Adding a Sales Order

You can add a sales order to a contract price item. A sales order is connected to a contract price item to enter the funding received.

Required access roles:

  • Baseline: Leader
  • App-specific: Contracts Manager, owner of the contract

Before you begin: A contract price item must exist.
See Also
Adding Contract Price Items
Opening a Contract
  1. From the Contract Price tab, select the check box for the associated contract price item.
  2. From the page toolbar, click Actions > Add Sales Order .
  3. Enter the following information:
    Field NameDescription
    Type The type is Sales Order.
    NameEnter a name for the sales order or check Autoname to automatically name the sales order.
    DescriptionEnter a detailed description of the sales order.
    Line Item NumberFrom the list, select the CLIN.
    TitleEnter a title for the sales order.
    Received DateClick to select the date the sales order was received.
    ACRN GroupEnter the Accounting Classification Reference Number Group.
    ACRNEnter the Accounting Classification Reference Number.
    Billing GroupEnter the group responsible for billing.
    Type of FundingFrom the list, select the type of funding: Award, Base, Fixed, Price, Incentive, Unassigned.
    AmountEnter the amount of the sales order.
    AllocatedShows the amount of the sales order that has been allocated.
    UnfundedShows the amount of the sales order that is not funded.
    Payment MethodFrom the list, select the payment method: Allowable Cost and Payment, Other, Performance Based/Milestones, Progress Payment, or Unassigned.
    Cost Type ContractsFrom the list, select Completion, Term, or Unassigned.
    Limitation of Cost Funds Notification—
    Special Invoicing InstructionsEnter any special invoice instructions.
    CommentsEnter any comments related to the sales order.
  4. Click Apply to add more sales orders or click OK to complete the action.

The new sales order is listed below the contract price item on the Contract Price tab.