Costpoint Help

Line Standard Text Subtask

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

The corresponding text then prints on the service request acknowledgment, or work order based on the Where Used subtask of the Manage Standard Text screen.

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 service request.
Text Source

Enter one of the following system-defined text source codes:

  • I: Select from a list of text codes related to the specified item.

  • P: Select from a list of text codes related to the specified project.

  • Blank: Select from a list of all text codes.
Text Code

Enter, or click to select, a service request text code. The lookup result set is restricted based on the text source you entered.
Rev

Enter, or click to select, the revision of the standard text code.
Description

Enter, or click to select, a description of the text code. This field also displays the description of the selected

Text Code field.
Doc Print Opt

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

  • B: Both. Text prints on both internal reports and selected service request.

  • I: Internal. Text prints on internal reports (not seen by the customer) only.

  • E: External. Text prints on external reports.
Text Active If selected, this checkbox indicates that the standard text code/revision combination is currently active.
Auto-Load Click this button to load all text codes that are linked to the item and the project entered on the service request line.

Parent Topic:

Subtasks of the Manage Service Requests Screen