Configuration of Order Management: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for the order fulfillment and inventory management processes, and to specify settings that affect the processing workflow.

Prerequisites

Before you start configuring order and inventory management, you should make sure that the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.


Form	Criteria to Check
Multiple forms	Make sure that the minimum company settings are configured, as described in Company Without Branches: General Information.
Enable/Disable Features (CS100000) form	Make sure that the Inventory and Order Management and Inventory features are enabled.
Order Types (SO201000)	Make sure that at least one order type (SO) is configured and activated, as described in Sales Order Types: General Information .
Reason Codes (CS211000)	Make sure that the reason codes to be used for processing inventory transactions and vendor returns have been defined in the system as described in Reason Codes: Implementation Activity.

Minimum Required Settings

To be able to keep stock items and track the sales and purchase orders that include these stock items, you should specify and save the minimum settings listed in the following table.
Form	Settings to Specify
Inventory Preferences (IN101000)	Specify the Receipt Reason Code, Issue/Return Reason Code, Adjustment Reason Code, and Phys. Inventory Reason Code; save these settings.
Sales Orders Preferences (SO101000) form	Specify SO as the Default Sales Order Type, and save your change to this form.
Purchase Orders Preferences (PO101000)	Specify the PO Return Reason Code, and save your change to this form.

Recommended Settings

To speed the processing of documents and minimize errors, you should specify and save the recommended settings listed in the following table.
Form	Settings to Specify
Inventory Preferences (IN101000)	Update GL: Selected Automatically Post on Release: Selected
Sales Orders Preferences (SO101000) form	Hold Shipments on Entry: Cleared Validate Shipment Total on Confirmation: Cleared Use Shipment Date for Invoice Date: Selected Automatically Release IN Documents: Selected
Purchase Orders Preferences (PO101000)	Release IN Documents Automatically: Selected

Other Settings That Affect the Workflow

When you are configuring inventory and order management, you can specify additional settings to configure the company to fit your business requirements:

To configure the system to post inventory transactions to the general ledger, select the Update GL check box on the Inventory Preferences (IN101000) form.
To cause the system to post the generated general ledger transactions automatically, select the Automatically Post on Release check box on the Inventory Preferences form.
To cause the system to assign the group of prepared documents the On Hold status by default, select the following check boxes:
- Hold Documents On Entry check box on the Inventory Preferences form (for inventory transactions)
- Hold Shipments on Entry check box on the Sales Orders Preferences (SO101000) form (for shipment documents)
- Hold Receipts on Entry check box on the Purchase Orders Preferences (PO101000) form (for purchase receipt documents)
To set up the system so that users need to enter control amounts before it processes documents, select the following check boxes:
- Validate Document Totals on Entry on the Inventory Preferences form (for inventory transactions)
- Validate Shipment Total on Confirmation on the Sales Orders Preferences form (for shipments)
- For Normal and Standard Orders on the Purchase Orders Preferences form (for purchase orders)
- For Receipts on the Purchase Orders Preferences form (for purchase receipts)
To configure the system to automatically release documents that are generated, select the following check boxes:
- Automatically Release IN Documents check box on the Sales Orders Preferences form (to release inventory transactions generated during the processing of sales orders)
- Release IN Documents Automatically check box on the Purchase Orders Preferences form (to release inventory documents generated during the processing of purchase orders)
- Release AP Documents Automatically check box on the Purchase Orders Preferences form (to release accounts payable documents generated during the processing of purchase orders)
To cause the system to automatically create accounts payable documents on release of purchase documents, select the Create Bill check box on the Purchase Orders Preferences (PO101000) form. By default, the state of this check box is copied to each purchase order or purchase return that is created. If the check box is cleared in a purchase order or purchase return, you can select this check box before releasing the document.