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