If you are not registered for Multicurrency or Inventory, it is still necessary to complete the following steps prior to running a SQL Optimized Sales Order Processing Integration.
Version 6.0
Only Select a Functional Currency for all companies that will be integrated into.
1. To do this first grant access to the desired currency through Setup > System > Multicurrency.
2. Then navigate to Setup > Financial > Multicurrency and choose the currency.
3. Run checklinks on the Multicurrency Setup (series is Financial) and Sales Setup (series is Sales). Note: If Purchase Order integrations will also be performed, run checklinks on the Purchasing Setup (series is Purchasing).
Version 6.0 and 7.0
1. A unit of measure must be available for the integration to run. This can either be assigned as the Default Selling Unit of Measure for the item under Setup > Inventory > Price List. Or in the Destination Mapping under Items, set the U of M to a constant.
2. A price level must be created under Setup > Inventory > Price Level.
3. A the unit of measure and price list combination entered must exist in the Price List of the items. This can be entered under Cards > Inventory > Price List or by running the Price List Utility found at Utilities > Inventory > Price List Utilities.
4. The price level must also be either assigned to the Customer under Cards > Sales > Customer or be defined in the integration's destination mapping under Customer Details or Item Detail.
5. A site must be created and assigned in the Sales Order Processing Setup and also assigned to the items.
- Under Setup > Inventory > Inventory Control, enter a Segment ID for Sites.
- Create a Site to use for the default Site ID in Sales Order Processing, navigation is Cards > Inventory > Sites.
- In Query Analyzer set the LOCNCODE field in the SOP40100 to the newly created site.
- Assign the site to each item either by going to each item individually at Cards > Inventory > Quantities/Sites, or mass assign the site at Cards > Inventory > Site > Assign.
This article was TechKnowledge Document ID: 26963