Please note most VQ deals should NOT be processed in Preo. If the order is priced in VQ it should be processed in VQ. The only exception is if on a VQ order we need to use XBS inventory to fulfill the order. In these cases the order is still placed in VQ but we also need a Preo deal to have the gear run up/delivered.
Create a new Proposal using an order type of Xerox Exception - ESR (Staging Required). This is only for orders that were placed in Valuequix but delivery is being processed via 1G (the local XBS core). Please note, these are BY EXCEPTION ONLY and should not be the standard order.
Set payment type to "Cash" and set the cash payment to the total range register in VQ.
Update the Order Name to include the WS number in VQ.
Use the standard pricebook to add equipment and then set your cash price to the range register amount from VQ.
Use the Document Upload Page and upload your signed XOA
Submit for review.
