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

Prompts

These are Stock Status prompts.

Prompt Message

Description

Company

Select one company from the list.

Group by

Select the option to use for the report from the drop-down list. The options available are the following:

  • Warehouse\Location — Select this option to print the report by warehouse and location. This is the default option.
  • Project\Part Rev — Select this option to print the report by project and part/revision.
  • Inventory Abbreviation Code\Part Rev — Select this option to print the report by inventory abbreviation code and part/revision.
  • Part Rev\Project — Select this option to print the report by part/revision and project.

Limit Warehouse(s)/Project(s)/Inventory Abbreviation Code(s)/Part\Rev(s)

Enter a portion or the entire ID of one or more warehouses, projects, inventory abbreviation codes, or part/revisions in the Keywords: (ID + Name) field to be added on the report.

You can use the steps in entering keywords in the Keywords fields to return the results you are looking for.

Limit Inventory location ID(s)

Enter a portion or the entire ID of one or more inventory locations in the Keywords: (ID + Name) field to be added on the report.

You can use the steps in entering keywords in the Keywords fields to return the results you are looking for.

Location Type

Select the location type you want to include on the report.

The location type is a system-defined code used to classify inventory records by locations. These system-defined location types are the following:

  • Incoming Inspection — Select this option to indicate that this location contains parts that have been received, but have not been accepted or rejected.
  • Materials Review Board (MRB) — Select this option to indicate that this location contains parts that are within QC, and that the items do not meet the drawings. The items may be kept as they are, disposed, or returned to the vendor.
  • On-Hand — Select this option to indicate that this location contains parts that should not be counted as available. This is the default option.
  • On-Hold — Select this option to indicate that this location contains parts that should be counted as available.
  • Reinspection — Select this option to indicate that this location contains parts that have already been accepted or rejected but need to go back through that process.
  • Shipping — Select this option to indicate that this location contains parts that have been removed from stock for shipping.

The Shipping type and the On-Hand type are used in a similar fashion.

Location types that are not selected do not print.

Account Type

Select the account type(s) of the inventory records you want to include on the report.

The account types are the following:

  • Assets
  • Expense
  • Government Furnished Materials

You can select more than one account type by pressing and holding the CTRL key and selecting the options you want to include on the report.

Account types that are not selected do not print.

All account types are selected by default.

Inventory Type

Select the inventory type of the inventory records you want to include on the report.

The inventory types are the following:

  • Raw
  • Finished

Both inventory types are selected by default.

Excel Format

Select the option to indicate if you want to produce a report version that has no headers, footers, and subtotals for easier sorting and manipulation. The default option is No.