Mailings for Customers: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for setting up predefined mailings for customers, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
We recommend that before you initially set up mailings, you 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 |
|---|---|
| Enable/Disable Features (CS100000) |
Make sure the minimum set of features has been enabled, as described in Company Without Branches: General Information, Company with Branches that Do Not Require Balancing: General Information, and Company with Branches that Require Balancing: General Information. Also, make sure that the Inventory and Order Management feature has been enabled. |
| Accounts Receivable Preferences (AR101000) | On the Mailing & Printing tab of this form, in the Default Sources table, select the Active check box for the INVOICE mailing. |
| Sales Orders Preferences (SO101000) | On the Mailing & Printing tab of this form, in the Default Sources table, select the Active check box for the SALES ORDER mailing. |
| Customer Classes (AR201000) | Verify the existence of the customer classes for which you will define mailings. For details, see Accounts Receivable: To Create a Customer Class. |
| Customers (AR303000) | Verify the existence of the customer accounts for the customers for which you will set up mailings. For details, see Customers: Implementation Activity. |
Validation of Configuration
To make sure that all configuration has been performed correctly, we recommend that in your system, you perform instructions similar to those described in Mailings for Customers: To Set Up a Mailing for a Customer Class and Mailings for Customers: To Set Up a Mailing for a Customer.