Create Customer Order Line

Explanation

Use this activity to create customer order line/lines for one or several sales lines connected to the work task.

Before the customer order line/lines are created, the following must have been completed:

A work task must exist.
The sales lines must exist with a sales part connected and be set to Invoiceable.
A customer must exist on the work task or alternatively an Alternative Customer must be entered in the Customer No field on the Sales line.

As a result of this activity, a new customer order is created where the line/lines are included.
If a customer order already exists with the customer, including the same service contract and coordinator, the order line/lines are added to this customer order.
In the sales line, the State field shows as Transferred and the Cust Order No. , Cust Order Line No. , Cust Order Rel No. and Cust Order Line Item No. fields will be updated with customer order information.

Use the following procedure to create the customer order line/lines using the Work Task, Prepare Work Order or Work Order Structure window.

Query the work task, or alternatively, query for the work order and click the Work Task tab.
Click the Sales tab.
Select the relevant Sales lines to be transferred.
Right-click and point to Create Customer Order Line.
Note that the State field on the sales line is updated to Transferred, and that the Cust Order no field shows a customer order number.
Optionally, view the customer order by right-clicking and then selecting Customer Order.