Hi
can anyone please upload the purchasing and inventory setup documents. if possible plz upload order management also.
Thanks
Ramesh Gaddam
Can anyone upload Purchasing and inventory setups
Hi,
below given are the few set ups......
I am not a Distribution consultant, still i am trying to sum up the set up's list. if any corrections pls let me know
Before doing this do the mandattory steps in Inventory like Org,Op.Unit,Items Etc....
1. u shud define an employee, job,position
2.Define Position Hierarachy
2. Then define the employee as Buyer (as Buyer is the first process in Purchasing)
3. Define approval Assignments & groups
4. Define approval hierarchies if any needed
5.Define the lookup codes
6.Define the Document Types - can use/modify the existing doc. types
7.Open the Period
I feel that these are the mandatory setup's Other than this u have to be careful on purchasing optins/Payables option/Receivables option
Other than this we can be specific like Advance Pricing ......
If there is anything left out pls add to this and share it with me............
Thanks
below given are the few set ups......
I am not a Distribution consultant, still i am trying to sum up the set up's list. if any corrections pls let me know
Before doing this do the mandattory steps in Inventory like Org,Op.Unit,Items Etc....
1. u shud define an employee, job,position
2.Define Position Hierarachy
2. Then define the employee as Buyer (as Buyer is the first process in Purchasing)
3. Define approval Assignments & groups
4. Define approval hierarchies if any needed
5.Define the lookup codes
6.Define the Document Types - can use/modify the existing doc. types
7.Open the Period
I feel that these are the mandatory setup's Other than this u have to be careful on purchasing optins/Payables option/Receivables option
Other than this we can be specific like Advance Pricing ......
If there is anything left out pls add to this and share it with me............
Thanks
HI all,
Sorry,
These are steps to that are to be done in PURCHASING MODULE
Before doing this do the mandattory steps in Inventory like Org,Op.Unit,Items Etc....
1. U shud define an employee, job,position
2.Define Position Hierarachy
2. Then define the employee as Buyer (as Buyer is the first process in Purchasing)
3. Define approval Assignments & groups
4. Define approval hierarchies if any needed
5.Define the lookup codes
6.Define the Document Types - can use/modify the existing doc. types
7.Open the Period
In INVENTORY
1.Define the ITEM template
2.Define the ITEMS and Define Item Categories FF
3.Define UOM(Unit of Measure), Classes and Conversions
4.Define Organizations, locations, Op.Unit
5.Define Work day Calendar
6.Define Subinventories
7. Define stock locators flex field and define stock locators (if the client is using the stock locators for tracking)
8.Define Shipping Network for Inter Org Transfers
I am not able to recall anything else in the above modules
Order of defining the set up's may not be in sequence
hope it is useful and let me know any corrections in the same
Sorry,
These are steps to that are to be done in PURCHASING MODULE
Before doing this do the mandattory steps in Inventory like Org,Op.Unit,Items Etc....
1. U shud define an employee, job,position
2.Define Position Hierarachy
2. Then define the employee as Buyer (as Buyer is the first process in Purchasing)
3. Define approval Assignments & groups
4. Define approval hierarchies if any needed
5.Define the lookup codes
6.Define the Document Types - can use/modify the existing doc. types
7.Open the Period
In INVENTORY
1.Define the ITEM template
2.Define the ITEMS and Define Item Categories FF
3.Define UOM(Unit of Measure), Classes and Conversions
4.Define Organizations, locations, Op.Unit
5.Define Work day Calendar
6.Define Subinventories
7. Define stock locators flex field and define stock locators (if the client is using the stock locators for tracking)
8.Define Shipping Network for Inter Org Transfers
I am not able to recall anything else in the above modules
Order of defining the set up's may not be in sequence
hope it is useful and let me know any corrections in the same
Who is online
Users browsing this forum: No registered users and 0 guests