OM Setup Check List

Order Management Setup Checklist

1 Define Set of Books

2 Define Flexfields

3 Multiple Organization

4 Inventory Organizations

5 Profile Options

6 Parameters

7 Invoicing

8 Salespersons

9 Tax

10 Quick Codes

11 Workflow

12 Document Sequence

13 Order Import Sources

14 Units of Measure

15 Item Information

16 Items

17 Configurations

18 Pricing Formulas

19 Price Lists

20 Customer Class

21 Customers

22 Item Cross-Reference

23 Sourcing

24 Agreements

25 Transaction Types

26 Cost of Goods Sold (COGS)

27 Modifier and Freight Charges

28 Processing Constraints

29 Defaulting Rules

30 Credit Checking

31 Holds

32 Attachments

33 Shipping Setup


 

OM Setup Check List

Mohammad Hossein Ebrahimzadeh
محمد حسین ابراهیم زاده