How to Setup a Module

This Help File Page was last Modified on 12/08/2018

<< Click to Display Table of Contents >>

Navigation:  Getting Started >

How to Setup a Module

This Help File Page was last Modified on 12/08/2018

It would certainly be difficult to implement a complex, feature rich, multiple function application all at once.  

But because MKMS is a modular system, it offers a much simpler, step-by-step, implementation.


This modular system design allows your Company's Users to implement each portion of the total system in the order they desire.  

Each module acts like a stand-alone program until a new module is started that will share previously entered information.  

Having the ability to start in an orderly, step by step process makes implementation easier and less intimidating.

Any data entered, that would be needed in another module later, will automatically be there and shared with that module when that new module is started.  

More than one module may be implemented at the same time by more than one person (or department), if desired.

As an example, the Subscribers (e.g., Customers, Accounts, Locations) entered in Accounts Receivable are automatically shared with the Service Tracking, Inventory Tracking & Job Costing and Monitoring modules, whenever they are brought on-line.

So the Service Department could be setting up the Service Tracking System while the Accounts Receivable department was entering the Subscribers and the Central Station is defining Zones and entering Contact Information.


Each Module has its own setup procedure, but they all follow these same basic steps:

A.Read the module's Overview Chapter Topic.

1.Complete the User Options specified for that module.

2.Complete any other Maintenance Menu items specified for that module.  

Some modules share the same information so once it is entered, all associated modules will share that information automatically.  

However, as you enter the data for the module's Maintenance Menu items, keep in mind there may be sections within a Data Entry Form that should be completed by others.

If this is the case, that recommendation will be provided in the Help File Chapter Topic(s) for that module.

As an example, Employee Information is used by Service Tracking, Accounts Receivable, Inventory Tracking & Job Costing and the Monitoring modules.  

Each of these module's Overview information will explain what information - contained within specified tabs of that Employees Form - will be required to support and use that module.


B.Enter the key records that control the module:

The Subscribers are needed in, and are the key records for the Accounts Receivable, Service Tracking, Job Costing, and the Central Station Monitoring modules.

The Vendors are needed in, and are the key records for the Accounts Payable and the Inventory Tracking modules.

Usually other module specific start-up information must be entered.  Typical examples would be:

The starting balance for Subscribers in the Accounts Receivable module

The unpaid invoices owed to Vendors when you are starting the Accounts Payable module.

The CSID Zones and People To Call (contact information) for monitored Subscribers.


C.Review the Daily and/or Periodic procedures that will enable you and your Company to get the greatest benefit from each module.  

Daily and Periodic Procedures Chapter Topics are available for virtually all modules - here are some examples to look at:

Accounts Receivable - Daily Procedures and Periodic Procedures.

Service Tracking - Daily Operations and Periodic Procedures.

Accounts Payable - Daily Procedures and Periodic Procedures.


It is really important to establish a specific schedule for how and when you (or whomever is responsible to do so) will perform these Daily and Periodic Procedures.  

There may be multiple ways to accomplish basically the same process (e.g., how you will manage past due collections, when you will bill recurring revenue, how detailed you want the Subscriber's Invoice, whether you allocate Receipts manually or allow the system to do it automatically, etc.).

So experiment a little as you become more familiar with these processes

Decide what method you will use based on your understanding of your Company's business practices and requirements.


D.Finally, familiarize yourself with the available Reports.  

Virtually anything you would want to know about the data in any module is available through the sub-section (for that module) of the Reports Menu selections on the Main Menu.


What to do Next?  Go to the Global User Options Chapter Topics where you will learn how to:

1.Enter your Company Logo

2.Enter your Company Information

3.Enter your Personal Options