Use this screen to select default values for fields used in sales order entry. You can also establish system processing parameters and controls. Set up this screen before entering sales orders or customers, and edit as necessary.
Use this group box to enter default information related to processing material for shipment.
Select this check box to indicate that the customer accepts overshipments; leave it cleared to prevent the quantity issued from exceeding the quantity ordered. This check box defaults to the Allowed Overshipments check box in the Sales Order subtask of the Maintain Customer (Materials » Sales Order Entry » Customer Info) screen. The selection you make here defaults to each sales order header and line from the Maintain Customer screen, but it can be changed.
If you try to issue a quantity greater than the quantity ordered, either a warning or error message displays depending on the your selection in the Hard Edit Options group box of this screen.
Select this check box to indicate that the customer accepts partial shipments; leave it cleared to prevent partial shipments. This check box defaults to the Allow Partial Shipments check box in the Sales Order subtask of the Maintain Customer (Materials » Sales Order Entry » Customer Info) screen. The selection you make here defaults to each sales order header from the Maintain Customer screen, but it can be changed.
If you try to issue a partial quantity for a sales order, either a warning or error message displays depending on your selection in the Hard Edit Options group box of this screen.
Select this check box to indicate that the customer allows item substitutions; leave it cleared to disallow item substitutions. This check box defaults to the Allow Substitutions check box in the Sales Order subtask of the Maintain Customer (Materials » Sales Order Entry » Customer Info) screen. The selection you make here defaults to each sales order header and line from the Maintain Customer screen, but it can be changed.
If you try to issue a substitute item in place of an ordered item for a sales order line, either a warning or error message displays depending on your selection in the Hard Edit Options group box of this screen.
Select this check box to indicate that the customer requires a sales order acknowledgment. This check box defaults to the Acknowledgement Required check box in the Sales Order subtask of the Maintain Customer (Materials » Sales Order Entry » Customer Info) screen. The selection you make here defaults to each sales order header from the Maintain Customer screen, but it can be changed.
Default Output Path
The information entered here defaults into the Create WAWF Files (Materials » Sales Order Entry » Invoices) screen
Click this button to access the Select Output File dialogue box. Navigate to where you want to save your WAWF information, add a file name (.FTP extension) and click the Save button in the dialogue box. Your path and file name display in the default output path field to the right of the Select button.
Select (or clear) this check box to turn the WAWF functionality on (or off). This field is selected by default. When this check box is cleared here, WAWF files cannot be created for any sales order invoices (warning provided). The selection made and saved with this screen defaults to the Sales Order subtask of the Maintain Customer (Materials » Sales Order Entry » Customer Info) screen but the you can edit it there.
Use the fields in this group box to choose between two types of edits in selected sales order entry screens; either soft warning messages or hard edits that prevent a user from executing an action or saving a record. The hard edit option affects the two issue transaction screens, Enter Sales Order Inventory Issues and Enter Sales Order Non-Inventory Issues (Materials » Inventory » Issues).
Select this check box to activate the hard edit option; users will then be unable to issue a quantity greater than the quantity ordered on the sales order. Clear this check box to provide a warning message to the user when overshipments for an item are entered.
Select this check box to activate the hard edit option; users will then be unable to issue a quantity in partial amounts. Clear this check box to provide a warning message to the user when partial quantity shipments for an item are entered.
Select this check box to activate the hard edit option; users will then be unable to issue a substitute item. Clear this check box to provide a warning message to the user when substitute items are entered.
Select this check box to ensure that the open order quantities of a sales order line automatically populate the issue quantity field in the issue transaction screens. You must select this check box to enable the Auto-Issue function in the Enter Sales Order Inventory Issues and Enter Sales Order Non-Inventory Issues (Materials » Inventory » Issues) screens. If this check box is cleared, you must manually enter issue quantities.
These check boxes are not available in this version of Costpoint.
Select this check box to allow modification of the item description on the sales order line. This check box defaults to the Allow SO Description Changes check boxes in the Sales Order Project Settings and Sales Order Catalog Settings (Materials » Sales Order Entry » Sales Order Entry Controls) screens. The default item description displays on the sales order line as established in the Basic Part Data, Services, or Goods (Materials » Product Definition » Part Master) screens. You can change this default for each pricing project or pricing catalog.
Select this check box to allow modification of the item description on the invoice line. The default item description displays on the invoice line as established on the sales order line, and can be changed for each pricing project or pricing catalog. This check box defaults to the Allow Invoice Description Changes check boxes in the Sales Order Project Settings and Sales Order Catalog Settings (Materials » Sales Order Entry » Sales Order Entry Controls) screens.
Select this check box to allow modification of the item price on the sales order line. The default item price displays on the sales order line as established in the product sales file, and can be changed for individual pricing projects and catalogs. This check box defaults to the Override Product Sales File Price check boxes in the Sales Order Project Settings and Sales Order Catalog Settings (Materials » Sales order Entry » Sales Order Entry Controls) screens.
The sales price entered on the sales order defaults to the invoice. You cannot modify the price in the Maintain Invoices screen, but you can change it in the Invoice Supervisor Screen (Materials » Sales Order Entry » Invoices).
Select this check box to have items on the same sales order, which were issued from inventory (or in-transit items) on separate issue transactions, shipped to the customer collectively. Clear this check box if items on the same sales order must be packaged and shipped as they are issued.
This check box relates to Inventory (INV) and In-Transit (INT) line types and associated shipping information. Items issued from inventory and items designated as in-transit require that an issue transaction be entered in the system as well as a shipping transaction or packing slip. At the time shipping information is entered for the items, a packing slip number is assigned. During entry of the relevant shipping data, associated issue information defaults into the Shipping Information subtask of the Enter Shipping Transactions (Materials » Sales Order Entry » Shipping Transactions) screen.
When the Combine Issues on Invoice check box is selected in the Create Invoices (Materials » Sales Order Entry » Invoices) screen, the application combines multiple issues on one customer invoice. Clear this check box to have the application create one invoice for each of the order's issue transactions. You can change the default value provided by this check box during the Create Invoices process.
This check box defaults to the Create Invoices screen for items that are Dropshipped (DRP) line item types. Dropshipment items require an issue transaction before they are eligible for invoicing.
Use the fields in this group box to define the method used to generate radio frequency identification tags.
Select the type of DOD construct for RFID (Radio Frequency Identification) generation from the drop-down list. Your options are:
DoD 64 - This identity type is used to encode 64-bit Class 0 and Class 1 tags for shipping goods to the DoD. The 64-bit tag is broken into a number of fields. After all the field values have been determined, the entire contents of the tag can be viewed as a single unique number used to identify a shipment to the DoD.
DoD 96 - This identity type is used to encode 96-bit Class 0 and Class 1 tags for shipping goods to the DoD. The 96-bit tag is broken into a number of fields. After all the field values have been determined, the entire contents of the tag can be viewed as a single unique number used to identify a shipment to the DoD.
Enter the CAGE (Commercial and Government Entity) code to be used for RFID (Radio Frequency Identification) generation. The CAGE code is a unique identifier assigned and managed by the DoD. It is a sequence of five alphanumeric characters used to uniquely identify the supplier. It is used to ensure that the RFID tag from a given supplier cannot contain the same identifier as those from another supplier.
Enter the last serial number used for RFID generation. Future serial numbers will increment from this number.