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   To create a sales order from a charge:

1. Navigate to the Charges window and enter estimate information. See: Entering Charges.

2. Choose the Submit Order button.

A window appears with your order number in the title bar. The window displays all lines for your charge that are eligible to interface to Oracle Order Entry/Shipping.

3. Verify that all values are correct, then choose the Submit button.

When you choose Submit, Order Entry/Shipping processes your data concurrently. The OrderImport program either creates a new sales order or adds a line to an existing order, depending on whether you specified an order number in the OE Details alternative region of the Charges window.

If you checked the Rollup box for an item in the Charges window, the corresponding line in the Orders window displays the rollup item specified by your profile option settings instead of the item you entered.

If your charges are based upon multiple repairs and if the repairs do not all have identical header information, OrderImport creates several sales orders to take care of the disparate information, which may include different order types, purchase order numbers, customer bill-to and ship-to locations, price lists, or agreements. Each order to be created is displayed individually. For example, if your charge results in two sales orders, Oracle Service displays the first order. After you submit it, Oracle Service displays the second order.

See Also

Overview of Service Billing