Create Customer Order from Business Opportunity Line

Explanation

This activity is used to create a customer order from the business opportunity line when a business opportunity line leads to an order. Click Create Customer Order from the Opportunity Lines tab on the Business Opportunity page. The Create Customer Order  dialog for entering some additional information will be displayed. You must enter order type, reason for winning the opportunity, wanted delivery date, whether the customer order should be created in the Planned or Released status. This information is mandatory.

Prerequisites

The business opportunity line must have Confirmed status.

System Effects

• A customer order is created, using all available information on the business opportunity. The status of the business opportunity line is updated to Won.
• A reference to the originating opportunity line will be stored on the customer order line.

Pages

Business Opportunity

Activity Diagrams

Close Business Opportunity