C06.03

Create the Order Brief

One button on the Opportunity. Nothing in the system ever creates an Order Brief on its own — not when a quote is signed, not on a schedule, not by any workflow rule.

Create an Order Brief from the Opportunity
State plainly that no brief is ever created automatically
Know what the brief carries over from the approved quote

Creating it

01
Open the Opportunity
The one with the approved quote and the PO attached.
02
Click Create Order Brief
The brief is created and prefilled from the approved quote.
03
Read what came across
The brief carries the three breakout matrices from the quote — labor, other charges, and material with quantities — presented the way they appear on the quote so you can compare and edit before submitting.
04
Save as often as you like
The brief behaves like a quote: save and re-edit until it is correct. Nothing is released to anyone until you submit it and admin approves it.

Takeaways

Order Briefs are NEVER created automatically. A person clicks Create Order Brief.
The brief is the financial document — labor, other charges and material breakouts, carried from the quote.
You save and re-edit the brief as many times as you need before you submit it, exactly like a quote.