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<< Click to Display Table of Contents >> SO Module Setup |
  
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<< Click to Display Table of Contents >> SO Module Setup |
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The SO Module Setup function allows you to define the general setup and printing parameters for your Sales Order module. It also allows you to define the default GL account IDs for your sales order transactions. You must complete the SO Module Setup before you set up records in the Maintenance functions, record transactions in any Transaction functions and generate reports in the Reports functions because this function activates and sets parameters that will affect these aforementioned functions.
To set up the parameters for the Sales Order module, perform the following procedures:
1.Access the SO Module Setup function from the Set Up group in the Maintenance menu of the Sales Order module.
2.In the General Information Page, provide the parameters for the period-end closing process, decimal places, sales order transactions, commission tracking, shipping sales orders, cancellation of open quantities, blanket sales orders, new customer records, viewing customer activities, revenue tracking, recording of non-stock inventory items, and various pricing options. For more information, refer to the General Information Page section.
3.In the Printing Page, provide the parameters for printing various documents in this module. For more information, refer to the Printing Page section.
4.When you are finished entering the necessary information, click the Save button to save all your entries and for the system to update the affected records.
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