Enter the sales abbreviation.

Enter a description for the sales group abbreviation code.

Select this check box if the sales group abbreviation will be used in the Sales Order Entry module. You must designate at least one sales group abbreviation for entering sales orders. If this check box is cleared, the abbreviation cannot be used for sales order entry.

This check box indicates that you are allowed to charge specific accounts and organizations IDs by cost element for cost of sales account and clearing account transaction types. This check box is available and enabled if the Sales Order check box is selected. If enabled, it takes its default value from the Configure Sales Order Entry Settings (OEMSET) screen, but you can change the value from this screen. If disabled, the check box is cleared.

Click the Select button to choose the account types for the sales group abbreviation. You can establish only one account, organization, and project for each account type. However, you can use the same account type in multiple abbreviations. Available account types are:

• Accounts Receivable Account
• Cost of Sales Account
• Deferred Revenue Account
• Clearing Account
• Labor
• Liquidation Account
• Sales Account
• Unbilled A/R Account
• Warranty Accrual Account
• Warranty Expense Account

Account types are required as follows, for sales order processing:

• An Accounts Receivable Account or Unbilled A/R Account is required.
• A Deferred Revenue Account or Sales Account is required.
• A Clearing Account is required if you are not using Costpoint Inventory. If you enter a Clearing Account, a Cost of Sales Account (which can be the same as the Clearing Account) is required.
• A Liquidation Account is optional, but if you enter one, an Unbilled A/R Account is required.
• A Warranty Accrual Account is optional, but if you enter one, a Warranty Expense Account is required.

To select an account type, click to highlight it, then click the Select button. The account type moves to the Sales Account Group table window.

To remove an account type from the list, click the account type in the Sales Account Group table window to highlight it, then click [Delete button]. The account type moves back to the Transaction Type table window.

This field displays the account type you selected in the Transaction Type group box.

Use this drop-down list to specify whether or not a project is required. Valid values are:

• Required: A project is required for the account/organization. The specified project is used for sales orders using this sales group abbreviation. The specified accounts must be set up on the Manage Accounts screen in the General Ledger module with the Project Required check box selected.
• Non-Contract Related: The account/organization is not contract-related, and you should not enter a project.
• Substitution Allowed: The sales group abbreviation allows for project substitution. You must leave the Project column blank; you need to enter a project to charge on individual sales orders during sales order entry. The specified accounts must be set up on the Manage Accounts screen with the Project Required check box selected.

Costpoint validates all project, account, and organization links entered against the Project Required value on this screen. For example, if you set this field to Non-Contract Related, the account entered for the account type must not be established as a Project Required account on the Manage Accounts screen. If the sales and other related accounts are consistent across all tasks of a particular project, or even across all projects, the Project Required check box on the Manage Accounts screen can be selected as substitution allowed. You can then set up the sales group abbreviation as a default value in a product catalog or for an item within a CLIN.

Enter, or click to select, a project if your entry in the Project Required field requires it:

• If Project Required field value is Required, you need to enter or select a project.
• If Project Required field value is Non-Contract Related, leave this field blank.
• If Project Required field value is Substitution Allowed, leave this field blank. You can specify a project to charge during sales order entry.

This field displays the name of the selected project, if applicable.

Enter, or click to select, an active account number. If you entered an organization, the account must be valid for the said organization, and it must not be a summary account or a project account, depending on the Project Required value.

This field displays the name of the selected account.

Enter, or click to select, an active organization. An organization is usually required. However, if the Sales Order check box is cleared and you enter Substitution Allowed in the Project Required field, an organization is not required; also, you cannot enter an organization if you select the Use Project Owning Org check box.

This field displays the name of the selected organization.

Enter, or click to select, a reference 1 number.

Enter, or click to select, a reference 2 number.

Select this check box if you want the project revenue setup rules that are established on the Manage Revenue Information and Manage Project Billing Information screens to determine the charge-to project for this sales group abbreviation. This allows costs to be posted to the correct level within the work breakdown structure, while allowing project revenue, deferred revenue, and unbilled accounts receivable to post at a higher or lower level within the project.

If you do not select this check box, the project revenue setup rules do not determine the project to charge.

This check box is available for the Sales Account, Deferred Revenue Account, and Unbilled A/R Account transaction types only. The Project Required field must be set to Substitution Allowed.

Select this check box to post each project's costs to the organization that owns the project. If you do not select this check box, enter, or click to select, an organization in the Organization field.

This check box is not available if the Project Required field is set to Non-Contract Related.

This field displays the account ID to which the material cost is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the organization ID to which the material cost is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the reference 1 number to which the material cost is charged. If you customize the reference fields on the Configure General Ledger Settings screen, this field displays a different label. For example, REF00001, AC 1. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the reference 2 number to which the material cost is charged. If you customize the reference fields on the Configure General Ledger Settings screen, this field displays a different label. For example, REF00002, AC 2. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the account ID to which the direct labor cost is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the organization ID to which the direct labor cost is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the reference 1 number to which the direct labor cost is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the reference 2 number to which the direct labor cost is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the account ID to which the subcontract cost is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the organization ID to which the subcontract cost is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the reference 1 number to which the subcontract cost is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the reference 2 number to which the subcontract cost is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the account ID to which the miscellaneous cost 1 is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the organization ID to which the miscellaneous cost 1 is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the reference 1 ID to which the miscellaneous cost 1 is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the reference 2 ID to which the miscellaneous cost 1 is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the account ID to which the miscellaneous cost 2 is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the organization ID to which the miscellaneous cost 2 is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the reference 1 number to which the miscellaneous cost 2 is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the reference 2 number to which the miscellaneous cost 2 is charged. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the account for the items that are not tracked. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the organization ID for items that are not tracked. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the reference 1 number of the non-inventory item. This field is editable for Cost of Sales Account and Clearing Account transaction types.

This field displays the reference 2 number of the non-inventory item. This field is editable for Cost of Sales Account and Clearing Account transaction types.