Enter a sales order number or leave this field blank if you are using one of the auto-numbering methods. The numbering method for sales orders can be handled in several different ways, and you can select the method on the Configure Sales Order Entry Settings screen. Orders can be sequentially numbered by the application, numbered by the application based on price catalog or project, or manually numbered. Additionally, you can combine a system-generated numbering scheme with manual numbering, which permits you to assign order numbers out of normal sequence. When auto-numbering is used, the sales order number is assigned after all required information for the order is entered. You cannot use spaces in the SO number.

This field displays the current status of the sales order. Sales order statuses include: Approved, Closed, In Approval, Pending, Rejected, System Closed, and Void. If sales order approval is not required (or when you select the No Approval Process option on the Configure Sales Order Entry Settings screen), the only valid statuses for sales orders are Approved, Void, and Closed. When you enter orders into the application and save them, the application displays a message asking if you want to change the sales order status to Approved.

If sales order approval is required, that is, the Approval Process field is populated on the Customer Details tab, or on the Configure Sales Order Entry Settings screen, you cannot modify the Status field on this screen. The application provides an initial status of Pending, and when you save the order, you can submit it to the appropriate approval process. If you submit the order for approval, its status changes to In-Approval. You can change the sales order status from In-Approval to Approved, Rejected, or Pending on the Approve Sales Orders screen.

Use this screen to modify the sales order as necessary and to modify the sales order status accordingly, to Void, Closed, or Pending. You cannot change an order's status to Void if any issue or invoice transaction exists for the sales order lines. You can assign a sales order a Closed status, which prevents future issue and invoice transactions from being entered.

After a sales order has been entered, approved, and filled, it is shipped to the customer. The application generates an invoice for the order and posts it to the general ledger. When all sales order quantities have been invoiced and the sales have been recognized in General Ledger, the order is assigned a status of System Closed. You can maintain sales orders with System Closed status on the Manage Sales Order Supervisor Screen only.

This field displays the transaction currency for the sales order entry. The transaction currency in this field is populated from the Transaction field on the Multicurrency subtask of the Manage Customers screen. If you did not specify the default currency, the transaction currency listed on the Multicurrency subtask displays. If no rows exist on this subtask, the transaction currency is taken from the Configure Multicurrency Settings screen in Multicurrency. You must use the Exchange Rates subtask to establish exchange rates or modify transaction currencies. If you do not use Multicurrency, this field displays the functional currency.

Click this button to recalculate all amounts on the screen.

This field displays the system identifier of a line on the sales order. It is a sequential number assigned by the application to track the line items of the sales order. This field defaults to one and increments as lines are entered. The application supports an unlimited number of lines on a sales order.

Select a line type from the system-defined options on this drop-down list. You can enter a different line type on each sales order line. The line type chosen has an effect on which sales order transactions are required for processing the order and how the related sales order journal entry is posted. The sales order line types are:

• DRP (Dropshipment): Line type items are shipped directly to the customer from a vendor. You can record receipt of the items through Purchasing and Receiving, and then enter an issue transaction through Sales Order Entry. You must enter an issue transaction for this line type before you can generate an invoice. The cost of sales journal entry is posted to the general ledger through the Sales Order Journal.
• INO (Invoice Only): Line type items are eligible for invoicing as soon as the sales order is approved. The items may be services, such as maintenance agreements or leases, which do not require a material issue transaction. Invoice line types have no interface with material movement. The cost of sales journal entry is posted to the general ledger through the Sales Order Journal.
• INT (In Transit): Line type items are not pulled from inventory and are purchased from a vendor, received, and then shipped to the customer. You must enter an issue transaction and a shipping transaction before you can generate an invoice. The cost of sales journal entry is posted to the general ledger through the Sales Order Journal.
• INV (Inventory): Line type items are pulled from stock or inventory, shipped to the customer, and subsequently invoiced. You must enter an issue transaction and a shipping transaction before you can generate an invoice for the items. The cost of goods sold journal entry is posted to the general ledger through the Inventory Journal.
• MSC (Miscellaneous): Line type items do not permit entry in the Item column. You can enter the item ordered and its associated description in the Description column. Miscellaneous types are usually entered hastily as one-time-only sales for various freight, handling, and expediting charges. This line type functions like the INO line type in that there is no interface with material movement; an issue transaction is not permitted. The cost of sales journal entry is posted to the general ledger through the Sales Order Journal.
• REC (Recurring): Line type items are invoiced in accordance with an established billing cycle. The billing cycle can be weekly, monthly, quarterly, etc. and can differ for each item on the order. Recurring sales order lines are eligible for invoice creation as soon as their status is Approved The cost of sales journal entry is posted to the general ledger through the Sales Order Journal.

