Use this subtask to view credit information, defaults, and contact data for sales orders. Set up this subtask after adding the customer, or before processing any customer invoices or sales orders.
These fields display the customer account and description from the main screen.
Use this group box to select a default pricing project or catalog for each customer.
Enter a default pricing project of up to 30 alphanumeric characters for this customer, or use Lookup to access the Sales Order Project Settings table. The pricing project entered will be the default value for this customer when you enter sales orders, and can be changed. An entry here is not required to enter sales orders.
Enter a default pricing catalog of up to 10 alphanumeric characters for this customer, or use Lookup to access the Sales Order Catalog Settings table. The pricing catalog entered will be the default value for this customer when you enter sales orders, and can be changed. An entry here is not required to enter sales orders.
Select this checkbox if the customer is eligible for a volume discount. You do not need to select this checkbox to enter sales orders. If it is checked, you must also enter a discount percentage in the Discount field.
Enter the discount percent if you selected the Discounts Allowed checkbox. The percentage entered will be the default in this customer's sales orders, but can be changed in the Header Information subtask of the Enter Sales Orders screen. The value in the Header Information subtask is supplied as a default to each of the sales order lines.
This checkbox displays the default value from the Sales Order Defaults screen. This value is the default in each sales order header and line item and can be overridden. If you do not select this checkbox, overshipments to this customer will not be allowed, i.e., the quantity issued cannot exceed the quantity ordered; and a warning or error message will be given depending on the value of the hard edit option in the Sales Order Defaults screen.
This checkbox displays the default value from the Sales Order Defaults screen. This value is the default for each sales order header and line item and can be overridden. If you do not select this checkbox, partial shipments to this customer are disallowed; a warning or error message will be given depending on the value of the hard edit option in the Sales Order Defaults screen.
This checkbox displays the default value from the Sales Order Defaults screen. This value defaults for each sales order header and line item and can be overridden. If you do not select this checkbox, substitute items are not allowed. A warning or error message will be given depending on the value of the hard edit option in the Sales Order Defaults screen.
This checkbox displays the default value from the Sales Order Defaults screen. This value defaults to each sales order header and can be changed. Select this checkbox to send a sales order acknowledgment to the customer.
Enter a valid default sales group abbreviation for this customer, or use Lookup to access the Sales Group Abbreviation table. This alphanumeric field of up to six characters does not require an entry before you can process sales orders; if you enter an abbreviation, it will be the default to the customer's sales orders and can be overridden. This default sales abbreviation is used instead of the default sales abbreviation associated with the selected pricing project or catalog.
Enter the preferred shipping method for this customer (e.g., "FedEx," "UPS," "DHL"), or use Lookup to access the A/R Shipping Methods table established in the Shipping Methods screen in the Customer Controls menu in Costpoint Accounts Receivable. You must set up the Shipping Methods table before you can enter sales order information. You can override the default value in this optional field in the Header Information subtask of the Enter Sales Orders screen.
Enter a valid project to charge ID for this customer, or use Lookup to access the Project table established in the Maintain Project Master screen in Costpoint Project Setup. This is not a required field for processing a sales order, but when you enter a project to charge, it will be provided as a default to the Header Accounts subtask of the Enter Sales Order Screen, where it can be overridden.
Enter, or select from the drop-down box, the preferred delivery terms, for example, "FOB (Free On Board),""Destination," "Special," "UPS," or "US Mail." This user-defined information is established in the Shipping Methods screen in Costpoint Accounts Receivable. Costpoint Sales Order Entry uses it to determine freight or shipping terms; you can change it during sales order entry.
If this customer is exempt from taxes (i.e., if the Tax Code for the selected line in the main screen has a tax exempt status), enter the appropriate tax exemption ID. When you enter generic bills, the system loads this number into the billing for identification purposes, and does not calculate sales tax for normally taxable line items during sales order entry. However, you can override the taxable status for sales order lines when entering and/or maintaining sales orders..
Enter up to 25 characters for the last name of the contact. This optional field is the default to the Header subtask during sales order entry and can be overridden.
Enter up to 25 characters for the first name of the contact. This optional field is the default in the Header Information subtask of the Enter Sales Orders screen during sales order entry and can be overridden.
Enter up to 25 characters in this alphanumeric field for the primary phone number of the contact. This optional field is the default in the Header Information subtask of the Enter Sales Orders screen during order and can be overridden.
Enter up to 25 characters in this alphanumeric field for the fax number of the contact. This optional field is the default in the Header Information subtask of the Enter Sales Orders screen during order and can be overridden.
Enter, or use Lookup to select, a payment office code. Set up the payment office codes in the Govt. Payment Offices screen in Costpoint Billing. The code entered here will be the default in the Addresses subtask in the Enter Sales Orders screen during sales order entry and can be overridden. If a default code is not entered here, the default code entered in the Payment Office field of the Defaults subtask of the Sales Order Project Settings or Sales Order Catalog Settings screens will be the default for the sales order. The code assigned here supersedes the default code assigned to a project or catalog.
Enter, or use Lookup to select, an issued-by code. Set up the issued-by codes in the Issued By Addresses screen. The code entered here defaults to the Addresses subtask of the Enter Sales Orders screen during sales order entry and can be overridden. If you do not enter a default code here, the default code entered in the Issued By field of the Defaults subtask of the Sales Order Project Settings or Sales Order Catalog Settings screens is the default for the sales order. The code assigned here supersedes the default code assigned to a project or catalog.
Enter, or use Lookup to select, the account number of a related customer. The name of the selected customer is displayed in the unnamed field.