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

Documents Subtask

Use the Documents subtask to enter or view documents attached to the routing line number in the main screen.

Documents

You can assign documents in this table window when you click the New Record button on the toolbar; however, this table window displays documents that are assigned to parts in the Parts User Flow screen in Costpoint Product Definition. You can also assign documents in the Maintain Documents screen.

Field Description
Document

Enter, or click to select, the document ID to which you are linking this routing. This required field of up to 30 alphanumeric characters must be a valid document ID from the Maintain Documents screen.

Revision

Enter, or click to select, the document revision code for this document. This optional field of up to three alphanumeric characters must be a valid revision code from the Maintain Documents screen.

Type

Enter, or click to select, the type for this document. This required field of up to six alphanumeric characters must be a valid type from the Document Types screen.

Name

This column displays the document name. You can also click to select a document name.

Location

This field displays the location of the document, as defined in the Maintain Documents screen. Select the Open File button to access the document. This field is not modifiable on this screen.

Status

This field displays the document status.

Print On Routing Traveler

This check box is selected if this document is to be referenced on routing travelers for this part. The check box is clear if not.

Effective Start Date

Enter, or click to select, the date on which this document will be effective for the routing line. The default is the current date. This field is required.

Effective End Date

Enter, or click to select, the date on which this document will stop being effective for the routing line. This field is optional.