Costpoint Essentials Online Help

Receiving Controls

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Welcome to Costpoint!

Getting Started

Common Prompts After Logging In: What to Expect
User Interface
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Application Functions
Support Options
Mobile QR Code
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Videos and Learning Aids

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Microsoft Teams Integration

MS Teams Configuration

Accessing Costpoint

Costpoint Mobile App and PWA
Time and Expense Mobile App Access
- Supported Operating Systems and Authentication Methods
Costpoint Mobile Features

Prepare Records for Offline Mode
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- Manage Offline Data
Review Offline Updates

Sample Voice Commands

Regulatory Updates

Set Up the Employee-Paid Vermont Child Care Contribution Payroll Tax
Set Up Employer-Paid Vermont Child Care Contribution Payroll Tax

Costpoint Getting Started

Introducing Costpoint
Deltek Costpoint Domains and Modules Overview
Project Manufacturing

General Ledger
Accounts Payable
Accounts Receivable
Cash Management
Fixed Assets

Capture & Contracts

Opportunities
Contracts
Resources
Activities
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Contract Management Controls
Related Topics

New Business Budgets
- Display the New Business Budgets Screen
- Contents of the New Business Budgets Screen
  - Subtasks
  - Tasks
Project Budgets/EACs
- Display the Contents of the Project Budgets/EACs Screen
- Contents of the Project Budgets/EACs Screen
  - Subtasks
  - Tasks
    - Create EACs Based on Current Period
    - Create a Budget from EAC
Resource Planning
- Resource Planning
  - Display the Resource Planning
  - Contents of Resource Planning
    - Advanced Search
      - Advanced Search Fields By Screen
      - Employee Requisition
    - Add/Edit/Delete Assignments Subtask
      - Assignment Actions
Organization Budgeting
- Controls and Utilities
  - Maintain Generic Staff
    - Display the Maintain Generic Staff Screen
    - Contents of the Maintain Generic Staff Screen
      - How to Maintain Generic Staff Table
  - Update Multiple Organization Budgets/Outlooks
    - Display the Update Multiple Organization Budgets/Outlooks Screen
    - Contents of the Update Multiple Organization Budgets/Outlooks Screen
New Business Budgeting
Project Budgeting
Administration

Project Setup
Cost and Revenue Processing
Project Inquiry and Reporting
Billing
Inter-Company Work Orders

Product Definition
Bills of Material
Routings
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Purchasing
Receiving
Inventory
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Sales Order Entry
Supplier Portal

Employee
Labor
Leave
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Compensation
Personnel
Affirmative Action
Benefits
Employee Self Service

UDT Names
Time
Expense
Configuration

Reports & Analytics

Welcome to Costpoint Business Intelligence
Dashboards
- