Sales Order Entry Controls
Related Topics:
Configure Sales Order Entry Settings
Use this screen to establish and maintain control parameters and default information.
Configure Sales Order Defaults
Use this screen to select default values for fields used in sales order entry.
Use this screen to enable the serial/lot tracking feature in Costpoint and to control the way serial and lot numbers are assigned.
Configure Sales Order Print Options
Use this screen to select print parameters and choose format options and placement defaults for printing sales order acknowledgments, packing slips, and invoices.
Configure Customer Return Settings
Use this screen to set rules and defaults that will apply to Return Material Authorization (RMA) created for customer returns.
Use this screen to enter data that is used in your EDI billing export files when they are created.
Manage Sales Order Catalog Defaults
Use this screen to establish pricing catalog data and associated catalog controls for use throughout Sales Order Entry.
Manage Sales Order Project Defaults
Use this screen to establish pricing project data and associated project controls for use throughout Sales Order Entry.
Manage Order User-Defined Labels
Use this screen to customize date, numeric, text, and validated text labels for sales orders.
Manage Serial/Lot User-Defined Labels
Use this screen to define field labels pertaining to serial number and lot number tracking.
Use this screen to enter contractor addresses that will print on government form 1443: Contractor's Request for Progress Payment; and on government form DD250: Material Inspection and Receiving Report.
Manage Deferred Revenue Amortization Schedules
Use this screen to set up schedules to amortize deferred revenue on specific invoices from sales order (SO) that use the deferred revenue recognition method.
Use this screen to enter issued-by addresses that prints on government form DD250: Material Inspection and Receiving Report.
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.
Manage Sales Order Approval Titles
Use this screen to define sales order approval titles for use within approval processes.
Manage Sales Order Approval Processes
Use this screen to define approval processes using approval titles.
Use this screen to prioritize cost sources before entering material issues or invoices.
Use the Manage Line Charge Types screen to set up codes for miscellaneous line charges that can appear on a purchase order, requisition, or sales order.
Manage Sales Order Rejection Reasons
Use this screen to establish rejection reasons and their descriptions.
Use this screen to establish codes and the standard text for each code.
Use this screen to set up sales representatives and associate them with employees, territories, and telephone numbers.
Use this screen to set up and maintain shipment mode codes that print in block 4 of the Material Inspection and Receiving Report (form DD250).
Manage Customer Return Reasons
Use this screen to enter user-defined reasons for customer returns.