Corporate Settings Subtask

Use this subtask to configure identification settings for prospective vendors.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.

Prospects

Field	Description
Auto-Assign Vendor Prospect IDs	Select this check box to have Costpoint automatically assign an ID to any new prospective vendor record. Prospective vendor information is set up on the Manage Prospective Vendors screen.
Last Vendor Prospect ID	Enter the value you want to set as the last used prospective vendor ID. When a new prospective vendor record is created, Costpoint increments the value you entered here and assigns it to the new record. You must enter a value in this field if you selected the Auto-Assign Vendor Prospect IDs checkbox. You can enter a combination of alphanumeric characters but Costpoint increments only the rightmost numeric value. Make sure you enter enough numeric digits at the end of the ID as this determines the number of vendor prospect IDs that Costpoint can generate/increment. You can enter up to 32 characters in this field.