Ok

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So for new instance we need to define all the settings.

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So first we need to do some AR setups. Nav: AR> setup>system> system options

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So, now we nee to create customer. For customer we required collector and profile class A) Collector B) Profile class C) Customer : attach collector and profile class to the customer. Nav: AR---->setup---->collections--->collectors

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Profile class: STATEMENT CYCLE NEED TO DEFINE : Nag: Setup Print Statement Cycles

Nav: AR--->customers-->profile classes

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NOW WE NEED TO CREATE CUSTOMER: NAV: AR--->CUSTOMERS--->CUSTOMERS.

Click on Create Button Enter the Customer Details, see below Assign to Operating Unit

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Click on Details button, see below

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Site Details Tab

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Business Purposes Tab

Communication Tab

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Communication Tab Create Contacts

Payment Details Tab

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Profile Tab

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Profile Amounts Tab

Late Charges

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Click on save button

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Overview of Customer
Give your customer Name then click on Go Button

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Creating order type: Nav:- OM--->setup--->transaction types--->define

FIRST 2 LINES NEED TO CREATE ( ORDER AND RETURN)

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SAVE IT AND CLICK ASSIGN LINE FLOW S

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Define document sequence: Nav: om-->setup--->document--->define

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Nav: om-->setup--->document--->CATEGORIES

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Nav: om-->setup--->document--->Assign

It will go to next tab

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Creating price list: Nav:-OM-->setup--->system parameters--->values

1) Query item master organization and assign master organization. 2) System admin-->profile-->system-->responsibility Application jinka OM Profile -->QP item validation organization---> assign master organization.

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Price list setup : Nav:- OM-->pricing-->price list--> pricelist setup

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For all items price list will be 20.

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Now defining the multi currency conversion. Nav: setup--->pricing--->pricelist--->multi currency conversion setup.

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Grants roles definition: Nav: setup--->shipping--->grant and role definition-->grants

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Need to define shipping parameters Nav: OM--->shipping---->shipping parameters It will ask for which org. we need to select inventory org (JV1 and Jv2) master organization not required.

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Save it

Go to general tab change the workflow. Now change the organization jv2 and do the same

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NOW GO TO INVENTORY . NAV: INVENTORY--->TRANSACTION--> MISCELLANEOUS TRANSACTION.

IT WILL SHOW THE ERROR FOR TYPE. FOR OPEN THE PERIODS.

WE NEED TO OPEN THE PERIODS FOR THE INVENTORY. NAV:INVENTORY--->ACCOUNTING CLOSE CYCLE--->INVENTORY ACCOUNTING PERIODS.

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NOW GO TO INVENTORY--->TRANSACTIONS--->MISCELLANEOUS TRANSACTIONS

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For account we need to define miscellaneous account

Setup--->flexfield--->key flexfield-->aliases

Add the miscellaneous account and close.

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Setup--->flexfield--->key flexfield-->segments Query your flexfield and complie it once.

Now do the miscellaneous transaction.

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Click on transaction lines.

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So here keyboard items are there in my inventory 10000 goods in subinventory (j RM store).

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NOW CREATE THE SALES ORDER: NAV: OM--->ORDER,RETURNS--->SALES ORDER

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NOW WE NEED TO SHIP THE GOODS TO THE CUSTOMER. NAV:OM--->SHIPPING--->TRANSACTIONS

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Find

Click go and concurrent will run. 3 concurrents will run

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Again recall the transaction and go to delivery tab click on ship confirm button

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Ok it.

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We need to define sequence in document category. This is doceument sequence for shipping net work Go to nav : Om--->shipping--->setup--->documents-->document sequence

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