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 |
|---|---|
| Customer | Enter, or click  to select, a valid customer ID. You must have already established the customer on the Customer table. The customer name displays in the field to the right. Based on this ID, certain items may default to the sales order. These may include the Catalog, Project, Delivery Terms, Ship Via, FOB, Contact Name, and Phone fields. |
| 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 |
|---|---|
| Project | Enter, or click to select, a valid pricing project. If you enter a customer, and a pricing project exists on the Sales Order tab on the Manage Customer screen, the pricing project loads as the default value in this field. The items recorded on the sales order are priced according to the unit price schedule established on the Project Unit Pricing subtask on the Manage CLIN information screen; or on the Manage Sales Order Project Defaults screen. You can maintain the unit price provided by the application if you selected the Override Product Sales File Price checkbox on the Manage Sales Order Project Defaults screen. 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. |
| Catalog | Enter, or click to select, a valid pricing catalog. If you enter a customer, and a pricing catalog exists on the Sales Order tab of the Manage Customer screen, the pricing catalog loads as the default value in this field. The items recorded on the sales order are priced according to the unit price schedule established for the catalog code on the Manage Product Price Catalogs screen. You can maintain the unit price provided by the application if you selected the Override Product Sales File Price checkbox on the Manage Sales Order Catalog Defaults screen. 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. |
Dates
| Field | Description |
|---|---|
| Order Date | Enter, or click  to select, an order date. The current system date displays as the default value. |
| Desired Date | Enter, or click to select, the customer-desired date of delivery. This date loads in each sales order line item. |
| Due Date | Enter, or click to select, the due date for delivery in this field. This date loads in each sales order line item. The Desired Date field provides the default for this field. You can modify the due date at the line item level. A due date is required for each line item on the order. |
| Ship By Date | Enter, or click to select, a ship-by date in this field. This date loads in each sales order line item. You can modify the ship-by date for each line item. Only Inventory line items require ship-by dates. Enter an inventory type to have the due date load as the default for the ship-by date. |
| 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 checkbox 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 checkbox to override all other tax defaults. |
| Retain SO | Select this checkbox 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 checkbox, Costpoint includes the sales order in the archive function if the order meets all other purge criteria. |
| Auto-default Header Text | Select this checkbox to load any standard text codes to the Header Standard Text subtask. |
| Submit for Approval | Select this checkbox to submit the SO for approval. This checkbox is unavailable if any of the SO lines has an associated RMA line with unapproved disposition. |
| Verified for International Shipment | This checkbox is selected to indicate that the sales order with ITAR export-controlled item is allowed for shipment. This field is set on the Manage Sales Order Supervisor screen. |
| Sales Rep | Enter, or click to select, a sales representative to be linked to the order. The sales representative ID you enter defaults in each sales order line. |
| 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. |
| Entry Date | This field displays the date the sales order/sales order line is created. |
| Entry User | This field displays the user ID of the person who created the sales order/sales order line. |