Enter, or click to select, a valid sales group abbreviation. The sales group abbreviation selected is the default value on each SO line item.

Enter, or click to select, a valid inventory abbreviation. The inventory abbreviation selected is the default value on each SO line item. Inventory abbreviation information is originally established on the Manage Inventory Projects screen, and is assigned to pricing projects and catalogs on the Manage Sales Order Project Defaults and Manage Sales Order Catalog Defaults screens, respectively. If you entered a pricing project, and a CLIN and Item on the sales order line, the default inventory abbreviation displays for the line from the Manage CLIN Information screen. The inventory abbreviation is required only for Inventory line types.

From the drop-down list, select one of the following revenue recognition methods:

• Deferred Revenue
• Liquidations
• Prepay
• Ready for Use
• Shipment/Sales
• Unbilled A/R

The pricing project or catalog provides the default for this field. If you did not choose a pricing project/catalog, it defaults from the Configure Sales Order Entry Settings screen.

This revenue recognition method displays on the Details tab of the Manage Invoices screen. The revenue method and the line type together determine the journal entries made to the general ledger when the sales order journal is posted. The sales order journal entries are listed as follows:

* The inventory journal posts the cost-of-sales entry, debiting Cost of Sales and crediting Inventory.

Where applicable, the sales order journal includes an additional entry to credit the sales tax liability account for the sales tax amount recorded on the invoice. The appropriate accounts receivable account includes the debit side of the sales tax entry.

In general, the clearing account charged by the sales order journal is offset by the accounts payable journal posting when the expense for purchased items is recognized.

All sales orders that include warranty charges have an additional sales order journal entry showing a debit to a warranty expense account and a credit to a warranty accrual account.

Enter, or click to select, a project-to-charge to be used by sales abbreviations that have accounts defined for project substitution. The project-to-charge selected defaults on each SO line item. The project-to-charge can also default from the Sales Order tab of the Manage Customers screen, if it applies to the customer ID. Only accounts that require projects and that allow project substitution use the Project To Charge field.

Enter, or click to select, the prime contract number or the number on the signed contract with the customer for the project to charge, if any.

Enter, or click to select, the Defense Priorities and Allocation System (DPAS) rating for the project to charge, if any, for the project on the Government Contract subtask of the Manage Project User Flow screen.

This field displays the Accounting Classification Reference Number (ACRN) billing information.

This field displays the project ID assigned to the sales order, based on the account type.  

The Use Project Revenue Setup Rules check box determines the project that will display.

• If the Use Project Revenue Setup Rules check box is selected, the Project column displays as follows:
• ForSales Account andDeferred Revenue Account transaction types, the Projectcolumn displays the project to charge as determined by the project revenue setup rules.
• For the Unbilled A/R Accounttransaction types, theProjectcolumn displays the project to charge as determined by the project revenue setup rules and project billing info.
• If the Use Project Revenue Setup Rules check box is cleared, the Project column displays the project ID associated with the sales group abbreviation.

This field displays the name or description associated with the project ID.

This field displays the organization ID assigned to the account type.

If the Sales Group Abbreviation entered has the Use Project Owning Org check box selected in the Accounts Receivable Account and Liquidation Account rows, theOrganization column displays accordingly.

• For Accounts Receivable Account transaction types, the default Organization that loads is equal to the project’s owning organization where the project matches the project ID associated with the sales group abbreviation. If you manually modify the accounts receivable project, the default A/R Organization that loads is equal to the owning organization of the new project.
• For Liquidation Account transaction types, the default Organization that loads is equal to the project’s owning organization where the project matches the project ID associated with the sales group abbreviation. If you manually modify the liquidation project, the default Liquidation Organization that loads is equal to the owning organization of the new project.

This field displays the name or description associated with the organization ID.

This field displays the organization abbreviation.

This field displays the account assigned to the account type.

This field displays the name or description associated with the account.

This field displays the name or description associated with the reference number 1 that was assigned to the account type, under the custom label you defined for this field.

This field displays the name or description associated with the reference number 2 that was assigned to the account type, under the custom label you defined for this field.

This field displays the project ID to be liquidated, based on the account type.  

This field displays the name or description associated with the project ID.

This field displays the organization ID to be liquidated.

This field displays the name or description associated with the organization ID.

This field displays the organization abbreviation.

This field displays the account assigned to the account type.

This field displays the name or description associated with the account.

This field displays the name or description associated with the reference number 1 that was assigned to the account type, under the custom label you defined for this field.

This field displays the name or description associated with the reference number 2 that was assigned to the account type, under the custom label you defined for this field.