Costpoint Help

Header Info Tab

Use this tab to establish default data for selected line items and processing criteria for the service request.

Establish the information on this tab whenever you add a service request 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 service request. These may include the

Project, Delivery Terms, Ship Via, FOB, Contact Name, and Phone fields.
Customer PO Enter the customer purchase order or delivery order number associated with the service request.
Service Type

Enter, or click to select, the service type request. You can set up and configure the user defined information to be assigned to the service types.
Item ID

Enter, or click to select, the Item ID, which can represent a part, good, or service. This field does not create reservations. If a Work Order is created, this field identifies the part or service being worked on. It is recommended to select a part when work is performed on a physical item, or select a service when performing service-related work through a work order.
Description Enter the description for the serviced item or service request header.
Equipment

Enter, or click to select, an equipment ID. You can only select previously defined equipment.
Rev Enter the item/part revision.
Part Security

This field is visible only if the Use Part Data Security Controls checkbox is selected on the Configure Product Definition Settings screen, which indicates that the substitute part is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

If enabled, this field displays one of the following values to indicate whether the substitute part you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that part:

  • Unrestricted: The substitute part is not subject to data security restrictions.

  • Restricted: The substitute part is subject to data security restrictions and that you are authorized to access detailed part information.

  • *UNAUTHORIZED*: The substitute part is subject to data security restrictions and that you are not authorized to access or view part information. This value is displayed in red background color.

If you are unauthorized to access parts or revisions that are subject to data security restrictions, then you will not be able to create or edit SR lines for that restricted part/ revision. In addition, you will not be able to view Line Documents, Substitute Parts, and Manufacturer/Vendor part information for those restricted items.

Note: The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.
Model This field displays the model number assigned to the equipment.

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 service request line item.
Due Date

Enter, or click to select, the due date for delivery in this field. This date loads in each service request 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.
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.
Submit for Approval Select this checkbox to submit the service request for approval. This checkbox is unavailable if any of the service request lines has an associated RMA line with unapproved disposition.
Create Work Order Select this checkbox to create work order for the service request .
Ready For Invoice Select this checkbox to mark the service request as ready for invoice.

Parent Topic:

Tabs of the Manage Service Requests Screen