SALES ORDER STANDARD TEXT

Use this screen to establish and maintain standard text. You can specify associated codes during sales order entry and print them on the sales order reports and forms, such as sales acknowledgments, packing slips, and invoices.

When you specify standard text codes during sales order entry, a one-line description of the code appears on the screen so that you can verify that the correct code was entered. You can identify standard text codes for individual line items or apply them to an entire sales order. When a text code is applied to an entire order, you can print the text at the beginning or end of any of the sales order forms.

You can associate text entered in this table with items, projects, and/or project/part combinations; you can also use it in other Costpoint modules, such as Costpoint Procurement Planning and Costpoint Purchasing.

Set up this screen when initializing Costpoint Sales Order Entry and maintain it when new text or changes to existing text are required. You must enter text in this screen before you can use the codes on sales orders.

Code

Enter a standard text code of up to 10 alphanumeric characters in this required field to identify this particular text.

Description

Enter a description for the text code of up to 30 alphanumeric characters in this required field. As you specify text codes during sales order entry, their descriptions will display on the screen.

Document Print Options

Use the options in this group box to specify system-defined print options for documents. You can print documents for internal use by staff, for external use, such as sales acknowledgments or packing slips, or for both.

Both

Select this radio button to print standard text on both internal and external reports and documents. This radio button is the default.

Internal

Select this radio button to print standard text on internal documents only.

External

Select this radio button to print standard text on external documents only.

Text Box

Enter the text to be printed on selected documents up to a maximum of 32,000 characters. The screen functions like a word processor; text automatically wraps, and you can insert paragraph breaks and blank lines. You can copy documents from Microsoft Word and other Windows-based applications using the Cut/Paste function.

Where-Used

Select this pushbutton to open the Where-Used subtask.