Costpoint Online Help

Contents of the Load Sales Order Orgs IDs Screen

Use the fields and options on this screen to populate the Organization field in sales orders where it is blank based on the Organization Source you selected.

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.

Sales Orders

Field Description
Options

From the drop-down list, select the range option for populating the Organization field based on the category that you selected. Valid options are:

  • All: Select this option to include all available records. You cannot use the Start and End fields for this option. This option displays as the default selection.
  • One: Select this option to include only one record. You must enter that value in the Start field. You cannot use the End field for this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record. You must enter the last value for the range in the End field. The Start field is disabled for this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. You cannot use the End field for this option.
Start

Enter, or click to select, a single record or the beginning record for the range. You can use this field if you select, One, Range, or To End from the Options drop-down list.

End

Enter, or click to select, the ending record for the range. You can use this field if you select Range or From Beginning from the Options drop-down list.

Customer

Field Description
Options

From the drop-down list, select the range option for populating the Organization field based on the category that you selected. Valid options are:

  • All: Select this option to include all available records. You cannot use the Start and End fields for this option. This option displays as the default selection.
  • One: Select this option to include only one record. You must enter that value in the Start field. You cannot use the End field for this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record. You must enter the last value for the range in the End field. The Start field is disabled for this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. You cannot use the End field for this option.
Start

Enter, or click to select, a single record or the beginning record for the range. You can use this field if you select, One, Range, or To End from the Options drop-down list.

End

Enter, or click to select, the ending record for the range. You can use this field if you select Range or From Beginning from the Options drop-down list.

Order Date

Field Description
Options

From the drop-down list, select the range option for populating the Organization field based on the category that you selected. Valid options are:

  • All: Select this option to include all available records. You cannot use the Start and End fields for this option. This option displays as the default selection.
  • One: Select this option to include only one record. You must enter that value in the Start field. You cannot use the End field for this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record. You must enter the last value for the range in the End field. The Start field is disabled for this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. You cannot use the End field for this option.
Start

Enter, or click to select, a single record or the beginning record for the range. You can use this field if you select, One, Range, or To End from the Options drop-down list.

End

Enter, or click to select, the ending record for the range. You can use this field if you select Range or From Beginning from the Options drop-down list.

Options

Field Description
Include SO Status Pending Select this checkbox to include sales orders with Pending status.
System Closed Select this checkbox to include sales orders with system closed status.
Rejected Select this checkbox to include sales orders that have been rejected.
Void Select this checkbox to include sales orders that have been voided.
Closed Select this checkbox to include sales orders that have been closed.
Approved Select this checkbox to include sales orders that have been approved.

Source Organization

Field Description
Sales Group Abbrev Select this option for sales group abbreviation as a source organization.
Others Select this option for others as a source organization. Add the description on the adjacent field.