Create a new Proposal using the order type of "Xerox Direct"
In the proposal Name Field add the order Number by clicking in the field, Example "Account Name W######"
Set payment type to "Cash"
Set the customer (use the +add new if the customer doesn't exist in EA)
Enter a Third-Party Line Item and set the Rep Cost and MSRP to your ASR Value.
IMPORTANT FOR PROPER COMMISSION CALCULATIONS (Be sure to select the proper third-party item (MFP, Light Production, Production, or Big Iron so commission will calculate appropriately for each product on the order along with the corresponding ASR Value). You can group like category items together along with the total ASR value for that grouping. Be Sure to enter the model and qty of devices in the description box.
Use the Document Upload Page and upload your signed XOA
Confirm that commission is calculated correctly based on the product segment you created and only if necessary to correct a commission calculation, create a commission override
Submit for Review
This will be used for Reporting, Commission Tracking, and Document Repository.