Lesson 1: Configuring Order Management

Part 1: Basic Order Management Configuration

This lesson explains the minimum configuration of the order management functionality that is required for

Acumatica ERP users to process the sales and purchases of non-stock items through sales orders and purchase orders.

Order Management Basic Configuration: General Information

This topic provides a general overview of the configuration steps that you have to perform before you can process sales and purchases of non-stock items through orders.

Learning Objectives

In this lesson, you will learn how to perform the initial configuration for the order management functionality. In particular, you will do the following:

Enable the needed system feature
Specify the minimum required configuration for the purchase order and sales order management functionality
Learn the settings that you can specify to make the system fit your business requirements

Applicable Scenarios

You perform the configuration of order management in the following cases:

You are initially implementing Acumatica ERP and the Inventory and Order Management feature is included in your license.
You have purchased the Inventory and Order Management feature, and you need to configure order management in the existing system.

System Features and Minimum Required Settings

To be able to configure the sales order management and purchase order management functionality in the system, you need to enable the Inventory and Order Management feature on the Enable/Disable Features (CS101000) form.

          Each particular feature may be subject to additional licensing; please consult the Acumatica ERP
          licensing policy for details.

Aer you have enabled this feature, you need to review and save the default settings on the Sales Orders Preferences (SO101000) and Purchase Orders Preferences (PO101000) forms. Then you can proceed with preparing sales and purchase orders with non-stock items. Order Management Basic Configuration: Implementation Activity

You perform the following implementation activity to prepare the system to support the processing of sales and purchase orders with non-stock items.

Story

Suppose that you are an implementation manager for the SweetLife Fruits & Jams company, and you need to configure the system for the processing of sales and purchases of non-stock items through orders.

Process Overview

In this activity, you will do the following:

Enable the needed feature on the Enable/Disable Features (CS100000) form
Specify the sales order preferences on the Sales Orders Preferences (SO101000) form
Specify the purchase order preferences on the Purchase Orders Preferences (PO101000) form

System Preparation

Before you start configuring the order management functionality, launch the Acumatica ERP website with the U100 Basic Company dataset preloaded, and sign in to the system as implementation manager Kimberly Gibbs by using the gibbs username and the 123 password.

Step 1: Enabling the Needed Feature To give users the ability to process the sales and purchases of non-stock items through orders, do the following:

Open the Enable/Disable Features (CS100000) form.
On the form toolbar, click Modify.
Select the Inventory and Order Management check box.
On the form toolbar, click Enable.

Step 2: Configuring the Sales Order Preferences To configure the sales order management functionality, do the following:

Open the Sales Orders Preferences (SO101000) form.
In the Invoice Settings section, clear the Hold Invoices on Failed Credit Check check box.
On the form toolbar, click Save.

Step 3: Configuring the Purchase Order Preferences To configure the purchase order management functionality, do the following:

Open the Purchase Orders Preferences (PO101000) form.
In the Validate Total on Entry section, make sure that the For Normal and Standard Orders check box is cleared.
On the form toolbar, click Save.
You have configured the basic order management functionality without inventory.