Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

View Sales Analysis Information

Use this screen to review sales order information and associated order costs, sales, and calculated profit/loss margins.

Detailed sales order line information, including invoices, labor, and subcontract costs, displays along with issues, shipping, and accounts receivable information.

You can limit the inquiry to sales orders for one project, catalog, or customer. You can refine the inquiry by selecting a sales order status code or combination of status codes. After you choose your order criteria and click , all sales orders in Costpoint that match the criteria displays.

The revenue or sales numbers in the inquiry screen display based on invoiced sales order items. The Sales Order Analysis subtask displays the sales analysis for the order as a whole using cumulative line data. Use the Sales History subtask to view the sales analysis for individual lines on the order.

All amounts will be in the functional and transaction currencies; however, if you do not use Multicurrency, Costpoint disables all columns relating to transaction currency.

Use the Sales Analysis Inquiry screen whenever you need to review or revise the status of a sales order.