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

Contents of the View Contributions Screen

Use the fields and options to configure the View Contributions screen.

Select

Use this group box to select the parameters pertaining to the records you want to review. You can select records for review based on the types of transactions, the employee whose record was changed, the user who made the modifications, and/or the date of any modifications. After you make your selections, click to fill the table window with the records you selected.

Transaction Type

Use this group box to select which type of transactions to display in the retrieved records table.

Field Description
Add

Select this check box to include Add transactions (new records and new lines).

Delete

Select this check box to include Delete transactions (deleted records and deleted lines).

Update

Select this check box to include Update transactions (where changes were made to existing records).

Identification

Use the fields this group box to select which employee's records to include in your review. You can also elect to review only the modifications made by a single system user.

Field Description
Employee

Enter, or click to select, the employee ID for the employee whose records you wish to include in the record selection process. This is an optional field; if this field is left blank, Costpoint includes all employees in the search.

User

Enter, or click to select, the user ID (Costpoint login ID) for the user who is responsible for the modifications you wish to include in the record selection process. This is an optional field; if this field is left blank, Costpoint includes records regardless of who made the modifications.

Date Modified

Enter, or click to select, the date of the transaction modifications to include in the displayed output. This is an optional field; if this field is left blank, the application includes records regardless of when the modifications were made. The system format for date is MM/DD/YYYY.

Inquiry Details

Field Description
Transaction Type

This non-editable field displays the type of modification for the specific transaction displayed. The types are:

  • A: Add transaction
  • D: Delete transaction
  • U: Update transaction
Employee

This non-editable field displays the employee ID for the employee whose record was modified.

Employee Name

This non-editable field displays the name that corresponds to the employee ID related to this transaction.

Modified By (User)

This non-editable field displays the user ID (Costpoint login ID) for the user who made the modifications shown in this transaction.

Date Modified

This non-editable field displays the date on which the modification took place for this transaction.

Contribution

This non-editable field displays the contribution code for this transaction.

Method

This non-editable field displays the method used for the related contribution. The valid methods are: FIXAMT, GRSHRF, GRSHRP, NO DED, PCTANN, PCTDED, PCTGRS, PCTREG, REGHRF, or REGHRP.

Rate

This non-editable field displays the percentage or amount for the method chosen in this transaction.

Limit

This non-editable field displays the calendar-year limit amount for this contribution. No amount listed indicates an unlimited amount.

Start Date

This non-editable field displays the start date for the related contribution in this transaction.

Through Date

This non-editable field displays the date through which the related contribution must be used.