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This section identifies a logical sequence for configuring this Functional Area. This is not intended to be a detailed project plan, but rather a simple guide for what need to be configured.

Seq.	Page	Navigation Path	User Guides	Blocked By	Required	Comment
1.	Attribute Class - Item	Company → Configuration → Attribute Classes			No	At least one should be setup called 'Default' and assigned to all Items
	Attributes - Item Attributes	Company → Setup→ Attributes - Items Add/Edit		Attribute Class - Item	No	Only required if configuring Item Attributes
	Attribute Values - Item	Company → Setup→ Attributes - Items Add/Edit		Attributes - Item Attributes	No	Only required if configuring Item Attributes
2.	Attribute Class - Production Batch Class	Company → Configuration → Attribute Classes			No	Only required if using Production Batch Attributes
	Attributes - Production Batches	Company → Setup→ Attributes - Production Batches Add/Edit		Attribute Class - Production Batch Class	No	Only required if using Production Batch Attributes
	Attribute Values - Production Batches	Company → Setup→ Attributes - Production Batches Add/Edit		Attributes - Production Batches	No	Only required if using Production Batch Attributes
3.	Attribute Class - Quality Test Class	Company → Configuration → Attribute Classes			No	Only required if recording Quality Test Results
	Attributes - Quality Test Class	Company → Setup→ Attributes - Quality Test Add/Edit		Attribute Class - Quality Test Class	No	Only required if recording Quality Test Results
	Attribute Values - Quality Test Class	Company → Setup→ Attributes - Quality Test Add/Edit		Attribute Values - Quality Test Class	No	Only required if recording Quality Test Results
4.	Carriers	Inventory → Setup → Carriers			No	If AP Vendors are configured they can be linked but not required. Used on Inventory Transfers
	Cost Group	Inventory → Costing → Cost Groups			No	Only needed for Costing
	Country of Origin	Inventory → Lot management → Country of Origin			No	Pre-loaded with United States and Canada set as 'Active'
	Freight Terms	Inventory → Setup → Freight Terms			No	Used on Inventory Transfers
	Hold Code	Inventory → Setup → Hold Codes			No
	Lot Certifications	Inventory → Quality→ Lot Certifications	Lot Certifications		No

Item Class

Cost Group

Hold Codes

GL Accounts

Yes

At least one is required.

GL Accounts should be configured if using Sales and/or the General Ledger

CarriersNo


Lot Owners	Inventory → Lot Management → Lot Owners			Yes	Pre-loaded with 'Default'
Pallet Configuration	Inventory → Setup → Pallet Configuration			No
Reason Codes - Adjustment	Company → Setup → Reason Codes → Type = Adjustment			No
5.	Sites	Inventory → Setup → Sites	Adding Sites		Yes	If AP Vendors are configured they can be linked but not required

Freight TermsNoUsed on Transfer Shipments2.Pallet ConfigurationNoUnits of MeasureUOM SchedulesItems

Item Class

Units of Measure

.
6.	Item Class	Inventory → Configuration → Item Class	Configure Item Class	Cost Group - Not Required Hold Codes - Not Required GL Accounts - If using Sales and/or the General Ledger	Yes	At least one is required.
7.	Units of Measure	Inventory → Setup → Units of Measure - Units of Measure			Yes
7.	UOM Schedules	Inventory → Setup → Units of Measure - UOM Schedules		Units of Measure	Yes
8.	Items	Inventory → Setup → Items	Adding Items	Item Class UOM Schedules Item Attribute Class - Not Required Quality Test Class - Not Required Production Batch Class - Not Required Pallet Configuration - Not Required Cost Group - Not Required Hold Codes - Not Required GL Accounts - If using Sales and/or the General Ledger Certifications - Not Required	Yes
9.	Price List

Items3.4.Lot OwnersLot CertificationsSitesCertifications

Country of OriginInventory → Lot management → Country of OriginYesPre-loaded with United States and Canada set as 'Active'

Inventory → Setup → Price Lists	Creating Transfer Price Lists	Items
10.	Planning Items	Inventory → Manufacturing → Planning Items		No	Only needed if using Bill of Materials
10.	Bill of Materials	Inventory → Manufacturing → Bill of Materials	BOM Class,

UOM,

Units of Measure

Sites,

Items

No

Only needed if using Bill of Materials

Reason Codes - AdjustmentCompany → Setup → Reason Codes → Type = AdjustmentNo

11.	Transaction Class	Inventory → Configuration → Transaction Class	Creating Transaction Class		Yes	At least one 'Default' Transaction Class must be configured for each Transaction Type
12.	Preferences	Inventory → Configuration → Preferences			Yes

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