How Do I Populate a CSO from a CPO?

Modified on Fri, Mar 17, 2023 at 12:04 PM

FCX AR General Process




Populate a CSO from a CPO

1. Open Build Plan's Sales Order via Status Dashboard or via BP Card.



2. Use Button on CSO to fill out from Customer PO.


3. If the SO Line Item previously entered was for Projected Contract Value, check to see if the populated CPO Total equal Projected Revenue.


If it Yes →   remove 1st SO line if Projected Value Fulfilled by Client Purchase Orders Lines.



No  → Change 1st SO Line to difference if Projected Revenue More than CPO Total.


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