Using an Incident Event to Create an Order

You can quickly create a sales order by using a cross-reference from an event. The information that is provided for the incident and event is used to populate the sales order header and line.

  1. Create and save an Incident. You must assign a customer.
  2. On the Status tab, set the Destination to the type of document to create or cross-reference to this incident.
  3. Click Destination.

When you create a cross-reference to a customer order, the customer of the incident is assigned to the customer order header.

If an item or unit is assigned on the incident, then an order line for that item or unit is created. The Taken By value is set to the SSR of the incident. The order entry date is set to the system date. The order status, order type, and warehouse default as if the order were created manually The salesperson, price code, terms code, billing manager and other customer-specific values are defaulted appropriately.

Most of the other documents that you can cross-reference are similar.

Related topics
Using an Incident to Create a Service Order