Use this tab to establish default data for selected line items and processing criteria for the sales order. Establish the information on this tab whenever you add a sales order to Costpoint and maintain it whenever modifications are needed to the default parameters.
Enter, or click 
to select, a valid customer ID. You must have already established the customer on the Customer table. The customer name displays in the field to the right. Based on this ID, certain items may default to the sales order. These may include the Catalog, Project, Delivery Terms, Ship Via, FOB, Contact Name, and Phone fields.
Enter the customer purchase order or delivery order number.
Enter the modification number of customers that change their original order. You can use this field for tracking purposes.
Enter, or click to select, a valid pricing project. If you enter a customer, and a pricing project exists on the Sales Order tab of the Manage Customers screen, the pricing project loads as the default value in this field. The items recorded on the sales order are priced according to the unit price schedule established on the Project Unit Pricing subtask of the Manage CLIN information screen; or on the Manage Sales Order Project Defaults screen. You can maintain the unit price provided by the application if you selected the Override Product Sales File Price check box on the Manage Sales Order Project Defaults screen.
There are significant field defaults and system controls linked to each pricing project on the Manage Sales Order Project Defaults screen that control field values and processing requirements as the order is entered.
Enter, or click to select, a valid pricing catalog. If you enter a customer, and a pricing catalog exists Sales Order tab of the Manage Customers screen, the pricing catalog loads as the default value in this field. The items recorded on the sales order are priced according to the unit price schedule established for the catalog code on the Manage Product Price Catalogs screen. You can maintain the unit price provided by the application if you selected the Override Product Sales File Price check box on the Manage Sales Order Catalog Defaults screen.
There are significant field defaults and system controls linked to each pricing catalog on the Manage Sales Order Catalog Defaults screen, which control field values and processing requirements as the order is entered.
Enter, or click 
to select, an order date. The current system date displays as the default value..
Enter, or click to select, the customer-desired date of delivery. This date loads in each sales order line item.
Enter, or click to select, the due date for delivery in this field. This date loads in each sales order line item. The Desired Date field provides the default for this field. You can modify the due date at the line item level. A due date is required for each line item on the order.
Enter, or click to select, a ship-by date in this field. This date loads in each sales order line item. You can modify the ship-by date for each line item. Only INV (inventory) line items require ship-by dates. Enter an inventory type to have the due date load as the default for the ship-by date.
Select this check box to calculate sales tax/value added tax (VAT) for the line items on this order when a valid tax code is selected.
This field is selected by default if line item tax code is not linked to a Tax Exempt Certificate (on the Manage Sales or Value Added Taxes screen in System Administration). Clear this check box to override all other tax defaults.
Select this check box to retain the sales order and prevent data relating to the order from being archived even when it becomes eligible for the archive function. If you do not select this check box, Costpoint includes the sales order in the archive function if the order meets all other purge criteria.
Select this check box to load any standard text codes to the Header Standard Text subtask.
Select this check box to submit the SO for approval.
This check box enables you to make partial changes to a sales order before finally submitting it for approval. When you modify a sales order and have not submitted it yet, the status will be set to Pending.
When you modify an approved sales order, the status changes from Approved to In-approval provided that the following check boxes are selected:
The Submit for Approval check box on this screen and
The Re-approvals required for select changes to approved sales orders check box on the Configure Sales Order Entry Settings screen
The different scenarios that require a re-approval of a sales order are the following:
When you modify any of the following fields in an existing sales order:
Item
Rev
Quantity
Inventory Abbreviation,
Warehouse
Due Date
Original Due Date
Ship By Date
Extended Price Amount
When you add a new sales order line.
When you remove an existing sales order line.
Re-approvals of a sales order are not required in the following scenarios:
When a sales order line resulted to a System Closed SO Status.
When a Closed sales order line was added.
When a Closed sales order line was removed.
Changes to a Closed sales order line was made.
When the sales order line status was changed from Closed to Open, or Open to Closed.
Enter, or click to select, a sales representative to be linked to the order. The sales representative ID you enter defaults in each sales order line.