Costpoint Help

Header Standard Text Subtask

Use this subtask to assign standard text codes to a service request.

For new service requests, the table window loads all standard text codes that default for the service request. These codes load whether you use this subtask or not.

Table Window

Field Description
Sequence Enter a sequence number from 0 to 999 to indicate the order in which you want the text associated with the text codes to print on the service request forms. You do not have to enter contiguous numbers; Costpoint sequences the codes when you save the record.
Text Code

Enter, or click to select, a service request text code.
Rev

Enter, or click to select, the revision of the service request text code.
Description This field displays the description of the selected text code.
Doc Print Opt

This field displays the document print option assigned to the text code:

  • B: Prints texts on both internal reports and selected service request.

  • I: Prints texts on internal reports (not seen by the customer) only.

  • E: Prints texts on external reports only.
Text Active If selected, this checkbox indicates that the standard text code/revision combination is currently active.
Autoload Click this button to automatically populate the standard text codes associated with the item on the service request.

Parent Topic:

Subtasks of the Manage Service Requests Screen