Enter, or click to select, a valid Contract Line Item Number (CLIN). You must have already established the CLIN on the Manage CLIN Information screen. You can access the CLIN column only when a valid pricing project is selected on the sales order.

Enter, or click to select, a valid miscellaneous line charge type. The type must already be established on the Manage Line Charge Types screen. You can access this field only when you have selected a MSC (Miscellaneous) line type.

The application maintains a sales order line status, which functions differently from the sales order header status. The valid system-defined line statuses are O (Open), C (Closed), and S (System Closed). The sales order line status is initially set to O (Open), and cannot be modified on this screen. Once all line item order quantities have been fully invoiced, and the invoices have been posted to the general ledger through the Sales Order Journal, the line status is changed to S (System Closed). You can modify line statuses of O (Open) and C (Closed) on this screen, but you cannot modify S (System Closed). When all line items on an order become S (System Closed), the header status of the sales order changes to S (System Closed) as well.

You can modify the line order quantity to match the posted quantity. The line status is changed to S (System Closed) accordingly. Likewise, if the line order quantity is modified so that it is greater than the posted quantity, the line status is changed to O (Open).

If you must close an order short, which prevents open order quantities from being processed (for example, issued, shipped, or invoiced,) you should change the line status to C (Closed). This preserves the integrity of the original order quantity and prevents new transactions from being applied to the order.

Enter, or click to select, a valid item. The item can be a part, service, or good, but must be established on the Manage Item Billings screen in Product Definition. To load pricing for this item, you must have already established it on the Manage Product Price Catalogs screen or on the Manage CLIN Information screen, depending on the pricing project or pricing catalog chosen on the sales order.

You cannot enter items for MSC (miscellaneous) sales order lines. For miscellaneous line types, you must populate the Misc Ln Chg Type field.

When you enter a valid Item, this field displays the latest revision. You can revise this value to an earlier revision number if you are using part revisions.

This field displays the description of the item entered. If you select the Allow SO Description Changes check box in the Manage Sales Order Project Defaults screen or the Manage Sales Order Catalog Defaults screen, you can modify the default item description. If you modify the description, it does not update the item description on the Manage Parts, Manage Services, or Manage Goods screens. The item description is provided from either the Manage Item Billings screen or the Manage CLIN Information screen, depending on the option chosen on Manage Sales Order Project Defaults screen or the Manage Sales Order Catalog Defaults. If you did not enter any item and the order line type is MSC (Miscellaneous), you can enter a free-form description of what is being ordered.

This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the item is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

If enabled, this field displays one of the following values to indicate whether the item you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that item:

• Unrestricted: The item is not subject to data security restrictions.
• Restricted: The item is subject to data security restrictions and that you are authorized to access detailed part information.
• ***UNAUTHORIZED***: The item is subject to data security restrictions and that you are not authorized to access or view part information. This value is displayed in red background color.

This field displays the long selling description set up for the item on the Manage Item Billings screen and you can modify the information on this field as necessary.

When you enter the Item Rev, the application updates this non-editable field based on the pre-defined type of the item being sold on the Manage Item Billings screen. The system-defined types are as follows:

• P: Indicates items established as parts on the Manage Parts screen.
• G: Indicates items established as goods on the Manage Goods screen.
• S: Indicates items established as services on the Manage Services screen.

This field displays M (Make) or B (Buy) for the selected part. This field defaults from the Manage Parts screens.

This field displays the national stock number from the Manage screen, and can be modified. Enter a number if the default does not exist.

The default value is populated here from the Manage Item Billings screen. Enter the model number, if the default value does not exist, and modify as needed.

Enter a customer item or model number.

Select this check box if the line is taxable. The default value for this column is retrieved from the ship ID, but this check box is selected by default if you select the Taxable check box on the Header Info tab. The SO line can also be designated as taxable if the Taxable check box is selected on the Header Info tab. For miscellaneous SO line charge types, this field's value defaults to the tax status based on the selection in the Manage Line Charge Types screen.

