---
title: "Training Module: Auto-Creation of Sales Order from Service Orders"
space: "Icd tz"
url: "https://support.aakvatech.com/ICD TZ/features-list"
updated: "2026-07-22"
---

### **Objective**
To enable users to understand and utilize the automated generation of Sales Orders from submitted Service Orders using M BL No and Manifest as reference points.

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### 🔧 **Feature Overview**
This functionality allows ICD operators to:
- Aggregate multiple Service Orders into a single Sales Order.
- Calculate billable days automatically.
- Generate accurate billing for storage charges based on ICD rules and container usage.

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### 🧭 **Step-by-Step Process**

#### **1. Triggering the Function**
- Access via custom button or manual trigger on Service Order Dashboard.
- System receives `m_bl_no` and verifies if any associated Service Orders exist.

#### **2. Validations**
- All Service Orders must be submitted.
- If drafts exist, the user is notified to submit them first.
- If no submitted orders are found, a message is displayed.

#### **3. Fetching Data**
- Retrieves all `Service Orders` with the same `M BL No` and `Manifest`.
- For each, fetches the associated container and ICD TZ Settings.

#### **4. Calculating Billable Days**
- Iterates over `container_dates` to determine billable days.
- Applies rules from `ICD TZ Settings` to decide charge type: **Single** or **Double**.
- Filters out already-invoiced dates.

#### **5. Itemization**
- Each service line in the Service Order is evaluated:
  - If it matches a storage service (single/double, 20ft/40ft), it calculates qty = no. of billable days.
  - Captures references to billable container dates.

#### **6. Sales Order Creation**
- Combines customer, consignee, and price list details.
- Adds line items with quantity and charge reference.
- Calculates taxes and totals.
- Saves the Sales Order and returns a confirmation message.

#### **7. Linking Back**
- Updates all source Service Orders to reference the newly created Sales Order.

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### 📌 **Key Notes**
- Ensure correct configuration in **ICD TZ Settings** for storage items and charge ranges.
- Containers without billable days will result in zero-qty lines.
- Avoid creating orders with zero qty by validating the item list before submission.