AC 300 Config: Difference between revisions

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Once the client is installed we have to set up our connection.
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First thing you do is open the Accelerator app
 
[[File:sage300 open app.png]
 
The app opens
 
[[File:sage300 get started.png]]
 
1. Pin the taskpane (this is what the area is called that the Accelerator lives in)
 
2. Click "Get Started"
 
[[File:sage300 config.png]]
 
1. Click to setup connection
 
(options 2-5 can we configured later on)
 
2. Configure the Theme
 
3. Set up zoom if needed
 
4. Select your Language
 
5. Configure the columns displayed on lists
 
6. The application version
 
[[File:sage300 add connection.png]]
 
Click the + (item 1 in the previous section) to set up the connection
 
1. Data Island region name (this will be default to accelerator and use this unless you are told otherwise)
 
2. Your username
 
3. Your password
 
4. Auto Logon - We recommand leaving this on
 
5. The connection name  - We recommand leaving this as is
 
6. The Caption displayed in the application
 
7. Click "Connect" to finish the connection setup
 
[[File:sage300 open application.png]]
 
On success we see an update config screen.
 
1. Edit the connection
 
2. Delete the connection
 
3. Open the Application - click this
 
[[File:sage300 home.png]]
 
You will then see the home page and this has a single area with a list of customers that have overdue invoices.

Latest revision as of 15:25, 11 April 2024

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