Subtasks of the Manage Sales Orders Screen The Manage Sales Orders screen has several subtasks. Related Topics:Header Standard Text Subtask Use this subtask to assign standard text codes to a sales order in a user-defined sequence. Totals Subtask Use this subtask to view total transaction amounts for the sales order (SO), in both transaction and functional currencies. Exchange Rates Subtask If you implement Multicurrency, use this subtask to set up and modify transaction currency default information, by sales order and customer. User-Defined Info Subtask Use this subtask to define user-defined information when creating a sales order. Header Documents Subtask Use this subtask to assign documents to the sales order (SO) header. Approvals Subtask Use this subtask to view sales order (SO) approval information. Customer Returns Subtask Use this subtask to view the information for the associated customer line. Subcontract Subtask This subtask displays the two types of costs related to the sales order line. Accounts Subtask Use this subtask to view the account types and other information established for the sales group abbreviation on the sales order line. Components Subtask Use this subtask to issue and process components for each sales order line on the main screen table window. Proj Sub Parts Subtask Use this subtask to view the substitute parts for a sales order line item. Line Charges Subtask Use this subtask to add charges to a sales order line item. Line Standard Text Subtask Use this subtask to assign standard text codes to a sales order line in a user-defined sequence. Currency Line Info Subtask This subtask displays transaction amounts for the line selected on the main screen, in both transaction and functional currencies. Customs Information Subtask Use this subtask to enter or view sales order (SO) header and line related custom information to satisfy the value added tax (VAT) certification criteria in the United Kingdom (UK) and other European Union (EU) countries. Inventory Allocations Subtask This subtask displays the warehouse locations with positive on hand or in shipping quantities for a selected MO requirement line's part/inventory abbreviation/warehouse combination. Line Documents Subtask Use this subtask to assign documents to the sales order (SO) line. Consume Forecast Subtask Use this subtask to specify how forecasts will be consumed by Costpoint once reservations are created for a sales order line. Parent Topic: Manage Sales Orders HomeMaterialsSales Order EntrySales OrdersManage Sales OrdersSubtasks of the Manage Sales Orders Screen
Subtasks of the Manage Sales Orders Screen The Manage Sales Orders screen has several subtasks. Related Topics:Header Standard Text Subtask Use this subtask to assign standard text codes to a sales order in a user-defined sequence. Totals Subtask Use this subtask to view total transaction amounts for the sales order (SO), in both transaction and functional currencies. Exchange Rates Subtask If you implement Multicurrency, use this subtask to set up and modify transaction currency default information, by sales order and customer. User-Defined Info Subtask Use this subtask to define user-defined information when creating a sales order. Header Documents Subtask Use this subtask to assign documents to the sales order (SO) header. Approvals Subtask Use this subtask to view sales order (SO) approval information. Customer Returns Subtask Use this subtask to view the information for the associated customer line. Subcontract Subtask This subtask displays the two types of costs related to the sales order line. Accounts Subtask Use this subtask to view the account types and other information established for the sales group abbreviation on the sales order line. Components Subtask Use this subtask to issue and process components for each sales order line on the main screen table window. Proj Sub Parts Subtask Use this subtask to view the substitute parts for a sales order line item. Line Charges Subtask Use this subtask to add charges to a sales order line item. Line Standard Text Subtask Use this subtask to assign standard text codes to a sales order line in a user-defined sequence. Currency Line Info Subtask This subtask displays transaction amounts for the line selected on the main screen, in both transaction and functional currencies. Customs Information Subtask Use this subtask to enter or view sales order (SO) header and line related custom information to satisfy the value added tax (VAT) certification criteria in the United Kingdom (UK) and other European Union (EU) countries. Inventory Allocations Subtask This subtask displays the warehouse locations with positive on hand or in shipping quantities for a selected MO requirement line's part/inventory abbreviation/warehouse combination. Line Documents Subtask Use this subtask to assign documents to the sales order (SO) line. Consume Forecast Subtask Use this subtask to specify how forecasts will be consumed by Costpoint once reservations are created for a sales order line. Parent Topic: Manage Sales Orders HomeMaterialsSales Order EntrySales OrdersManage Sales OrdersSubtasks of the Manage Sales Orders Screen