SALES ORDER ENTRY OVERVIEW

Use Costpoint Sales Order Entry to facilitate selling a product, service, or material to commercial or government customers. Costpoint Sales Order Entry is designed for use by manufacturers, system integrators, or any other business entity selling materials, supplies, or services. The sales cycle includes complete tracking of customer orders from initial entry, procurement, and item issuing and shipment, to invoicing and general ledger posting. Costpoint Sales Order Entry fully integrates with the Deltek Accounting, Projects, Billing, Purchasing, and Material systems; this creates a powerful and highly sophisticated tool for accurate and timely order processing.

If you select the Separate Items By Company check box on the Corporate Settings group box of the Configure Product Definition Settings screen, you can only use items that are linked to your user ID/Company ID for sales orders generation. Users logged into other companies cannot use these sales orders. Sales orders are always separated by company regardless of whether or not you select Separate Items By Company check box.

If you do not select the Separate Items by Company check box, items in the database are available to users in all companies.

You can only perform subsequent actions that are linked to your user ID and company ID. These actions include approving, issuing materials, shipping, invoicing, posting, reporting, and inquiries to sales orders.