Setup Steps – Order Mangement

Setup Steps – Order Mangement

Step 1: Multiple Organizations

Step 2: Multi-Org Access Control

Step 3: Flexfields

Step 4: Inventory Organizations

Step 5: Profile Options

Step 6: Parameters

Step 7: Invoicing

Step 8: Salespersons

Step 9: Tax

Step 10: QuickCodes

Step 11: Workflow

Step 12: Document Sequences (Order Numbering)

Step 13: Order Import Sources

Step 14: Units of Measure

Step 15: Item Information

Step 16: Items

Step 17: Configurations

Step 18: Pricing

Step 19: Customer Classes

Step 20: Customers

Step 21: Item Cross References

Step 22: Sourcing

Step 23: Order Management Transaction Types (Sales Documents)

Step 24: Cost of Goods Sold (COGS)

Step 25: Processing Constraints

Step 26: Defaulting Rules

Step 27: Credit Checking

Step 28: Holds

Step 29: Attachments

Step 30: Freight Charges and Carriers

Step 31: Shipping