Booking Orders

Complete the following procedure to book an order, which means that the order is booked but not billed. Invoices for the order will be processed at a later date.

To book an order

1. Tap Side Menu and then tap Orders to display the following:

   • The Orders list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Order Number field to open that order record.

   All line items associated with the order appear in the main pane.

3. Tap Book in the main pane to book the order.

   The value in the Status field for the order changes to Booked.

4. (Optional) Tap Open to open and review the details of the booked order.

   A booked order has not been billed yet (that is, no invoice has been created for it).