Procedures

ICO

1. Open the Project and click the Orders / Invoices tab
2. In the Orders grid, click the Extended Menu and select Create ICO Order.  A new Order record displays with the Order Type of ICO
3. In the Line Items tab > Find Products sub tab, find the Items to add and select Add to Order.  The Items will display in the Line Items grid with the positive specified Quantity
4. Click the Save icon. The Subtotal and Item Price are set to $0.00, since this is an ICO with no impact on Revenue
5. In the Order record, click the Process icon for these actions:
   • Confirm the Order.  The added Items remain in Status DATAENTRY and are now visible in the Project form > Material tab
   • Approve the Order.  The added Items are ready to be fulfilled

CCO

1. Open the Project and click the Orders / Invoices tab
2. Click the Orders grid Extended Menu and select Create CCO Quote.  A new Quote record displays with the Order Type of CCO
3. On the Line Items tab > Find Products sub tab, find the Items to add and select Add to Quote.  The Item will display in the Line Items grid with the positive specified Quantity
4. Click the Save icon. The Subtotal and Item pricing is preserved since this is a CCO with impact to Revenue
5. Process the CCO Quote as you would a regular Quote requiring Customer approval before converting to an Order that can be fulfilled