Copy Seller-Facilitated Order (SFO) to Create New SFO

Enhanced Seller Facilitated Order user experience

To simplify the Seller Facilitated Order (SFO) creation and provide ability to create new SFOs copying from existing SFOs and modify based on the need has been provided.

This will help users to create new SFOs copying existing SFOs resulting in reduced effort and enhanced utilization of existing Order information for new SFO creation.

Prior to 12.2.15, users typically entered all SFO data from scratch, increasing manual effort for scenarios where similar orders were frequently needed.

Following are the steps to Copy SFO:

  1. Go to Order Tab in G-Invoicing Dashboard 
  2. Choose the row level action "Copy SFO" (Fig. 1)
  3. A new SFO will be created as copy of the SFO and it will open for further updating the details (Fig. 2,3,4)
  4. Copy SFO feature is also available SFO Page (Fig. 5) 

Fig.1- G-Invoicing Dashboard Copy SFO

Fig. 1- G-Invoicing Dashboard Copy SFO

Fig.2 - SFO Header

Fig. 2 - SFO Header

Fig.3 - SFO Lines

Fig. 3 - SFO Lines

Fig. 4 - SFO Line Schedules

Fig. 4 - SFO Line Schedules

Fig. 5 - Copy SFO From Page

Fig. 5 - Copy SFO From Page

It will not copy following details from source SFO

  • POC Details
  • Funding Official Details
  • Program Official Details

Steps to Enable

You don't need to do anything to enable this feature.