Order Management Setup Checklist

Step No.	Optional or Required	Step Title	Application
1	Required	Define multiple organizations in  Inventory	Inventory
2	Optional	Setup Multi-Org (Multiple Organization) Access Control	Multiple Organizations
3	Required under certain conditions	Define key and descriptive flexfields	Order Management
4	Required	Define inventory organizations (warehouses), parameters, subinventories, and picking rules in  Inventory	Inventory
5	Required	Define Profiles	Order Management
6	Required	Setting OM System Parameters	Order Management Implementation Manual
7	Required under certain conditions	Define invoicing information	Order Management
8	Optional	Define your sales representatives	Receivables
9	Required	Define Tax Features	Order Management,  Receivables
10	Required under certain conditions	Define Quickcodes	Order Management
11	Required	Define header and line processing flows	Order Management
12	Required	Define Document Sequences for Order Numbering	Order Management
13	Required under certain conditions	Define Order Import Sources	Order Management
14	Required	Define the units of measure	Inventory
15	Required	Define item information	Inventory
16	Required	Define the items that you sell	Inventory
17	Required under certain conditions	Define the configurations that you sell	Bills of Material
18	Required	Define price lists	Advanced Pricing
19	Required under certain conditions	Define customer profile classes	Receivables
20	Required	Define information on your customers	Receivables
21	Required under certain conditions	Define item cross references	Order Management,  Inventory
22	Optional	Define your sourcing rules	Advanced Planning and Scheduling
23	Required	Define Order Management Transaction Types	Order Management
24	Required under certain conditions	Set up Cost of Goods Sold Accounting flexfield combination	Order Inventory
25	Optional	Define Processing Constraints	Order Management
26	Optional	Define Defaulting Rules	Order Management
27	Required under certain conditions	Define Credit Checking Rules	Order Management
28	Required under certain conditions	Define Automatic Holds	Order Management
29	Optional	Define Attachments	Order Management
30	Optional	Define Freight and Special Charge Types	Order Management
31	Required	Define shipping parameters	Shipping Execution