HEADER INFORMATION

Use this tab to view customer, accounts receivable, and pricing information entered on the Manage Sales Orders screen. View this tab at any time for a sales order in the approval process.

Customer Info

The field information in this group box loads from the Customer Details and Header Info tabs of the Manage Sales Order screen.

Last Name

This field displays the last name of the sales contact.

First Name

This field displays the first name of the sales contact.

Phone

This field displays the telephone number of the sales contact.

Fax

This field displays the fax number of the sales contact.

Customer PO

This field displays the customer purchase order or delivery order number.

Mod No

This field displays the modification number of customers that change their original order.

Prime Contract No

This field displays the prime contract number for the project to charge. The prime contract number is entered on the Manage Project User Flow screen in Project Setup.

Priority Rating

This field displays 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.

Accounts Receivable

The field information in this group box loads from the Accounts tab of the Manage Sales Order screen.

Account

This field displays the accounts receivable account. Each line on the sales order can charge a different sales group abbreviation; however, all lines must charge the same accounts receivable account.

Organization

This field displays the designated organization for the accounts receivable account.

Project

This field displays the designated accounts receivable project linked to the account and organization.

Reference 1

This field displays the first accounts receivable reference number assigned to the sales order.

If you customize the reference fields on the Configure General Ledger Settings screen, this field displays a different label. For example, REF00001, AC 1.

Reference 2

This field displays the second accounts receivable reference number assigned to the sales order.

If you customize the reference fields on the Configure General Ledger Settings screen, this field displays a different label. For example, REF00002, AC 2.

Pricing

The field information in this group box loads from the Header Info tab of the Manage Sales Order screen.

Project

This field displays the pricing project assigned to the sales order.

Catalog

This field displays the pricing catalog assigned to the SO.