Costpoint Online Help

Contents of the Load ECN Org IDs Screen

Use the fields and options to configure the Load ECN Org IDs 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

Use this group box to define the selection criteria for the ECN that will be included in the process.

ECN

Field Description
Option

From the drop-down list, select the range of ECN for which to load the originator's organization. The values are:

  • All: Select this option to include all ECNs in the process.
  • One: Select this option to include only one ECN in the process. Enter the ECN number in the Start field.
  • Range: Select this option to include a range of ECNs in the process. Enter the beginning value in the Start field and the ending value in the End field.
  • From Beginning: Select this option to include a range of ECNs starting with the first ECN record up to the ECN you enter in the End field.
  • To End: Select this option to include a range of ECNs starting with the ECN you enter in the Start field up to the last ECN record.
Start

If your Option selection is One, enter, or click to select, the individual ECN to include in the process. If your Option selection is Range or To End, enter, or click to select, the beginning ECN to include in the process.

End

If your Option selection is From Beginning or Range, enter, or click to select, the ending ECN to include in the process.

Originator

Field Description
Option

From the drop-down list, select the range of originators for which to load the originator's organization. The values are:

  • All: Select this option to include all originators in the process.
  • One: Select this option to include only one originator in the process. Enter the originator in the Start field.
  • Range: Select this option to include a range of originators in the process. Enter the beginning value in the Start field and the ending value in the End field.
  • From Beginning: Select this option to include a range of originators starting with the first originator record up to the originator you enter in the End field.
  • To End: Select this option to include a range of originators starting with the originator you enter in the Start field up to the last originator record.
Start

If your Option selection is One, enter, or click to select, the individual originator to include in the process. If your Option selection is Range or To End, enter, or click to select, the beginning originator to include in the process.

End

If your Option selection is From Beginning or Range, enter, or click to select, the ending originator to include in the process.

ECN Date

Field Description
Option

From the drop-down list, select the range of the ECN dates for which to load the originator's organization. The values are:

  • All: Select this option to include all ECN dates in the process.
  • One: Select this option to include only one ECN date in the process. Enter the ECN date in the Start field.
  • Range: Select this option to include a range of ECN dates in the process. Enter the beginning value in the Start field and the ending value in the End field.
  • From Beginning: Select this option to include a range of ECN dates starting with the first ECN date record up to the ECN date you enter in the End field.
  • To End: Select this option to include a range of ECN dates starting with the ECN date you enter in the Start field up to the last ECN date record.
Start

If your Option selection is One, enter, or click to select, the individual ECN date to include in the process. If your Option selection is Range or To End, enter, or click to select, the beginning ECN date to include in the process.

End

If your Option selection is From Beginning or Range, enter, or click to select, the ending ECN date to include in the process.

Options

Use this group box to specify additional options for this utility.

Field Description
Include ECN Status

From the options, select the status of the ECNs for which to load the originator's organization. These check boxes are initially selected by default, and you can clear each check box as needed.

  • Pending
  • Approved
  • Rejected
  • Document Updated
  • Implemented
  • Closed
  • Void
Include ECN Classes

Use this group box to select one or more ECN classes. This only includes ECN that is flagged with the classes you selected from this group box.

  • I: This is selected by default. Keep it selected to include ECNs with this class, otherwise clear this check box.
  • 1.5: This is selected by default. Keep it selected to include ECNs with this class, otherwise clear this check box.
  • II: This is selected by default. Keep it selected to include ECNs with this class, otherwise, clear this check box.
Source Organization

Select an option to load the originator's organization. The options are:

  • Originator's Home ID: This is selected by default. Keep it selected to load the organization linked to the originator.
  • Others: Select this option to provide other organization ID. This option enables the field next to it where you can enter or click to select the organization to load for the originator's organization value.