DOCUMENT DETAILS

Use this tab 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 tab is optional.

Status

Use the drop-down list to select the status of the document being created:

You can modify this field only if the Use Separate Document Release Function check box on the Configure Bills of Material Settings screen is not selected. However, if this check box is selected, the Status field is disabled for existing document records, and defaults as either Unreleased or Released for new document records based on the selection in the Default Initial Document Status group box on the Configure Bills of Material Settings screen.

Type

Enter, or click to select, the type of document being created. This required field must be a valid document type from the Manage Document Types screen. After you assign a document type and save the record, this field cannot be modified. If the Document Defaults group box (on the Manage Document Types screen) is populated for this document type code, those settings default for the Document ID, but they can be modified. These default settings can include document media, size, maintenance group, location, and the printouts in which the document appear (as referenced on the Parts subtask).

Size

Enter, or click to select, the document size. This optional field must be a valid size code from the Manage Document Sizes screen.

Media

Enter, or click to select, the document media. This optional field must be a valid media code from the Manage Document Media screen.

CAGE

Enter, or click to select, the Contractor and Government Entity (CAGE) code to which the document is assigned.

Sheets

Enter the number of sheets the document uses.

Tabulated Drawing

Select this check box to tabulate the drawing.

Organization Details

Organization

Enter, or click to select, the organization to which this document belongs. This must be a valid organization from the Manage Organization Elements screen in Costpoint General Ledger.

Org Abbrev

Enter, or click to select, the organization abbreviation to which this document belongs. This must be a valid organization abbreviation associated with the Organization.

Document Maintenance

Maintenance Group

Enter, or click to select, the group responsible for maintaining this document. This must be a valid group. Document Maintenance Groups are established in the Bills of Material Controls menu in Costpoint Bills of Material.

Created By

Enter, or click to select, the employee ID of the person who created this document. This must be a valid employee ID from the Manage Employee Information screen in Costpoint Labor.

Created Date

Enter, or click to select, the date on which this document was created.

Released By

Enter, or click to select, the employee ID of the person who released this document. This must be a valid employee ID from the Manage Employee Information screen in Costpoint Labor.

Release Date

Enter, or click to select, the date on which this document is released.

Planned Release Date

Enter, or click to select, the date on which this document is planned for release.

Part Document Default Effective Dates

Starting

Enter, or click to select, the default starting effective date for this document, or leave the defaulted system date.

Replace Existing Start Dates

Click this button to load the new starting effectivity date for documents associated with this part.

Ending

Enter, or click to select, the default ending effective date for this document.

Replace Existing End Dates

Click this button to load the new ending effectivity date for documents associated with this part.