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.
  1. 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.
  2. 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.
  3. 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.
  4. 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).