View Test Case

TC-07069 : Create a Sales Order for Conversion Trim Swap

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Process Area : Store Ops

Steps To Execute

Log in as a:
Kimray - Field Service Technician
Kimray - Service Supervisor
Kimray - Repair Tech
Kimray - Customer Support Specialist
Kimray - Customer Support Specialist - Intl
Kimray - Sales & Service Manager

Step 1: Transactions > Sales Orders > Enter Sales Order
Step 2: Select Customer
Step 3: Select Conversion Item
Step 4: Tick "Create WO" Check box.
Step 5: Click Save

Expected Results

A Sales Order and Work Order are Created/Completed for trim swap.  Example: ECP to EFP this conversion would decrement 1) ECP and 1) T2947 and increment 1) EFP and 1) T2899