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

Prompts

Use the General Ledger Detail prompts to run the General Ledger Detail report.

Prompt Message

Description

Company

Select the single company to use when running the report.

Fiscal year

Select the desired fiscal year.

Starting period and subperiod

Select the period to start the range.

Select the subperiod to start the range.

If adjustment subperiods are available for the selected period, they are displayed in the subperiod drop-down list including the adjustment subperiod type which can either be Interim or Final.

For example:

  • Interim adjustment subperiod 1 will display as 1 Adj Pd – Interim.
  • Final adjustment period 1 will display as 1 Adj Pd – Final.

Ending period and subperiod

Select the period to end the period range.

Select the subperiod to end the period range.

Primary group

Select an option to use for the report sort: Organization or Reorganization.

Limit organization

Enter a portion of a specific organization or reorganization that you want to include in the report based on the report sort you selected on the General tab. Click Search. In the search results, select one organization.

For example, you know that the organization that you are looking for starts with an A. Enter A in the Keywords field, and then click Search. All organizations that start with A will be in the search results. Select one organization to include in the report.

Account

Enter a portion of a specific account ID in the Keywords field and click Search to list accounts that match your keyword. Select one account to include in the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Project

Enter a portion of a specific project ID in the Keywords field and click Search to list projects that match your keyword. Select one project to include in the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Note: To optimize the display of project IDs in Project, this prompts screen limits the number of project IDs returned to 1000. Because of this, you should enter as much of the project ID as possible when you search for projects. If your search is too general, the projects you want may not be included in the 1000 that are returned.