Costpoint Online Help

Using the Help Search

Basic Information Tab

Use this tab to view billing information for items to be sold outside the company.

Contents

Field	Description
Selling Description	This field displays the item description and can be modified if necessary. The item description that automatically displays in this field is the description you entered on the Manage Parts, Manage Goods, or Manage Services screens.
Long Selling Description	This field displays the long selling description and can be modified if necessary. The long selling description that automatically displays in this field is identical to the comments you entered on the Comments tab of the Manage Parts, Manage Goods, or Manage Services screens.
Model Number	Enter a model number, if applicable.
National Stock No	The national stock number for this item displays in this field. For service items, this field is not applicable and is non-functional.

Item Defaults

Field	Description
SO Item Type	Use the drop-down list to select the sales order item type being entered. Valid options are: Drop Shipment: These items are shipped directly to the customer from a vendor. In Transit: These items are not pulled from inventory, but are purchased from a vendor, received, and then shipped to the customer. Inventory: These items are pulled from stock or inventory, shipped to the customer, and subsequently invoiced. Invoice: These items are eligible for invoicing as soon as the sales order is approved. Recurring: These items are invoiced in accordance with an established billing cycle. The sales order item type you select is the default value for sales order line types when this item is used on a sales order line.
Source Insp Reqd	Select this check box if a source inspection is required for the price catalog item.
Certificate of Conformance Required	Select this check box if a certificate of conformance is required for the price catalog item.
Deferred Revenue	Select this check box if a defer revenue is required for the price catalog item.
Installment Billing	Select this check box if an installment billing is required for the price catalog item.
Component Processing	If you select this check box, the Process Components field on the Manage Sales Orders screen defaults to Yes for this item.
Issue Components	If you select this check box, the Issue Components field on the Manage Sales Orders screen defaults to Yes for this item. This means that issues to the sales order line are done at the component level.

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Basic Information Tab

Use this tab to view billing information for items to be sold outside the company.

Contents

Field	Description
Selling Description	This field displays the item description and can be modified if necessary. The item description that automatically displays in this field is the description you entered on the Manage Parts, Manage Goods, or Manage Services screens.
Long Selling Description	This field displays the long selling description and can be modified if necessary. The long selling description that automatically displays in this field is identical to the comments you entered on the Comments tab of the Manage Parts, Manage Goods, or Manage Services screens.
Model Number	Enter a model number, if applicable.
National Stock No	The national stock number for this item displays in this field. For service items, this field is not applicable and is non-functional.

Item Defaults

Field	Description
SO Item Type	Use the drop-down list to select the sales order item type being entered. Valid options are: Drop Shipment: These items are shipped directly to the customer from a vendor. In Transit: These items are not pulled from inventory, but are purchased from a vendor, received, and then shipped to the customer. Inventory: These items are pulled from stock or inventory, shipped to the customer, and subsequently invoiced. Invoice: These items are eligible for invoicing as soon as the sales order is approved. Recurring: These items are invoiced in accordance with an established billing cycle. The sales order item type you select is the default value for sales order line types when this item is used on a sales order line.
Source Insp Reqd	Select this check box if a source inspection is required for the price catalog item.
Certificate of Conformance Required	Select this check box if a certificate of conformance is required for the price catalog item.
Deferred Revenue	Select this check box if a defer revenue is required for the price catalog item.
Installment Billing	Select this check box if an installment billing is required for the price catalog item.
Component Processing	If you select this check box, the Process Components field on the Manage Sales Orders screen defaults to Yes for this item.
Issue Components	If you select this check box, the Issue Components field on the Manage Sales Orders screen defaults to Yes for this item. This means that issues to the sales order line are done at the component level.