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

FAQs for the Create Asset Maintenance Transactions Screen

This section contains frequently asked questions when creating asset maintenance transactions.

How can I change or delete maintenance data on this screen?

There is no referential integrity relationship between the maintenance data on this screen and any other Fixed Assets screens, so you can add, edit, or delete maintenance data at will in the same manner as in any other table window screen.

Which Fixed Assets setup screens are directly associated with the data on this screen?

On the Manage Tracking Field Labels screen, you can optionally define the labels for the maintenance data fields, such as Type, Vendor, and so on. Your labels, along with the Date label for the first column, will display as the column names for the template fields in this screen. Use this optional feature to "customize" the maintenance data that you record for ease in recognition.

It is not a system requirement that you establish one or more labels for the table columns. If you do not choose to define labels, system default labels (for example, Maint1,Maint2, and so on) will display as the field names. You may find, however, that data entry and history review is more meaningful when appropriate labels display.

Although you can set up and change the labels on the Manage Tracking Field Labels screen at any time, you may find it more convenient to decide on the label names before you begin to enter data on this screen. To achieve consistency throughout your records, it is preferable for you to plan for and establish as much as possible of this setup data during your initialization procedures. Note that labels display on a "real-time" basis, in that data entered using a different label can only be retrieved with the current label displayed.

You can run the process from this screen at any time after you have established your asset records on the Manage Asset Master Information screen.

Can I print maintenance data from standard system reports?

You can print the final maintenance data from one standard maintenance report from the Print Asset Maintenance Information Report screen.

This report provides a real-time current "snapshot" of maintenance data for your property, and you can print this report whenever you choose.

You can choose from three different formats for the report by selecting to sort by:

  • Asset/item number
  • Asset Account/organization to which the asset record was assigned "ownership"
  • Maintenance date

You can also choose to include maintenance data in the report for inactive records, non-depreciable records, and disposals.

You can select any four of the eight user-defined fields to print on the report in the column position you choose.