Global Implementation Steps

This table lists the suggested global implementation steps for the JD Edwards EnterpriseOne Sales Order Management system:

  1. Set up global user-defined codes (UDCs).

    See JD Edwards EnterpriseOne Tools Foundation Guide.

  2. Set up companies, fiscal date patterns, and business units.

    See "Setting Up Organizations" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

  3. Set up next numbers.

    See "Setting Up Next Numbers" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

  4. Set up accounts and the chart of accounts.

    See "Creating the Chart of Accounts" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

  5. Set up the General Accounting constants.

    See 'Setting Up Constants for General Accounting" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

  6. Set up multicurrency processing, including currency codes and exchange rates.

    See "Setting Up General Accounting for Multicurrency Processing" in the JD Edwards EnterpriseOne Applications Multicurrency Processing Implementation Guide.

    See "Setting Up Exchange Rates" in the JD Edwards EnterpriseOne Applications Multicurrency Processing Implementation Guide.

  7. Set up ledger type rules.

    See "Setting Up Ledger Type Rules for General Accounting" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

  8. Set up inventory information such as branch/plant constants, default locations and printers, manufacturing and distribution AAIs, and document types.

    See "Setting Up the Inventory Management System" in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide.

  9. Set up shop floor calendars.

    See "Setting Up Shop Floor Management" in the JD Edwards EnterpriseOne Applications Shop Floor Management Implementation Guide.

  10. Set up customers in the Address Book.

    See "Entering Address Book Records" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.

  11. Set up the customer in the Customer Master by Line of Business.

    See "Setting Up Customer Master Information" in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide.

  12. Set up branch/plants.

    See "Entering Branch/Plant Information" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide

    See "Setting Up Business Units" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.