Blanket Sales Orders: Implementation Activity

In the following implementation activity, you will learn how to configure and activate the BL order type, which will be used for blanket sales orders. This type is predefined in the system, so you need only to make the needed modifications to its settings and activate the type.

Story

Suppose that you are an implementation manager for the SweetLife Fruits & Jams company, and you need to prepare the system for the processing of sales of items with shipping. You need to configure and activate the BL order type in the system.

Process Overview

In this activity, you will configure and activate the BL order type on the Order Types (SO201000) form.

System Preparation

Before you start configuring and activating the order type, you should do the following:

  1. Sign in as an implementation manager by using the gibbs username and the provided password.
  2. On the Enable/Disable Features (CS100000) form, make sure that the Inventory and Order Management and Inventory features are enabled.

Step: Configuring and Activating an Order Type

To configure and activate the BL order type, do the following:

  1. Open the BL order type on the Order Types (SO201000) form.
  2. On the General tab, select SO in the Default Child Order Type box. This indicates that the system should generate sales order of the SO predefined order type when you create child orders for a blanket sales order.
  3. In the Summary area, select the Active check box.
  4. On the form toolbar, click Save.