Pre Requisites for Booking A SALES ORDER

1. Transaction Types have been defined.
2. Customers exist in the Customer Master, including Contacts, Addresses, and Location
Business Purposes.
3. Price Lists have been defined.
4. Items have been defined in the Item Master and assigned to Price Lists.
5. Discounts have been defined and assigned to Price Lists.
6. Salespersons have been set-up.
7. Tax Codes and Tax Rates have been defined.
8. Invoicing and Accounting Rules have been defined.
9. Freight Carriers, Freight Terms, and FOB options have been defined.
10. Shipping Warehouses have been set-up.
11. Agreements have been defined (if Agreements functionality is required).
12. ATP Rules have been defined (if ATP functionality is required).
13. System Types have been defined (if Systems functionality is required).