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

Import Purchase Orders

Use the Import Purchase Orders application to import purchase orders from an ASCII fixed-length file.

Only one user at a time can run this application. You can view Purchase Orders loaded from this application using the Manage Purchase Orders screen in Costpoint Purchasing.

Deltek designed the preprocessor interface for loading purchase orders into Costpoint. You can use the loaded purchase orders to perform commitment, accrual, invoicing, and two-way and three-way matching in the Costpoint database into which you loaded them.

An Ongoing Support Plan (OSP) is available for routine maintenance and upgrades to this interface. Customization is priced separately. Please contact your Deltek account representative for additional information.

For detailed functional information regarding purchase orders, see Functional Information.

Note: See the Setup Procedures and Processing Details sections prior to using this program for the first time.

There are two ways to work with input files in Costpoint

  • You can access the input file from the network by using Alternate File Locations.
  • You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.

If you decide to use the first option, click in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.

Input File Excel Template

Go to the Developer Resources page of the Costpoint Information Center to download the Excel template file specifically designed for this preprocessor. Templates for other Costpoint preprocessors are also available at the same location.