This section lists the various menu and toolbar features available in Costpoint, and provides a brief description of their purpose. Where applicable, the "shortcut" keyboard strokes are also listed for the various features.
The following are the structures for the menu bar menus. For each menu item, the name, if applicable, the "shortcut" keyboard strokes and a summary is provided. If the menu item also has a detailed description, it will be indicated here. The detailed descriptions are in the menu order following the menu structures.
The menu and toolbar features can be invoked whenever they are "active," that is, whenever they are highlighted to show they are available for use. Basic features that are not active are "grayed-out."
The File menu contains items to manipulate database tables and records, including the Save and Exit options.
This menu option is used in inquiries only, to select database rows to be displayed in a table window. The rows selected match the search criteria entered on the screen. If no search criteria have been entered (for example, when the screen is first opened), this menu item will populate the screen with all available database rows.
This feature is also available on the Toolbar of inquiry functions.
This "refreshes" a screen, clearing it in Insert mode so that you can enter new data.
This feature is also available on the Toolbar.
Use this menu option to call up a specific existing record so that it can be changed or reviewed.
This feature is also available on the Toolbar.
A description of this feature follows this menu summary.
Use this menu option to create a new record with the information from an existing record. When you select Clone, you are prompted for the key of the record you are copying from, and then are placed in Insert mode with the copied data.
Cloning for the main screen information is done separately from cloning for the subtask information. If you want to clone subtask data, you must first clone on the main screen, and then select clone in each subtask.
Clone is not implemented for all functions.
A description of this feature follows this menu summary.
In Insert mode, this menu option saves your input and clears the screen for the next record. If data was not entered into a required field, the cursor is returned to that field and the Save is not performed. In Update mode, input is saved and you are returned to the record being changed.
This feature is also available on the Toolbar.
This menu option saves your input, but does not clear the screen, allowing you to continue working on the current record.
Use this option to delete the data in the current record from both the database and from the Query result set.
Select this item to when you want to change the printer options. You can choose to send your output to a printer or to a file.
Select this option to view a report on the screen before printing it.
Select this option to print a report. Once the printing has started, you can cancel it by selecting the Cancel pushbutton.
This item is enabled for selected reports that have been developed using the Crystal Reports writer. With this option, report margins may be modified.
This item is enabled for selected reports that have been developed using the Crystal Reports writer. With this option, a variety of report output formats may be chosen.
Use this menu option to close the current Costpoint function (i.e., the current menu selection, such as Maintain Accounts). It does not exit Costpoint.
This feature is also available on the Toolbar.
Use this menu option to close down Costpoint, including all function(s) that may be active.
The Edit menu provides items to manipulate text, and to add, clear, and delete data. Options under the Edit menu typically are available at the field level. If an option is not available (grayed out), it is usually because you have not selected (highlighted) any data on a screen on which to perform the task.
Use this option to reverse the most recent edit.
Use this option to cut (remove) any highlighted text and make it available for pasting into another location.
Select this option to copy (duplicate) highlighted text and make the text available for pasting into another location.
Select this option to "paste" (insert) the most recently cut or copied text into a new location.
Select this option to clear (delete) the highlighted text from a particular field.
Use the items in this menu to add, delete and undelete lines. Options under the Line menu are only available at the table window level. If the options are not available (grayed-out), it is usually because there is no table window on the screen.
Select this option to create a new line at the end of a table window for input of new data. Use this when beginning any table window. Most transaction screens require this to begin the "line" portion of the input.
This feature is also available on the Toolbar.
Select this option to insert a line above the highlighted line to allow the input of new data. Lines below the inserted row are renumbered.
Use this option to create a new line at the end of a table window. The new line is already loaded with the data from a highlighted line.
Use this option to mark a specified line of data from a table window for deletion. When changes to the table window are saved, the line will be deleted. An "X" appears in this box to indicate that when you save, the row will be deleted.
Use this option to reverse the previous menu option, i.e., a line from a table window that has been marked for deletion can be "unmarked" using this feature. The "unmarking" removes the "X" from the leftmost column.
This menu provides several items for changing a company, user preferences, and current information.
If you are unsure of the ID or code you need to complete a particular field, you can use this menu option to look up and select available values. You must be in a field where Lookup is appropriate and activated. When available, the Lookup toolbar icon is not grayed-out.
This feature is also available on the Toolbar.
A description of this feature follows this menu summary.
Use this menu option to refine selection criteria when populating a table window.
This feature is also available on the Toolbar.
A description of this feature follows this menu summary.
The Query menu option is available in form-type maintenance screens to define a result set of the database table with which you will work. (It is not available in screens that have only a table window, such as Fiscal Years.) Using the "Selection Criteria," you indicate the rows of the database table to be made available, and the order in which they should be sorted. Once you have "executed" the query and the result set is defined, you can use the Select pushbutton to bring up the highlighted row for review or editing.
