Verifying accounting functionality
After installing Pega Foundation for Financial Services, perform the following steps to verify that the accounting functionality is working.
- Log in with the following credentials:
Username: [email protected]
Password:install
- From the New menu, select Create new accounting. The initial screen, Accounting Test Flow, appears.
- Complete the following required fields and click Create.
- Amount and Currency Code
- Value Date (defaults to today)
- Account Number
- First Name
- Last Name
- Email Address
- Click the Other actions menu to view the available
actions.
Other accounting actions are available under the Add Work option.
- Select Open a Payable (CR) to view the Open Payable options and defaults.
- Click Submit.
- Click the Suspense Count tab and view the suspense details. This concludes the basic verification steps.
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