Sales from Multiple Warehouses: Implementation Activity

In the following implementation activity, you will learn how to configure the TR order type.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you are an implementation manager of the SweetLife Fruits & Jams company. You need to configure the TR order type for processing sales with items transferred from at least one other warehouse.

System Preparation

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

  1. Launch the MYOB Advanced website with the U100 dataset preloaded, and sign in as implementation manager Kimberly Gibbs by using the gibbs username and the 123 password.
  2. Make sure that the Inventory and Order Management, Inventory, and Multiple Warehouses features are enabled on the Enable/Disable Features (CS100000) form.

Step: Configuring an Order Type

To configure the TR order type, do the following:

  1. Open the Order Types (SO201000) form.
  2. Select the TR order type.
  3. In the Freight Account box, specify 40010 (Sales – Freight).
  4. In the Summary area, make sure that the Active check box is selected.
  5. On the form toolbar, click Save.
  6. On the Sales Orders (SO301000) form, make sure that TR is available for selection in the Order Type box. This indicates that the order type has been activated.

For a description of the settings that affect the processing workflow for orders of the TR type, see Sales Order Types: Implementation Checklist.