This feature is also available on the Toolbar.
A description of this feature follows this menu summary.
Use this menu option to bring up the first row in the Query result set and make it available for review or editing. This item is "grayed-out" if the current row is actually the first row in the result set.
Use this menu option to call up the row immediately previous to the currently active row in the Query result set and make it available for review or editing. This item is not available if the current row is the first row in the result set.
This feature is also available on the Toolbar.
Use this menu option to bring up the row immediately following the currently active row in the Query result set and make it available for review or editing. This item is not available if the current row is the last row in the result set.
This feature is also available on the Toolbar.
Select this menu option to bring up the last row in the Query result set and make it available for review or editing. This item is not available if the row is actually the last row in the result set.
Use this screen to change the name of the company in which you are working. A description of this feature is in the System Administration Special Topic SA-7, "Using Multiple Companies."
This menu consists of five options:
Change Password - Use this screen to change your password. A description of this feature follows this menu summary.
Maintain General Preferences - In this screen, you can change most of your general preferences, if you are authorized to do so. A description of this feature follows this menu summary.
Maintain MyMenu - In this screen, you can change your MyMenu settings, if you have been authorized to do so. A description of this feature follows this menu summary.
Change Default Period - In this screen, you can change your default fiscal year, period, and subperiod for the current module. These defaults are used by many transaction functions in Costpoint. A description of this feature follows this menu summary.
Save Table Order - In this screen, you can save the order and size of columns for every table window in the current function. A description of this feature follows this menu summary.
Use this menu option to submit a report, computation, or posting function to a process queue so it can be executed by a process server.
A description of this feature is in the "Submit to Queue" section of Costpoint Process Management.
This menu consists of two options:
Connection Info - Select this menu option to display connection information for your station, including user ID and station number. A description of this feature follows this menu summary.
Logged-In Users of Costpoint - Select this menu option to display the user IDs and station numbers for all current users of the Costpoint system. This can be very useful in locating the source of a problem if you are experiencing problems with database table locking, or if too many users are on the system to permit another user to access Costpoint. A description of this feature follows this menu summary.
You can select this option in those screens where a particular process is performed on your data and the results printed. For example, in the Post Unit Usage screen in Costpoint Billing, you can select the Print Process option to print the posting journal and then perform the posting process.
You can select this option in those screens where a particular process is performed on your data and the results printed. For example, in the Post Unit Usage screen in Costpoint Billing, you can select the Process option after printing to perform the posting process. This option is always grayed out until after the report has been printed.
This menu provides quick access to several common Workflow functions.
Use this menu option to view workflow cases labels and values as well as activity instructions using the Activity Instructions screen.
A description of this feature is in the "Activity Instructions" section of Costpoint Workflow.
Use this menu option to complete a workflow activity.
A description of this feature is in the "Complete Activity" section of Costpoint Workflow.
This feature is also available on the Toolbar.
Use this menu option to start workflow cases using the Initiate Case screen.
A description of this feature is in the "Initiate Case" section of Costpoint Workflow.
Use this menu option to check your inbox for workflow activities and messages.
A description of this feature is in the "Activity and Message Inbox" section of Costpoint Workflow.
This menu option lets you check the status of workflow cases.
A description of this feature is in the "Monitor Status" section of Costpoint Workflow.
This menu option lets you route Workflow activities and messages through email. A description of this feature is in the "Send Email" section of Costpoint Workflow.
This menu provides items for moving around the system.
Select this menu option to see the entire Costpoint function menu.
This feature is also available on the Toolbar.
A description of this feature follows this menu summary.
Select this menu option to use your custom menu (MyMenu).
This feature is also available on the Toolbar.
A description of this feature follows this menu summary.
This menu offers standard Windows choices (Tile Vertical, Tile Horizontal, Cascade, and Arrange Icons). Please refer to your regular Windows operating manual for more information about these options.
In the bottom portion of the drop-down menu, the screens that have been activated within this Costpoint function are shown. The screen currently having focus is shown with a checkmark. To switch to another screen, use the arrow key and select Enter, or click the mouse to highlight the desired screen.
This menu consists of the following five items:
This menu option invokes a Table of Contents for help for the current module.
This menu option invokes an index of help for the current module.
This menu option invokes the standard Windows How to Use Help.
This menu option displays the currently available system memory and Windows resources.
A description of this feature follows this menu summary.
This menu option provides various information about your Costpoint system, including licensing information, number of users, available add-on products, and the status of your database.
A description of this feature follows this menu summary.
Function help is available throughout Costpoint by selecting the Help button on the Toolbar.
When you invoke function help, the Costpoint online help for the current function is loaded. If the current screen is a subtask, online help for the main screen is loaded. If there is no active screen, the table of contents help for the module is loaded.