Enter the sales order quantity for the line item. This field is required for all line types except the MSC (Miscellaneous) type. Fractional quantities are supported and the maximum quantity is 99,999,999.9999. You cannot enter negative order quantities. For recurring orders this may be the quantity of items the service is for.

Select this check box to indicate that the customer accepts substitutions on this sales order line. Costpoint displays a default provided by the Header Info tab that can be modified. When you enter an issue transaction into Costpoint, the application verifies this flag, along with the value of the Hard Edit Option group box on the Manage Sales Order Defaults screen, before it can issue a substitute item. Depending on the hard edit option selection, either a warning or error message displays on the Manage Sales Order Inventory Issues screen when a substitute part is used.

Enter, or click to select, a valid unit of measure for the item. The selling unit of measure established for the item in Manage Parts, Manage Services, or Manage Goods screens displays as the default value, and can be modified. The unit of measure code must exist on the Units of Measure table.

If you use Multicurrency, the label of this field displays the prefix "Trans Currency". Each line item amount is displayed in the transaction currency. The gross unit price loads from the unit price schedule on either the Manage Product Price Catalogs screen or on the Manage CLIN Information screen, depending on the pricing method selected for the order.

The application uses the order quantity to search the corresponding price schedule for quantity price breaks and price effective dates in determining the correct gross unit price for the item. The gross unit price of the item also includes the incremental extended price amount for any components on the Components subtask.

Once you populate the Components subtask and select the Recalculate button, the application recalculates the Gross Unit Price field value as follows: Baseline Unit Price + ((sum of components' Incremental Extended Price Amounts)/SO line's Order Quantity)).

If you modify the Baseline Unit Price field, the Gross Unit Price field recalculates. However, if you modify the SO line's Gross Unit Price or Order Quantity fields (or the component's Order Quantity or Incremental Unit Price fields), you must click the Recalculate button on the Components subtask.

You can modify the gross unit price if you selected the Override Product Sales File Price check box in Manage Sales Order Project Defaults or the Manage Sales Order Catalog Defaults screens.

You can enter a maximum gross unit price of 99,999,999.9999 on this field. You cannot enter negative unit costs.

Enter the volume discount percentage to be applied to the gross unit price of the item. The Header Info tab provides a default value for this field but can be overridden. Enter a 5.25% discount as 5.25. The discount percentage is intended as a volume discount, rather than a cash or payment discount. If discount percentage is unknown, leave this field blank and the application derives the value from the gross unit price and net unit price entered.

If you use Multicurrency, the label of this field displays the prefix "Trans Currency". Each line item amount is displayed in the transaction currency. Enter the net unit price of the item. This is the price of one unit of the item after any volume discounts have been applied. The application derives the net unit price from the gross unit price and applicable volume discount percentage, if they have been entered.

If you use Multicurrency, the label of this field displays the prefix "Trans Currency". Each line item amount is displayed in the transaction currency. The extended price amount is the net unit price multiplied by order quantity. You must enter the extended price amount if no quantity displays.

If you use Multicurrency, the label of this field displays the prefix "Trans Currency". Each line item amount is displayed in the transaction currency. You can add additional, miscellaneous charges for a line item on the Line Charges subtask. The cumulative price of the line charges entered on the Line Charge subtask displays and you can modify it only on that subtask.

Enter, or click to select, a ship ID that represents where the item sold is to be delivered. The ship ID entered in the Addresses subtask defaults in each sales order line and can be modified. You can set up a default ship ID for each customer that displays on the Addresses subtask for each of the customer's orders. A ship ID is required for INV and INT line types. You assign ship IDs to customers on the Manage Customers screen. You can also assign ship IDs to vendors on the Manage Vendors and view them on the View Ship IDs screen. You can also assign ship ID information assigned to branch locations on the Manage Branch Locations and Manage Warehouses screens. You can only enter a ship ID in this field if it exists on the View Ship IDs screen.

Enter, or click to select, a valid sales tax/value added tax (VAT) code if the Taxable field is selected. Maintain sales tax/VAT codes on the Manage Sales or Value Added Taxes screen. The default sales tax/VAT code is retrieved from the ship ID code. A sales tax/VAT code is required for all taxable line items.

This field displays the tax rate associated with the selected sales tax/VAT code.

If you are use Multicurrency, the label of this field displays the prefix "Trans Currency". Each line item amount is displayed in the transaction currency. This field displays the sales tax/VAT amount when the Taxable column is selected. The calculation is extended price amount multiplied by the sales tax/VAT rate.

