Setting up sales & purchase conditions
Overview
Before you can start using Aptean Beverage Sales and Purchase Conditions there are few things to setup. The following table describes a sequence of tasks, with links to the topics that describe them.
| To | See |
|---|---|
| Set up permission sets | Manage permission sets |
| Define general business rules for your sales and purchase conditions | Sales and Purchase Condition Setup |
| Use a price unit of measure for items | Setup a Price Unit of Measure for Items |
| Use reason codes to define allowed price changes and reasons for free products | Setting Up Reason Codes |
| Use dimensions to define classifications for your customers, vendors and items | Setting Up Sales and Purchase Classifications |
| Define condition groups classify your customers, vendors, items, locations and reason codes | Setting Up Sales and Purchase Groups |
| Create calculation codes that define your conditions for sales and purchase | Setting Up Sales and Purchase Condition Calculations |
| Define the rules that express how your calculation codes are applied in sales and purchase processes | Setting Up Sales and Purchase Condition Rules |
| Connect rates that express values and minimum - and maximum conditions to your rules | Setting Up Sales and Purchase Condition Rates |
| Round up the charges for the equivalent Units of Measure | Setting Up Rounding for Condition Rates |
| Setup customers for sales and purchase conditions | Setting Up Customers for Sales and Purchase Conditions |
| Setup vendors for sales and purchase conditions | Setting Up Vendors for Sales and Purchase Conditions |
| Setup global dimensions | Setting Up Global dimensions |
| Setup reason codes groups | Setting Up Reason Codes Group |