Undo Transfer to Customer Order
Explanation
Use this activity to revert the creation of customer order line corresponding
to a sales line on work task.
Prerequisites
- A work task must exist.
- The sales lines must exist which have been connected to a customer order
line.
System Effects
- As a result of this activity, the customer order line will be removed
and the Customer order information on the sales line will be cleared.
-
State on the sales line will be changed to Incoiceable.
Window
Work Task
Prepare Work Order
Work Order Structure
Related Window Descriptions
Work Task
Work Task/Sales
Prepare Work Order
Prepare Work Order/Work Tasks/Sales
Report In Work Order
Report In Work Order/Work Tasks/Sales
Work Order Structure
Work Order Structure/Work Tasks/Sales
Procedure
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 line.
- Right-click and point to Undo Transfer To Customer Order.
- Observe that the State field on the sales line
will be updated to Invoicable, and that the Cust Order No field is cleared.