How to: Create Configuration Questionnaires
You can use a questionnaire to help you determine the scope and needs of configuration. You can create a new questionnaire, or modify an existing questionnaire by adding new questions or question areas.
You can create questionnaires for setup-type tables only. For example you can use the tool to provide information to the following windows:
Company Information
Fixed Asset Setup
General Ledger Setup
Inventory Setup
Manufacturing Setup
Purchases & Payables Setup
Marketing Setup
Service Mgt. Setup
Sales & Receivables Setup
Warehouse Setup
Note
To see a complete list of setup tables, in the Search box, enter Setup, and then choose the related link. To determine the scope of migration of records data, use migration functionality. For more information, see Migrate Customer Data.
To create a custom configuration questionnaire
In the Search box, enter Config. Questionnaire, and choose the related link.
On the Home tab, choose New. The Config. Questionnaire window opens.
Provide a code and description.
On the Home tab, in the Process group, choose Questions Areas. The Config. Question Areas window opens.
On the Home tab, choose New. The Config. Question Area window opens.
In the Code field, enter a code for the question area.
In the Table ID field, choose the ID of the table for which you want to collect information. The Table Name field is automatically filled in.
Optionally, in the Description field, enter a description. In general, the description should describe the type of information that is being collected.
On the Home tab, choose Update Questions. Each field in the table is added to the questionnaire with a question mark following its label. You can rephrase the label to make it clear how the question should be answered. For example, if a field is called "Name," you could edit it to state "What is the name of <data being collected>." You can also provide additional information, for example, prescriptive guidance, in the Reference field. You can also use this field to provide a url address of a page that provides additional information.
As needed, you can also delete questions that you do not want to include in the questionnaire.
Note
The Answer Option field describes the type and format of the answer of the data that is appropriate. The Answer field contains user-supplied information. As needed, you can also define default answers in the Answer field. These values are used by default for custom setup. However, the person filling in the questionnaire can modify and update the answer.
Choose the OK button to close the window.
Repeat these steps to add additional question areas.
Choose the Close button.
See Also
Tasks
How to: Complete the Configuration Questionnaire