Header Info Tab
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.
Contents
Field | Description |
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Customer |
Enter, or click
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Customer PO |
Enter the customer purchase order or delivery order number. |
Mod No |
Enter the modification number of customers that change their original order. You can use this field for tracking purposes. |
Pricing
Field | Description |
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Project |
Enter, or click
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. Note: If no catalog or project is entered, you need to enter prices on the sales order manually. The item you enter must be on the item/billing table.
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Catalog |
Enter, or click
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. Note: If no catalog or project is entered, prices are manually input on the sales order. The item must already exist on the item/billing table.
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Dates
Field | Description |
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Order Date |
Enter, or click
|
Desired Date |
Enter, or click |
Due Date |
Enter, or click |
Ship By Date |
Enter, or click |
Taxable |
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. |
Retain SO |
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. |
Auto-default Header Text |
Select this check box to load any standard text codes to the Header Standard Text subtask. |
Submit for Approval |
Select this check box to submit the SO for approval. |
Sales Rep |
Enter, or click
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