Select this check box to automatically assign the next available sales order number without regard to the price catalog or project specified in the sales order. All sales orders access the same range of numbers, and the last system sales order number increases by one after creating a new sales order. If you select this check box, Costpoint disables the Price Catalog and Project group boxes.

Enter the last sales order number issued before creating and processing sales orders. All sales orders access the same range of numbers, and the last system sales order number increases by one after creating a new sales order. To have sales orders print in correct numeric order, you must select a ceiling number of up to 10 digits. For example, if the highest number desired is 9999999999, enter zero as 0000000000. If the highest number desired is SO-9999, and the last sales order number was SO-124, enter SO-0124.

The Last System SO Number field always increases by one from the right, but only if the rightmost character is numeric. For example, SO123 would become SO124; SOABCD9 would become SOABCD0; 9999999999 would become 0000000000; but SO99999999A would not increase by one. You should assign enough numeric characters to the right to ensure that duplicates do not occur.

Costpoint does not allow spaces in the sales order number.

Select this option to require the user to enter the sales order number before saving the order.

Select this option to automatically assign the next available sales order number from the range indicated on the Manage Sales Order Catalog Defaults screen. You can assign each price catalog a unique range of sales order numbers. You can specify the pricing catalog during sales order entry.

Select this option to require the user to enter the sales order number before saving the order.

Select this option to automatically assign the next available sales order number from the range indicated on the Manage Sales Order Project Defaults screen. You can assign each pricing project a unique range of sales order numbers. You can specify the pricing project during sales order entry.

Select this option to require the user to enter the issue number before saving the non-inventory material issue transaction. Selecting this option disables the Last System Issue Number field.

Select this option to have Costpoint assign the next available number in the defined sequence when a transaction is added on the Manage Sales Order Non-Inventory Issues screen.

This field provides the basis for the non-inventory material issue numbering scheme. If you select System, the last non-inventory material issue number used displays. The last system issue number increases by one after creating a new non inventory issue. You cannot enter spaces are in the issue number.

Select this check box to establish a one-to-one relationship between the packing slip number and the invoice number. Each invoice entered in Costpoint, or created by Costpoint, corresponds to one packing slip. Costpoint assigns packing slip numbers during entry of a shipping transaction. These numbers associate with sales order line items that are INV (Inventory) or INT (In Transit) line types. When you select this check box, Cost point disables the Packing Slip group box, as well as the Combine Multiple PS on Invoice check box on the Create Invoices screen.

Select this option to require the user to enter the packing slip number before saving the shipping transaction. This option is not available if you selected the Combine Multiple PS on Invoice check box on the Create Invoices screen.

Select this option to have Costpoint assign the next available packing slip number on the Manage Shipping Transactions screen.

If you selected the System option, enter the last packing slip number used before creating new packing slips.

Select this option to require the user to enter the invoice number before the invoice can be added on the Manage Invoices screen.

Select this option to have Costpoint assign the next available invoice number.

If you selected the System option, enter the last invoice number issued before generating new invoices. If you select the Combine Multiple PS on Invoice check box on the Create Invoices screen, this field determines the packing slip number/invoice number. No spaces are allowed in the invoice number.

Select this check box to use company-wide billing invoices. This selection is unavailable for manual invoicing.

From the drop-down list, select a revenue recognition method. This selection becomes the default method for new pricing projects and pricing catalogs. Available methods are:

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

Together, the revenue recognition method and line type on the Manage Sales Orders screen determine the journal entries that are made to the general ledger when the sales order journal is posted.

Select this check box to include freight charges that are recorded on the Manage Shipping Transactions screen to the invoice. You can also access this check box on the Shipping tab of the Manage Sales Orders screen. If you select this check box and enter freight charges on the Shipping Information tab of the Enter Shipping Transactions screen, Costpoint creates a miscellaneous invoice line summing the freight charges for all shipments included on that invoice. The Misc Type for that line is FR. The Sales Order Line Charge Type code FR (Freight) must exist on the Manage Line Charge Types screen before you can apply any freight charges to the shipments.

Select this check box to print invoices.

Select this check box to print packing slips.

Select this check box to print DD250/WA250 invoices.

Select this check box to print DD250/WA250 packing slips.

