Costpoint Help

Subtasks of the Manage Service Requests Screen

The Manage Service Requests screen has several subtasks.


Header Standard Text Subtask

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

Totals Subtask

Use this subtask to view the accumulated transaction amounts for the service request.

Exchange Rates Subtask

If you implement Multicurrency, use this subtask to set up and modify transaction currency default information, by service request and customer.

Header Documents Subtask

Use this subtask to assign documents to the service request header.

Costs Subtask

Use this subtask to view the cost element information on the selected line.

Accounts Subtask

Use this subtask to view the account types and other information established for the sales group abbreviation on the service request line.

Components Subtask

Use this subtask to issue and process components for each service request line on the main screen table window.

Line Charges Subtask

Use this subtask to add charges to a service request line item.

Line Standard Text Subtask

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


Parent Topic:

Manage Service Requests