RUX Health Check

Accounting

• Subledger to General Ledger Balance Checks
• Check Direct Posting Status for Subledger GL Accounts
• Cash Balance Checks
  • Show latest bank rec date per bank so they know its reconciled
  • Show outstanding / unclosed transactions as well for a more granular details
• Cash Positions Bar Graph
• AR Aging Grid with Late Payer Indication
• Stale PO/SO,
  • Received and Shipped not Invoiced
  • Old Production Orders that Need to be Closed Out
  • Old Jobs that Need to be Closed Out
• Dimensions not being populated analysis. Dimension defaults. Grid to show missing defaults. X Axis dimension 1 through 8 and Y axis rows for customers, vendors, items, etc.
• Number series – running out of numbers. Last used number close to ending number or warning number

Setups

• Accounting Period Analysis
  • Closed Years, Open Years, Accounting periods created.
  • Analyze what periods have been closed and if periods for current year have been created.
  • Accounting Periods have anything that is not closed your TB is not going to work
• Posting To/From
  • Piggybacking off the last one also showing what the current post to and from settings are. Both the general and the deferral.
  • Especially if they have closed 2023 in the first bullet as an example, but still have the posting to/from as 1/1/2023..12/31/2024 or something like that that is quick to identify issues
  • Look at User Level Posting Setups
• Posting Group Setups
  • Are all combinations or business posting group and product posting group in the setup
  • No sales accounts, no purchase accounts – 2 grids – one for sales one for purchasing

Inventory

• Item Quantity to Remaining Quantity that you mentioned below
  • Bin Contents + Warehouse Tables being out of sync with Item Ledger Entries table. Lot number trying to ship was not in the bin
• Negative Inventory Warning from Inventory Tab on FDB
• Age of Inventory – find the oldest inventory in your warehouse

System

• Storage Capacity – Database Size Warnings – Specific Tables that are taking up a lot of space, Document Attachments, etc.
  • Sent Emails has been a major recent storage issue we are seeing
• Exporting change log entries to excel
• Last time user logged in vs their license level (maybe they can downsize from essentials to not needing a license)
• User Login – first login date, penultimate date, last login date
• Job Queues – Showing any that are in an error status or on hold and last run date
• Currencies – When was the last time a currency exchange rate date was populated

Health Check - Step 1 - Setting Up the Application

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Health Check - Step 2 - Analyzing Accounting Health

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Health Check - Step 3 - Analyzing Setup Data

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Health Check - Step 4 - Analyzing Inventory Data

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Health Check - Step 5 - Analyzing System Data

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Health Check - Step 6 - Change Logs

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Health Check Setup

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Health Check - Accounting

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Health Check - Setups

Health Check - Inventory

Health Check - System

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