Use this feature to maintain your defaults, name, phone and extension. Some or all of these items may not be enabled depending on how you were set up in the Maintain Users screen in Costpoint System Administration. See the documentation on Maintain Users in the Costpoint System Administration part of this manual for instructions on how give users the ability to change any or all of these items.
These non-editable fields display the company ID and name.
This non-editable field displays the user ID.
Enter your name here, up to 26 characters.
Enter your business phone number.
Enter your business phone extension, up to six characters.
The following sets of group boxes contain the defaults for your preferences. Most of these defaults have a radio button titled Use System Default that will cause the system default to be used. These defaults can be changed only you are authorized to change any or all of these defaults.
Use the drop-down box to select the name of the reporting company. This is the taxable entity name that will appear on reports.
This field displays the name of the default login company. If you wish to change login companies, select a new one from the drop-down box.
Use this group box to determine how many Costpoint functions you can have open at a single workstation.
Select this radio button to use the system default. The current system default is displayed in the blank field to the right.
Select this radio button if you want the function that is currently open to be closed when you try to open a new one. If data had been entered on the function being closed, you will be given a choice to save the data before closing the function.
Select this radio button if you want to be asked whether the old function should be closed before the new one is opened. It will allow you to have more than one function open.
Select this radio button if you want new functions to be opened without closing any functions already open, and without receiving a prompt as to whether the old functions should be closed.
Use this group box to change the background color for all Costpoint screens.
The color "grey" is the default color selection for this field. You can customize this color by selecting the Override Color checkbox and then selecting the Modify pushbutton.
Select this radio button if you want to use a specific color instead of the system default. The current override color is displayed on the screen in the blank field to the right. To change the color, select the Modify pushbutton. The Color dialog box, which allows you to choose or create your default color, will appear. This screen is described in the write-up of the System Settings screen in Costpoint System Administration.
Select this checkbox to override the company default color.
Select this pushbutton if you wish to modify the color. This pushbutton is enabled when you select the Override Color checkbox.
Use this group box to determine whether or not the report criteria cover page (showing select options, sort option, other parameters) will be printed when you run a report.
Select this radio button if you want to use the system default. The current system default is displayed in the untitled field to the right.
Select this radio button if you want the report criteria to be printed.
Select this radio button if you do not want the report criteria to be printed.
Use this group box to specify the size of the user's input message buffer.
Select this radio button if you want to use the system default. The current system default is displayed in the untitled field to the right.
Select this radio button if you want to establish on your workstation a buffer of a size different from the system default. The input message buffer is the area in memory that holds the result of a query to the database. The larger it is, the faster queries to the database will be, but you will have fewer resources for other applications. The smaller the buffer is, the slower will be the queries, but you will be able to have more Windows applications open at the same time.
Enter the override number in this field. It must be in the range of "1000" to "32000" bytes.
Use the drop-down box to select the language in which you would like Costpoint to display. The valid choices are either "English" or "German."
Use the fields in this group box to help speed up data entry at login. Entries in these fields are saved in the Windows registry for the workstation. On subsequent login, these entries are displayed as defaults in the login screen. To change or clear these defaults, retype them or clear them on this screen then click OK. Note that field entries are held in the registry independently so you do not have to complete every field before you click OK.
Enter the User ID that will, by default, display in the Costpoint login dialog at login time.
Enter the database name that will, by default, display in the Costpoint login dialog at login time.
Enter the server (machine) name that holds the database information.