Costpoint Help

Tabs of the Manage Service Requests Screen

The Manage Service Requests screen has the following tabs: Header Info, Accounts, Order Details, User Defined Info, and Notes.


Header Info Tab

Use this tab to establish default data for selected line items and processing criteria for the service request.

Accounts Tab

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

Order Details Tab

Use this tab to establish default values for customer-related details on the service request line items.

User Defined Info Tab

Use this tab to enter values for the fields setup in Manage Service Request User Defined Labels screen. The available fields and labels displayed in this subtask depend on how your organization has defined and configured user-defined labels for service requests.

Notes Tab

Use this tab to enter notes related to the service request.


Parent Topic:

Manage Service Requests