<< Click to Display Table of Contents >> Navigation:  Sales Order > General Guidelines in SO Module Implementation

 

To implement the Sales Order (SO) module, perform the following procedures:

 

1.Access the SO Module Setup function to set up the general parameters, default settings, and GL Account IDs to be used when recording the sales order transactions.

 

2.Access the following Maintenance functions and set up the records necessary to create transactions in the SO module:

 

•Sales Tax Entity

•Sales Tax Code

•Sales Tax Bracket

•Freight Code

•Salesperson

•Pay Code

•Currency Code

•Bank Account

•System Remarks

•Revenue Code

•Inventory Type

•Inventory

•Substitute Item

•Address Code

•Customer

 

3.Access the Inventory Adjustment function and enter the beginning on-hand quantities and values of your inventory items on stock.

 

4.When you have completed these procedures, you can begin the normal cycle of recording sales order transactions in the Sales Order module.

 

 

 

See Also

Install Sales Order

Set Up SO Module Parameters

 

 

 

 

 

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