If you are use Multicurrency, the label of this field displays the prefix "Trans Currency". Each line item amount is displayed in the transaction currency. Enter miscellaneous charges for a line item and applicable sales tax amounts on the Line Charges subtask. The cumulative sales tax amount for the line charges entered on the Line Charge subtask displays and you can modify it only on that subtask.

If you are use Multicurrency, the label of this field displays the prefix "Trans Currency". Each line item amount is displayed in the transaction currency. This field displays the total line amount which is the sum of extended price amount, line charge price amount, tax, and line charge sales tax/VAT amount.

Enter the applicable quote number for the line item.

Enter, or click to select, the customer's desired date of delivery. The date entered in the Desired Date field on the Header Info tab is the sales order is the default value in this field.

Enter, or click  to select, the default value or the original due date. The due date entered on the header portion of the order defaults on this field.

Enter, or click  to select, the due date for customer delivery. A due date is required for each line item on the order, except recurring lines.

Enter, or click  to select, the ship by date for the line item. The ship by date is required for Inventory (INV) line types. This date is optional for all line types except INV (Inventory).

Enter, or click  to select, the starting date for the recurring billing. This field only applies to REC (Recurring) line items.

Enter, or click  to select, the ending date for the recurring billing. This field only applies to REC (Recurring) line items.

Enter, or click to select, the billing cycle you want invoices generated on.

Select this check box if the line item allows incremental billing. This value defaults from incremental billing settings on Manage CLIN Information screen, Manage Product Price Catalogs, and Manage Item Billings screens.

Enter, or click to select, a valid sales group abbreviation. The sales group abbreviation selected on the Billing tab defaults on this field and can be modified as necessary. If you entered a pricing project and a CLIN on the sales order line and the Header Accounts subtask is not populated, the sales abbreviation defaults from Manage CLIN Information screen. If you entered a pricing catalog, the default sales abbreviation set up on the Manage Product Price Catalogs screen displays for the line. This is a required field for all sales order lines. For miscellaneous SO line charge types, the Sales Abbrev from the Manage Line Charge Types screen displays, depending on whether a project exists.

Enter, or click to select, a project-to-charge to be used by sales abbreviations that have accounts defined for project substitution. A default project-to-charge from the Billing tab defaults on this field but it can be modified. 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, a valid inventory abbreviation. The default for the line is provided by the Billing tab. 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 INV (Inventory) line types.

If you enter a make part with a Raw Material Inventory Abbreviation, the following error displays: "Make parts should use Finished Goods Inventory Abbreviations."

Similarly, if you enter a buy part with a Finished Goods Inventory Abbreviation, the following error displays: "Buy parts should use Raw Materials Inventory Abbreviations."

Enter, or click to select, a warehouse. Enter a warehouse from which the items are issued when the line type is INV (Inventory). The preferred warehouse established for the item on the Manage Part Project Data screen is provided as a default and can be modified. The warehouse displays as a default on the header portion of the Manage Sales Order Inventory Issues screen when you enter the issue transaction. The warehouse ship-to address is used for any requisitions generated for inventory lines for this sales order. This is a required field for all inventory line types.

Enter, or use to select, the bill of material configuration ID. The application uses this only when exploding Bills of Material (BOM) requirements for a part SO line. You can use the configuration ID to specify a unique bill of material for the specified part.

Enter, or click to select, the customer's preferred method of shipment. The default value for this field is from the Customer table for the Addresses tab of the sales order and for each line.

Enter the department or the name of the individual receiving the shipment of the material sold. The deliver-to value defaults from the Shipping tab and is modifiable.

Enter an internal requisition number that is used to create a purchase order for the item on the sales order line.

You can generate purchase requisitions from approved sales orders. The Create Purchase Requisitions from Sales Orders screen process populates this field during the creation.

Enter an internal manufacturing order number for the item if available.

This field displays the inventory reservation number for the items being sold. Costpoint creates reservations for all inventory line type items when the sales order is approved. Leave this field blank for inventory line items and Costpoint updates and displays the corresponding reservation number after a sales order status is Approved. This is not a required field for non-inventory type line items.

Select this check box to indicate whether the customer accepts overshipments on this sales order. The setting on the Shipping tab defaults in this field. If overshipments are not accepted and you attempt to issue a quantity greater than the ordered quantity on the Manage Sales Order Inventory Issues screen, a warning or error message displays based on the value of the Hard Edit Option group box on the Configure Sales Order Defaults screen.

