-3) (BI-4-3-4) (BI-4-3-5) (BI-4-3-6)
Sales Rep/Service Technician List (BI-4-4-2)
Sales Tax Listing (BI-4-4-4)
County, Territory, and Zone Listing (BI-4-4-5)
Terms Codes List (BI-4-4-7)
Item List-Detail or Summary (INV-4-1-1)
Product Class Code Listing (BI-4-4-3)
Vendor List (AP-4-1)
Item Type List (BI-4-4-17)
Machine Placement Master List (CN-4-1)
Service Department Code Type Listing (SD-4-1-4)
Response Time List (SD-4-1-1)
Contract Master List (CN-4-17)
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