Screens that are available in this release of Costpoint web are in bold.
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Menu Selection |
Costpoint Web Application |
Costpoint Client/Server Application |
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Codes |
Countries |
Others\System Administration\System Codes\Maintain Countries |
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States and Provinces |
Others\System Administration\System Codes\Maintain States and Provinces |
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Postal Codes |
Others\System Administration\System Codes\Maintain Postal Codes |
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Tax Types |
Others\System Administration\System Codes\Maintain Tax Types |
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Sales/Value Added Tax |
Others\System Administration\System Codes\Maintain Sales/Value Added Tax |
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EU Countries |
Others\System Administration\System Codes\Maintain EC Countries |
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Customs Traffic Direction Codes |
Others\System Administration\System Codes\Maintain Customs Traffic Direction Codes |
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Customs Declaration Point |
Others\System Administration\System Codes\Maintain Customs Declaration Point |
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EU Mode of Transportation |
Others\System Administration\System Codes\Maintain EC Mode of Transportation |
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EU Nature of Transaction Codes (NOTC) |
Others\System Administration\System Codes\Maintain Nature of Transaction Codes (NOTC) |
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EU Correction Codes |
Others\System Administration\System Codes\Maintain EC Correction Codes |
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EU Commodity Codes |
Others\System Administration\System Codes\Maintain EC Commodity Codes |
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VAT Supply Codes |
Others\System Administration\System Codes\Maintain VAT Supply Codes |
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CIS Codes |
Others\System Administration\System Codes\Maintain CIS Codes |
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Files |
Alternate File Locations |
Not in Costpoint client/server |
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Job Management |
Job Groups |
Others\Process Management\Design/Maintain Process Groups |
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Jobs |
Others\Process Management\Design/Maintain Processes |
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Job Queues |
Others\Process Management\Setup/Maintain Queues |
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Multicurrency |
Multicurrency Accounts |
Accounting\Multicurrency\Controls\Multicurrency Accounts |
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Currencies |
Accounting\Multicurrency\Currencies\Maintain Currencies |
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Currency Status |
Accounting\Multicurrency\Currencies\Currency Status |
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Exchange Rate Sources |
Accounting\Multicurrency\Exchange Rates\Maintain Exchange Rate Sources |
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Exchange Rate Groups |
Accounting\Multicurrency\Exchange Rates\Maintain Exchange Rate Groups |
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Exchange Rates by Date |
Accounting\Multicurrency\Exchange Rates\Maintain Exchange Rates by Date |
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Daily Exchange Rates |
Accounting\Multicurrency\Exchange Rates\Enter Daily Rates |
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Exchange Rates by Period |
Accounting\Multicurrency\Exchange Rates\Maintain Exchange Rates by Period |
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Period Exchange Rates |
Accounting\Multicurrency\Exchange Rates\Enter Period Rates |
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Organizational Security |
Organization Security Profiles |
Others\System Administration\Organizational Security\Maintain Org Security Profiles |
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Organization Security Groups |
Others\System Administration\Organizational Security\Maintain Org Security Groups |
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Module Organizational Security |
Others\System Administration\Organizational Security\Enable/Disable Org Security for Modules |
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Printers |
System Printers |
Others\Process Management\Setup/Maintain Printer IDs |
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Reports |
Report Fonts |
Not in Costpoint client/server |
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Report Categories |
Not in Costpoint client/server |
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Report Archive Categories |
Not in Costpoint client/server |
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Report Groups |
Not in Costpoint client/server |
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Report Archive Security Rights |
Not in Costpoint client/server |
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Report Locales |
Not in Costpoint client/server |
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Users |
User Groups |
Others\System Administration\System Security\Maintain User Groups |
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Users |
Others\System Administration\System Security\Maintain Users |
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User Preferences |
Open the Options menu on the toolbar. Select "Preferences," then "Maintain General Preferences." |
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Workflow |
Workflow Case Labels |
Others\Workflow\Design\Define Case Labels |
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Workflow Roles |
Others\Workflow\Design\Define Roles |
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Workflow Role Filters |
Others\Workflow\Design\Define Role Filtering |
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Workflow Models |
Others\Workflow\Design\Define Workflow Models |