Manage Sales Group Abbreviations
Costpoint Billing and Sales Order Entry use sales group abbreviations to represent account, organization, and project combinations used for revenue, accounts receivable, and cost recognition.
You can enter one account, organization, and project for each system-defined account type. You must establish at least one abbreviation for Sales Order Entry.
Link the abbreviations established here to customers, projects, sales catalogs, and CLIN information. As you enter sales orders, a sales group abbreviation defaults.
You must establish account/organization links before you can enter them on this screen.
- If the Project Required field is set to Required, account numbers must exist on the Manage Project Account Groups screen before you can set them up for a sales group abbreviation.
- You can use non-project accounts if the Project Required field is set to Non-Contract Related.
Related Topics:
Display the Manage Sales Group Abbreviations Screen
You access the Manage Sales Group Abbreviations screen from the Materials domain.
Contents of the Manage Sales Group Abbreviations Screen
Use the fields and options to configure the Manage Sales Group Abbreviations screen.
Table Information for the Manage Sales Group Abbreviations Screen
Changes to the Manage Sales Group Abbreviations screen update several tables: