Connect Customer Order to Sales Contract

Explanation

This activity is used to connect a customer order to an existing sales contract, in order to deliver the goods necessary for the contract.

A sales contract header and item must exist.
A sales part must not have been connected to the item line of the sales contract.
The same site must be used, if any, on the sales contract header.
If the site is not specified, the same company must be used by the order and contract.
The customer order must be in the Planned status.
The sales contract must be in the Active status.

The customer order will be added to the sales contract on the item line.
The sales contract will be connected to the customer order header.
Once the full quantity is delivered, the customer order will be closed and will reach the Invoiced/Closed status. No billing will take place within the customer order invoice.
It will not be possible to enter any charges on the customer order as it will not be invoiced.
The price on the lines will not reflect the real price the customer has to pay, as no invoicing takes place when a contract is connected. In order to avoid problems with the credit check, use zero as the price for the sales parts.

Customer Order

Open the Customer Order window and query for or create a customer order.
On the References tab, select the sales contract you wish to connect in the Contract No field. Use the List of Values.
The Rev No, Line No and Item No will be automatically updated, but can be changed if required.
Save the customer order.
If the sales contract connected to a particular customer order needs to be changed, then select another available sales contract from the List of Values and save.