Select this feature to look up and select available values in cases where you are unsure of the ID or code you need to complete a particular field.
The Lookup dialog box displays a table containing the values that are available for entry in a specific field on the screen. You can scroll through the displayed values or use (on the Lookup) to narrow your search. When you select a value, it displays in the field from which you launched the Lookup.
Alternatively, you can place your cursor in a non-numeric or non-date character field and then enter the first few letters of the data that you seek. The records displayed filter automatically, according to your entry.
Certain fields also contain the Lookup feature. These fields display a thick blue line on the right side: . Mouse-over the blue line to display the Lookup icon: . To display the Lookup dialog, click the Lookup icon or press F10 on your keyboard.
Menu Option |
Description |
Select |
Click this button to bring the selected row into the field from which you executed Lookup. |
Cancel |
Click this button to close Lookup and return to the previous screen. The field from which you executed Lookup remains unchanged. |
Another way of searching for an existing value is to use the AutoComplete feature. This feature is available in fields where the lookup icon is found.
The AutoComplete feature lets you type in the first few characters of an existing code or ID that you are looking for, and then it displays the values that match your entry.
For example, in the Fiscal Year field of the Manage Subperiods screen, you enter the value 201. Costpoint will display the existing values that start with 201 such as 2010, 2011, 2012 and so on.