Create sales order associated with the sales contract
Creating sales orders from sales contracts streamlines processes, reduces disputes, and enhances efficiency by providing clear guidelines for sales teams, ensuring consistency, and maximizing revenue potential.
You can create one or multiple sales orders from a sales contract based on the item number, customer, quantity, and quantity to ship. The following procedure describes how to perform this activity.
- Select the Search icon
, enter Sales Contracts, and then choose the related link.
The Sales Contracts list page opens. - Select the preferred No.
The Sales Contract card page opens. - On the action bar, select Process > Make Order.
The Create Contract Orders page opens.
NoteIf the Customer No. field is blank on the Sales Contract page, then the Create Sales Order action gets disabled.
You cannot create a Sales Order without defining the Qty. to Ship on the Sales Contract page.
- On the Options FastTab, fill in the required fields. You can also schedule a job queue by selecting the Schedule action and configure the field values on the Schedule a Report page.
NoteYou can choose any location on the sales document if no location is specified on the sales contract. However, if a location is specified on the sales contract, you must use that specified location to proceed.
These sales orders inherit Qty., UOM, and Location Code from the associated Sales Contract. You can change these field values as required.
Note
If the Unit of Measure (UoM) in a sales order differs from the UoM in the associated sales contract, the system will convert the Direct Unit Cost Excl. VAT value. When a sales order is created within a contract’s date range for the same item and customer combination, the contract number and line number are automatically updated on the sales order. This applies to sales credit memos, sales return orders, sales invoices, and posted sales documents.
The associated sales orders are created.