Order Management Basic Configuration: General Information

This topic provides a general overview of the configuration steps that you have to perform before you can process sales and purchases of non-stock items through orders.

In This Topic [Hide/Show]

Learning Objectives
Applicable Scenarios
System Features and Minimum Required Settings

Back to TopLearning Objectives

In this chapter, you will learn how to perform the initial configuration for the order management functionality. In particular, you will do the following:

Enable the needed system feature
Specify the minimum required configuration for the purchase order and sales order management functionality
Learn the settings that you can specify to make the system fit your business requirements

Back to TopApplicable Scenarios

You perform the configuration of order management in the following cases:

You are initially implementing Acumatica ERP and the Inventory and Order Management feature is included in your license.
You have purchased the Inventory and Order Management feature, and you need to configure order management in the existing system.

Back to TopSystem Features and Minimum Required Settings

To be able to configure the sales order management and purchase order management functionality in the system, you need to enable the Inventory and Order Management feature on the Enable/Disable Features (CS100000) form.

Each particular feature may be subject to additional licensing; please consult the Acumatica ERP licensing policy for details.

After you have enabled this feature, you need to review and save the default settings on the Sales Orders Preferences (SO101000) and Purchase Orders Preferences (PO101000) forms. Then you can proceed with preparing sales and purchase orders with non-stock items.