to select, the applicable customer payment terms. Costpoint provides the terms established for the customer in the Customer table as a default, which can be modified as necessary.Use this tab to establish information that pertains to the invoice as a whole, and to provide default values for recurring invoice lines.
Select this check box to mark DD250 invoices as Estimated and to indicate that invoices designated as DD250 type should be printed with a capital E in Box 6. Invoice Number and Date on the form.
Select this check box to indicate that the invoice is on hold and is ineligible for sales order journal posting. Clear this check box to indicate that the invoice should be included in the sales order journal posting process.
This field displays the invoice due date based on the entered invoice date and the customer's established payment terms. You can modify the calculated Due Date.
Click this button to populate the Due Date field.
These field displays the customer ID established in the sales order. The field on the right displays the associated customer name.
Enter the customer purchase order or delivery order number. Enter this number accurately; Costpoint uses this number for searches.
When a customer modifies their original order, enter their modification number (up to 10-character alphanumeric) in this field for tracking purposes.
Enter, or click to select, the applicable customer payment terms. Costpoint provides the terms established for the customer in the Customer table as a default, which can be modified as necessary.
This field displays the delivery terms, if applicable, that were entered on the Customer Details tab of the Manage Sales Orders screen.
Enter a valid tax exemption certificate number, if applicable.
This field displays from the Billing tab of the Manage Sales Orders screen. You can modify the sales group abbreviation for each line.
If you change invoice line sales group abbreviations from liquidation-related accounts to non-liquidation-related accounts, and the Revenue Recognition method remains Liquidations, the Sales Order Journal will not successfully post. Modify the sales order to reflect the correct Revenue Recognition method before adding the invoice to Costpoint.
Select this check box to automatically assign the shipment number from the project/catalog settings.
Select this check box load the associated text codes into the Header Standard Text subtask.
This field displays the pricing catalog for the order established on the Enter/Manage Sales Orders screen.
This field displays the pricing project for the order established on the Enter/Manage Sales Orders screen.