Costpoint Help

Order Details Tab

Use this tab to establish default values for customer-related details on the service request line items.

Contents

Field	Description
Terms	Enter, or click to select, applicable customer terms. If you entered a customer on the Header, the terms established on the Manage Customers screen will be the default value.
Delivery Terms	Enter, or click to select, the preferred delivery terms data, for example, FOB (Free On Board), Destination, Special, or COD. Service requests use this information to determine freight or shipping terms. This field can be modified during service request entry. You can set up the default delivery term on the Sales Order tab of the Manage Customers screen. The items available for selection are those saved on the Manage Shipping Methods screen in Accounts Receivable.
Deliver To	Enter the department or the name of the individual receiving the delivery. This entry defaults to each line in the service request.
Ship Via	Enter, or click to select, the default mode of shipment for each line on the service request.
Volume Discount	Enter the default volume discount percentage to be applied to the gross unit price of the item. The Customer table provides a default for this field but it can be modified. Enter a 5.25% discount as 5.25. The discount percentage is intended as a volume discount, rather than a cash or payment discount, and will be the default for individual line items. If you do not know the discount percentage, leave this field empty. Costpoint can derive the value from the gross unit price and net unit price entered at the line level.
Quote ID	Enter the applicable quote number for the line item. The quote number displays as a default to each line item.
Service Quantity	Enter the service quantity.
U/M	This field displays the unit of measure.
Warehouse	Enter, or click to select, the warehouse associated with the service request.

Customer Contact

Field	Description
Last Name	Enter the last name of the service contact. This field displays the last name of the sales contact entered on the Sales Order tab of the Manage Customers screen.
First Name	Enter the first name of the service contact. This field displays the first name of the sales contact entered on the Sales Order tab of the Manage Customers screen if Sales Order license is present.
Phone	Enter the telephone number of the service contact. This field displays the telephone number of the sales contact entered on the Sales Order tab of the Manage Customers screen if Sales Order license is present.
Fax	This field displays the fax number of the sales contact entered on the Sales Order tab of the Manage Customers screen and can be modified.
Email Address	Enter the email address of the service request contact.
Credit Bal	This field displays the credit balance for the customer from the Credit Info tab of the Manage Customers screen. Costpoint derives this figure by adding the outstanding A/R balance to the approved order balance and subtracting that total from the remaining credit of the customer.

Acknowledgment

Field	Description
Required	Select this checkbox to indicate that a service request acknowledgment should be printed for the customer. The default for this checkbox loads to each service request header from the Manage Customers screen. You can modify the default for each service request.
Printed	This checkbox is selected automatically when the service request acknowledgment is printed. If this checkbox is selected, the word DUPLICATE is printed on the sales acknowledgment. If you do not want to print DUPLICATE on the acknowledgment, clear this checkbox.
Date	Enter, or click to select, the date when the service request acknowledgment was printed.

Print Options

Field	Description
Invoice	Select this checkbox to print invoices.

Parent Topic:

Tabs of the Manage Service Requests Screen