Costpoint Online Help

Contents of the Print Subcontractor Detail Report Screen

Use the fields and options to configure the Print Subcontractor Detail Report 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 limit the data that will be included in the report.

Work Assignment

Field Description
Option

Use this drop-down list to select the range of work assignments to be included. 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 be included in the report. 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 be included in the report. If you select All, One, or To End in the Option field, this field is inactive.
Non-Contiguous Range

Select this checkbox to choose a non-contiguous range of work assignments to print on the report. Use the Work Assignment Non-Contiguous Ranges subtask to select the ranges.

Project

Field Description
Option

Use this drop-down list to select the range of projects to be included. 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 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 that you want to be included in the report. 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 that you want to be included in the report. If you select All, One, or To End in the Option field, this field is inactive.
Non-Contiguous Range

Select this checkbox to choose a non-contiguous range of projects to print on the report. Use the Project Non-Contiguous Ranges subtask to select the ranges.

Vendor Employee

Field Description
Option

Use this drop-down list to select the range of vendor employees to be included. 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 vendor employees.
  • 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 vendor employee ID that you want to be included in the report. If you select All or From Beginning in the Option field, this field is inactive.
End Enter, or click to select, the ending vendor employee ID that you want to be included in the report. If you select All, One, or To End in the Option field, this field is inactive.

Purchase Order

Field Description
Option

Use this drop-down list to select the range of purchase orders to be included. 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 be included in the report. 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 be included in the report. If you select All, One, or To End in the Option field, this field is inactive.

Transaction Status

Field Description
Option

Use this drop-down list to select the transaction status to be included. The options available are:

  • All: Select this option to include both open and closed subcontractor transactions.
  • One: When you select this option, another drop-down list is enabled where you can select between Open and Closed statuses.

Options

Use this group box to determine the sorting criteria for the report.

Sort By

Field Description
1st Sort Select the primary sort option for organizing the report. Available options are Work Assignment, PO ID/Release No, Vendor, and Vendor Employee. The selected option will define the first group header. The default value for this field is Work Assignment.
2nd Sort Select the secondary sort option for organizing the report. Available options are Work Assignment, PO ID/Release No, Vendor, and Vendor Employee. The selected option will define the second group header. The default value for this field is PO ID/Release No.
Note: The options that are not selected for sorting will appear as the third and fourth group headers, respectively.

Show

Select the Reference Numbers checkbox to show the reference numbers on the report.

Subtasks

Subtask Description
Work Assignment Non-Contiguous Ranges If you selected the Non-Contiguous Range checkbox for Work Assignment, use the Work Assignment Non-Contiguous Ranges subtask to select a non-contiguous range of work assignments.
Project Non-Contiguous Ranges If you selected the Non-Contiguous Range checkbox for Project, use the Project Non-Contiguous Ranges subtask to select a non-contiguous range of projects.