Free SunSystems Tutorial

Open Ledger Setup and click amend
Set current period
Set open period range
Set open date range

How do I close an account in SunSystems?

How to re-open closed/Completed account in SunSystems?

How do I create a new user in SunSystems?

1. Open User Manager by double click on the icon. Log in using following credentials

Username : suadmin

Password : <enter suadmin password>

Note - If you don't know what is the password, please contact the support team

2. Click on add user icon

3. Fill up

User Name

Group Membership

Full Name

Description

Title

Tick on Enable Standard Authentication for this user

Password (click on ... to create a password)

4. Click on Windows Authentication. If you require the user login automatically using windows credential

Tick on Enable Windows authentication for this user

Windows account

5. Click on SunSystems 5

Operator Code

Lookup COde

Short Heading

Default Business Unit

Default Budget

Language

Set Operating System Date

FINISH

Watch the video on How to create new user in SunSystems

How to Enabling the Infor Q&A or Add-Ins in Excel

Open C:\Program Files (x86)\Infor\Query and Analysis\ExcelAddinRemoveAdd (double click)

Tick the Microsoft Excel Box and then the Apply Button

Open up Microsoft Excel and make sure “Infor Q&A” or “Add-Ins” appear

If Infor Q&A or Add-Ins doesn’t appear, follow the next steps. Open up Microsoft Excel, Click on File, then Options.

Choose the Add-ins tab on the left. At the bottom of box-Manage: COM Add-Ins and click the Go button.

Tick the Infor Query and Analysis Add-In box and click OK.

The following tab should then appear in your Menu Ribbon

How to Update Application Role

STEP 1

Open User Manager, Enter Username and Password then click OK

Settings – SunSystems 5- Manage Application Role

Fill Application Role Name, Application Role Password, Re-enter Password, OK, OK

STEP 2

You need to continue with STEP 2 if you do fail in STEP 1

Usually, the problem was in Password Policy as you see in next image

continue next step.....

Search and Open Local Security Policy, "change Password must meet complexity requirement" from Enable to Disable

Change to Disable - Apply - OK

Go back to STEP 1

Reversal Journal SunSystems 5.4.1

Click the Ledgers horizontal tab

Click to select Journal Reversal and Copy

Type the number of the journal you wish to copy into the Journal Number - From field.

Click the OK button

Click the Review All button

Click the dropdown arrow to the right of the Report Process field

Select Journal Reversal from the list

Click the OK button

Click the Use Original Transaction Date field

, Select Yes from the list

Click the Use Original Period field

Select Yes from the list

For every Journal Reversal you will be required to enter an explanation, Click the Note text tab

Click the Post button

Click the OK button to begin the Reversal process

We have now finished reversing the journal, so we will click the Exit button

And again. Click the Exit button

End of Procedure

How to Install SunSystems 5.4.1

Installing SunSystems 5.4.1
Special for Adventist we call it SunPlus

Step by step for Windows Server 2008 and Windows 7

1. Install clean Windows
2. Set Computer name
3. Add Features .Net and Power Shell
4. Run Compressed Installer, it will create folder in C:\Windows\temp\Software
5. Run Command prompt as Administrator
6. C:\Windows\temp\software\setup.hta
7. Follow the step until finish installing patchset
8. Restart server and your SunSystems is ready

you can ask SunPlus Support for installer and serialization
after that you can restore your database if any

An error when open SunSystems 5.4

Why I cannot connect to SunSystems?

Make sure 3 Services is running or "Started" on server

Error on the running balance

Do you ever find when running a “Statement of Account” but the running balance figures show that is not appropriate.

It can be caused by two things

Perform “Journal Reversal” through the menu of the systems, but at the time of selecting the "use original period" is NO, which supposedly is YES
Errors when replacing the "Allocation Maker" to "Correction" in different periods

How to Fix It

Use the Account Allocation menu. Instead of "Correction" to "Not Allocated" then press Post by Base. Then running a "Statement of Account" and it would be proper running balance.

