Sales Order > Install Sales Order Module

This section discusses the procedures for installing the Sales Order (SO) module in AccountMate.

Important points to remember in the installation of the SO module:

•Before installing the module, verify that your hardware and software resources meet the minimum system requirements.

•Activate the module.

•Be sure to install the license file.

•Setup the live company.

•Set up the group access rights and user access rights.

•Set up the fiscal period table.

SO Module as an Integrated Module

If the General Ledger (GL) module is present in the system it should be the first module you set up in AccountMate Enterprise. Do not set up any other modules until after you have completed the following steps in GL:

1.Set up the GL module parameters within which you can utilize the GL module.

2.Set up all GL Account IDs that will be used in the integrated modules activated in the system. Set up at least the following GL Account IDs for use in the SO module. They can be set up using the Chart of Accounts Maintenance in GL and assigned to the appropriate accounts using the GL Accounts Selection function.

•Accounts Receivable

•Inventory (Stock)

•Inventory (Non-Stock)

•Customer Deposits

•Open Credit Refunds

•Sales Taxes Payable

•Invoice Adjustments

•Freight Revenue

•Interest Income

•Cost Variances

•Inventory Adjustments

•Payment Term Discounts

•Payment Adjustments

•Bad Debt Expense

After performing Steps 1 and 2, you can proceed to set up SO and the rest of the integrated modules. If the General Ledger (GL) module was activated, the SO module automatically integrates with GL once activated. Integrated modules can transfer or post GL account transactions to any period of the future, current and prior fiscal year, except for restricted posting periods as defined in the General Ledger module.

If you activated the Inventory Control (IC) module, you can do the following:

•Use different Units-of-Measurements in your SO transactions

•Post SO transactions and receipts into different warehouses

•Transact using serialized items, lot-controlled items or items that use item specifications.

If you activated the Pricing Control (PC) module, you can set up list price for standard items with different units of measurement and currency combination, special prices, customer contract price, minimum prices as well as multi-level price per item by currency, price type, customer price group, unit-of-measurement, and by quantity combination.

If you activated the Inventory Specification (SP) module, you can set up specifications for an inventory item which can be very useful when creating sales orders.

Install Sales Order Module

Install Sales Order Module

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