Creating first-time sales entries

First-time sales entries are call-in estimates or actual invoice sales entries for contracts that have never had a sales entry.

Creating call-in estimates is an optional task that you perform to verify customer contract sales amounts and related charges by phone. The call-in estimate provides more reliable data for predicting sales results for a cycle than system-calculated estimates, which are based on the previous sales cycle.

Actual invoice sales entries are customer contract sales that are verified by a customer fax or other official source. You must create released, actual invoice sales entries to invoice the associated charges.

Use this procedure to create first-time sales entries.