Costpoint Online Help

Using the Help Search

Defaults Subtask

Use this subtask to enter the sales group abbreviation and the inventory abbreviation for the item selected on the main screen.

Costpoint uses these abbreviations to determine the default accounts for the different transaction types needed for calculating and posting unit and warranty costs.

Sales group abbreviations are required if you want to post COGS and warranty accruals for your items. You must be licensed for Costpoint Product Definition to set up sales group abbreviations. This subtask is the same as the Defaults subtask of the Manage Product Price Catalogs screen.

Initialize this subtask as part of your project unit pricing setup.

Contents

Field	Description
Sales Group Abbreviation	Enter the default sales group abbreviation to be associated with this item. This code identifies the default unit clearing, unit COGS, warranty expense, and warranty accrual accounts that are used to post your units COGS and warranty transactions.
Inventory Abbreviation	If applicable, enter the default inventory abbreviation for this item. This identifies where inventory items are stocked. This field is not required, and is used only for items being issued from inventory.

Item Defaults

Make selections in this group box only if you are using Costpoint Sales Order Entry.

Field	Description
SO Item Type	The sales order item type is used to identify how the item is to be processed in Costpoint Sales Order Entry. Valid options are: Dropshipment In Transit Inventory Invoice Recurring This default value is used only if you have Costpoint Sales Order Entry.
Source Inspection Required	Select this check box if source inspection is required for this item. This defaults into the customer's sales order.
Certificate of Conformance Required	Select this check box if a certificate of conformance is required for this item. This defaults in Costpoint Sales Order Entry.
Defer Revenue Required	This check box is currently not available. It will be used at a later date to indicate whether revenue will be deferred.
Installment Billing Required	This check box is currently not available. It will be used at a later date to indicate whether the item is to be billed in installments.

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Defaults Subtask

Use this subtask to enter the sales group abbreviation and the inventory abbreviation for the item selected on the main screen.

Costpoint uses these abbreviations to determine the default accounts for the different transaction types needed for calculating and posting unit and warranty costs.

Sales group abbreviations are required if you want to post COGS and warranty accruals for your items. You must be licensed for Costpoint Product Definition to set up sales group abbreviations. This subtask is the same as the Defaults subtask of the Manage Product Price Catalogs screen.

Initialize this subtask as part of your project unit pricing setup.

Contents

Field	Description
Sales Group Abbreviation	Enter the default sales group abbreviation to be associated with this item. This code identifies the default unit clearing, unit COGS, warranty expense, and warranty accrual accounts that are used to post your units COGS and warranty transactions.
Inventory Abbreviation	If applicable, enter the default inventory abbreviation for this item. This identifies where inventory items are stocked. This field is not required, and is used only for items being issued from inventory.

Item Defaults

Make selections in this group box only if you are using Costpoint Sales Order Entry.

Field	Description
SO Item Type	The sales order item type is used to identify how the item is to be processed in Costpoint Sales Order Entry. Valid options are: Dropshipment In Transit Inventory Invoice Recurring This default value is used only if you have Costpoint Sales Order Entry.
Source Inspection Required	Select this check box if source inspection is required for this item. This defaults into the customer's sales order.
Certificate of Conformance Required	Select this check box if a certificate of conformance is required for this item. This defaults in Costpoint Sales Order Entry.
Defer Revenue Required	This check box is currently not available. It will be used at a later date to indicate whether revenue will be deferred.
Installment Billing Required	This check box is currently not available. It will be used at a later date to indicate whether the item is to be billed in installments.