Costpoint Online Help

Using the Help Search

SO Header Documents Subtask

This subtask displays a list of the documents assigned to the sales order (SO) header.

Click the Launch button to view the selected document.

Content

Field	Description
Sales Order	This field displays the SO ID for the selected line.
Status	This field displays the status of the SO.
Trans Currency	This field displays the transaction currency of the SO line item.
Customer	These fields display the customer from the Manage Sales Orders screen.

Table Window

Field	Description
Document	This field displays the ID of the document assigned to the sales order (SO) header.
Rev	This field displays the revision of the document assigned to the SO header.
Type	This field displays the document type of the document assigned to the SO header.
Name	This field displays the name of document assigned to the SO header.
Location	This field indicates where this document is stored on the network.
Status	If this document is established on the Manage Documents or Release Documents screen, the status of the document displays here. The system-defined options are: Unreleased Released Obsolete
Size	If this document is established on the Manage Documents or Release Documents screen, the document size displays here.
Media	If this document is established on the Manage Documents or Release Documents screen, the document media code displays here.
CAGE	If this document is established on the Manage Documents or Release Documents screen, the document Contractor and Government Entity (CAGE) code displays here.
Sheets	If this document is established on the Manage Documents or Release Documents screen, the number of sheets in the document displays here.
Organization	If this document is established on the Manage Documents or Release Documents screen, the organization assigned to the document displays here.
Maintenance Group	If this document is established on the Manage Documents or Release Documents screen, the document maintenance group displays here.
ECN Pending	If this document is established on the Manage Documents or Release Documents screen, this field displays Y (Yes) if the document is referenced on an engineering change notice (ECN) that is pending. Otherwise, this field displays N (No).
Last ECN	If this document is established on the Manage Documents or Release Documents screen, the last ECN associated with this document displays here. You can access ECN information in Engineering Change Notices.

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SO Header Documents Subtask

This subtask displays a list of the documents assigned to the sales order (SO) header.

Click the Launch button to view the selected document.

Content

Field	Description
Sales Order	This field displays the SO ID for the selected line.
Status	This field displays the status of the SO.
Trans Currency	This field displays the transaction currency of the SO line item.
Customer	These fields display the customer from the Manage Sales Orders screen.

Table Window

Field	Description
Document	This field displays the ID of the document assigned to the sales order (SO) header.
Rev	This field displays the revision of the document assigned to the SO header.
Type	This field displays the document type of the document assigned to the SO header.
Name	This field displays the name of document assigned to the SO header.
Location	This field indicates where this document is stored on the network.
Status	If this document is established on the Manage Documents or Release Documents screen, the status of the document displays here. The system-defined options are: Unreleased Released Obsolete
Size	If this document is established on the Manage Documents or Release Documents screen, the document size displays here.
Media	If this document is established on the Manage Documents or Release Documents screen, the document media code displays here.
CAGE	If this document is established on the Manage Documents or Release Documents screen, the document Contractor and Government Entity (CAGE) code displays here.
Sheets	If this document is established on the Manage Documents or Release Documents screen, the number of sheets in the document displays here.
Organization	If this document is established on the Manage Documents or Release Documents screen, the organization assigned to the document displays here.
Maintenance Group	If this document is established on the Manage Documents or Release Documents screen, the document maintenance group displays here.
ECN Pending	If this document is established on the Manage Documents or Release Documents screen, this field displays Y (Yes) if the document is referenced on an engineering change notice (ECN) that is pending. Otherwise, this field displays N (No).
Last ECN	If this document is established on the Manage Documents or Release Documents screen, the last ECN associated with this document displays here. You can access ECN information in Engineering Change Notices.