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.

1. Query the work task, or alternatively, query for the work order and click the Work Task tab.
2. Click the Sales tab.
3. Select the relevant sales line.
4. Right-click and point to Undo Transfer To Customer Order.
5. Observe that the State field on the sales line will be updated to Invoicable, and that the Cust Order No field is cleared.