Generate Sales Lines

Explanation

This activity is used to create sales lines for all the service types defined for a component repair order line. All sales lines with a price exceeding zero are created in Invoiceable status. This means that the sales line will be transferred to the customer order, as well as included in the customer invoice. As long as the sales line has not been transferred for invoicing, you can block one or several sales lines from being invoiced by changing the status to Not Invoiceable.

A recommendation is to create sales lines when the component repair order line is in status Completed or Signed Off. The grouping to sales lines is similar to the cost line grouping.

As a complement to generating sales lines, you can create sales lines manually for any of the service types included in the work scope. This could be useful in situations where it is necessary to charge the customer for costs that are not covered by the service type’s sales price, and where the costs must be specified separately. Manually created sales lines will not be affected by the regeneration of sales lines, but regeneration will reset the earlier generated sales lines except for those set as Not Invoiceable even they have been changed manually.

You can update the sales line price as long as the sales line is not transferred for invoicing.

Prerequisites

System Effects

As a result of this activity, one or several sales lines, with a calculated customer price, are created for a component repair order line. The grouping to sales lines is based on cost category and service type.

The following occurs, based on the invoice type:

Window

Component Repair Order

Related Window Descriptions

Component Repair Order/CRO Lines
Component Repair Order/CRO Line/Sales Line
Component Repair Order

Procedure

  1. Open the Component Repair Order window and search for an existing component repair order.
  2. Click the CRO Lines tab.
  3. Select a component repair order line that is released to repair.
  4. Right-click and point to Generate and then click Sales Lines.
  5. Click the Sales Lines tab to study the sales line for each service type defined for the component repair order line.