How Do I Set Up the Sales Order Entry Module?

There are certain items that we recommend setting up prior to using Order Entry. The following items are entered in Accounting and are part of the General Ledger and Accounts Receivable Billing modules. For more information on setting up these modules, see the Setting Up Accounts Payable and Setting Up Purchase Orders checklists.

The following is a checklist for setting up the Order Entry Module:

With Administrative User Rights

1. Change the Activation Code, if necessary, to incorporate Order Entry (System>Activate License).
2. Add the Order Entry module, if necessary (Organization>Add a Module).
3. Set up organization preferences (Organization>Organization Preferences).
4. Set up proper security (Security>Set Up Organization Menus).
5. Select Deferred Revenue and Customer Returns general ledger account codes and set up default Last Numbers Used (Organization>Set Up Modules>Accounts Receivable>Sales Order). You must have previously created the general ledger account codes using Maintain>Chart of Accounts Codes, prior to making your selections.

For Accounting

Make sure that the Setting Up General Ledger and Setting Up Accounts Receivable Billing checklists have been completed before continuing.

1. Create General Ledger Account Codes (Maintain>Chart of Accounts Codes).
2. Create Distribution Codes (Maintain>Distribution Codes).
3. Create Charge Codes (Maintain>Accounts Receivable>Charge Codes).
4. Create customers, including their addresses, contact information, billing terms, and default accounts (Maintain>Accounts Receivable>Customers).