Wednesday, August 1, 2018

How to Create the Primary Ledger in Fusion Financial’s

Please find the below setups for creating the Primary Ledger
Step1: Login as Application User
Step2: you will be in home page as below
Step3: we need to navigate to Functional Setup Manager, click on User Name and you will be able to see Setup and Maintenance option it will navigate you to functional setup manger.
Steup4: below is the functional setup manager window, we could able to see all the offerings as provisioned and enabled
Step5: we could see Financials Offering as provisioned and enabled,  we need to  click on Implementation projects button in the below screenshot.
Step6: Search for our Project in the search window
Step7: Click on project name (hyperlink), it will open the project page
Step8: Task name: Manage Primary Ledgers
Step9: Click on manage primary Ledgers go to task icon
Step10:Click on (+) symbol for creating the Primary Ledger


Step11:Enter the required information and click on Save and edit task list


Step12: Task name: Specify the ledger options to complete the primary ledger creation


Step13:Click on Specify ledger options go to task icon


Step14:Here select the Primary ledger and click on Apply and go to task icon


Select the Ledger then Save and Close







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