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

Line Text Subtask

Use this subtask to assign established standard text codes to this requisition line.

The standard text prints at the line level of the requisition. Click the Autoload button to load text codes that are assigned to the item and project IDs in the requisition line.

You can assign standard text codes to items on the Assign Standard Text subtask on the Maintain Parts screen in Product Definition. You can assign standard text codes to projects on the Assign Standard text screen in Projects Setup.

Contents

Field Description
Requisition ID, Requisition Total, Req Line, Description, Quantity, Req U/M, Total Est Cost Amt

These fields display values from the main screen.

Table Window

Click to add a standard text to this table window.

Field Description
Sequence

Use this field to enter a sequence number to indicate the order in which to print the selected standard text. The sequence numbers range from 0 to 999 but need not be ordered sequentially. Costpoint sequences the numbers when you save the requisition.

Text Source

Use this field to enter a text source code to determine how displays the available text for the Text Codefield. Enter I for item text codes, P for project text codes, or leave this field blank for all text codes.

Text Code

Use this field to enter, or use to select, the text code you want to assign to the requisition line. The text code must be already linked to the purchase requisition or purchase order where-used codes. You can establish the links when you are initializing the standard text codes.

Before you use this field, you must establish the text code on the Manage Standard Text screen in Costpoint Project Setup.

Rev

Enter, or use to select, the revision of the standard text code.

Description

Enter, or use to select, a description of the text code. This field also displays the description of the selected Text Code field.

Where-Used

This field displays the where-used code for this text code. The system-defined codes are as follows:

  • REQ: This indicates that this text code can be selected for a requisition only.
  • PO: This indicates that this text code is used for purchase orders.
  • BOTH: This indicates that this text code has been linked to both requisitions and POs.
Doc Print Option

This field displays the document print option assigned to this text code. The display-only values are as follows:

  • B (Both): This indicates that the text will print on both internal reports (including requisitions) and purchase orders.
  • I (Internal): This indicates that the text will print on internal reports (including requisitions) only.
  • E (External): This indicates that the text will print on purchase orders only.
Text Active

If selected, this check box indicates that the standard text code/revision combination is currently active.

Auto-Load

Click this button to load all text codes associated with the requisition line's item and projects.