To Create a Sales Order Based on an Opportunity

  1. Open the Opportunities (CR3040PL) form.
  2. On the appropriate filter tab, click the opportunity based on which you want to create a sales order. Make sure that the opportunity has the New, Open, or Won status.

    The Opportunities (CR304000) form opens.

  3. On the More menu (under Record Creation), click Create Sales Order.
  4. In the Create Sales Order dialog box that opens, do the following:
    1. In the Order Type box (the Sales Order group of settings of the Main tab), select SO.
    2. Select the Recalculate Prices check box if you want the prices to be recalculated for the new sales order.
    3. Select the Recalculate Discounts check box if you want the discounts to be recalculated for the new sales order.
    4. If the business account that has been selected in the opportunity has the Business Account type, the system shows the Customer group of sections on the Main tab of the dialog box. Notice the default values of the email address and customer class for the customer that will be created based on the business account and change the values if needed.
    5. On the Attributes tab of the dialog box, which is shown only if the selected business account has not been extended as a customer, specify any missing values or update values for the attributes (if any).
    6. On the User-Defined Fields tab of the dialog box, which is shown only if the selected business account has not been extended as a customer, specify any missing values or update values for the user-defined fields (if any).
    7. Click Create and Review. The system closes the dialog box, extends the business account as a customer (if applicable), and opens the Sales Orders (SO301000) form with a new sales order. Make sure that on the Details tab, the lines contain the product data specified on the same tab of the opportunity.
  5. On the form toolbar, click Save and Close. The system closes the Sales Orders (SO301000) form and returns you to the Opportunities (CR304000) form.
  6. On the Relations tab, make sure that the system has added a row that holds the summary settings of the newly created sales order.