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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Reload Project/Catalog Prices | Click this button to reload project/catalog prices to existing SO lines when applicable. |
Dates
Field | Description |
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Order Date |
Enter, or click
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Desired Date |
Enter, or click |
Due Date |
Enter, or click |
Ship Date |
Enter, or click |
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. |
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. This check box enables you to make partial changes to a sales order before finally submitting it for approval. When you modify a sales order and have not submitted it yet, the status will be set to Pending. When you modify an approved sales order, the status changes from Approved to In-approval provided that the following check boxes are selected:
The different scenarios that require a re-approval of a sales order are the following:
Re-approvals of a sales order are not required in the following scenarios:
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Approval Process |
Enter, or click
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. |
Sales Rep |
Enter, or click
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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. |