If you selected the Over Ship check box, enter a shipping tolerance percentage to determine the excess quantity that can be issued and shipped to the customer. This field is required when the Over Ship column is selected. You cannot enter a shipping tolerance percentage if over shipments are not allowed.

Select this check box to indicate whether the customer inspects the item before shipment. You can establish the default value for this field on either the Manage Product Price Catalogs screen or on the Manage CLIN Information screen. The selected pricing project or catalog then provides the corresponding default, which can be modified.

Select this check box if the customer requires a certificate of conformance for this item. Establish the default value for this field on either the Manage Product Price Catalogs screen or on the Manage CLIN Information screen. The selected pricing project or catalog then provides the corresponding default, which can be modified.

This field is for REC (recurring) line types only. The last bill date for the item displays on this field and cannot be modified. Costpoint updates the last bill date when the Create Invoices screen process is performed, or when invoices are manually applied to the recurring sales order lines.

This column displays Y (Yes) or N (No) to indicate whether or not a purchase requisition has been generated for this sales order line through the Create Requisitions from Sales Orders process. This field is updated by the application and cannot be modified. You can reference the sales order for a requisition line on the Manage Purchase Requisitions screen in Procurement Planning.

After you enter all sales order data and save the order, when one of the approval processes is used, the prompt displays "Do you wish to submit the sales order for approval? Submitting for approval prevents further changes from this function unless the sales order is rejected".

Once submitted, the sales order begins the designated approval process in which approval or rejection status is assigned in the Approve Sales Orders screen.

If you delete a requisition line that was created from a sales order in the Manage Purchase Requisitions screen, and there are no other requisition lines for the same sales order line, the Req Gen (Requisition Generated) field for the SO line changes from Y to N.

Enter, or click to select, a sales representative to be linked to the order line. The default sales representative ID comes from the Header Info tab and can be modified.

Enter the Accounting Classification Reference Number (ACRN) ID for the line item. You can print the ACRN ID on the sales order acknowledgment, packing slips, and invoices. The ACRN ID entered on the Customer Details tab is the default value in each line and can be modified.

Enter the Military Standard Requisition and Issue Procedure (MILSTRIP) ID for the item, or click to select a MILSTRIP ID that was entered on the Manage Part Project Data screen for the item. You can print the MILSTRIP ID on the sales order acknowledgment, packing slips, invoices, and DD250 forms.

Enter, or click to select, the effectivity date to use for the line item. The Ship Date field value from the Header Info tab defaults into this field.

Enter, or click to select, a valid planner ID. all Planner IDs are available from the Manage Planners screen in Production Control. The planner is the person responsible for ensuring the item is made/purchased for the sales order. This field defaults from the PART, COMM, INVT_PROJ, or NET_GRP tables depending on the value selected in the Planner Assignment group box on the Configure Production Control Settings screen.

Select this check box to have the sales order line quantity reduce the open sales forecast quantity for the linked Master Production Scheduling (MPS) part, inventory abbreviation, and warehouse. This field is modifiable only if you have licensed the Master Production Scheduling module and you have selected the Allow Change of Consume Forecast Flag on SO Line check box on the Configure Master Production Scheduling Settings screen.

Consuming forecasts with sales orders prevent the double-counting of demand by MPS and Master Requirements Planning (MRP), so that you do not build or buy more than is required.

• If you selected the Consume Forecasts check box and you selected the Allow Change of Forecast Qty in Enter Sales Orders check box, you can view and modify what open sales forecasts are consumed by clicking the Forecast button after selecting the line. Once inventory reservations are generated for a sales order line, you cannot modify this field or the information on the Forecasts subtask. Inventory reservations are generated once the sales order is approved, or as soon as the sales order is initially saved if you selected the Pending Sales Orders check box on the Configure Materials Requirements Planning Settings screen.
• If you did not select the Consume Forecasts check box and did not modify the specific forecasts to be consumed on the Consume Forecasts subtask, Costpoint reduces forecasts according to defaults on the Configure Master Production Scheduling Settings and Manage Item Billings screens.

