C06.02
Log the PO on the Opportunity
The customer's purchase order or signed contract is the authority for everything that follows. It gets attached to the Opportunity before a brief is created.
- Attach the PO or signed contract to the correct Opportunity
- Set the Opportunity stage and fields the build guide requires
- Know that a brief may only be submitted once approval is in hand
Logging it
- 01Open the Opportunity
From the Account, or from the quote's linked Opportunity.
- 02Attach the PO
Attach the customer's PO or signed contract to the Opportunity record so it travels with the job.
- 03Set the stage and fields
Move the Opportunity to the stage the build guide requires for a won job and complete any fields that go with it.
- 04Check the amount agrees
The PO amount should match the approved quote. If it does not, stop here and sort it out before a brief exists — the brief carries the contract amount forward.
Takeaways
- The PO lives on the Opportunity, attached, before the Order Brief is created.
- A brief may be submitted once you have approval in hand — a PO or a signed contract.
- Everything after this reads from the Opportunity, so a PO filed in the wrong place stalls the whole chain.