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

Prompts

These are Aged Open Billing Detail prompts.

Prompt Message

Description

Company

Select the single company to use when running the report.

Fiscal year

Select the desired fiscal year.

Period

Select the period number.

Subperiod

Select the subperiod number.

Primary group

Select the primary grouping for the report:

  • Account
  • Customer
  • Organization
  • Project
  • Project Manager

Secondary group

Select a secondary sort option:

  • None
  • Account
  • Customer
  • Organization
  • Project
  • Project Manager

Date to age by

Enter or select the date to age by.

Project level

Select the project level at which you want the report printed. All lower levels will be rolled up for the report. Select Transaction Level to include all levels of detail.

Organization level

Select the organization level at which you want the report printed. All lower levels will be rolled up for the report. Select Transaction Level to include all levels of detail.

Account level

Select the account level at which you want the report printed. All lower levels will be rolled up for the report. Select Transaction Level to include all levels of detail.

Limit projects

Enter a portion of one or more IDs or names in the Keywords field to narrow the primary group you selected in the previous field.

You can use the steps in entering keywords in the Keywords search fields to return the results you are looking for.

Column 1 aging range

Enter a range to age by in the following three columns. You can edit the default ranges as necessary as long as date ranges do not overlap from column to column.

Defaults from 0 up to 30.

Column 2 aging range

Enter the column range for aging. Defaults from 31 up to 60.

Column 3 aging range

Enter the column range for aging. Defaults from 61 up to 90.

Column 4 aging days

This defaults to the last number in Column 3 aging range plus one.

Set Range

When you edit the default ranges, click this button to reset the first numbers in columns 2, 3, and/or 4.