Sales Order Setup > Exercise: Customer Items and Sales Order Control
  PPT
Exercise: Customer Items and Sales Order Control
1 Use Customer Item Maintenance (1.16) to set up customer item number for item 03021.
 
Field
Data
Customer/Ship-To:
10C1000
Customer Item:
P0001
Item Number:
03021
Display Customer Item:
P0001
 
2 Use Item Cost Maintenance (1.4.9) to set the price of item 03021 to 45.00.
3 Use Sales Order Control (7.1.24) to verify or set the following settings. Others can be left at the default.
 
Field
Data
Shipping Lead Time:
1
Ln Format S/M:
Single
ATP Horizon:
15
Calculate Promise Date:
Yes
Sales Order Prefix:
SO
Next Sales Order:
001
Integrate with SA:
Yes
Confirmed Orders:
Yes
Forecast Consumption
Consume Forward:
10
Consume Back:
10
Check Customer Item Nbr First:
Yes
4 Use Sales Order Accounting Control (36.9.6) to verify or set the following settings. Others can be left at the default.
 
Field
Data
Company Address:
10-300
Default Daybook Set:
10-SALES
Calculate Freight by Site:
Yes
Commission on Margin not Sales:
No
Taxable Trailer Code 1:
11
Taxable Trailer Code 2:
21
Taxable Trailer Code 3:
31
Non-Taxable Trailer Code 1:
10
Non-Taxable Trailer Code 2:
20
Non-Taxable Trailer Code 3:
30
Hold Orders Over Credit Limit:
Yes
SO Interest Accrued Acct:
1475 - HO
SO Interest Applied Account:
4675 - HO
Allow Maintenance of Reviewed Orders:
No
Customer Type and Channel
5 Use Sales Account Maintenance (1.2.17) to assign GL accounts to the following combination of product line, site, customer type, and channel. Accept all the default accounts.
 
Field
Data
Product Line:
10
Site:
10-300
Customer Type:
WHSL
Channel:
Direct