============================================================

In Bahasa

Kesalahan pada running balance

Pernahkah anda temukan ketika menjalankan “statemen of account”, namun pada running balance menunjukan angka yang tidak tepat.

Hal ini bisa disebabkan oleh 2 hal:

Melakukan “Journal Reversal” melalui menu dari systems, tetapi pada saat memilih "Use Original Period" adalah NO, yang seharusnya adalah YES
Kesalahan ketika mengganti "Allocation Maker" menjadi "Correction" pada periode yang berbeda

Cara memperbaikinya

Gunakan menu Account Allocation ganti "Correction" menjadi "Not Allocated" setelah itu tekan tombol Post by Base

Apabila menjalankan "Statement of Account" maka running blance akan tepat

New Ways to Reconcile

How to do reconciliation in SunSystems?
How to reconcile Balance Sheet Account?
Example:
How do you know which AP already paid
or Which AR already received

Here is the step:

Case: Account Payable Account is 337110, we want to know what transaction have not been paid!

In SunSystems you have 10 Analysis, Please open GDCoA Setup
Open 337110 then amend and make DTLS is Mandatory
Go to Analysis Code Setup
Analysis Dimension is : DTLS Analysis Code : R Name : Reconcile
Generate Statement of Account : 337110
Check for Transaction that already paid (Check Debit and Credit)
Go to Account Allocation
Mark the Transaction R in DTLS Analysis
Create a Report in Excel
Generate 337110 with DTLS without R
You will get Transaction without R, it means have not paid yet

There is other way to Reconcile that already prepared by SunSystems, the same way but not in DTLS but in Allocation Marker.

How to Record Fix Asset - SunSystems 5.4.1

How to Record Fix Asset
1. Fix Asset Setup
- Asset Posting Preset
2. Ledger Entry :
Example: Purchase Asset using Cash or Bank Rp.2.000.000

Dr/Cr	AccCode	Acc Name	TFWW	FUND	FNCT	REST	FLAG	Amount
Dr	997110	Transfers Between Fund	20	10	UFNT	01	OUT	2.000.000
Cr	102110	Cash or Banks or A/P		10				2.000.000
Dr	205205	Asset (according to asset type and attach asset register)		20				2.000.000
Cr	997110	Transfers Between Fund	10	20	UFIN	01	IN	2.000.000

Case 1

Fund Will be take form AFOEQUIP01 (Dana diambil dari AFOEQUIP01)

Dr/Cr	AccCode	Acc Name	TFWW	FUND	FNCT	REST	FLAG	Amount
Dr	995110	Transfers Between Function	UFNT	10	AFOEQUIP01	05	OUT	2.000.000
Cr	995110	Transfers Between Function	AFOEQUIP01	10	UFNT	01	IN	2.000.000

Case 2

Fund will be take from Department DSYOUTH01 (Dana diambil dari Department DSYOUTH01)

Dr/Cr	AccCode	Acc Name	TFWW	FUND	FNCT	REST	FLAG	Amount
Dr	995110	Transfers Between Function	UFNT	10	DSYOUTH01	01	OUT	2.000.000
Cr	995110	Transfers Between Function	DSYOUTH01	10	UFNT	01	IN	2.000.000

Case 3

Fund will be take from Trust Fund (Dana diambil dari Department Trust Fund)

Dr/Cr	AccCode	Acc Name	TFWW	FUND	FNCT	REST	FLAG	Amount
Dr	Trust Fund	Trust Fund		10			OUT	2.000.000
Cr	Capital Income	Capital Income		10	UFNT	01		2.000.000

FINISH

Subject

Daftar Subject Otomatis

Descriptiont	Subject	Note
SDA Accounting Manual	SDAAM	None
Statement of Account atau Ledger	Ledger	Note
How to Record Fix Asset	FAR	Note
SunPlus User Manual	SPUM	Note
New Format Financial Statement	NEWFS	Note

Can't Run Reports - Unable to invoke the parameter editor

Step 1
Set up Windows users on the server with THE SAME username and password they use to login to their client computers

Step 2
On Server Add users to the "SUClients" group