Costpoint Online Help

Contents of the Archive Subcontractor Detail Screen

Use the fields and options to configure the Archive Subcontractor Detail 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 archiving subcontractor transactions.

Work Assignment

Field Description
Option

Use this drop-down list to select the range of work assignments to be archived. The options available are:

  • All: The Start and End fields are disabled for this option. This is the default.
  • One: The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of work assignments.
  • 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 work assignment ID that you want to archive. If you select All or From Beginning in the Option field, this field is inactive.
End Enter, or click to select, the ending work assignment ID that you want to archive. If you select All, One, or To End in the Option field, this field is inactive.

PO ID

Field Description
Option

Use this drop-down list to select the range of purchase orders to be archived. The options available are:

  • All: The Start and End fields are disabled for this option. This is the default.
  • One: The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of purchase orders.
  • From Beginning: The Start field is disabled for this option.
  • To End: The End field is disabled for this option.
Start PO ID and PO Release Enter, or click to select, the beginning PO ID and PO release number that you want to archive. If you select All or From Beginning in the Option field, this field is inactive.
End PO ID and PO Release Enter, or click to select, the ending PO ID and PO release number that you want to archive. If you select All, One, or To End in the Option field, this field is inactive.