Order Management Basic Configuration: Implementation Activity

You perform the following implementation activity to prepare the system to support the processing of sales and purchase orders with non-stock items.

Story

Suppose that you, as an implementation manager, need to configure system for processing sales and purchases of non-stock items through orders.

System Preparation

Before you start configuring the basic order management functionality, you perform the following instructions:

1. In a new tenant, prepare the company with the basic settings, as described in the Company Without Branches: General Information.
2. On the Enable/Disable Features (CS100000) form, enable the Inventory and Order Management feature.
3. On the Order Types (SO201000) form, activate at least the IN order type, as described in Sales Order Types: To Activate the IN Order Type.

Basic Order Management Configuration

To perform the basic configuration of purchase order and sales order functionality, proceed as follows:

1. Open the Sales Orders Preferences (SO100000) form.
2. Make sure that IN is selected in the Default Sales Order Type box. This is the predefined order type that is used for processing sales of non-stock items.
3. In the Invoice Settings section, clear the Hold Invoices on Failed Credit Check check box.
4. Save your changes on the form.
5. Open the Purchase Orders Preferences (PO101000) form.
6. In the Validate Total on Entry section, make sure that the For Normal and Standard Orders check box is cleared.
7. Save your changes on the form.

You have configured basic order management functionality. Now you can processed with processing sales and purchase orders with non-stock items.