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

Prompts

Use the Customer Master Information prompts to run the Customer Master Information report.

Prompt Message

Description

Company

Select one company from the list.

Select one or more customers

In the Keywords field, enter a portion of one or more customer IDs and click to list customers to include on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Status

Select a customer status to filter the report results by one or more of the following statuses:

  • Hold: Include customers whose sales order processing has been suspended.

  • OK: Include customers with credit in good standing.

  • Warning: Include customers whose sales orders are still being processed, but whose orders are marked with a warning message during sales order entry indicating the customer's credit status.

Customer type

Select one or more types of customers to include on the report.

Sales territory

Select the territory or territories of customers you want to include on the report. Territories are established in the Sales Territories table in Costpoint Accounts Receivable.