Preparing an Instance: Implementation Checklist

You can use the tables in this topic to quickly check whether the preparation steps are being performed in MYOB Acumatica. The following tables cover both mandatory and recommended preparation steps.

Attention: The person who performs the initial configuration uses the admin username and the initial password only until the accounts for the persons participating in implementation are created (in the last task of initial configuration). We recommend that after initial configuration, the users use their personal usernames and passwords to access the system.
Table 1. Mandatory ConfigurationTo ensure that the instance has been implemented properly, make sure that the necessary features have been enabled and the needed entities have been created, as listed in the following table.
Form Criteria to Check
Enable/Disable Features (CS100000)

The default set of features has been enabled for the instance.
Activate License (SM201510)

A license key has been entered and activated. The license details are correct.
Table 2. Recommended ConfigurationThe settings listed in the following table can be specified to secure the process of implementation.
Form Criteria to Check
Security Preferences (SM201060)

The system-wide security policy has been configured to ensure that access to the tenant in implementation is secure and to track activities performed with the tenant by people involved in the process.
Users (SM201010)

User accounts for people involved in the implementation have been created, by using the Users (SM201010) form.

For each user, at least the following settings have been specified:

  • Username (login)
  • Initial password to be changed on the first sign-in
  • Email address
  • Set of predefined roles that allow access to all system resources