Costpoint Online Help

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Manage Sales Order Non-Inventory Issues

Use this screen to record an issue transaction and charge non-inventory materials to a sales order (SO).

The cost-of-sales journal entries for these issues are posted to the general ledger through the Post Sales Order Journal process, via either the Post Invoices or Post Component COGS Corrections option.

The associated costs for drop-shipment and in-transit items are derived from either a percentage of sales or from one of the cost types on the Manage Sales Order Cost Types screen. You must prioritize these cost types before entering material issues on this screen.

You must record an issue transaction for inventory, drop-shipment, and in-transit items. Use this screen only to record drop-shipment and in-transit items. You can use the Manage Sales Order Inventory Issues screen to record both inventory and non-inventory material issues.

When creating sales order issues transactions, this application checks the owning organization setting on the Manage Sales Group Abbreviations screen for all project postings.

  • If the Use Project Owning Org check box is selected, Costpoint uses the owning organization associated with the Charge To Project in the appropriate transaction tables.
  • If the Use Project Owning Org check box is cleared, Costpoint uses the sales group abbreviation organization.

In order to track serial/lot information on a given SO line, you must specify that the part requires SO configuration tracking on the Manage Parts screen. You must select either the Serial or the Lot check box to activate tracking on this screen.

For drop-shipment component issues, if the absolute value of the sum of issued quantities (not yet invoiced, for all components) is greater than or equal to the component line order quantity, the SO line is ready for invoicing. For inventory and in-transit components, this is determined upon shipping.

Record the issue transaction as soon as the material has been drop-shipped by the vendor or passed in transit to the customer. SOs must have an approved status before you can record an issue. When you have recorded the issue transaction, Costpoint calculates the applicable cost of sales.