Use this subtask to establish default data for selected line items and processing criteria for the sales order. Establish this subtask whenever you add a sales order to the system and maintain it whenever changes are needed to the default parameters.
These non-editable fields default from the main sales order screen.
Enter, or use Lookup to select, applicable customer terms. If you entered a customer on the main screen, the terms established in the Maintain Customer screen will be the default value and can be changed.
Enter, or use Lookup to select, the preferred delivery terms data, for example, "FOB (Free On Board)," "Destination," "Special," or "COD." Costpoint Sales Order Entry uses this information to determine freight or shipping terms. This field can be changed during sales order entry. You can set up the default delivery term in the Sales Order subtask of the Maintain Customer screen. The items available for selection are those saved in the Shipping Methods screen in Costpoint Accounts Receivable.
Enter the department or the name of the individual to receive the shipment of the material sold. The deliver to will default to each subsequent sales order line that you enter, and can be changed in the line item.
Enter the customer's preferred method of shipment. The default for this field is from the Maintain Customer screen and can be changed. This field serves as a default to each of the line items on the sales order.
Enter the default volume discount percentage to be applied to the gross unit price of the item. The Customer table provides a default for this field but it can be changed. Enter a 5.25% discount as [5.25]. The discount percentage is intended as a volume discount, rather than a cash or payment discount, and will be the default for individual line items. If you do not know the discount percentage, leave this field empty, and the system will automatically derive the value from the Gross Unit Price and Net Unit Price entered at the line level.
Enter the applicable quote number for the line item, up to a maximum of 10 characters. The quote number will be displayed as a default to each line item. This is an optional field.
Enter, or let the system assign, the approval process if this sales order requires approval. Depending on the type of approval option selected in the Sales Order Settings screen, the default approval process will appear in this field from one of a number of settings screens. Use the Sales Order Approval Titles screen to establish sales order approval settings and limits. These settings are applied to the approval process code in the Sales Order Approval Processes screen.
Select the Global approval option in the Sales Order Settings screen to use the default Approval Process in the Sales Order Settings screen. You cannot change the default approval process provided to the Header Information subtask of the sales order.
Select the Proj/Catalog option to use the default Approval Process set up in either the Sales Order Project Settings or Sales Order Catalog Settings screen. You cannot change the default process provided to the Header Information subtask of the Enter Sales Order screen from the respective project or catalog.
If you select the Manual option, the default Approval Process from the Sales Order Settings screen is provided but can be changed.
If you select No Approval Process in the Sales Order Settings screen, the initial status of the orders is set to "Approved" when you enter the order. You can update the approved order at any time from both the Enter Sales Orders screen and the Sales Order Supervisor screen. Once a sales order line item has any activity associated with it, you cannot delete the line.
Enter, or use Lookup to select, a sales representative to be linked to the order. The Sales Rep ID will be the default value in each sales order line and can be edited. This is an optional field.
Enter up to "100.00%" as the default commission in this field, if applicable. This percentage will default into the Commission field for each line in the main screen.
This field displays the last name of the sales contact entered in the Sales Order subtask of the Maintain Customer screen and can be changed.
This field displays the first name of the sales contact entered in the Sales Order subtask of the Maintain Customer screen and can be changed.
This field displays the phone number of the sales contact entered in the Sales Order subtask of the Maintain Customer screen and can be changed.
This field displays the fax number of the sales contact entered in the Sales Order subtask of the Maintain Customer screen and can be changed.
This field displays the credit balance for the customer from the Credit Info subtask of the Maintain Customer screen, both in Costpoint Sales Order Entry and Accounts Receivable. You can change this field only in the Finance and Credit Information subtask of the Maintain Customer screen. The system derives this figure by adding the Outstanding A/R Balance to the Approved Order Balance and subtracting that total from the Credit Remaining field.
Enter the beginning date for the time period that the recurring line item is in effect. Enter the date in MM/DD/YYYY format, and it will be the default in the Recurring subtask for each recurring sales order line (type "REC").
Enter the ending date for the time period that the recurring line item is in effect. Enter the date in MM/DD/YYYY format, and it will be the default in the Recurring subtask for each recurring sales order line (type "REC").
Enter, or use Lookup to select, the applicable billing cycle code. The code will be the default value in the Recurring subtask for each sales order line (type "REC").
