Turning an offer into a job

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Once your client has accepted the offer you can turn it into a new job with a few mouse clicks.

Click the "Order received" option
Select  Create Job from Offer    from the  Offer  menu.

TOM creates a new job from the offer information and opens that job.

 

 Please note 

Even if a delivery date has been stated in the offer it will not be copied to the new job.
The new job ID will be set in the offer and you can navigate to the related job by clicking on the job ID.
Vice versa, you may navigate to the offer from within the new job, see Job functions.
If a TM job has been created for the offer it will be linked with the corresponding new job item.