Transfer Sales Lines to Customer Order

Explanation

This activity is used to transfer possible sales lines to invoice to a customer order for invoicing. The customer order lines represent the amount to charge the customer for the service types performed on the component repair order line.

You can undo the performed action. This will cancel all the customer order lines created for the sales lines.

Prerequisites

• The component repair order must have a customer defined on the General tab in the Component Repair Order window.
• The component repair order line cannot be in Closed status.
• Sales lines must have been created for the component repair order line, and at least one sales line must be in Invoiceable status. The sales lines cannot be in Not Invoiceable or Transferred status.
• A customer order must have been generated for the component repair order. The customer order cannot be in Invoiced/Closed status.

System Effects

As a result of this activity, all transferred sales lines appear as customer order lines on the customer order that is connected to the component repair order. The customer order lines will have the same line number as the customer order line representing the part processed on the component repair order line, but with different delivery number. The customer order lines are generated by categorizing the sales line by cost category and service type. All sales lines in Invoiceable status will change to Transferred status.

Window

Component Repair Order

Related Window Descriptions

Component Repair Order/Repair Lines
Component Repair Order/Exchange Lines
Component Repair Order

Procedure

1. Open the Component Repair Order window and search for an existing component repair order.
2. Click the Repairs or Exchanges tab.
3. Select a component repair order line, right-click, point to Customer order Handling, and then click Transfer Sales Lines.