Select this check box to allow the generating of invoices against sales order lines when all components are not issued.

This check box affects the Post Sales Order Journal and Post Inventory Journal processes. Select this check box to modify the Costpoint-generated journal entry that records the inventory material transaction explained in the preceding paragraph. Thus, the Order Entry journal creates an additional entry with a debit to cost of goods sold and a credit to the clearing account. The standard debit to accounts receivable and credit to sales remain unmodified. The inventory journal posting also changes, with a debit to the clearing account and a credit to the inventory material account.

Select this check box to allow issuing of sales orders by cost of sales accounts by element. This check box is available only if you have a PC license. In addition, this check box is enabled and available if sales group abbreviation is for sales order.

Select this option to turn off the electronic approval process. Costpoint assigns an Approved status to all sales orders entered. This allows sales orders to be eligible for additional processing.

Select this option to apply one approval process to all new sales orders. The approval process you enter in the Approval Process field becomes the required, non-editable process for all sales orders.

Select this option to assign approval processes to each pricing project and pricing catalog. You assign these approval processes on the Manage Sales Order Project Defaults and Manage Sales Order Catalog Defaults screens. Costpoint uses the process in the Approval Process field for sales orders that are not related to project or catalog pricing. If you select this option, you cannot edit the assigned approval process for new sales orders.

Select this option to manually assign different approval processes to different sales orders. The approval process you enter in the Approval Process field defaults to new sales orders.

Enter, or click to select, an approval process code. Costpoint uses this selection differently depending on the sales order approval option you choose:

• If you select the Global option, you can select non-editable approval processes for all new sales orders.
• If you select the Manual option, you can select default approval processes for all new sales orders.
• If you select the Proj/Catalog option, you can select the default approval process on the Manage Sales Order Project Defaults and Manage Sales Order Catalog Defaults screens; You can also select the non-editable approval process for new sales orders that are not related to project or catalog pricing.

If you choose No Approval Process, Costpoint disables this field.

If you select the Global, Manual, or Proj/Catalog approval method, you can enter a reapproval limit amount. This amount indicates the  minimum by which a sales order can increase before Costpoint forces the order to begin its electronic approval process again. If you select the No Approval Process option, you cannot use this field.

Select this check box to require re-approvals if changes are made to approved sales orders.

When the approved sales order is modified and its Submit for Approval check box is selected on the Manage Sales Order Supervisor screen, its status will be set to In-Approval and is routed to the re-approval process.

When this check box is clear and you add or modify a line or header in an approved sales order, the sales order status remains Approved. An exception would be when the amount changed exceeded the threshold. If the threshold has been exceeded, the sales order status is set to In-Approval and also goes through the re-approval process.

Select this option to have recurring invoices prorated using a 30-day month. Costpoint divides the unit price of the recurring line item from the sales order by 30 to determine a daily invoice amount. It then multiplies the calculated daily invoice amount by the number of prorated days in the billing cycle to determine the invoice amount.

For example, you might add hardware maintenance as a recurring line item on a sales order. The maintenance agreement starts from 7/22/08 and ends 12/31/08. The hardware maintenance costs $300 per month. The customer is billed monthly.

The first invoice created by Costpoint is for the monthly billing cycle, 7/01/08 through 7/31/08. Costpoint creates a prorated invoice for the hardware maintenance agreement as follows:

• Step 1: $300.00 per month / 30 days = $10.00 per day
• Step 2: $10.00 per day * 10 days = $100.00 prorated invoice amount

Costpoint prorates the month of July using the starting date of 7/22 and the ending date of 7/31. The starting date is included as the first date of the prorated cycle.

Select this option to prorate recurring invoices using the actual number of days in a month. Costpoint divides the unit price of the recurring line item entered on the sales order by the actual number of days in each month to determine a daily invoice amount. Costpoint then multiplies the daily invoice amount by the number of prorated days in the billing cycle to determine the invoice amount.

Using the previous example:

• Step 1: $300.00 per month / 31 days = $ 9.677 per day
• Step 2: $9.677 per day * 10 days = $96.77 prorated invoice amount

Costpoint prorates the month of July using the starting date of 7/22 and the ending date of 7/31. The starting date is included as the first date of the prorated cycle.