Sales Order Tab

You use the Sales Order tab of the Sales Orders (SP) application to create, modify, view, or delete sales orders. Use sales orders to bill for services that are not 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 associate a customer with the sales order, then apply a customer agreement and price schedule to the sales order. The price schedule can apply fixed fees. 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.

See Also

Create a Sales Order

Add Fees and Charges to a Sales Order