Create Customer Order and Transfer Sales Line

Explanation

With the command Create CO and Transfer, you can create a customer order and transfer a selected sales line to a customer order for invoicing. This is us full when there is a need to invoice something additional to the work scope and separated from the dispatch customer order. This is most commonly used when a sales line is manually added but there is nothing that prevents to distinguish a generated sales line on a separate customer order for invoicing.

You can undo the performed action. This will cancel all the customer order line created for all transferred the sales lines on all customer orders connected to the component repair order.

Prerequisites

• The component repair order must have a customer defined.
• The component repair order line cannot be in Closed status.
• Sales lines must have been created for the component repair order line, and at least one sales line must be in Invoiceable status. The sales lines cannot be in Not Invoiceable or Transferred status.

System Effects

As a result of this activity,

• A new customer order will be established in Planned status and connected to the component repair order.
• The selected sales line status will change from Invoiceable to Transferred status and appear as customer order lines on the customer order.

Pages

CRO Exchange
CRO Repair
Component Repair Order

Activity Diagrams

Handle Cost and Sales Lines