Costpoint Online Help

Using the Help Search

Basic Information Tab

Use this tab whenever parts are slated for sale to customers outside of the company.

Contents

Field	Description
Selling Description	This field displays the part description, but can be modified if necessary.
Long Selling Description	This field displays the long selling description, but can be modified if necessary.
Model Number	Enter a model number, if applicable.
National Stock No	This field displays the National Stock Number (NSN) for this part. The national stock number that automatically displays in this field is the national stock number you entered on the Characteristics tab.
MPS Planning Part	Enter, or click to select, an MPS Planning part. This must be a valid part/revision on the Manage Parts screen. The MPS planning part description displays in the unlabeled field below.
Rev	Enter, or click to select, an MPS planning part revision. This must be a valid part/revision on the Manage Parts screen. If you did not select the Allow Multiple Revisions for Each Item check box on the Configure Product Definition Settings screen, the revision is not displayed.

Defaults

Field	Description
SO Item Type	Use the drop-down list to select the sales order item type being entered: Drop Shipment: These items are shipped directly to the customer from a vendor. In Transit: These items are not pulled from inventory, but are purchased from a vendor, received, and then shipped to the customer. Inventory: These items are pulled from stock or inventory, shipped to the customer, and subsequently invoiced. Invoice: These items are eligible for invoicing as soon as the sales order is approved. Recurring: These items are invoiced in accordance with an established billing cycle. The sales order item type that you select is the default value for sales order line types when this item is used on a sales order line.
Source Inspection Required	Select this check box if a source inspection is required for the price catalog item.
Certificate of Conformance Required	Select this check box if a Certificate of Conformance is required for the price catalog item.
Deferred Revenue	Select this check box if deferred revenue is required for the price catalog item.
Installment Billing	Select this check box if installment billing is required for the price catalog item.
Component Processing	If you select this check box, the Process Components field on the bottom table window of the Manage Sales Orders screen defaults to Yes for this part.
Issue Components	If you select this check box, the Issue Components field on the bottom table window of the Manage Sales Orders screen defaults to Yes for this part. This means that issues to the sales order line are done at the component level.

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Basic Information Tab

Use this tab whenever parts are slated for sale to customers outside of the company.

Contents

Field	Description
Selling Description	This field displays the part description, but can be modified if necessary.
Long Selling Description	This field displays the long selling description, but can be modified if necessary.
Model Number	Enter a model number, if applicable.
National Stock No	This field displays the National Stock Number (NSN) for this part. The national stock number that automatically displays in this field is the national stock number you entered on the Characteristics tab.
MPS Planning Part	Enter, or click to select, an MPS Planning part. This must be a valid part/revision on the Manage Parts screen. The MPS planning part description displays in the unlabeled field below.
Rev	Enter, or click to select, an MPS planning part revision. This must be a valid part/revision on the Manage Parts screen. If you did not select the Allow Multiple Revisions for Each Item check box on the Configure Product Definition Settings screen, the revision is not displayed.

Defaults

Field	Description
SO Item Type	Use the drop-down list to select the sales order item type being entered: Drop Shipment: These items are shipped directly to the customer from a vendor. In Transit: These items are not pulled from inventory, but are purchased from a vendor, received, and then shipped to the customer. Inventory: These items are pulled from stock or inventory, shipped to the customer, and subsequently invoiced. Invoice: These items are eligible for invoicing as soon as the sales order is approved. Recurring: These items are invoiced in accordance with an established billing cycle. The sales order item type that you select is the default value for sales order line types when this item is used on a sales order line.
Source Inspection Required	Select this check box if a source inspection is required for the price catalog item.
Certificate of Conformance Required	Select this check box if a Certificate of Conformance is required for the price catalog item.
Deferred Revenue	Select this check box if deferred revenue is required for the price catalog item.
Installment Billing	Select this check box if installment billing is required for the price catalog item.
Component Processing	If you select this check box, the Process Components field on the bottom table window of the Manage Sales Orders screen defaults to Yes for this part.
Issue Components	If you select this check box, the Issue Components field on the bottom table window of the Manage Sales Orders screen defaults to Yes for this part. This means that issues to the sales order line are done at the component level.