Use this screen to establish codes and the standard text for each code. You can then associate these codes with individual parts, goods, and services on the Assigned Standard Text subtasks of the Manage Parts, Manage Services, and/or Manage Goods screens, or attach the text directly to Costpoint documents such as purchase orders, sales orders, and manufacturing orders.
If you associate a standard text code with a specific item, the text automatically prints on documents that include that item, as long as you specify that the text is to be used on those documents. Any text you wish to be used on multiple documents can be set up as standard text. You can then reference the text anywhere it is required by linking the code to the document. For example, you could use standard text to identify additional quality requirements, specific packaging requirements, or other information related to an item, and have that text appear on multiple documents that specify that item.
Set up this screen during initialization and maintain it whenever you add additional codes or make modifications to existing codes.
Enter a standard text code. Costpoint uses this code to identify and reference the text throughout the Materials applications.
This field displays the system-assigned revision of the standard text code. For new standard text code, the system-assigned code is zero (0). For new revision of the same standard text code, the system assigns the highest existing revision number for the text code +1.
Enter a standard text code description, briefly identifying the text code that has been established.
The contents of this field do not print on documents. They display in code selection lists, to help you locate and select the code you want.
This check box is selected by default for new rows, but you can modify it. If selected, this check box indicates that the standard text is active and can be used in new transactions.
Select this check box to inactivate all previously saved revisions of the standard text. You can modify this check box for new records only.
Enter the text to associate with this text code.
Use this group box to select the type of documents where this text is to print. The system-defined selections are as follows:
Select this option to print text on both internal and external documents. This option is the system default.
Select this option to print text on documents that are viewed only by those internal to the company, such as a receipt traveler report.
Select this option to print text on documents, such as a purchase order, that are seen by those outside the company.
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Subtask |
Description |
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Where-Used |
Click this link to open the Where-Used subtask, where you select the objects and documents for which the standard text is available. |