Header Documents Subtask

Use the Header Documents subtask to assign documents to the purchase order (PO) header. These documents may be pre-established within Costpoint.

Contents

Field	Description
Autoload Blanket Docs	Click this button to load the documents that are already linked to the blanket PO from which this release is being generated.

Table Window

Field	Description
Reference Doc	Select this check box if this document is a reference document (that is, it is not established on the Manage Documents or Release Documents screen). If this check box is clear, you must enter a document that has been established on the Maintain Documents or Release Documents screen.
Document	Enter, or click to select, the ID of the document to associate with this PO header.
Rev	Enter, or click to select, the revision of the document associated with this PO header. A revision is not required if the Allow Multiple Revisions for Each Item check box is clear in the Corporate Settings subtask of the Configure Product Definition Settings screen.
Type	Enter, or click to select, the document type to associate with this PO header. If you select a Document, this field displays the associated type.
Name	For a reference document, optionally enter the name of the document being assigned to this PO header. If the document is already established on the Manage Documents or Release Documents screen, the associated name loads.
Location	For a reference document, enter up to 254 alphanumeric characters to indicate where this document is stored on the network. You can also click the Browse button to access this document from within Costpoint. The entire directory path must be loaded, including the full server name, volume name, and file name. If the document is already established on the Manage Documents or Release Documents screen, the location displays.
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 engineering change notice associated with this document displays here. You can access engineering change notice information in the Engineering Change Notices module.