TABLE OF CONTENTS

• Assign Sales Order to Purchase Order
• Create PO from Sales Order
• Create an Invoice for Sales Order
• How to cancel Sales Order and PO
• A couple tips
  • How to cancel remaining CIM PO balance 
  • How to change Paid Sales Order Total amount

Assign Sales Order to Purchase Order

To issue an CIM Invoice, you must assign a Sales Order to a CIM Purchase Order. 

With the "Assign Sales Order to PO" option, you can:

• select a PO line and assign it with all SO lines
• select a PO, assign it with a SO and set PO lines numbers manually for each SO line

You can also repeat these actions manually. Enter a PO in the PO column and specify PO line in the POL column, respectively.

Create PO from Sales Order

Create PO — creates a PO if the SO has lines not associated with a PO.

Learn more about Client PO here.

Create an Invoice for Sales Order

1. Prepare the Sales Order for invoicing. Check SO lines:

• enter/edit/check over totals (Unit Cost)
• assign to PO and specify PO line
• correct Service Item, if needed. By default, the Service Item is pulled from the SO Project, but can be changed.
• optionally, add SO line comment

2. Set the amount you're ready to pay in the appropriate column for each SO line — Ready To Bill. The Ready to Bill amount cannot be more than PO balance for associated PO lines.

Use Mark as "Ready to Bill" option to set the percentage of ready to bill amount for each SO lines.

Once you invoice a Sales Order, the system dynamically changes the amounts of remaining to bill, outstanding and paid invoices.

How to cancel Sales Order and PO

Cancel button in the SO card is available if the SO is not linked with PO.
To cancel PO, you should enter canceled date in the appropriate field. Once you do this, it will clear the PO association and the Ready to Bill amount in the SO card. The SO returns to the draft stage, so you can cancel it. Comments are mandatory.

A couple tips

How to cancel remaining CIM PO balance 

1. Equalize SO Line Total (SO card) and associated PO Line Total (PO card) with SO Line Paid (SO card).

2. Delete PO Lines in the PO card not associated with SO or zero them out.

How to change Paid Sales Order Total amount

It may happen that you want to change paid Sales Order amount. To do this:

1. Reject a paid invoice (that you paid by mistake). → The Sales Order related with the rejected invoice backs to the PO Received or Partially Invoiced stage, depending on the rejected amount.

2. Decrease SO line's amount by the rejected amount.

3. Further, open the PO associated with the SO and change PO total in the appropriate lines, to equalize PO total with the invoiced amount. This is required to close the PO later.

Another example, when you want to change paid Sales Order amount and transfer part of the amount to another SO.

In this case:

1. Reject the paid invoice.

2. Delete the required SO line (unlink the PO) that contain the rejected amount.

3. Include the amount you paid in error to the different SO and assign with the required PO.