Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Document Types Screen

Use the fields and options to configure the Manage Document Types screen.

Contents

Field Description
Type Code

Use this field to enter an identification code for this document type.

Description

Use this field to enter a description for this document type.

Document Defaults

Use this group box to specify defaults for this document type. All created documents with this document type will be initially stored with these settings.

Field Description
Media

Use this field to enter, or use to select, the media code you want to set as the default for this document type.

Establish document media codes in the Manage Document Media screen.

Size

Use this field to enter, or use to select, the size code you want to set as the default for this document type.

Establish document size codes in the Manage Document Sizes screen.

Maintenance Group

Use this field to enter, or use to select, the maintenance group code you want to set as the default for this document type.

Establish document maintenance codes in the Manage Document Maintenance Groups screen.

Location

Use this field to enter the path where the default types are stored.

Reference Document on

Use this group box to indicate on which printouts document IDs should be referenced whenever a part is used. After you have assigned the document type code in the Manage Documents screen and assigned documents to parts, you can modify the corresponding fields in the Parts subtask of the Manage Documents screen, the Manage Parts screen in Costpoint Product Definition, and wherever applicable throughout Costpoint.

Field Description
Purchase Orders/Requisitions/RFQs

Select this check box to reference the document on purchase orders, requisitions, and requests for quotes (RFQs). This check box's setting appears in the Print on Purch Receipts field where applicable. You can print purchase orders from Costpoint Purchasing; print requisitions and RFQs from Costpoint Procurement Planning.

MO Assembly Sheets

Select this check box to reference the document on manufacturing order(MO) assembly sheets. This check box's setting appears in the Print on Assy Sheets field where applicable. You can access assembly sheet printouts in the Print Manufacturing Order Documentation screen in Costpoint Production Control.

PO Receipt Travelers

Select this check box to reference the document on receipt travelers. This check box's setting appears in the Print on PO Receipt Travelers field where applicable. You can access receipt traveler printouts in the Reports menu in Costpoint Receiving.

MO Routing Travelers

Select this check box to reference the document on MO routing travelers. This check box's setting appears in the Print on MO Routing Traveler field where applicable. You can access Routing Traveler printouts in the Print Manufacturing Order Documentation screen.