Costpoint Online Help

Contents of the Complete Pending Charges Inquiry Screen

Use the fields and options to configure the Complete Pending Charges Inquiry 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 determine the selection criteria for displaying the pending charges data.

Projects

Field Description
Option

Use this drop-down list to select the range of projects that are included in the report. The options available are:

  • All: The Start and End fields are disabled for this option.
  • One: The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of projects.
  • From Beginning: The Start field is disabled for this option.
  • To End: The End field is disabled for this option.
Start Enter, or click to select, the beginning project ID. If you select All or From Beginning in the Option field, this field is inactive.
End Enter, or click to select, the ending project ID. If you select All, One, or To End in the Option field, this field is inactive.

Rates Period

Field Description
Option

Use this drop-down list to select the rates period. The options available are:

  • Reporting Current Period: This option uses the current period date from Reports & Analytics > BI Controls > Manage Current Reporting Period .
  • Planning Current Period: This option uses the current period date from Planning > Administration > Administration Controls > Maintain Current Period .
  • Costpoint Period: Select this option to manually set the period for the report.
Fiscal Year If you select Costpoint Period in the Option field, this field is active. Enter, or click to select, the fiscal year.
Period If you select Costpoint Period in the Option field, this field is active. Enter, or click to select, the period.
Subpd If you select Costpoint Period in the Option field, this field is active. Enter, or click to select, the subperiod.
End Date This non-editable field displays the end date of the Fiscal Year, Period, and Subpd combination that you selected.

Processing Options

Field Description
Update Report Tables Select this checkbox to update the PROJ_PEND_SUM, PROJ_PEND_BURD_SUM and PROJ_PEND_DETL tables. If you are using the application for inquiry purposes only, clear this checkbox to prevent overwriting any existing data in the tables.
Note: When updating report tables, ensure you select all checkboxes in the Costpoint Unposted Options and Time & Expense Unposted Options group boxes. This ensures that all pending charges data are included in the reporting tables. For example, if you select only the Journal Entries option and update the report tables, only pending journal entries will be included in the report tables.
Approved Only This checkbox applies to accounts payable vouchers and journal entries.

Costpoint Unposted Options

Field Description
Purchase Orders Select this checkbox to display pending purchase orders.
Purchase Order Blanket Balances Select this checkbox to display pending blanket orders.
Accounts Payable Select this checkbox to display pending AP vouchers.
Journal Entries Select this checkbox to display pending journal entries.
Requisitions Select this checkbox to display pending requisitions.
Time Sheets - Employees Select this checkbox to display pending time sheets for employees.
Time Sheets - Subcontractors Select this checkbox to display pending time sheets for subcontractors.
Expenses - Subcontractors Select this checkbox to display pending expenses for subcontractors.

Time & Expense Unposted Options

Field Description
Time Sheets - Employees Select this checkbox to display pending time sheets for employees in T&E.
Time Sheets - Subcontractors Select this checkbox to display pending time sheets for subcontractors in T&E.
Expenses - Employees Select this checkbox to display pending expenses for employees in T&E.
Expenses - Subcontractors Select this checkbox to display pending expenses for subcontractors in T&E.

Subtasks

Subtask Description
Pending Charges Drilldown Use the Pending Charges Drilldown subtask to view pending charges information in drilldown format.
Pending Charges Detail Use the Pending Charges Detail subtask to display detailed information on pending charges.