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

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