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

Configure Billing EDI Settings

Use this screen to enter data that is used in your EDI billing export files when they are created.

This screen is required if you are using the EDI billing feature. Data entered in the Sender Information group box is used in all EDI billing files to identify your company to your trading partners. The Invoicing System Codes are used as defaults to comply with various transaction set standards. You can override these codes on an individual project basis on the Manage Project EDI Information screen.

For more information, see the "EDI Billing" topic.

Initialize this screen first as part of your EDI implementation process. Modify this screen only if one of the variables changes.