Setup Configuration 1. System Options 2. Territory KeyFlexfield (Optional)
Customer 1. Profile Classes 2. Customer 3. Customer Accounts 4. Customer Sites /Addresses 5. Party merge
Transaction 1. Auto Accounting 2. Payment Terms 3. Transaction Types 4. Transaction Sources 5. Standard memo lines 6. Approval Limits 7. Territories 8. Accounting Rules 9. Auto Invoices a. Grouping Rules b. Line Order Rules
Types of Transactions 1. Standard Invoice 2. Debit Memo — Increase Customer Amount 3. Credit Memo 4. Deposits – Advances 5. Guarantee — Sales Forecasting 6. Charge Backs — Reschedule payments
