Setup 

Use the Setup menu to view and make changes to many of the Procurement application operating parameters, such as:

• Setup Addresses
• Setup Application Settings
• Setup Bill To Addresses
• Setup Catalog Updates
• Setup Catalog Views
• Setup Contacts
• Setup Cost Centers
• Setup Currency Exchanges
• Setup MarketSite
• Setup Online Form
• Setup Order Tolerances
• Setup Payments
• Setup Reports
• Setup Ship To Addresses
• Setup a Smart Form
• Setup Taxes
• Setup Units of Measure

The information collected when you defined your business rules can be configured and entered under the Setup menu. Because there are dependencies across data values, you must configure this data in the following order:

1. Addresses
2. Contacts
3. Bill To Addresses
4. Ship To Addresses
5. Cost centers
6. Currency exchange
7. Credit Cards
8. Payment terms
9. Payment types
10. Order Tolerance

There are other items that appear under the Setup menu, but do not require configuration in any particular order. This includes:

• Catalog Update, see Setup Catalog Updates
• Catalog Views, see Setup Catalog Views
• Reports, see Setup Reports
• Smart Forms, see Setup a Smart Form
• Units of measure codes, see Setup Units of Measure
• Application Setting, which initializes the system application and defines system behaviors. See Setup Application Settings
• Taxes, this includes Tax Instance, Tax Entity, Usage Codes and Direct Pay Product Exemptions. See Setup Taxes