SALES ORDER ENTRY OVERVIEW

Use Costpoint Sales Order Entry to facilitate selling a product, service, or material to commercial or government customers. Costpoint Sales Order Entry is designed for use by manufacturers, system integrators, or any other business entity selling materials, supplies, or services. The sales cycle includes complete tracking of customer orders from initial entry, procurement, and item issuing and shipment, to invoicing and general ledger posting. Costpoint Sales Order Entry is fully integrated with the Deltek Accounting, Projects, Billing, Purchasing, and Material systems, creating a powerful and highly sophisticated tool for accurate and timely order processing.

If you selected the Separate Items By Company checkbox in the Product Definition Corporate Settings subtask of the Product Definition Settings screen, only items that are linked to your user ID/Company ID will be available for sales orders generation. Users logged into other companies will not be able to use these sales orders. Sales orders will be separated by company, regardless of whether or not the Separate Items By Company checkbox is selected.

If you did not select the Separate Items by Company checkbox, items in the database will be available to users in all companies.

Subsequent actions such as approving, creating requisitions, issuing materials, shipping, invoicing, posting, report printing, and accessing inquiries, will be limited to sales orders linked to your user ID/Company ID.