Use this subtask to enter and maintain detailed information about the document, including customer and project information to which the document is related, as well as document notes. This subtask is optional.
This field displays the document ID from the main screen.
This field displays the document revision from the main screen.
This field displays the document type from the main screen.
This field displays the document name from the main screen.
This field displays the document status from the main screen.
This group box provides detail information about the customer to which this document is related.
Enter the customer ID. You can enter up to 12 alphanumeric characters in this optional field. The customer name will default into the adjacent field.
Enter the customer's document ID. You can enter up to 30 alphanumeric characters in this optional field.
Enter the revision of the customer's document ID. You can enter up to three alphanumeric characters in this optional field.
Enter, or use Lookup to select, the project ID to which this document is linked. This field can have up to 30 alphanumeric characters, and must be a valid project ID from the Maintain Project Master screen in Costpoint Project Setup. The project abbreviation and name will display in the fields to the right.
Enter notes about this document. You can enter up to 254 alphanumeric characters in this optional field.
Enter the ID of the last Engineering Change Notice (ECN) to affect this document. You can enter up to 15 alphanumeric characters in this optional field. You can access engineering change notice information in Costpoint Engineering Change Notices.
The information in this screen is stored in the DOCUMENT table. Information is also stored in and/or pulled from the DOC_TYPE, CUST, and PROJ tables.