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Process of Creating a Sales Order That Is Not Based on a Quote

This section describes how to create a new order that is not based on a quote.

NOTE:  If you have already created a quote, create the order by converting that quote to an order, rather than by using the procedures in this section. The order automatically includes all the details from the quote, so you do not have to reenter them. For more information, see Converting a Quote to an Order.

Creating an order that is based on a quote allows you to verify the quote to check for any errors. If you are creating a complicated order that might have errors, you must do it by creating quote, verifying the quote, and then converting the quote to an order. For more information, see Process of Creating a Quote.

To create an order that is not based on a quote, perform the following tasks:

1. Starting an Order. You can create a new order record from a number of screens.
2. Performing Common Tasks for Creating Quotes and Sales Orders. Because the remaining tasks for entering information about the order are the same whether you are creating a quote or an order, they are covered in Common Tasks for Creating Quotes and Sales Orders.
3. Submitting an Order. When the customer is ready to place the order, the end user submits the order. For more information, see Submitting an Order.