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. - Configure Serial/Lot Settings
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. - 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. - Manage Contractor Addresses
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. - Manage Issued By Addresses
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. - Manage Sales Order Cost Types
Use this screen to prioritize cost sources before entering material issues or invoices. - Manage Line Charge Types
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. - Manage Standard Text
Use this screen to establish codes and the standard text for each code. - Manage Sales Representatives
Use this screen to set up sales representatives and associate them with employees, territories, and telephone numbers. - Manage Shipment Modes
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).
Parent Topic: Sales Order Entry