Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Basic Steps for Autocreation

Follow these steps for autocreation.

To run autocreation:

  1. If you are licensed for Costpoint Purchasing and Receiving:
    • Select the preferred asset/item numbering configuration from the Configure Default Autocreation Asset Numbering screen.
    • Select the preferred defaults on the Configure Autocreation Settings screen.
  2. On the Manage Autocreation Accounts screen, enter the Account/Organization/Project/Reference 1/Reference 2 combination(s) and/or wild card combination(s) for which it is permissible to create Asset Master records.
    Assign the Receipt or Posting timing code to each row to signify whether data should be captured at time of Receipt or at time of A/P Posting.
  3. On the Configure Fixed Assets Settings screen, select the Enable Automatic Numbering for Asset Master Records check box and enter the appropriate data in the Last Asset Number field.
  4. Enter additional Receiving data (such as tag number, serial number, and so on) as desired in the Fixed Assets subtask (on the Manage Purchase Order Receipts and Manage Quality Control Inspections screens).
  5. To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.
  6. Run the preliminary autocreation process from the Create Autocreation Transactions screen.
    During this process, the system collects the appropriate data from the Costpoint Purchasing, Receiving, and/or A/P tables and displays the information on the Manage Autocreation Transactions table window for your review.
  7. Make all necessary edits, enter additional data as desired on the Manage Autocreation Transactions screen, and select or clear records for processing.
  8. Review the data in summary or detail format at any time by printing the Print Autocreation Transactions Edit Report.
  9. Execute the final autocreation process from the Create Asset Master Records screen.
    This moves selected and validated rows from the Manage Autocreation Transactions screen and creates the individual Asset Master records. A list of successfully processed transactions automatically prints along with an error list of any transactions rejected because of error conditions.