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5.06 Create Order Confirmation

Create

If a customer’s order has to be stored in the system (for example in partial order) an order confirmation can be created by using the function “Create” in the intro screen or through the last offer version. The information of the order confirmation (order value, order number, order date) will be transferred to the order tab of the project.

An order confirmation can be created either through the navigation bar above the form or through an offer when a (partially) project order has been accepted:

When creating an order confirmation out of the offer, all offer positions will be transferred.

After entering the order number and the order date, the order confirmation should be saved.

If the complete order has not been commissioned, changes can be stored in the order confirmation. In the example two positions are marked and...

...after a security query the positions are deleted.

The modification of the positions changes the order value.

Printing

By using the action 08 - Print contract note...

...the order confirmation can be printed. The system generates an rtf-file, which can be opened or saved in the following dialogue.

The “open” option opens the generated order confirmation in a configured browser or in a word-processing program.

Include

When transferring the order confirmation...

... the order value, the order number and the order date...

...will be added to the project in the Order Data tab.

After the order confirmation the project planning should be adapted if necessary (if for example the order comes in later than planned).