Costpoint Online Help

Using the Help Search
Using the Help Search
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Transaction IDs Subtask

Use this subtask to assign the appropriate transaction IDs to this established warehouse.

This subtask contains all the transaction types in Costpoint. It allows those transactions to be automatically numbered, starting with the last transaction ID provided.

This group box contains two table windows. The one on the left displays all of the transaction types in Costpoint. The one on the right displays the transaction types that have been selected for this warehouse.

To select transactions to be used by this warehouse, highlight the appropriate rows in the table window on the left and click the Select button. This will populate the table window on the right. If you want to remove transactions from this warehouse, highlight the appropriate rows in the table window on the right and click or press CTRL+DEL.

Table Window (left)

Field Description
Transaction Description

Select the system-defined transaction description to be assigned to the warehouse.

Select

Click this button to populate the table window on the right with the highlighted transaction descriptions from the table window on the left.

Table Window (right)

Field Description
Transaction Description

This field displays the selected transaction description.

Auto-Assign

Select this check box to have the transaction ID automatically assigned when the transaction type is saved. Clear the check box to manually assign the transaction ID when the transaction type is entered.

Last Inv Trans ID

If you select the check box in the Auto-Assign field, you must enter the last transaction ID issued in this field before Costpoint can generate new transaction IDs. The value in this field cannot begin with a space. Costpoint will increase the number of the last transaction ID by one. If you are not currently using transaction IDs, the starting number can be zero. You can manually modify a number in each transaction. The number entered does not update this field.

To have transactions generate in correct numeric order, you must select a ceiling number, not to exceed 10 digits. For example, if the highest number desired is 9999999999, enter zero as 0000000000; or if the highest number desired is IS-9999, and the last transaction ID used was IS-124, the number should be entered as IS-0124.

The system-assigned transaction IDs always increment from the right, and only if the right most character is numeric (not alphabetic). For example, IS794123 becomes IS794124; 99-01234 becomes 99-01235; and IS9999999A does not increment.