Overview
A sales person has received information on the requested service from the customer. The communication took place by different channels: phone, email, mail, via a self-service portal, and through interfaces with external systems.
Firstly, a sales person records information about customer, customer's legal entity, shipping company, and shipping warehouse.
Then, the service items, the quantity, and the required delivery date, are specified in table form of the sales order.
As a result, all relevant information on the requested service and customer requirements are recorded for further consideration.
Video guide
Process sales orders for service flowchart
Paths
| Path | Sales → Sales management → Sales orders |
|---|---|
| In-app link EN code |
e1cib/list/Document.SalesOrder
|
| In-app link RU code |
e1cib/list/Документ.ЗаказКлиента
|
How to create service orders and fill header data
1. Go to Sales, then click Sales orders under Sales management.
2. Click Create.
3. In the Sales order document, click the Main tab.
4. Select Sales in the Business transaction field.
5. Select the Customer, the Counterparty.
6. Select the Company.
7. Click the More tab, make a reference to a Sales opportunity, if it is required.
8. Fill a Sales person, a Business unit. These fields can be filled automatically with the data of the user who creates the order.
9. Specify a Contact person of the Partner.
10. Select the order Currency.
11. Specify the reference document ID in the Order number on customer side field, and the Date field, according to the counterparty's information system.
How to fill item data and requested service date
1. In the Sales order document, click the Goods tab.
2. Click Fill - Pick goods.
3. In the Pick goods workplace, click More actions - Settings and choose Request quantity to enable entering the required quantity at the time of item selection.
4. Select the Filter by kinds and attributes check box to enable a quick filter.
5. Select any item kind and use additional flexible filters to find Service items.
6. Double-click the Item, select an Item variant, if applicable.
7. Specify Quantity and UOM in the opened dialog box and click OK.
8. Click a hyperlink at the bottom of the form and review the list of selected items.
9. Click Add to document to transfer data of the items selected to the Sales order.
10. On the Goods tab, select Do not supply in the Actions column.
11. Fill the Shipment date for each line, or select the One-day shipping checkbox and enter a single date.
12. Select the Pending approval status for the document, Save it.
13. Click Attachments hyperlink. Click Add - File from hard drive, select a file with additional customer requirements.