Costpoint Online Help

Using the Help Search
Using the Help Search
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Manage Sales Orders

Use this screen to enter sales order information.

Once you have entered a sales order, you can assign an approval process to the order. When the order is approved at all stages, Costpoint creates inventory reservations for inventory line items and the order can be processed. If no approvals are required, Costpoint creates inventory reservation when you save the sales order. Costpoint checks the customer's credit limit before orders are approved and displays a warning message when the credit limit is exceeded.

Before you enter orders, you must establish all project, account, and organization links, and sales group abbreviations and inventory abbreviations.

Before adding a sales order you must first establish all customers, General Ledger accounts and organizations, projects, product billing sales group abbreviations, project and price catalogs, items, and item cost schedules. You can modify the sales order while the order status is Pending; however, once the order status has been changed to In-Approval, you cannot modify the order. You can change the order status to Approved, at which time you can modify the orders on the Manage Sales Orders Supervisor screen and submit them for re-approval as necessary.

This screen has four tabs:

  • Header Info: Use this tab to establish default data for selected line items and processing criteria for the sales order.
  • Addresses: Use this tab to enter several address codes established for the customer that prints on the sales order acknowledgment, packing slip, DD250 Forms, and invoices.
  • Accounts: Use this subtask to view the account types and other information established for the sales group abbreviation on the sales order line.
  • Order Details: Use this tab to establish default values for customer-related details on the sales order line items. You can modify customer contact information and adjust acknowledgment printing settings on this tab.
  • iRAPT: Use the fields on this tab to define iRAPT (Invoicing, Receipt, Acceptance and Property Transfer) information.
  • Notes: Use this tab to view and edit print settings and notes for the sales order.