Setup Steps.............................................................................................................................................................................. 4

Step 1 □ Define Your Your Set Of Books (Required)................................................................................................... 4

Step 2 □ Define Your Sales Orders Flexfield (Required).............................................................................................. 4

Step 3 □ Define Your System Item Flexfield (Required)............................................................................................. 4

Step 4 □ Define Your Inventory Organization (Required)........................................................................................... 4

Step 5 □ Define Your Profile Options (Required).......................................................................................................... 5

Step 6 □ Define Your Organization Parameter (Required).......................................................................................... 8

Step 7 □ Define Your Invoicing (Required).................................................................................................................... 9

Step 8 □ Enter Your Salespersons (Optional)............................................................................................................... 26

Step 9 □ Define Your Tax Codes and Rates（Optional）........................................................................................ 26

Step 10 □ Define Your Quick Codes (Required)......................................................................................................... 27

Step 11 □ Define Your Order and Line Processing Flows (Required)...................................................................... 42

Step 12 □ Define Your Document Sequences for Order Numbering (Required)................................................... 43

Step 13 □ Define Your Order Import Soruces (Optional).......................................................................................... 50

Step 14 □ Define Your Units of Measure (Required)................................................................................................. 50

Step 15 □ Define Your Item Information (Required)................................................................................................ 50

Step 16 □ Enter Your Items (Required)........................................................................................................................ 50

Step 17 □ Define Your Configurations (Optional)...................................................................................................... 50

Step 18 □ Define Your Pricing Formula (Optional)..................................................................................................... 50

Step 19 □ Setup Your Pricing (Required)...................................................................................................................... 51

Step 20 □ Define Your Customers Profile Classes (Optional)................................................................................... 51

Step 21 □ Enter Your Customers and Relationships (Required).............................................................................. 51

Step 22 □ Define Your Item Cross References (Optional)........................................................................................ 51

Step 23 □ Define Your Sourcing (Optional)................................................................................................................. 51

Step 24 □ Define Your Pricing Agreements (Optional)............................................................................................... 51

Step 25 □ Define Your Transaction Types (Required)............................................................................................... 52

Step 26 □ Define Your Processing Constraints (Optional)......................................................................................... 58

Step 27 □ Define Your Default Rules (Optional)........................................................................................................ 59

Step 28 □ Define Your Modifier (Optional)................................................................................................................. 64

Step 29 □ Define Your Credit Checking (Required ).................................................................................................. 65

Step 30 □ Define Your Holds (Required)...................................................................................................................... 67

Step 31 □ Define Your Attachments (Optional).......................................................................................................... 69

Step 32 □ Define Your shipping Lookups (Required)................................................................................................ 78

Step 33 □ Define Your Shipping Parameters (Required)........................................................................................... 80

Step 34 □ Define Your Freight Carriers (Optional)...................................................................................................... 85

Step 35 □ Define Your Freight Cost Types (Optional)................................................................................................ 87

Step 36 □ Define Your Document Sets(Optional)....................................................................................................... 89

Step 37 □ Define Your Release Sequence Rules (Optional)...................................................................................... 93

Step 38 □ Define Your Release Rules (Optional)........................................................................................................ 95

Step 39 □ Define Your Pick Slip Grouping Rules (Optional)..................................................................................... 99

Step 40 □ Define Your Shipping Exceptions (Optional).......................................................................................... 101

Step 41 □ Define Your Transportation Calendars(Required)................................................................................. 101

Step 42 □ Define Your Container-Load Relationships (Optional)........................................................................ 102

Step 43 □ Define Your Sales Order DFF Flexfield (Optional）.............................................................................. 104

Step 44 □ Run Your Request (Required).................................................................................................................... 117

Step 45 □ Define Your Item Validation Oraganization (Required)....................................................................... 119

Step 46 □ Define Your Schedule Instances (Required)........................................................................................... 120

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