pcFinancials Installation OverView

The most common and recommended configuration is:

  • One server for the ERP system.
  • One separate server for reporting purpose where pcFinancials is installed.

  1. Set up security & users in modeler (enabled on the installation user by default)
  2. Configure hierarchies (base hierarchy exists but it’s a single level)
    1. Account (Mandatory)
    2. Verify BalanceSheet structure and IncomeStatement structure in the Account dimension
    3. GL segments
  3. Deploy (Save & CheckIn before you deploy to make all the changes effective.)
  • pcfinancials/tech/installguide/overview.txt
  • Last modified: 2018/02/21 14:15
  • by pcevli