Costpoint Online Help

Contents of the Print Vendor COI & NDA Expiration Report Screen

Use the fields and options to configure the Print Vendor COI & NDA Expiration Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this group box to limit the number of subcontractors to be printed.

Subcontractor/Vendor ID

Use this group box to select the subcontractor/vendor IDs that you would like to include in the report.

Field Description
Option

Select the range of subcontractor/vendor IDs to print. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the beginning subcontractor/vendor ID of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending subcontractor/vendor ID of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Status

Use this group box to select the subcontract statuses that you would like to include in the report.

Field Description
Option

Select the range of subcontract statuses to print. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the beginning subcontract status of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending subcontract status of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Subcontract ID

Use this group box to select the subcontract IDs that you would like to include in the report.

Field Description
Option

Select the range of subcontract IDs to print. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the beginning subcontract ID of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending subcontract ID of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Contract ID

Use this group box to select the contract IDs that you would like to include in the report.

Field Description
Option

Select the range of contract IDs to print. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the beginning contract ID of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending contract ID of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Options

Use the option in this group box to indicate whether or not inactive subcontracts should be included.

Field Description
Include Inactive Subcontracts Select this check box to include inactive subcontracts in the report.

Sort By

Use this group box to select the sorting options for the report and indicate if a page break should be included in the report.

Field Description
1st Sort

This field defaults to Subcontractor/Vendor ID.

2nd Sort

From the drop-down list, select the second level of sorting. Valid options are:

  • NDA Expiration Date
  • Insurance Cert Expiration Date
Page Break Select this check box if you want a page break in the report each time the 1st Sort parameter changes. Since Subcontractor/Vendor ID defaults in 1st Sort, select the Page Break check box if you want the data for each different subcontractor/vendor ID to begin printing on a separate page.