Sales Order

Enter, or use Lookup to select, the project ID for this customer.

The project you enter here must exist in Project Unit Pricing. If you enter a project, a CLIN will be used for pricing.

This is an alphanumeric field of up to 30 characters in length.

Enter, or use Lookup to select, the default price catalog for this customer.

If you enter a catalog, the pricing information will be taken from Price Catalog in Product Definition.

This is an alphanumeric field of up to 10 characters in length.

Select this checkbox if the customer is eligible for a volume discount for sales orders.

The default is unchecked - allowing no discount.

This is not a required field when processing sales orders.

Enter the discount percentage rate. You must first select the Discount Allowed checkbox before you can enter a discount rate.

This field is two decimals long and is not required when processing sales orders.

Select this checkbox if the customer will accept overshipments.

If you do not select this checkbox, you cannot issue a quantity greater than the quantity ordered through the Enter Sales Orders screen.

Select this checkbox if the customer allows partial shipments.

Your selection can be overridden when a sales order is entered.

If partial shipments are not accepted, you cannot issue a quantity less than the quantity ordered for a given sales order.

This field is used by Costpoint Sales Order Entry.

Select this checkbox if the customer allows substitutions.

Your selection can be overridden when a sales order is entered.

This field is used by Costpoint Sales Order Entry.

Select this checkbox if a sales acknowledgment is required for the customer.

Enter the last name of the contact. The last name can be up to 25 characters in length.

This field is not required when processing sales orders.

Enter the first name of the contact. The first name can be up to 25 characters in length.

This field is not required when processing sales orders.

Enter the primary phone number for this contact (e.g., 703-555-1212). The phone number is an alphanumeric field of up to 25 characters.

This field is not required when processing sales orders.

Enter the fax number for this contact (e.g., 703-555-1212). The fax number is an alphanumeric field of up to 25 characters.

This field is not required when processing sales orders.

Enter, or use Lookup to select, the government payment address code of up to six characters in length for this customer. This field is not required when processing sales orders.

When you enter a government payment code, the Sales Order screen validates the entry against data in the Bill Payment Address table.

Enter, or use Lookup to select, the government issued by address code of up to six characters in length for this customer. This field is not required when processing sales orders. When you enter a government issued by address code, Costpoint Sales Order Entry validates the entry against data in the Issue By Addresses screen.

Enter, or use Lookup to select, the account number of a related customer. The field below displays the name of the customer you selected.

Enter, or use Lookup to select, the sales abbreviation for this customer. This is an alphanumeric field of up to six characters in length.

This is not a required field when processing sales orders. When you enter a sales group abbreviation, the Sales Order screen validates the entry against data in the Sales Group Abbreviation table.

Enter, or use Lookup to select, the preferred shipping method for this customer. You must define company shipping methods in the Shipping Methods table before you can enter sales order information.

You can override this default when entering sales orders. This is an optional field used by Costpoint Sales Order Entry.

Enter, or use Lookup to select, a valid project to charge identification number for this customer.

This project will default into the Header Account subtask of the Enter Sales Order screen and will default into each Sales Order line.

This is not a required field when processing sales orders.

Enter, or use the Lookup to select, the appropriate delivery terms.

You originally set up these terms in the Shipping Methods screen.

If this customer is exempt from taxes, enter the appropriate tax exemption ID. When you enter generic bills, the system will pull this number into the billing and will not calculate sales tax for the otherwise taxable line items for this customer.