Costpoint Online Help

Using the Help Search
Using the Help Search
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Order Details Tab

Use this tab to establish default values for customer-related details on the sales order line items.

Contents

Field Description
Terms

Enter, or click to select, applicable customer terms. If you entered a customer on the Header, the terms established on the Manage Customers screen will be the default value.

Delivery Terms

Enter, or click to select, the preferred delivery terms data, for example, FOB (Free On Board), Destination, Special, or COD. Sales Order Entry uses this information to determine freight or shipping terms. This field can be modified during sales order entry. You can set up the default delivery term on the Sales Order tab of the Manage Customers screen. The items available for selection are those saved on the Manage Shipping Methods screen in Accounts Receivable.

Deliver To Enter the department or the name of the individual receiving the shipment of the material sold.
Ship Via 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
Volume Discount

Enter the default volume discount percentage to be applied to the gross unit price of the item. The Customer table provides a default for this field but it can be modified. Enter a 5.25% discount as 5.25. The discount percentage is intended as a volume discount, rather than a cash or payment discount, and will be the default for individual line items. If you do not know the discount percentage, leave this field empty. Costpoint can derive the value from the gross unit price and net unit price entered at the line level.

Quote ID

Enter the applicable quote number for the line item. The quote number displays as a default to each line item.

Customer Contact

Field Description
Last Name

This field displays the last name of the sales contact entered on the Sales Order tab of the Manage Customers screen.

First Name

This field displays the first name of the sales contact entered on the Sales Order tab of the Manage Customers screen.

Phone

This field displays the telephone number of the sales contact entered on the Sales Order tab of the Manage Customers screen.

Fax

This field displays the fax number of the sales contact entered on the Sales Order tab of the Manage Customers screen and can be modified.

Credit Bal

This field displays the credit balance for the customer from the Credit Info tab of the Manage Customers screen. Costpoint derives this figure by adding the outstanding A/R balance to the approved order balance and subtracting that total from the remaining credit of the customer.

Acknowledgment

Field Description
Required

Select this check box to indicate that a sales order acknowledgment should be printed for the customer. The default for this check box loads to each sales order header from the Manage Customers screen. You can modify the default for each sales order.

Printed

This check box is selected automatically when the sales order acknowledgment is printed. If this check box is selected, the word DUPLICATE is printed on the sales acknowledgment. If you do not want to print DUPLICATE on the acknowledgment, clear this check box.

Date

Enter, click to select, the date when the sales order acknowledgment was printed.

Shipping

Field Description
International Shipment Select this checkbox to indicate that this order is to be shipped internationally.
Overshipments Select this checkbox to indicate that overshipments may be applied for this SO.
Allow Partial Shipments Select this checkbox to indicate that partial shipments are allowed for this SO.
Subtitutions Select this checkbox to indicate that items may be substituted for this order.
Invoice Freight Charges Select this checkbox to indicate that freight charges from shipping transactions are to be added to the invoice.
Last Shipment This field displays the last shipment date recorded for the SO, as entered on the Manage Shipping Transactions screen.

Print Options

Field Description
Invoice Select this checkbox to print invoices.
DD250/WA250 Invoice Select this checkbox to print DD250/WA250 Invoices.
Packing Slip Select this checkbox to print the packing slip for the order.
DD250/WA250 Packing Slip Select this checkbox to print DD250/WA250 packing slip.

Recurring

Field Description
Starting Date

Enter, click to select, the start date for any item on this order that are recurring line items.

Ending Date

Enter, click to select, the end date for any item on this order that are recurring line items.

Billing Cycle

Enter a billing cycle to default to each line on the sales order.