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 Organization List prompts to run the Organization List report.

Prompt Message

Description

Company

Select one company from the list.

Select one or more organizations

In the Keywords field, enter a portion of one or more organization IDs and click to list organizations 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.

Organization level

Select the level of organization at which you want the report printed. All lower levels will be rolled up for the report.

Active/Inactive

Select one of the following:

  • Active: Includes organizations that are active, meaning available to receive charges.

  • Inactive: Includes organizations not available to receive charges.