Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

SO Address/Contacts Tab

Use this tab on the Manage Customers screen to enter sales order contact and address information.

Sales Contact Information

Use the fields in this group box to establish default contact information for new sales orders.

Field Description
Last Name

Enter up to 25 characters for the last name of the contact.

First Name

Enter up to 25 characters for the first name of the contact.

Phone

Enter up to 25 characters in this alphanumeric field for the primary telephone number of the contact.

Fax

Enter up to 25 characters in this alphanumeric field for the fax number of the contact.

Inspection Point

From the drop-down list, select the location where the sales order is inspected:

  • Source
  • Destination
  • Other
Acceptance Point

From the drop-down list, select the location where the sales order is accepted:

  • Source
  • Destination
  • Other
FOB

From the drop-down list, select the FOB point for the sales order:

  • Source
  • Destination
  • Other
Enter SO Invoices for iRAPT

Select this check box to enable iRAPT files to be created for sales order invoices for this customer.

Addresses

Use the fields in this group box to establish default address codes for this customer. These address codes fill as the default entries on the Addresses tab of the Manage Sales Orders screen.

Field Description
Payment Office

Enter, or use to select, a default government payment office address code for this customer. Establish payment office addresses on the Manage Government Payment Offices screen. If you do not enter a default code here, Costpoint uses the default code from the Manage Sales Order Project Defaults screen or the Manage Sales Order Catalog Defaults screen.

Issued By

Enter, or use to select, an issued-by code. Establish issued-by codes on the Manage Issued By Addresses screen. If you do not enter a default code here, Costpoint uses the default code from the Manage Sales Order Project Defaults screen or the Manage Sales Order Catalog Defaults screen.

Inspect By

If you use Wide Area Work Flow (WAWF) functionality, enter the DoDAAC code, up to six alphanumeric characters, for the inspect-by address.

Local Processing Office

If you use Wide Area Work Flow (WAWF) functionality, enter the DoDAAC code, up to six alphanumeric characters, for the local processing office address.

3rd Party - Other Office

If you use Wide Area Work Flow (WAWF) functionality, enter the DoDAAC code, up to six alphanumeric characters, for the third-party or other office address.