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"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Wizard Type Identification Subtask

The fields in the Wizard type Identification Subtask display the merchants, wizard type, and pay method of the expense batch type, and whether the expense type is personal.

Screen Fields

Note: These fields are available for Visa only.
Field Description
From Merchant

Enter the From Merchant value. This is the Merchant Category Code you want your range for this line to begin with. A list of Merchant Category Codes should be obtained from Visa, or you may look at the VISAVCF40 file and identify the codes.

To Merchant

Enter the To Merchant value. This is the Merchant Category Code you want your range for this line to end with.

Wizard

Select the wizard that applies to the expenses with the From Merchant and To Merchant category codes on this line.

Pay Method

The payment method selected on the Basic Information tab defaults into the Pay Method lookup. In most cases, if you are setting up the Visa batch types, the Visa pay method is the correct one; however, you may override that value if you need to.

Personal

Select this check box if the expenses contained on this line are personal.