Module defaults and records

These lists show the setup defaults and records for Distribution SX.e modules. Set up the modules in the order presented in these lists.

Check Reconciliation

  1. SA Administrator Options-Financials-Check Reconciliation
  2. SA Table Code Value Setup – Currency codes
  3. GL Account Setup
  4. CR Bank Setup

Vendor

  1. SA Administrator Options-Vendors
  2. SA Table Code Value Setup – Terms
  3. SA Table Code Value Setup – PO Addons
  4. Vendor Setup
  5. Vendor Ship From Setup

Customer

  1. SA Administrator Options-Customers
  2. SA Table Code Value Setup – Payment Types
  3. SA Table Code Value Setup – Customer Price Types
  4. SA Table Code Value Setup – Territories
  5. SA Table Code Value Setup – Non tax reasons
  6. SA Order Entry Addon Setup
  7. Customer Setup
  8. Customer Ship To Setup

Product

  1. SA Administrator Options-Products
  2. SA Table Code Value Setup – Product Category
  3. Product GL Distribution Setup
  4. SA Table Code Value Setup – Product Price Type
  5. SA Table Code Value Setup – LIFO Category
  6. SA Table Code Value Setup – Unit Conversions
  7. Product Extended Unit Conversion Setup
  8. Product Setup
  9. Product Extended Product Cross Reference Setup
  10. SA Table Code Value Setup – Buyer
  11. SA Table Code Value Setup – Product Line
  12. SA Table Code Value Setup – Family Groups
  13. SA Table Code Value Setup – Override Reasons
  14. SA Tariff Rate Setup
  15. Product Warehouse Product Setup
  16. Product Extended Lot# Setup
  17. Product Extended Serial# Setup

Kit Production

  1. SA Table Code Value Setup – References
  2. KP Component Setup

Pricing and Discounting

  1. PD Pricing Setup – Customer Prices
  2. PD Pricing Setup – Vendor Prices
  3. PD Pricing Setup – Rebates
  4. PD Special Price Type Discount Setup
  5. PD Whole Order Discount Setup
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