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 Shipped Revenue prompts to configure the report.

Prompt Message

Description

Company

Select one company from the list.

Sales order date

From: Enter the start date assigned to sales orders or click the calendar icon to select the date.

To: Enter the end date assigned to sales orders or click the calendar icon to select the date.

You can opt to select the Earliest date or the Latest date possible for the sales order dates.

Limit invoice number(s)

In the Keywords field, enter a portion of one or more invoice numbers to be added 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.

Limit sales order number(s)

In the Keywords field, enter a portion of one or more SO numbers to be added 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.

Limit project(s)

In the Keywords field, enter a portion or the entire ID of one or more projects to be added 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.

Limit customer(s)

In the Keywords: (ID + Name) field, enter a portion or the entire ID of one or more customers to be added 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.

Limit sales representative(s)

In the Keywords: (ID + Name) field, enter a portion or the entire ID of one or more sales representatives to be added 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.