CPQ (B2B) Sales Orders

Error Conditions for Creating Sales Orders (SO) or Purchase Orders (PO) from CPQ Opportunity

Ensure the following conditions are met before creating SO/PO from a CPQ Opportunity:

1. Opportunity Status

   • The opportunity must be Closed and Won.

2. Account

   • The Account field cannot be blank.

3. Warehouse

   • The Warehouse field cannot be blank.

   • Users must have GFERP license. We might need to do better

4. Opportunity Line Items
   Ensure the following for each line item:

   • Product ID cannot be blank.

   • Unit Price cannot be blank.

   • Cost cannot be blank.

   • Quantity cannot be blank.

5. Item Linking

   • All PO line items, including fee items, must be linked to a GF Item.

   • A GF Item must be linked with the Product ID through the GF Item's SF Product field.

Process for Creating SO/PO from CPQ Opportunity

1. Initiating the Process

   • To create an SO/PO, click the Create GF SO/PO button from the opportunity.

Open

2. SO Creation

   • If the opportunity is not yet linked to a Sales Order (SO), the system will create one and link it to the opportunity.

3. PO Creation

   • If the opportunity is not yet linked to a Purchase Order (PO), the system will create one and link it to the opportunity.

4. Existing SO/PO

   • If the opportunity is already linked to both an SO and a PO, no new orders will be created.

Additional Requirements

• ShipStation: Do not use ShipStation for this process.

• Allocation Status: Ensure that the Allocation Status is set to "Full" before picking/packing and shippping.