Costpoint Online Help

Using the Help Search

Line Documents Subtask

Use this subtask to view a list of documents assigned to the sales order (SO) line.

Contents

Field	Description
Sales Order	This field displays the SO ID for the selected line.
Status	This field displays the status of the SO.
Customer	These fields display the customer from the Manage Sales Orders screen.
Trans Currency	This field displays the transaction currency of the SO line item.
SO Line	This field displays the SO line number for the selected line.
Item	This field displays the identification number of the item selected on the SO line.
Item Rev	This field displays the latest revision number of the item selected on the SO line.
Description	This field displays the description of the item selected on the SO line.
Due Date	This field displays the date by which the SO line item has been promised to the customer.
Misc Type	This field displays a miscellaneous charge type code for MSC (miscellaneous) SO lines types. Create and define these codes on the Manage Line Charge Types screen.

Table Window

Field	Description
Document	This field displays the ID of the document assigned to the SO line.
Rev	This field displays the revision of the document assigned to the SO line.
Type	This field displays the document type of the document assigned to the SO line.
Name	This field displays the name of document assigned to the SO line.
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 r 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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Line Documents Subtask

Use this subtask to view a list of documents assigned to the sales order (SO) line.

Contents

Field	Description
Sales Order	This field displays the SO ID for the selected line.
Status	This field displays the status of the SO.
Customer	These fields display the customer from the Manage Sales Orders screen.
Trans Currency	This field displays the transaction currency of the SO line item.
SO Line	This field displays the SO line number for the selected line.
Item	This field displays the identification number of the item selected on the SO line.
Item Rev	This field displays the latest revision number of the item selected on the SO line.
Description	This field displays the description of the item selected on the SO line.
Due Date	This field displays the date by which the SO line item has been promised to the customer.
Misc Type	This field displays a miscellaneous charge type code for MSC (miscellaneous) SO lines types. Create and define these codes on the Manage Line Charge Types screen.

Table Window

Field	Description
Document	This field displays the ID of the document assigned to the SO line.
Rev	This field displays the revision of the document assigned to the SO line.
Type	This field displays the document type of the document assigned to the SO line.
Name	This field displays the name of document assigned to the SO line.
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 r 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.