Adding Order Entry Setup Records

Before you can process orders, invoices, and credit notes in Order Entry, you need to set up records for ship-via codes, miscellaneous charges, and e-mail messages. You can also define templates to speed up and simplify order entry, and add optional fields to be used in transactions. Using the Options form, you set up processing and G/L integration for transactions.

Choose icons from the Setup folder to set up:

• E-mail messages

• G/L integration

• Optional fields

• Options

• Miscellaneous charges

• Ship-via codes

• Templates

Import Setup Records

You can also import setup records for Order Entry.

See also

Steps for Setting Up Order Entry