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

Assign Billing Withholding Codes

Use this screen to quickly assign withholding codes to project billing setup records when you receive notification that they are subject to withholding.

It also allows you to change the withholding code when rates are increased or reduced, or when withholding is no longer required. In addition, you can specify replacement of certain existing withholding codes. You can only update projects that belong to your login company.

You can use this utility to assign a billing withholding code on the basis of:

  • A project’s withholding code status (whether it already has a code assigned), and
  • A range of project IDs, billing formulas, customer IDs (based on project master or billing master), billing user groups, and project types.

You can save your selections in this utility as stored parameters.  

If this process fails during execution, you can restart it.