Subtasks of the Approve Sales Orders Screen The Approve Sales Orders screen has several subtasks. Related Topics:Approval Process Subtask Use this subtask to view and maintain the current approval status of the sales order. Header Standard Text Subtask Use this subtask to view standard text codes assigned to a sales order. Totals Subtask Use this subtask to view total transaction amounts for the sales order, in both transaction and functional currencies. Exchange Rates Subtask Use this subtask to view the transaction currency for the sales order, by sales order and customer. SO Details Subtask Use this subtask to view address, credit, header information entered on the Manage Sales Order screen. UDF Info Subtask Use this subtask to view user-defined information for the sales order. SO Header Documents Subtask Use this subtask to display the list of documents that are assigned to the sales order (SO) header. Accounts Subtask Use this subtask to view the account types and other information established for the sales group abbreviation on the sales order line. Components Subtask Use this subtask to view components for each sales order line on the Components subtask on the Manage Sales Orders screen. You can access this subtask if the Process Components column on the Manage Sales Orders screen displays Y. Line Charges Subtask Use this subtask to view additional charges for a sales order line item. The sum of the line charge amounts displays in the Line Charge Price Amount field on the main screen. Line Standard Text Subtask Use this subtask to view standard text codes assigned to a sales order. Currency Line Info Subtask This subtask displays transaction amounts for the line selected on the main screen, in both transaction and functional currencies. Customs Information Subtask Use this subtask to view sales order header and line related custom information so as to satisfy the value added tax (VAT) certification criteria in the United Kingdom (UK) and other European Union (EU) countries. SO Line Documents Subtask This subtask displays the list of documents that are assigned to the sales order (SO) line. Click the Launch button to view the selected document. Consume Forecasts Subtask Use this subtask to specify how Costpoint consume forecasts once reservations are created for a sales order line. Substitute Parts Subtask Use this subtask to view the substitute parts for a sales order line item. Customer Returns Subtask Use this subtask to view the information for the associated customer line. Parent Topic: Approve Sales Orders HomeMaterialsSales Order EntrySales OrdersApprove Sales OrdersSubtasks of the Approve Sales Orders Screen
Subtasks of the Approve Sales Orders Screen The Approve Sales Orders screen has several subtasks. Related Topics:Approval Process Subtask Use this subtask to view and maintain the current approval status of the sales order. Header Standard Text Subtask Use this subtask to view standard text codes assigned to a sales order. Totals Subtask Use this subtask to view total transaction amounts for the sales order, in both transaction and functional currencies. Exchange Rates Subtask Use this subtask to view the transaction currency for the sales order, by sales order and customer. SO Details Subtask Use this subtask to view address, credit, header information entered on the Manage Sales Order screen. UDF Info Subtask Use this subtask to view user-defined information for the sales order. SO Header Documents Subtask Use this subtask to display the list of documents that are assigned to the sales order (SO) header. Accounts Subtask Use this subtask to view the account types and other information established for the sales group abbreviation on the sales order line. Components Subtask Use this subtask to view components for each sales order line on the Components subtask on the Manage Sales Orders screen. You can access this subtask if the Process Components column on the Manage Sales Orders screen displays Y. Line Charges Subtask Use this subtask to view additional charges for a sales order line item. The sum of the line charge amounts displays in the Line Charge Price Amount field on the main screen. Line Standard Text Subtask Use this subtask to view standard text codes assigned to a sales order. Currency Line Info Subtask This subtask displays transaction amounts for the line selected on the main screen, in both transaction and functional currencies. Customs Information Subtask Use this subtask to view sales order header and line related custom information so as to satisfy the value added tax (VAT) certification criteria in the United Kingdom (UK) and other European Union (EU) countries. SO Line Documents Subtask This subtask displays the list of documents that are assigned to the sales order (SO) line. Click the Launch button to view the selected document. Consume Forecasts Subtask Use this subtask to specify how Costpoint consume forecasts once reservations are created for a sales order line. Substitute Parts Subtask Use this subtask to view the substitute parts for a sales order line item. Customer Returns Subtask Use this subtask to view the information for the associated customer line. Parent Topic: Approve Sales Orders HomeMaterialsSales Order EntrySales OrdersApprove Sales OrdersSubtasks of the Approve Sales Orders Screen