7/23/2019 Order Management Basic Setup Steps During Implementation

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Order Management Basic Setup steps duringImplementation

Step 1 Flexfields. (Required)Step 2 Multiple Organizations. MOAC (Required)

Step 3 o!ations (Required)

Step " #n$entor% Organizations. (Required)

Step & o!ation Asso!iate 'it #n$entor% Organization (Required)

Step Sipping *ara+eters. (Required)

Step , OM S%ste+ -alues #te+ -alidation Organization (Required)

Step / #n$oi!ing Sour!e. (Required)

Step 0 Order Manage+ent ransa!tion %pes (Order and ine %pes) (Required)

Step 1 o!u+ent Sequen!es (Order 4u+5ering) (Required)

Step 11 o!u+ent Assign+ent (Order 4u+5ering) (Required)

Step 12 Salespersons. (Required)

Step 13 ax6 ax Categories. (Optional)

Step 1" 7ui!8 Codes. (Required)Step 1& 9or8flo'. (Required)

Step 1 efine Custo+er *rofile Class (Required)

Step 1, efine Custo+er (Required)

Step 1/ efine Custo+er Site (Required)

Step 10 :nits of Measure. (Required)

Step 2 #te+ #nfor+ation. (Required)

Step 21 efine #te+s ; Assign to Organization. (Required)

Step 21 *ri!ing *ri!e list (Required)

Step 22 Modifier. (Optional)

Step 23 7ualifier. (Optional)

Step 2" o!u+ent set. (Optional)

Step 2& For+ula %na+i! < Stati!. (Optional)Step 2 *ro!essing Constraints (Required)

Step 2, efaulting Rules (Required)

Step 2/ Credit Ce!8 Rule (Optional)

Step 20 Credit =olds < Release (Optional)

Step 3 Atta!+ents (Optional)

Step 31 Freigt Carges and Carriers (Required)

Step 32 Start 9or8flo' >a!8ground *ro!ess (Optional)

Step 33 ?rands and Role (Required)

Step 3" Sipping 4et'or8 (Required)

Step 3& #te+ Cross Referen!es (Optional)

Step 3 Sour!ing (Optional)

Step 3, Request set OM @ AR *orting

Step 3/ Configurations. (Required)

Step 30 Order #+port Sour!es. (Required)

Step " *rofile Options. (Required)