Enter up to 254 alphanumeric characters of free-form text that pertains to this sales order line. As you enter the text, it will automatically word-wrap. You can insert paragraph breaks and blank lines by pressing [CTRL-ENTER] to force hard-carriage returns where needed. The text will print in its entirety on the sales order acknowledgment, packing slip, and invoice forms.
Select this checkbox to indicate that a sales order acknowledgment should be printed for the customer. The default for this checkbox is provided to each sales order header from the Maintain Customer screen. Leave the checkbox blank if an acknowledgment is not required. You can change the default for each sales order.
This checkbox is automatically selected when the sales order acknowledgment is printed. Any time the sales acknowledgment is printed after this checkbox has been selected, "DUPLICATE" will print on the acknowledgment, indicating that it has been previously printed. If you do not want "DUPLICATE" to print on the acknowledgment, uncheck this checkbox.
This field displays the date on which the sales order acknowledgment was printed and can be changed.
Select this checkbox to indicate the order is to be shipped internationally. Leave this checkbox blank to indicate shipments for the order are not international.
Select this checkbox to indicate that the customer will accept partial shipments on this sales order. Leave the checkbox blank if partial shipments are not allowed. This checkbox has a default value provided from the Sales Order subtask of the Maintain Customer screen. When you attempt to issue a partial quantity for a sales order, either a warning or error message will be given depending on the value of the hard edit option in the Sales Order Defaults screen. You can change this default for each sales order.
Select this checkbox to indicate that the customer will be invoiced for freight charges recorded in the Enter Shipping Transactions screen. Leave the checkbox blank if freight charges will not be included on the invoice. This checkbox has a default value provided from the Project Unit Pricing screen in Costpoint Project Setup and the Sales Order Catalog Settings screen, but you can change it.
This non-editable field displays the last shipment date recorded for the sales order, as entered in the Enter Shipping Transactions screen.
Select this checkbox to indicate the customer will accept overshipments on this sales order. The system displays the default value for this field as set up in the Sales Order subtask of the Maintain Customer screen and can be changed. This field value defaults to individual line items and can be edited there as well. If overshipments are not accepted and you attempt to issue a quantity greater than the ordered quantity in the Enter Sales Order Inventory Issues screen, a warning or error message will be given depending on the value of the hard edit option in the Sales Order Defaults screen.
Select this checkbox to indicate the customer will accept substitutions on this sales order. The system displays a default provided by the Sales Order subtask of the Maintain Customer screen and can be changed. The field value is provided to each sales order line item as a default and can be edited there. When you enter an issue transaction into the system, the system verifies the line item flag along with the value of the hard edit option in the Sales Order Defaults screen before it can issue a substitute item. Depending on the hard edit option selection, either a warning or error message will be displayed in the Enter Sales Order Inventory Issues screen when a substitute part is used.
Select this checkbox to indicate the line items on this order are subject to sales tax/VAT when a valid tax code is selected. Leave this checkbox blank to indicate that none of the items are subject to sales/value added tax. This checkbox is selected by default, indicating that line items entered with a tax code that has not been linked to a Tax Exempt Certificate Number (in the Maintain Sales/Value Added Tax screen under the System Codes menu in Costpoint System Administration) will have sales tax calculated. Leave this checkbox blank to override all other tax defaults and force the Tax status in the main screen to "N" (No) for all line items on the order.
Select this checkbox to retain the sales order and prevent data relating to the order from being archived, even when it becomes eligible for the archive function. If you do not select this checkbox, the sales order will be included in the archive function if the order meets all other purge criteria.
Select this checkbox to indicate that a commercial invoice will be printed for this sales order. This value is used as a default in the Print Options group box in the Invoice Header Information subtask of the Maintain Invoices screen and can be changed.
Select this checkbox to indicate that a commercial packing slip will be printed for this sales order. This value is the default in the Shipping Information subtask of the Enter Shipping Transactions screen and can be changed.
Select this checkbox to print a DD250 invoice for this sales order. This value will default to the Print Options section in the Invoice Header Information subtask of the Maintain Invoices screen and can be changed. You must select the DD250 Invc checkbox in order for the Print DD250 Invoices process to locate and print properly.
Select this checkbox to print a DD250 packing slip for this sales order. This value will default to the Shipping Information subtask of the Enter Shipping Transactions screen and can be changed. You must select the DD250 PS checkbox in order for the Print DD250 Packing Slips process to locate and print properly.