Use this subtask to enter default information associated with the pricing catalog. The information will default into the Address and Header Information subtasks of the Enter Sales Orders screen, where you can edit it.
Establish contractor addresses and associated contractor codes and descriptions in the Contractor Addresses screen in the Sales Order Entry Controls menu, or the Contractor Addresses screen in the Controls menu of Costpoint Billing.
Enter, or use Lookup to select, a remittance address code. You can set up remittance addresses in the Controls menu of Costpoint Billing. The address code entered in the Remit To field will be the default for the Addresses subtask and can be changed.
Enter, or use Lookup to select, a contractor. Establish contractor address information in the Contractor Addresses screen in the Sales Order Entry Control menu. The contractor code will be the default for the Addresses subtask of the Enter Sales Orders screen and can be changed. The contractor address is printed on the DD250 packing slip and invoice.
Enter, or use Lookup to select, a ship-from address code. Establish ship-from addresses in the Contractor Addresses screen in the Sales Order Entry Control menu. The ship-from code will be the default for the Addresses subtask of the Enter Sales Orders screen and can be changed.
Establish customer addresses in the Maintain Customer screens in the Customer Info menu in both Costpoint Sales Order Entry and Costpoint Accounts Receivable. You can maintain additional sales order-related defaults in these screens.
Enter, or use Lookup to select, a payment office code. Set up payment office codes in the Govt. Payment Offices screen in Costpoint Billing. The code is the default for the Address subtask of the Enter Sales Orders screen and can be edited during sales order entry. You can establish additional default payment office address codes for individual customers in the Maintain Customer screen of the Customer Info menu. If you assign a payment office code to a customer, that code will be used as the default for the Address subtask, instead of the code entered in this field.
Enter, or use Lookup to select, an issued-by code. Set up issued-by address codes in the Issued By Addresses screen. The code is the default for the Address subtask of the Enter Sales Orders screen and can be edited. You can establish an additional default issued-by address code for individual customers in the Maintain Customer screen in the Customer Info menu. If an issued-by code is assigned to a customer, that code will be used as the default for the Address subtask instead of the code entered in this field.
Select this checkbox to indicate that a commercial invoice will be printed for sales orders using this pricing catalog. This value will be the default for the selection in the Print Options group box in the Header Information subtask of the Enter Sales Orders screen, and can be changed.
Select this checkbox to indicate that a commercial packing slip will be printed for sales orders using this pricing catalog. This value will be the default for the selection in the Print Options group box in the Header Information subtask of the Enter Sales Orders screen, and can be changed.
Select this checkbox to indicate that a DD250 invoice will be printed for sales orders using this pricing catalog. This value will be the default for the selection in the Print Options group box in the Header Information subtask of the Enter Sales Orders screen, and can be changed.
Select this checkbox to indicate that a DD250 packing slip will be printed for sales orders using this pricing catalog. This value will be the default for the selection in the Print Options group box in the Header Information subtask of the Enter Sales Orders screen, and can be changed.
Select this radio button if you do not want record unique shipment numbers for items processed through the Shipping Transactions screen.
Select this radio button to record a system-assigned shipment number by pricing catalog.
Select this radio button to record a system-assigned shipment number by sales order.
If a shipment number is required, enter up to eight alphanumeric characters for the last shipment number used. Costpoint sequentially increments the last shipment number by one. The data in the Last Shipment Number field is always incremented from the right, but only if the rightmost character is numeric. Assign enough numeric characters to the right to ensure that duplicates do not occur.