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

Contents of the Manage Reference Elements Screen

Use the fields and options to configure the Manage Reference Elements screen.

Reference No

Field Description
Reference No

Enter the reference number that you want to set up, including the period delimiters.

Name

Enter a name for the reference number. Costpoint displays this name on screens and reports.

Level No

Costpoint displays the level of the reference number automatically, based on the entry in Reference No and on the reference structure set up on the Manage Reference Structures screen.

Options

Field Description
Use in Data Entry

Select this check box if you will use the reference number in data entry. If you do not select this check box, the reference number is used as an alternate reporting structure.

Subtask

Subtask Description
Link to Acct/Orgs If you intend to use the reference number as an alternate reporting structure and not for data entry, click this link to open the Link to Acct/Orgs subtask. On the subtask, you link the reference number to account/organization combinations.