Sales from Multiple Warehouses: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for processing sales from multiple warehouses, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
Before you begin processing sales from multiple warehouses, you should make sure 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) form | Make sure that the Inventory and Order Management, Inventory, and Multiple Warehouses features are enabled. |
| Sales Orders Preferences (SO101000) form, Inventory Preferences (IN101000) form | Make sure that all necessary settings related to sales orders and inventory have been specified, as described in Configuration of Order Management: General Information. |
| Warehouses (IN204000) form | Make sure that all warehouses have been configured, as described in Warehouses: Implementation Activity. |
| Order Types (SO201000) form | Make sure that the SO and TR order types are active. The configuration and activation of these types is described in Sales Order Types: To Configure the SO Order Type and Sales from Multiple Warehouses: Implementation Activity. |
| Customers (AR303000) form | Make sure that all needed customers have been defined in the system, as described in Customers: Implementation Activity. |
| Stock Items (IN202500) form | Make sure that all stock items have been defined in the system, as described in Stock Item Creation: Implementation Activity. |
Other Settings That Affect the Workflow
You can affect the workflow of processing sales from multiple warehouses by specifying additional settings as follows:
- To cause shipments to be created with the On Hold status (so that the user can verify them before processing them further), select the Hold Shipments on Entry check box on the Sales Orders Preferences (SO101000) form.
- To cause inventory transfers to be automatically released when a user releases a transfer order, select the Automatically Release IN Documents check box on the Sales Orders Preferences (SO101000) form.
- To cause inventory receipts to be automatically released when a user releases a transfer receipt, select the Release IN Documents Automatically check box on the Purchase Orders Preferences (PO101000) form.
- To cause general ledger batches generated during the processing of sales and inventory documents to be posted automatically, select the Automatically Post on Release check box on the General Ledger Preferences (GL102000) form. For information on the processing of general ledger batches, see GL Transactions: General Information.
Testing of Settings
To make sure that all settings are configured correctly, we recommend that you process a sale of stock items from multiple warehouses, as described in Sales from Multiple Warehouses: Process Activity.