Order Details Tab

Use this tab to establish default values for customer-related details on the sales order line items.

Contents

Field	Description
Terms	Enter, or click to select, applicable customer terms. If you entered a customer on the Header, the terms established on the Manage Customers screen will be the default value.
GSA	Select this check box to append GSA (which stands for General Services Administration) to the end of the sales order number when printing the sales order acknowledgment. The default value for this check box is provided by the Manage Sales Order Project Defaults or the Manage Sales Order Catalog Defaults screens.
Delivery Terms	Enter, or click to select, the preferred delivery terms data, for example, FOB (Free On Board), Destination, Special, or COD. Sales Order Entry uses this information to determine freight or shipping terms. This field can be modified during sales order entry. You can set up the default delivery term on the Sales Order tab of the Manage Customers screen. The items available for selection are those saved on the Manage Shipping Methods screen in Accounts Receivable.
Deliver To	Enter the department or the name of the individual receiving the delivery. This entry defaults to each line in the sales order.
Ship Via	Enter, or click to select, the default mode of shipment for each line on the SO.
Volume Discount	Enter the default volume discount percentage to be applied to the gross unit price of the item. The Customer table provides a default for this field but it can be modified. Enter a 5.25% discount as 5.25. The discount percentage is intended as a volume discount, rather than a cash or payment discount, and will be the default for individual line items. If you do not know the discount percentage, leave this field empty. Costpoint can derive the value from the gross unit price and net unit price entered at the line level.
Quote ID	Enter the applicable quote number for the line item. The quote number displays as a default to each line item.

Recurring

Field	Description
Starting Date	Enter, click to select, the start date for any item on this order that are recurring line items.
Ending Date	Enter, click to select, the end date for any item on this order that are recurring line items.
Billing Cycle	Enter a billing cycle to default to each line on the sales order.
Approval Process	Enter, or click to select, the approval process if this sales order requires approval. Depending on the type of approval option selected on the Configure Sales Order Entry Settings screen, the default approval process displays in this field from one of a number of settings screens. Use the Manage Sales Order Approval Titles screen to establish sales order approval settings and limits. These settings are applied to the approval process code on the Manage Sales Order Approval Processes screen. Select the Global approval option on the Configure Sales Order Entry Settings screen to use the default approval process on the Configure Sales Order Entry Settings screen. You cannot modify the default approval process provided to the sales order. Select the Proj/Catalog option to use the default approval process set up in either the Manage Sales Order Project Defaults or Manage Sales Order Catalog Defaults. You cannot modify the default process provided to the sales order from the respective project or catalog. If you select the Manual option, the default approval process from the Configure Sales Order Entry Settings screen is provided but can be modified. If you select No Approval Process on the Configure Sales Order Entry Settings screen, the initial status of the orders is set to Approved when you enter the order. You can update the approved order at any time from both the Manage Sales Orders screen and the Manage Sales Orders Supervisor screen. Once a sales order line item has any activity associated with it, you cannot delete the line.
Prime Contract No	This field displays the prime contract number for the project to charge. The prime contract number is entered on the Manage Project User Flow screen in Project Setup.
Priority Rating	This field displays the Defense Priorities and Allocation System (DPAS) rating for the project to charge, if any, for the project on the Government Contract subtask of the Manage Project User Flow screen.
Commission	Enter up to 100.00% as the default commission in this field, if applicable. This percentage will default into the Commission field for each sales order line.
ACRN	Enter the Accounting Classification Reference Number (ACRN) for the line. You can print the ACRN on the sales order acknowledgment, packing slips, and invoices. The ACRN defaults on each sales order line.

Customer Contact

Field	Description
Last Name	This field displays the last name of the sales contact entered on the Sales Order tab of the Manage Customers screen.
First Name	This field displays the first name of the sales contact entered on the Sales Order tab of the Manage Customers screen.
Phone	This field displays the telephone number of the sales contact entered on the Sales Order tab of the Manage Customers screen.
Fax	This field displays the fax number of the sales contact entered on the Sales Order tab of the Manage Customers screen and can be modified.
Email Address	Enter the email address of the sales order contact.
Credit Bal	This field displays the credit balance for the customer from the Credit Info tab of the Manage Customers screen. Costpoint derives this figure by adding the outstanding A/R balance to the approved order balance and subtracting that total from the remaining credit of the customer.

Acknowledgment

Field	Description
Required	Select this check box to indicate that a sales order acknowledgment should be printed for the customer. The default for this check box loads to each sales order header from the Manage Customers screen. You can modify the default for each sales order.
Printed	This check box is selected automatically when the sales order acknowledgment is printed. If this check box is selected, the word DUPLICATE is printed on the sales acknowledgment. If you do not want to print DUPLICATE on the acknowledgment, clear this check box.
Date	Enter, click to select, the date when the sales order acknowledgment was printed.

Print Options

Field	Description
Invoice	Select this check box to print invoices.
DD250/WA250 Invoice	Select this check box to print DD250/WA250 invoices.
Packing Slip	Select this check box to print packing slip.
DD250/WA250 Packing Slip	Select this check box to print DD250/WA250 packing slip.

Shipping

Field	Description
International Shipment	Select this check box to indicate that this order is to be shipped internationally.
Allow Partial Shipments	Select this check box to indicate that partial shipments are allowed.
Invoice Freight Charges	Select this check box to indicate that freight charges from shipping transactions are to be added to the invoice.
Overshipments	Select this check box to indicate that overshipments may be applied against this SO.
Substitutions	Select this check box to indicate that items may be substituted on this order.
Last Shipment	This field displays the last shipment date recorded for the SO, as entered on the Manage Shipping Transactions screen.