# Project Sales Order

### **Module Guide: Project Sales Order**

#### **Module Location**

#### Project > Project Sales Order

#### **Module Objective**

#### The **Project Sales Order** module is used to create a Sales Order (SO) document that is specifically related to a project. Unlike a regular sales order for goods, a Project SO typically includes billing based on **stages (milestones)** or project progress, not just the shipment of goods.

### **1. Main View (Project SO List)**

#### The main page of this module displays a list of all Project Sales Order documents that have been created.

#### **View Explanation**

- #### **View**: This page is a history of all Project SOs. You can see the **Sales Order Number, Customer, SO Date,** and its status.
- #### **Action Buttons**:
    
    
    - #### **\[New\]**: The primary button to create a new Project SO.

### **2. Steps to Create a Project Sales Order**

#### **Step 1: Create a New SO**

#### From the Main View, click the **\[New\]** button to open the **New** form.

#### **Step 2: Fill in Header Information**

- #### **Project Code**: Select the project for which the SO is being created.
- #### **Customer**: Select the customer who ordered the project.
- #### **SO Date** and **Due Date**: Define the document date and the payment due date.

#### **Step 3: Detail the Project Stages (Important!)**

#### In the table at the bottom, you will detail the project stages that will be billed:

- #### **Step and Stage**: Define each milestone or project work stage.
- #### **Description**: Provide an explanation for each stage.
- #### **Price**: Enter the value or price for each stage that will be billed.

#### **Step 4: Submit the Project SO**

#### After all stages and their values have been filled in, click the **\[Confirm\]** button to save and submit the Project SO for the approval process.

### **Tips & Important Notes**

- #### A Project SO is the basis for the **invoicing process** to the customer. Each completed stage can be billed separately.
- #### This module is the bridge between **project management and the financial sales cycle**.
- #### This is an important module for **Project Administration and Project Managers**.