Select Yes or No from this drop-list to indicate whether components are maintained for this sales order line. The value defaults to Yes if the item's Component Processing check box is selected for the item billing defaults on the Manage Item Billings screen. Otherwise this field defaults to No. Components can be processed only if the SO line item is a part or if the line item is not MSC (Miscellaneous) or REC (Recurring). If this field is Yes, you must use the Components subtask to load the components of the sales order line.

Select Yes or No from this drop-list to indicate whether the issues to the sales order line is done at the component level or the line level. This field defaults to No when the Process Components field displays No. This column defaults Yes if the item's Issue Components check box is selected for the item billing defaults on the Manage Item Billings screen. This field defaults to Yes when the default SO line type is INO (Invoice Only) and the Process Components field is set to Yes. If this field is set to Yes, you must use the Components subtask to load the components of the sales order line.

This field displays the net available quantity that is available for use for the item/revision. The application calculates this value by adding all inventory quantities (except on-hold inventory) plus on order, on requisition, and owed quantities.

Enter, or click to select, the baseline unit selling price for the item, which is the amount that is used to recalculate the gross unit price for components. This value is the initial price unmodified by the component recalculation process (if applicable) on the Components subtask.

If the line's Process Components field is No, the Baseline Unit Price and the Gross Unit Price fields are always the same for the item, even if you modify the value in either column (as explained in the next paragraph).

If the line's Process Components field is Yes, the Baseline Unit Price and Gross Unit Price field amounts are initially the same. However, when you populate the Components subtask and click the Recalculate button, the Gross Unit Price field calculates as follows: Baseline Unit Price + ((sum of components' Incremental Extended Price Amounts)/SO line's Order Quantity)). The Baseline Unit Price field does not change.

If you modify the Baseline Unit Price field and one or more component lines exist, the Gross Unit Price field recalculates. If you manually modify the Gross Unit Price or Order Quantity fields for the SO line, the Baseline Unit Price does not change and the Gross Unit Price does not recalculate until you click the Recalculate button on the Components subtask.

Enter, or click to select, the purchase order ship ID, if applicable, for purchase requisitions associated with this sales order line. If the SO line type is INV (Inventory) or INT (In Transit), this value defaults to the ship ID for the warehouse. If the SO line type is DRP (Dropshipment), this value defaults to the ship ID for this SO Line.

This column displays only if Revenue Recognition on the Billing tab is Deferred Revenue.

Use this field to enter, or click to select, the amortization schedule code for the SO line if the Revenue Recognition drop-down list is Deferred Revenue on the Billing tab. If the Revenue Recognition drop-down list is not Deferred Revenue, this field is hidden. Establish amortization codes on the Manage Deferred Revenue Amortization Schedules screen.

In order to use the amortization code for deferred revenue, the Sales Group Abbrev field (for each applicable SO line) must have Deferred Revenue Account and Sales Account transaction types established on the Manage Sales Group Abbreviations screen. When you post the sales order invoice, Accounts Receivable is debited and Deferred Revenue is credited for the invoice amount. However, posting amortizations debits deferred revenue and credits sales accounts for the appropriate scheduled amortization amounts for the fiscal year, period, and subperiod.

Use the following fields to enter software sales data, if applicable, for the SO line. These fields are for informational purposes only.

Enter the number of users who are licensed for the software.

Enter the type of platform on which the software runs.

Enter the type of license that is used or required for the software.

Enter the version or release of the software.

Enter the percentage commission (such as sales commission) for the SO line item. If you entered a commission percentage rate on the Customer Information tab, the rate defaults to each line.

Select this check box to indicate whether the line item is Government Furnished Equipment

This column must be populated if the line item type is CLIN/SLIN.

Use this drop-down list to select the product service type for qualifying the entry in the SO line NSN column. The default for this column is FS to indicate the stock number is an NSN. You may leave this column blank, as long as the line item type is not CLIN/SLIN.

Available options are:

• Batch Number
• Color
• Next Higher Used Assembly
• National Stock Number
• Fed. Supply Class
• Manufacturer's Part No
• Model Number
• Serial Number
• Services
• Vendor's Part Number

Select this check box to indicate whether or not this line requires a unique item identifier (UID) for Invoicing, Receipt, Acceptance and Property Transfer (iRAPT) purposes. If you select the UID Required check box, the shipping and issue screens display a warning if there is no UID for this line.

Enter the Standard Document Number (SDN). This is a numbering system prescribed for all finance-related documents prepared that are not PIIN/SPIN, MILSTRIP/MILSTRAP, or TCN.