Transfer to Customer Order for Invoicing—Exercises
Main Exercise
Purpose: The purpose of this lesson is to transfer the
sales lines to customer order(s) and invoice.
Windows:
Complex Assembly Work Order
/Sales Lines
Transfer to CO and Invoice
Note: You can use the right mouse button option Make Invoiceable and
Make Not
Invoiceable to control the sales lines that will be transferred to the
customer order.
- Right-click anywhere in the header, and then click Transfer to CO for Invoicing to transfer all invoiceable sales lines that will get
the state "Transferred".
The number of customer orders to be created depends on the currencies and
payers used. The customer order number will be marked on each sales line and
from this column you can zoom to the customer order.
- It is possible to use
the right mouse button option Undo Transfer to CO as long as the
customer order(s) can be cancelled and repeat step 1.
The customer order lines are consolidated by cost type regardless of the position in the
structure.
- If the order type is SEO (Service Order), which is configured by
default to stop after invoice, releasing the customer order will end up in state Invoiced
or Closed.
- Open theCustomer Invoice window and
select the right mouse button option Print Invoice in order to print the
customer invoice followed by the MRO Invoice Specification (a detail of
all sales in the product structure).