September 2011
Intermediate to advanced
1008 pages
24h 27m
English
An Order is created when a customer is ready to make a purchase. The customer either has accepted the Quote or is ready to make a purchase regardless of a Quote.
Tip
Keep in mind that a Quote is not required to create an Order. While an Order can be spawned from a Quote, Orders are separate entities and many have no Quote correlation. (However this is something that you could theoretically manage with a plug-in.)
Figure 8.36 illustrates how an Order correlates to an existing customer (required), Products/Price Lists (required), Opportunities (optional), and Quotes (optional).
Figure 8.36 Order lifecycle.

When working with Orders, it ...