ASSIGN STANDARD TEXT

Use this screen to assign standard text to print on the purchase orders of selected projects. Do not use this screen unless you are using either Costpoint Purchasing or Procurement Planning. You can establish standard text codes in Costpoint Product Definition and Purchasing for use on purchase orders and requisitions. After setting up the codes, you can assign them to projects in this screen so that the text associated with the code will print on any purchase orders or requisitions that have charged the selected project.

Project

Enter, or use to select, a valid project to which you want to assign standard text. The unlabeled field to the right displays the name of the selected project.

Text Codes

This table window displays the text codes and descriptions available for selection. You must set up text codes in Costpoint Product Definition or Purchasing before they can appear in this table. To view the available selections, use the arrows to scroll through the table window. To select more than one nonsequential code, hold the Shift key down while selecting your rows. 

Search

For help in finding a specific code, enter the first few characters in this field. The table window will automatically scroll to the selection(s) matching your search characters.

Select

When you have highlighted the codes for the specific project, click the Select button to transfer them to the Selected Text Codes table window.

Deselect

If you want to remove a text code from the Selected Text Codes table window, highlight the selection, then click the Deselect button. The selected code will be transferred back to the Text Codes table window.

Selected Text Codes

This table window displays the text codes that have been selected for a project. After you select a code, its default status (the Active column) is Y (Yes), but you can change it.

Where-Used

Click this button to activate a subtask displaying where the text codes can be used.

Table Information

This screen updates the following table:

STD_TEXT