Setting up sales & purchase conditions
Sales-Purchase Conditions for Drink-IT
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Article
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6/17/2024
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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 |