Create Customer Order from Business Opportunity

Explanation

When your business opportunity leads to an order, you can create the customer order from the business opportunity. You can use the Create Customer Order right mouse button option from the header in the Business Opportunity window. The Create Customer Order from Opportunity dialog box appears in order to enter additional information. You must enter the order type, reason for winning the opportunity, wanted delivery date and whether the customer order should be created in the Planned or Released status. This information is mandatory.

At this stage, a customer previously classified as Prospective must be reclassified as an actual customer. The category in the Customer window is changed to Customer, and you will have to enter the additional information needed to complete creating the customer order.

If the Limit Sales to Assortments check box is selected, the customer is limited to only sale of parts that are connected to the limited assortments. You will not be able to create a customer order if atleast one business opportunity line has a part that is not connected to the limited assortments for the customer. You can uncheck this if you have decided to allow overule this limitation in site level.

Prerequisites

• The business opportunity must have the Confirmed status.
• The customer category should be Customer.

System Effects

• A customer order is created, using all available information on the business opportunity header.
• All opportunity lines on the active revision will generate new customer order lines. A reference to the originating opportunity line will be stored on the customer order line. If the opportunity lines belong to different sites, one customer order for each site will be created.

Window

Business Opportunity

Related Window Descriptions

Business Opportunity
Create Order from Opportunity

Procedure

1. Open the Business Opportunity window and search for the required opportunity.
2. Right-click and then click Create Customer Order. The Create Customer Order from Business Opportunity dialog box appears.
3. If needed, update the order type, wanted delivery date, coordinator, delivery address and document address. Enter a reason ID and optionally, a note.
4. Confirm by clicking OK.