Costpoint Online Help

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Contents of the Print Part Project Report Screen

Use the fields and options to configure the Print Part Project 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.

Selection Ranges

Project

Use this group box to select a range of projects (by ID) to include on the report.

Field Description
Option

From the drop-down list, select the range of project IDs you want to print. Valid options are:

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

The default for this field is All.

Start/End

Enter, or click to select, the starting and ending project IDs for the range you selected. If you selected All or From Beginning in the Option field, the Start field is not available. If you select All, One, or To End in the Option field, the End field is not available.

Part/Rev

Use this group box to select a range of parts/revisions to include on the report.

Field Description
Option

From the drop-down list, select the range of parts/revisions you want to print. Valid options are:

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

The default for this field is All.

Start/End

Enter, or click to select, the starting and ending parts/revisions for the range you selected. If you selected All or From Beginning in the Option field, the Start field is not available. If you select All, One, or To End in the Option field, the End field is not available.

Sort By

Field Description
1st Sort

Select the appropriate option.

  • Project: Select this option to sort the report by project.
  • Part/Rev: Select this option to sort the report by part/revision.

Options

Report Option

Select the type of data you want to include in the report.

Field Description
Planning Data

Select this option to print planning data. Planning data includes the order policy type, reorder point quantity, safety stock quantity, order to quantity, planner ID, and ABC classification code.

QC Data

Select this option to print QC data. QC data includes the warehouse ID, inventory location ID, hazardous material flag, inspection type, tracking flags, and quality flags.