Overview
Delivery Only orders are used for select reconciliation-based customers (e.g., BECU, Nordstrom, OSU, SPJH & T-Mobile) where equipment is delivered throughout the month and financially processed at a later time.
This article outlines how Admins should manage, track, and bill Delivery Only orders to ensure all deliveries are captured accurately for invoicing.
Admin Process Overview
1. Sales Order Management
Leave the Sales Order OPEN after equipment delivery
In the Description field, clearly note:
The month the order should be billed
✅ This description is critical for tracking and month-end reconciliation
2. Monthly Financial Deal Creation
At the end of each month (last week):
Create the Financial Deal
Run a search in EA to identify:
All Sales Orders with the current month listed in the description
✅ This ensures all applicable deliveries are included in the financial deal
3. Handling Late Month Deliveries
Any deliveries after the financial deal is created:
Should have the next month listed in the Description
💡 Result:
Each month will typically include:
A few deliveries from the previous month
Ensures no deliveries are missed or left unbilled
End-of-Month Billing Rules
Scenario 1: Small Volume Deliveries (<5 devices)
Typically A4 devices
✅ No action required
Include in next month’s processing
Scenario 2: Higher Volume or High-Value Deliveries
Includes:
5+ devices
A3 devices
Production equipment
✅ Per Finance guidance:
Bill at $0.00
Accrue the orders
Scenario 3: Quarter-End / Year-End Exception
✅ Bill at $0.00 without a financial deal
Applies only to:
Quarter-end
Year-end
Post-Billing Responsibilities
Once Delivery Only deals are billed:
The assigned team (e.g., Pulte team) is responsible for:
Moving the deal through the pipeline to Completed/Finalized
Adding:
Invoice number
Associated financial deal