This subtask displays project and account information for the selected sales order line. These fields load from the Accounts tab of the Manage Sales Orders screen.
This field displays the sales order ID for the selected line.
This field displays the status of the sales order.
These fields display the customer from the Manage Sales Orders screen.
This field displays the transaction currency of the sales order line item.
This field displays the sales order line number for the selected line.
This field displays the identification number of the item selected on the sales order line.
This field displays the latest revision number of the item selected on the sales order line.
This field displays the description of the item selected on the sales order line.
This field displays the date by which the sales order line item has been promised to the customer.
This field displays a miscellaneous charge type code for MSC (miscellaneous) sales order lines types. Create and define these codes on the Manage Line Charge Types screen.
This field displays the transaction type from the sales order line.
This field displays the transaction description from the sales order journal.
This field displays the project ID from the sales order line.
The Use Project Revenue Setup Rules check box determines the project that will display.
If the Use Project Revenue Setup Rules check box is selected, the Project column displays as follows:
For Sales Account and Deferred Revenue Account transaction types, the Project column displays the project to charge as determined by the project revenue setup rules.
For the Unbilled A/R Account transaction types, the Project column displays the project to charge as determined by the project revenue setup rules and project billing info.
If the Use Project Revenue Setup Rules check box is cleared, the Project column displays the project ID associated with the sales group abbreviation.
This field displays the project name from the sales order line.
This field displays the abbreviation associated with the project.
This field displays the organization ID from the sales order line.
This field displays the organization name from the sales order line.
The Use Project Owning Org check box determines the organization that will display.
If the Use Project Owning Org check box is cleared, the Organization that loads is equal to the project’s owning organization where the project matches the project ID associated with the sales group abbreviation.
If the Use Project Owning Org check box is selected, the Organization that loads is equal to the project’s owning organization where the project ID matches that of the Project To Charge.
If you manually modify the accounts receivable project, the default A/R Organization is equal to the owning organization of the new project.
This field displays the account ID from the sales order line.
This field displays the account name from the sales order line.
This field displays the value of the reference 1 ID from the sales order line.
This field displays the name associated with reference 1.
This field displays the value of the reference 2 ID from the sales order line.
This field displays the value of the reference 2 ID from the sales order line.
This field displays the value of the setting on the Manage Sales Group Abbreviations screen. This check box allows the project substitutable sales group abbreviations to use the charge from the Manage Revenue Information and Manage Project Billing Information screens when setting up a sales order line. 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.
This check box is selected for the Sales Account, Deferred Revenue Account, and Unbilled A/R Account transaction types if the Project Required field is set to Substitution Allowed only.
For Sales Account and Deferred Revenue Account transaction types, the project revenue setup rules determine the project to charge.
For the Unbilled A/R Account transaction types, the project revenue setup rules and project billing info determine the project to charge.
This check box is cleared if the project revenue setup rules do not determine the project to charge.
This field displays the value of the setting on the Manage Sales Group Abbreviations screen. This check box allows the owning organization of each project to be used for posting.
This check box is selected if a project's costs are posted to the organization that owns the project.
This check box is cleared if a project's costs are posted to the organization specified by the sales group abbreviation or if the Project Required field is set to Non-Contract Related.