MANAGE SALES ORDER USER-DEFINED INFORMATION

Use this screen to assign values to the user-defined fields for each sales order. You must set up the labels or validated text for user-defined fields in the Manage Sales Order User-Defined Labels screen before they display on this screen. Although you can set them up at any time, for more complete sales order information, you should set them up before entering any sales order.

These labels are optional and are completed for any selected sales orders on the Manage Sales Order User-Defined Labels screen. You can also use this screen to view validated text and labels that were entered on the Manage Sales Order User-Defined Labels screen.

Location

Table Window

Sales Order

This field displays the sales order number. Click to retrieve a sales order.

Data Type

This field displays the data type allowed on the Sales Order User-Defined Labels screen. The data type displayed can be Date, Numeric, or Text. Only Text data types are allowed if Y (Yes) displays in the Validated Text column.

Labels

This field displays the row heading.

Text Value

Enter, or click to select, a value that corresponds to the user-defined numeric label selected.

Numeric Value

Enter a numeric value that corresponds to the user-defined numeric label selected. If you have entered a numeric label, this is a required field.

Date Value

Enter, or click to select, a date that corresponds to the user-defined numeric label selected.

Costpoint Validation Field

This field displays the Costpoint validation field selected on the Manage Sales Order User-Defined Labels screen. The Validated Text option cannot be used when this column is active.

Validated Text

This field displays Y (Yes) if entries made for this label are restricted to specific alphanumeric text. Use the Validated Text subtask of the Sales Order User-Defined Labels screen to create these text items and their descriptions. The Costpoint Validation Field cannot be used for this row when field displays a Y (Yes).

Required

This field displays Y (Yes) if this user-defined information is a required field for the sales order.