Start Service Invoice from Deal

This process saves time and reduces the use of paper resources. It allows for paperless communication between the sales department and the service department.

1. Open the Deal Desking module.
2. Locate your deal in the list, then double-click over the row to open the deal window.
3. Click the Edit button in the lower right of the window to edit the deal.
4. Click the Accessories Tab (Acc.). You may follow the steps to Add an Accessory to the deal.

5. Verify that the Add to RO box is checked.
6. Click the Start Service RO button at the bottom of the window. This will give you a popup message with the invoice number.

7. Click OK to close the popup.
8. Click the Save button at the bottom of the window.