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

Manage Asset Maintenance Transactions

Data displays on this screen as a result of creating template data and running the process from the Create Asset Maintenance Transactions screen and/or from making manual additions or edits on this screen.

The data resides in this table window screen on an interim basis, where you can edit it as needed. Once your data review is complete on this screen, you can run the final process from the Create Asset Maintenance Information screen, by which the system clears the maintenance data from this screen and writes it to the individual asset maintenance records based on your final selection parameters.

Note: The data on this screen is company-specific and will be available for use only by your company of login. If you have set up multiple companies in Costpoint, you can enter, edit, view or use data on this screen for each company only by using the separate company login for each.

The system automatically displays the asset number, item number, and the asset's short description in non-editable fields in this table window screen. The related maintenance data for each asset record includes a date field, asset/item number fields, a short description, eight user-defined maintenance fields, along with a value field in which to optionally record maintenance costs. Each user-defined maintenance field can be used independently from each of the other eight user-defined maintenance data columns.

On the Manage Tracking Field Labels screen, you can optionally define the labels for the maintenance data columns, such as Type, Vendor, and so on. Your labels, along with the Date label for the first column, will display as the column names for the table window on this screen, as well as in the template on the Manage Asset Maintenance Information screen, the Create Asset Maintenance Transactions screen, the Manage Asset Maintenance Transactions screen, and on the Print Asset Maintenance Information Report. Use this optional feature to "customize" the maintenance data that you record for ease in recognition.

It is not a system requirement that you establish one or more labels for the table columns. If you do not choose to define labels, system default labels (for example, Maint1, Maint2, and so on) will display as the column names. You may find, however, that data entry and history review is more meaningful when appropriate labels display.

Although you can set up and change the labels on the Manage Tracking Field Labels screen at any time, you may find it more convenient to decide on the label names before you begin to enter data on this screen. To achieve consistency throughout your records, it is preferable for you to plan for and establish as much as possible of this setup data during your initialization procedures. Note that labels display on a "real-time" basis, in that data entered using a different label can only be retrieved with the current label displayed.

You can enter, edit, delete, or view maintenance data on this screen at any time after you have established your asset records on the Manage Asset Master Information screen, created the template data and run the process from the Create Asset Maintenance Transactions screen, and/or made any manual additions or edits.

Although not system-required, you may choose to optionally define the labels on the Manage Tracking Field Labels screen for the maintenance data fields (such as Type, Vendor, and so on).

You may find that the ability to customize these labels makes your maintenance data entry and history review more meaningful. If you do not choose to define labels, system default labels (for example, Maint1, Maint2, and so on.) will display as the column names.

Note: Even after you execute the final process from the Create Asset Maintenance Information screen, you can still make manual edits to inventory data on an asset-by-asset basis on the Manage Asset Maintenance Information screen.