Sales of Non-Stock Items with Shipping: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for the processing of sales of non-stock items with shipping, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
Before you begin processing sales of non-stock items with shipping, 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 |
|---|---|
| Sales Orders Preferences (SO101000) form | Make sure that all necessary settings related to sales orders have been specified, as described in Order Management Basic Configuration: General Information. |
| Enable/Disable Features (CS100000) form | Make sure that the Inventory feature is enabled. |
| Order Types (SO201000) form | Make sure that the SO order type is active and has been configured, as described in Sales Order Types: To Configure the SO Order Type. |
| Customers (AR303000) form | Make sure that all needed customers have been defined in the system, as described in Customers: Implementation Activity. |
| Non-Stock Items (IN202000) form |
|
Other Settings That Affect the Workflow
You can affect the workflow of processing sales of non-stock items with shipping 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 the shipment dates to appear in invoices as invoice dates, select the Use Shipment Date for Invoice Date check box on the Sales Orders Preferences form.
- To cause general ledger batches generated during the processing of sales documents to be posted automatically, select the Automatically Post on Release check box on the General Ledger Preferences (GL102000) form. For information on processing general ledger batches, see GL Transactions: General Information.
Testing of Settings
To make sure that all settings have been configured correctly, we recommend that you process a sale of non-stock items, as described in Sales of Non-Stock Items with Shipping: Process Activity.