Use the Assisted Setup to get started quickly with the Sell-to / Buy-from app.
- Open the Assisted Setup page.
- Click Setup Sell-to Buy-from. Use the Next and Back buttons to navigate through the setup process.
- On the Sales & Receivables Setup step, set the customer detail to be used in sales and service documents.
Field Description Sell-to Customer Prices Sales and service documents will use sales prices from the sell-to customer.
Sell-to Customer Discounts Sales and service documents will use sales discounts from the sell-to customer.
Sell-to Customer Salesperson Sales and service documents will use the salesperson from the sell-to customer.
Sell-to Customer Dimensions Sales and service documents will use dimensions from the sell-to customer.
Sell-to Customer Value Entry Value entries created from sales and service documents will use sell-to customer as the source.
- On the Purchase & Payables Setup step, set the vendor detail to be used in purchase documents and requisition worksheets.
Field Description Buy-from Vendor Prices Purchase documents will use purchase prices from the buy-from vendor. Buy-from Vendor Discounts Purchase documents will use purchase discounts from the buy-from vendor. Buy-from Vendor Purchaser Purchase documents will use the purchaser from the buy-from vendor. Buy-from Vendor Dimensions Purchase documents will use the dimensions from the buy-from vendor. Buy-from Vendor Value Entry Value entries created from purchase documents will use buy-from vendor as the source.
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