Contracts from the order and machines at delivery: written steps

Who does this: Sales administrators, warehouse and billing

A contract created from a sales order should be ready to bill, and every delivered machine should land on the right contract so meter reads, billing and service coverage start right away.

This training covers

1. Creating the contract from the sales order
2. Machines placed on the contract at delivery
3. The Delivered Equipment Without Machine report

Before you start

• The contract takes its customer, bill-to and term from the order.
• Validating the delivery adds the machines.
• Use the report to sync anything that was missed.

Contracts from the order and machines at delivery

1. Contract field: type a name, Create and edit.
2. Customer, bill-to and term come from the order. Save.
3. After delivery, the chatter lists the machines.
4. Inventory > Reporting > Delivered Equipment Without Machine.
5. Select a row, Actions > Sync Machines to Contract.

What you just did

• Created a contract from the order
• Saw the machines added at delivery
• Synced a delivered machine from the report

That's contracts from the order and machines at delivery. Next up, Chapter 8: ended contracts move to your billable Bill Code.