in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.Use this preprocessor to load sales orders from an ASCII file into Costpoint. After you successfully import the sales order information, you can use the data to print sales acknowledgments, issue and ship material, print packing slips and DD250 forms, invoice customers, and post sales entries to the general ledger. Use the Manage Sales Orders screen to view the sales orders loaded by this preprocessor.
When you run this process, Costpoint validates all company-related data based on the company associated with your user ID. Each new sales order record is saved with your company ID. Therefore, you can process files for only one company at a time (the company associated with your user ID).
Use the MRP Part Net Change flag (or the Allow Net Change MRP check box in the MRP Corporate Settings group box of the Configure Materials Requirements Planning Settings screen) for parts that are planned by materials requirements planning (MRP). The net change status of a part and its components changes from N to Y on a sales order line that has an Inv Line Type and additions, changes, or deletions that affect reservations. If you change the part, the net change flag updates for both the original and new part.
The inventory sales order lines use Consume Forecast when the Master Production Scheduling (MPS) module is used to load sales forecasts. If you select the Consume Forecast check box (or if it is selected based on settings on the Configure Master Production Scheduling Settings screen), the application attempts to consume any open sales forecast quantities based on the sales order line's part, inventory abbreviation, ship by date, and warehouse (if warehouses are planned separately for MRP/MPS). The application uses the SO line's MPS Planning Part on the Manage Item Billings screen and the selections on the Configure Master Production Scheduling Settings screen to determine which forecasts to consume. If Costpoint finds matching open sales forecasts, or if you do not select Consume Forecast flag, forecast records remain unmodified.
You can only update an existing sales order if the status is Pending or Rejected, when sales order approvals are required.
Optional input file fields in the header and line records support the functionality to create text files that may be submitted to the Invoicing, Receipt, Acceptance and Property Transfer (iRAPT) and uploaded by the government into their payment system. iRAPT is a Department of Defense (DoD)-wide electronic system designed to eliminate paper from the receipts and acceptance process of the DoD contracting life cycle. The goal is to enable authorized defense contractors and DoD personnel to generate, capture, and process receipt and payment-related documentation via interactive Web-based applications.
In the header record, the iRAPT-related fields are:
Prime Contractor CAGE — This is the Commercial and Government Entity code of the prime contractor specified in the contract. If not in the input file, this defaults from Sales Order Pricing Project/Catalog, if available.
Inspect By DoDAAC, Local Processing Office DoDAAC, 3rd Party - Other DoDAAC — This is the Department of Defense Activity Address Codes responsible for inspecting materials and processing invoices. If not in the input file, these default from Sales Order Customer or Sales Order Pricing Project/ Catalog, if available.
Inspection Point, Acceptance Point, FOB — This indicate whether inspections and acceptance are done at the source or destination. If not in the input file, these default from Sales Order Customer, if available.
Alternate Release Procedure, Certificate of Conformance, Construction Certificate
Enable SO Invoices for iRAPT — Only invoices for sales orders that have this check box selected (on the iRAPT tab of the Manage Sales Orders screen) are eligible for iRAPT submission through the Create iRAPT Files screen. The initial value corresponds to a similar flag for the customer associated with the sales order; you can still edit it for the specific sales order.
In the line record, the iRAPT-related fields are:
GFE — This field indicates whether the line item is Government Furnished Equipment.
SDN — This is the Standard Document Number, which is a numbering system prescribed for all financial-related documents prepared that are not PIIN/SPIN, MILSTRIP/MILSTRAP or TCN.
Product Service Type – This qualifies the entry in the SO line NSN column.
UID Required – This indicates whether the line item requires a Unique Item Identifier, per the requirements established.
in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.The following custom files and stored procedures files must be accessible to run the Sales Order Preprocessor:
AOPSOPP.EXE — Sales Order Preprocessor application executable file
AOPSOPP.MSS — MS SQL Server stored procedure for the Sales Order Preprocessor
AOPSOPP.ORA — Oracle stored procedure for the Sales Order Preprocessor
AOPSOPP.QRP — Sales Order Preprocessor Report Template
Before you can execute the preprocessor, you must establish the required data tables and system controls. Likewise, you should set up optional tables containing default data. Please refer to Processing Details for an outline of required and optional Costpoint tables and columns that are affected by this preprocessor. Refer to the online help for Sales Order Entry and/or contact your Deltek Representative for assistance before running this preprocessor.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Enter the location of the input file you are importing. There are two ways to do this:
In the File Location field, enter, or click to select, the alternate file location where the input file is located. Alternate file locations are set up in the Manage Alternate File Locations screen.
or
From the Global Menu, click Process » File Upload. On the File Upload Manager dialog box, click Browse and use the dialog box to select the file you want to import. If you select the Overwrite? check box, Costpoint will overwrite any file of the same name that already exists in the Costpoint database. Click Upload when you are finished. If you use this method, leave the File Location field blank. For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.
Enter, or click to select, the name of the file to be processed.
From the drop-down list, select one of two file formats to process. Valid options are:
Delimited — Select this option if each field in the input file is separated by a comma or other user-defined symbol, as indicated in the File Delimiter field. You do not need to include a comma (or user-defined symbol) after the last field entry in the input file.
Fixed Length — Select this option if each field in the input file is a fixed length (as described in Input File and Error File Layout) and must be filled with either an appropriate character or a space to the specified width.
If you select the Delimited input file format, from the drop-down list, select the delimiter.
Comma — Select this option if the fields in the input file are separated by commas.
Other — If the fields in the input file are separated by some character other than a comma, select this option and enter the character in the Other Delimiter field.
If you select the Other option in the File Delimiter field, enter the character to be used as a delimiter.
Use the options in this group box to determine how to handle validation errors. Errors occur when an input file record is not valid, or when a condition is not met for a field that is being processed in an input file.
From the drop-down list, select one of the following options to determine how the preprocessor should proceed if an error occurs:
Process Valid Records — The preprocessor continues to process all sales orders that do not have errors.
Process No Records — The preprocessor does not process any records in the file.
Select this check box to produce an error report, after you execute the preprocessor, that lists all validation errors and an ASCII error file. The error file has the same filename as the original input file, but with an extension of .ERR, and the file contains all input rows that are in error. You can correct this error file, rename it, and reprocess it until all rows pass. The program inserts the time into the TIMESTAMP field at the end of each record, indicating the most recent instance in which the file was created.
Select this check box to rename the input file with an extension of .OLD after the process completes.
This check box is selected by default to produce an audit report of all sales orders that have been processed. If you do not want to run an audit report, deselect the check box.
Use 
to select an option for processing and importing sales orders. Select one of the following options:
Import Sales Orders— Click this option to import sales orders from an input file. This action allows you to read the input file, validate the data, and insert or update the sales order tables. A batch mode option is also available.
Print/Import Sales Orders — Click this option to import and print sales orders from an input file. This action allows you to read the input file, validate the data, and insert or update the sales order tables, and print the error report if applicable. A batch mode option is also available.
You can also refer to Processing Details for further information.
Use 
to read the input file, validate the data, insert or update the sales order tables, and print the error report, if applicable.