Using an Incident to Create a Customer Order

You can create and cross-reference jobs, projects, customer orders, purchase orders, PO requisitions, and SROs from an incident or an incident event.

From an Incident

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

To do this:

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

From an Incident Event

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.

To do this:

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

Example: Customer Orders

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. For information about SROs, see Using an Incident to Create a Service Order.

Related Topics

Using an Incident to Create a Service Order