New Organization : Case Study

7 – Ship Confirm Document Set

    Shipping documents and other reports can be grouped in a document set. Document sets can be printed from either the Confirm Shipment window (Ship Confirm Document set which is shown in this post) or the Release Sales Orders window (Pick…

6 – Pick Release Document Set

    Shipping documents and other reports can be grouped in a document set. Document sets can be printed from either the Confirm Shipment window (Ship Confirm Document set) or the Release Sales Orders window (Pick Release document set which is shown…

5 – Define Subinventories

Subinventories are unique physical or logical separations of material inventory, such as raw inventory, finished goods, or defective material. All material within an organization is held in a subinventory therefore, you must define at least one subinventory. Below screenshots depicts…

4 – Define Organization

      Organization describe distinct entities in your company and may include separate manufacturing facilities, warehouses, distribution centers, and branch offices. Organization parameters define the control options and account details for your organization before you can define items or perform any…

3 – Define GL Accounts

Several GL(General Ledger) Accounts should be created when a new organization is defined. There are 5 types of business accounts Balance sheet accounts: Assets,Liabilities and Owners equity Income Statement accounts : Revenue and Expense Accounting flexfield is a KFF(Key flex…

2 – Define Calendar

Calendar is used during inventory forecasting, reorder point planning, available to promise analysis, shortage messages or cycle counting. Exception set can be used to denote holidays, scheduled maintenance or extended downtime Following screenshots and table represent the setup for 081-CAL…

1 – Define Location

Location represent physical site in a company. Following screenshots and table represent the setup for 081-US-RK-HOUSTON Location      Responsibility    Inventory User Comments Navigation    Setup –> Organizations –> Location       Scope Global Global – Available in all Business…