Setting Up Grid Order Management
Read the following topics for information on how to set up the Grid Order Management SuiteApp:
Prerequisites for Grid Order Management
Before installing Grid Order Management, ensure that the required features are enabled in your account. Go to Setup > Company > Enable Features.
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General features
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On the Items & Inventory subtab, check the box for the following options:
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Inventory
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Assembly items
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Matrix items
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On the SuiteCloud subtab, check the box for the following options:
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Custom Records
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Client SuiteScript
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Server SuiteScript
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If you want to use standard grid order printing or grid print templates, you must enable the Advanced PDF/HTML Templates feature.
For the following prerequisites, enable the features for transactions where you want to enter grid orders and use grid print templates.
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Features for grid sales orders
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On the Transactions subtab, check the Sales Orders box.
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If the Demand Planning feature is enabled in your account, the ship date you enter on the Grid Order Entry form is assigned as ship date for all items in the grid. This condition only applies to items that are submitted for the first time. For more information, see Managing Grid Orders.
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Features for grid purchase orders
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On the Transactions subtab, check the Purchase Orders box.
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On the Order Management subtab, check the Allow Purchase of Assembly Items box.
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Features for grid transfer orders
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On the Transactions subtab, check the Transfer Orders box.
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For OneWorld accounts, on the Items & Inventory subtab, check the Multi-Location Inventory box.
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Features for grid inventory adjustments
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On the Transactions subtab, check the Inventory Adjustment box.
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For OneWorld accounts, on the Items & Inventory subtab, check the Multi-Location Inventory box.
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Features for estimates
On the Transactions subtab, check the Estimates box.
For more information about enabling required features, see Enabling Features.