Overview
Maintain supported application settings and subsidiary sales/purchasing readiness.
Before you begin
Use authorized administrative access. Some capabilities are host-controlled or disabled in demonstration instances.
Main task
- Open Administration Settings and review supported settings such as session behavior and integration eligibility.
- Review subsidiary, account, item, tax, and location setup before enabling workflows.
- Open Purchasing Setup to assign accrued purchases, returned-not-credited, prepayment, A/P, and default location configuration.
- Open OTC Setup to review receivable, deposit, deferred revenue, FX, payment, and supported tracking/location rules.
- Save and review readiness messages before starting new transactions.
Check the result
Enabled switches alone do not make incomplete accounting mappings valid. Existing source records still require their supported completion workflows.
If something goes wrong
Guest administrators cannot enable restricted host/external capabilities. Fix missing mappings and readiness errors rather than turning unrelated settings on and off.