Costpoint Help

Manage Reference Elements

Use this screen to set up reference numbers and, if appropriate, link them to account/organization combinations. You must set up the top level of the reference structure on the Manage Reference Structures screen before you can set up any lower-level elements on this screen.

You must use this screen to:

  • Set up reference numbers to be used in data entry, before you can enter them on transaction screens.
  • Set up reference numbers to be used as alternate reporting structures, before you can use them to generate reports.

Related Topics:

Display the Manage Reference Elements Screen

You access the Manage Reference Elements screen from the Accounting domain.

Contents of the Manage Reference Elements Screen

Use the fields and options to configure the Manage Reference Elements screen.

Table Information for the Manage Reference Elements Screen

Changes to the Mange Reference Elements screen update several tables.

Subtask of the Manage Reference Elements Screen

The Manage Reference Elements screen has the Link to ACCT/ORGS Subtask.


Parent Topic:

Reference Numbers