Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the Print Shelf Life Report Screen

Use the fields and options to configure the Print Shelf Life Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Planner

Field Description
Option

Select a range option for the planner from the drop-down list. The available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click  to select, the planner that will be the starting point for the range to print on this report.

Note: You can use this field when the Option is One, Range, or To End.
End

Enter, or click to select, the planner that will be the ending point for the range to print on this report.

Note: You can use this field when the Option is One, Range, or To End.

Project

Field Description
Option

Select a range option for projects from the drop-down list. The available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click  to select, the project that will be the starting point for the range to print on this report.

Note: You can use this field when the Option is One, Range, or To End.
End

Enter, or click  to select, the project that will be the ending point for the range to print on this report.

Note: You can use this field when the Option is One, Range, or To End.

Warehouse

Field Description
Option

Select the range option for the warehouses from the drop-down list. The available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click  to select, the project that will be the starting point for the range to print on this report.

Note: You can use this field when the Option is One, Range, or To End.
End

Enter, or click  to select, the project that will be the ending point for the range to print on this report.

Note: You can use this field when the Option is One, Range, or To End.

Sort By

Field Description
1st Sort

Select a report sort option from the drop-down list. The available options are:

  • Part/Rev
  • Planner
  • Project
  • Warehouse

Options

Select Serial/Lot

Field Description
Serial

Select this check box to include serial tracked parts in the report. Parts that are both serial and lot tracked are also included in the report if you select this option.

Lot

Select this check box to include lot tracked parts. Parts that are both serial and lot tracked are also included in the report if you select this option.

Parts to Include

Field Description
All Parts

Select this option to include on the report all parts, including expired and non-expired parts, that have a shelf life type of either Extendable or Non-extendable.

Expired Parts

Select this option to include parts that are expired. The available options are:

  • Extendable: Select this check box to include expired serial/lot numbers for parts that have been configured to allow shelf life expiration date modifications.
  • Non-extendable: Select this check box to include expired serial/lot numbers for parts that have been configured to not allow shelf life expiration date modifications.
Non-Expired Parts

Select this option to include parts that are not expired. You can choose to include parts that are either Extendable - within Evaluation Period, parts that are Due to Expire, or both.

  • Extendable: within Evaluation Period — Select this check box to include extendable parts with unexpired serial/lot numbers that are within the re-evaluation period.
  • Due to Expire: Select this check box to include unexpired serial/lot numbers that will expire by the cut-off date. Select the Extendable sub-option to include parts that allow extensions to shelf life expiration date. Select the Non-extendable sub-option to include parts that do not allow extensions to shelf life expiration date.
  • Cutoff Date: Enter, or click  to select, a date for limiting unexpired parts.