Costpoint Online Help

Using the Help Search

Sales Order Tab

Use this tab on the Manage Customers to set up pricing, shipping, billing, and contact information. This is the default information when you enter a sales order for this customer.

You can also access this screen in Sales Order Entry.

Pricing

Use this group box to select a default pricing project or catalog for each customer.

Note: Neither the Project nor the Catalog field is required on this screen, but if you use one field, you cannot use the other.

Field	Description
Project	Enter, or click to select, a default pricing project of up to 30 alphanumeric characters for this customer. This becomes the default pricing project for this customer when you enter sales orders.
Catalog	Enter, or click to select, a default pricing catalog of up to 10 alphanumeric characters for this customer. This becomes the default pricing catalog for this customer when you enter sales orders.

Discounts

Use the fields in this group box to establish a volume discount for this customer.

Field	Description
Discount Allowed	Select this check box if the customer is eligible for a volume discount. If you select this check box, you must also enter a discount percentage in the Discount field.
Discount	If you selected the Discounts Allowed check box, enter the discount percent in this field. This becomes the default discount for this customer when you enter sales orders.

SO Defaults

The default settings that fill the fields in this group box are from the Configure Sales Order Defaults screen. The selections that you make here become the default selections for this customer when you enter sales orders.

Field	Description
Allowed Overshipments	Select this check box to allow overshipments to this customer by default. If you clear this check box on the sales order, and you attempt to issue a quantity that is greater than the order quantity, Costpoint displays either a warning message or an error as specified by the Hard Edit Options on the Configure Sales Order Defaults screen.
Allow Partial Shipments	Select this check box to allow partial shipments to this customer by default. If you clear this check box on the sales order, and you attempt to make a partial shipment on the sales order, Costpoint displays either a warning message or an error as specified by the Hard Edit Options on the Configure Sales Order Defaults screen.
Allow Substitutions	Select this check box to allow substitutions to this customer by default. If you clear this check box on the sales order, and you attempt to substitute items on the sales order, Costpoint displays either a warning message or an error as specified by the Hard Edit Options on the Configure Sales Order Defaults screen.
Acknowledgment Required	Select this check box to send a sales order acknowledgment to the customer.
Sales Group Abbrev	Enter, or click to select, a default sales group abbreviation for this customer. This field is not required. If you enter a default sales group abbreviation, it overrides the default sales abbreviation associated with the selected pricing project or catalog.
Ship Via	Enter, or click to select, a default shipping method for this customer (for example, Mail or UPS). Establish shipping methods on the Manage Shipping Methods screen.
Delivery Terms	Enter, or click to select, the default delivery terms for the customer (for example, FOB (Free On Board), Destination, or Special). Establish shipping methods on the Manage Shipping Methods screen.
Tax Exemption ID	If this customer is exempt from taxes (that is, if the Tax Code for the selected line on the main screen has a tax exempt status), enter the appropriate tax exemption ID. When you enter generic bills, Costpoint loads this number into the billing for this customer, and does not calculate sales tax for normally taxable line items. (You can override the taxable status on sales order lines).
Project to Charge	Enter, or click to select, a valid project to charge identification number for this customer. This project will default into the Billing tab of the Manage Sales Order screen and will default into each Sales Order line. This is not a required field when processing sales orders.
Related Customer Account	Enter, or click to select, the account number of a related customer. The field on the right displays the name of the customer you selected.

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Sales Order Tab

Use this tab on the Manage Customers to set up pricing, shipping, billing, and contact information. This is the default information when you enter a sales order for this customer.

You can also access this screen in Sales Order Entry.

Pricing

Use this group box to select a default pricing project or catalog for each customer.

Note: Neither the Project nor the Catalog field is required on this screen, but if you use one field, you cannot use the other.

Field	Description
Project	Enter, or click to select, a default pricing project of up to 30 alphanumeric characters for this customer. This becomes the default pricing project for this customer when you enter sales orders.
Catalog	Enter, or click to select, a default pricing catalog of up to 10 alphanumeric characters for this customer. This becomes the default pricing catalog for this customer when you enter sales orders.

Discounts

Use the fields in this group box to establish a volume discount for this customer.

Field	Description
Discount Allowed	Select this check box if the customer is eligible for a volume discount. If you select this check box, you must also enter a discount percentage in the Discount field.
Discount	If you selected the Discounts Allowed check box, enter the discount percent in this field. This becomes the default discount for this customer when you enter sales orders.

SO Defaults

The default settings that fill the fields in this group box are from the Configure Sales Order Defaults screen. The selections that you make here become the default selections for this customer when you enter sales orders.

Field	Description
Allowed Overshipments	Select this check box to allow overshipments to this customer by default. If you clear this check box on the sales order, and you attempt to issue a quantity that is greater than the order quantity, Costpoint displays either a warning message or an error as specified by the Hard Edit Options on the Configure Sales Order Defaults screen.
Allow Partial Shipments	Select this check box to allow partial shipments to this customer by default. If you clear this check box on the sales order, and you attempt to make a partial shipment on the sales order, Costpoint displays either a warning message or an error as specified by the Hard Edit Options on the Configure Sales Order Defaults screen.
Allow Substitutions	Select this check box to allow substitutions to this customer by default. If you clear this check box on the sales order, and you attempt to substitute items on the sales order, Costpoint displays either a warning message or an error as specified by the Hard Edit Options on the Configure Sales Order Defaults screen.
Acknowledgment Required	Select this check box to send a sales order acknowledgment to the customer.
Sales Group Abbrev	Enter, or click to select, a default sales group abbreviation for this customer. This field is not required. If you enter a default sales group abbreviation, it overrides the default sales abbreviation associated with the selected pricing project or catalog.
Ship Via	Enter, or click to select, a default shipping method for this customer (for example, Mail or UPS). Establish shipping methods on the Manage Shipping Methods screen.
Delivery Terms	Enter, or click to select, the default delivery terms for the customer (for example, FOB (Free On Board), Destination, or Special). Establish shipping methods on the Manage Shipping Methods screen.
Tax Exemption ID	If this customer is exempt from taxes (that is, if the Tax Code for the selected line on the main screen has a tax exempt status), enter the appropriate tax exemption ID. When you enter generic bills, Costpoint loads this number into the billing for this customer, and does not calculate sales tax for normally taxable line items. (You can override the taxable status on sales order lines).
Project to Charge	Enter, or click to select, a valid project to charge identification number for this customer. This project will default into the Billing tab of the Manage Sales Order screen and will default into each Sales Order line. This is not a required field when processing sales orders.
Related Customer Account	Enter, or click to select, the account number of a related customer. The field on the right displays the name of the customer you selected.