Saturday, November 15, 2008

Order Management Setup Checklist

1>Define Set of Books
2>Define Flexfields
3>Multiple Organization
4>Inventory Organizations
5>Profile Options
6>Parameters
7>Invoicing
8>Salespersons
9>Tax
10>Quick Codes
11>Workflow
12>Document Sequence
13>Order Import Sources
14>Units of Measure
15>Item Information
16>Items
17>Configurations
18>Pricing Formulas
19>Price Lists
20>Customer Class
21>Customers
22>Item Cross-Reference
23>Sourcing
24>Agreements
25>Transaction Types
26>Cost of Goods Sold (COGS)
27>Modifier and Freight Charges
28>Processing Constraints
29>Defaulting Rules
30>Credit Checking
31>Holds
32>Attachments
33>Shipping Setup

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