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