Configuration of Order Management: General Information

This topic provides a general overview of the configuration steps that you have to perform before you can track inventory items and users can process sales and purchases of inventory items through orders.

Learning Objectives

In this chapter, you will do the following:

• Learn about the system features that are required for inventory and order management
• Specify the minimum required configuration for the inventory, purchase order, and sales order management functionality
• Become familiar with the recommended settings that you can specify to make the system fit your business requirements

Applicable Scenarios

You perform configuration of inventory and order management in any of the following cases:

• You are initially implementing MYOB Acumatica and the Inventory and Order Management and Inventory features are included in your license.
• Your new license includes the Inventory and Order Management and Inventory features, and you need to configure inventory and order management in the existing system.

System Features to Be Enabled

To be able to configure and use the inventory and order management functionality in the system, you need to enable the following features on the Enable/Disable Features (CS100000) form:

• Inventory and Order Management: Required for sales order management and purchase order management and allows you to configure purchase order processing for regular orders and configure sales order processing with the predefined order types.
• Inventory: Required for inventory management.

A warehouse included in the basic functionality has one warehouse location, which is configured in the system automatically. This warehouse and location are used by default for receiving and issuing all inventory items and are not displayed on the forms.