Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Reference Structures Screen

Use the fields and options to configure the Manage Reference Structures screen.

Reference No

Field Description
Reference No

Enter the top level of the reference number. The number of characters must match the length of the first reference number segment that you specified on the Configure General Ledger Settings screen.

Name

Enter a descriptive name for the reference number. Costpoint displays this name on screens and reports.

Options

Field Description
Use in Data Entry

If you want to use the reference number when you enter data on transaction screens, select this check box.

Reference Heading

If you select Use in Data Entry, these options are enabled so that you can identify the reference number field on transaction screens on which this reference number will be used. You can select either of the two reference number labels that were defined on the Configure General Ledger Settings screen.

Table Window

Click to add a new record to the table window or click an existing row to make changes to it.

Field Description
Level

Costpoint displays the level number automatically for the next row when you add a row or complete the row above. The first row should be the first level of the reference number. Its length must match the length specified on the Configure General Ledger Settings screen for the first reference number level.

Level Name

Enter a name for the level.

Length

The first level's length must match the length specified on the Configure General Ledger Settings screen for the first reference number level. Note that any delimiters are counted as part of the overall length of the reference structure.