How to: Customize a Package or Worksheet
Use the configuration worksheet to gather together and categorize the information that you want to use to configure a new company, and arrange tables in a logical way. Formatting in the worksheet is based on a simple hierarchy: areas contain groups, which in turn contain tables. Areas and groups are optional, but are necessary if you want to be able to see an overview of the configuration process on the RapidStart Services Role Center. For more information, see How to: Use the RapidStart Services Role Center to Track Progress.
Make sure that you are on the RapidStart Services Role Center. To change your Role Center home page, see How to: Change Role Centers. Choose the RapidStart Profile ID.
To create an area or group for configuration
In the Search box, enter Configuration Worksheet, and then choose the related link.
In the Line Type field, choose Area. In the Name field, enter a descriptive name.
In the Line Type field, choose Group. In the Name field, enter a descriptive name.
In the Line Type field, choose Table. In the Table ID field, select the table you want to include in the worksheet.
Now you can assign the tables to specific configuration packages that you have created or plan to create. For more information, see How to: Assign a Configuration Package.
To work with promoted tables
Select the Promoted Table check box to indicate a table that frequently will be used during the setup process by a typical customer, for example, the G/L Account table. When a table has this designation, a customer will be able to easily filter his worksheet to see just the list of promoted tables that require attention.
To see the filtered view, on the Home tab, in the Show group, choose Promoted Only. The list of tables contains only those tables that have the check box selected.