Case Classes: Configuration Prerequisites

Before you start creating case classes in MYOB Advanced, you must be sure that the system has been configured properly and that all required entities have been created, as described in the following sections.

Enabling the Needed Features

On the Enable/Disable Features (CS100000) form, the following features must be enabled:

• Customer Management
• Case Management in the Customer Management group of features
• Time Management (if you will be creating activities associated with a case)

Configuring the System

Before you start creating case classes in MYOB Advanced, you need to make sure that the following tasks have been performed:

• Basic CRM configuration has been performed, as described in Basic Customer Relationship Management.
• On the Attributes (CS205000) form, the attributes that will be defined for case classes and used for cases have been created.
• On the Non-Stock Items (IN202000) form, the non-stock items of the Labor type with needed settings have been created to represent employee labor.