Prerequisites

To successfully create a credit order for a configured item, you must:

• Verify that the Order Activity Rules (P40204) for the document type and line type combination for a sales order are set to record the appropriate information to history. In the order activity rules, ensure that for the sales order type and work order line type the status for ship confirmation is set to update the sales ledger. This process writes a record to the history table, which includes important information, such as the lot number and location of the parent configured item.

• Set up a document type for credit orders in the Document Type Maintenance program (P40040). The document type is usually CO.

• Set up a line type for credit orders. The line type is usually C.

• Ensure that the line type that is used for the credit order in the Line Type Constants program (P40205) is set to an Inventory Interface of Y. Also, ensure that the Reverse sign check box is selected, which puts the item back into inventory.

• Set up the order activity rules for the document type and line type combination for the credit order. In Order Activity Rules, for the credit order, order type, and credit line type, ensure that the appropriate order activity rules have been set up.

• Create a version of the Sales Order Entry program (P4210) for credit orders, and set the processing options appropriately.