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

Initiate a Workflow for a Requisition Approval

Set up email information in the Admin domain before selecting the notification code in Manage Purchase Requisition Approval Titles.

To initiate a workflow for a requisition approval:

  1. Click Admin > System Administration > System Administration Controls > Configure System Settings.
  2. On the Interactive Email tab, select Enable Workflow Interactive Email and Enable Requisition Approval Interactive Email checkboxes.
  3. On the Company Settings tab, enter the SMTP server information.
  4. Click Admin > Security > System Security > Manage Users.
  5. On the Information tab of the Manage Users screen, enter the email information for each user that will be using the workflow.
  6. On the Manage Purchase Requisition Approval Titles screen, set the Notify Code to either All or Primary.