Sales Orders (SP) ApplicationSales Orders (SP) ApplicationYou use the Sales Orders (SP) application to bill for services that are not directly related to work orders or tickets. For example, you bill monthly management fees, trip charges, and several types of IT asset management fees with sales orders. You can bill for IT asset management by count, performance, and usage. If you contract for annual incentive payments, use sales orders to bill any incentive amounts.
You associate a customer with the sales order, then apply a customer agreement and price schedule to the sales order. The customer agreement specifies agreed-to services, terms and conditions. The price schedule can apply fixed fees for the services you provide. You can specify additional fees and charges on the sales order. If you create a sales order to bill for IT asset maintenance, you specify certain information about the assets, apply the agreement and price schedule, and let the system calculate billing prices.
If there is a service address associated with the location for the customer, it is copied to the Service Address tab. You can insert a service address if needed.
The Sales Orders (SP) application contains the following tabs:
List: to search for sales order records.
Sales Order: to create, view, or modify sales orders. Insert fees and charges. View fees applied with an applied price schedule. View prices for each line on the sales order.
Service Address: to view or modify the service address for the location on the sales order. View customer information such as identifier, applied agreement and price schedule, details from the pricing agreement.