Manage Sales Order Project Defaults

Use this screen to establish pricing project data and associated project controls for use throughout Sales Order Entry.

When you enter sales orders in Costpoint, one pricing project or pricing catalog is generally specified in the header portion of the order. You can set up the projects and catalogs with specific default values and control parameters that are used by Costpoint to streamline data entry of sales orders.

Establish the pricing project's data before entering sales orders for that pricing project.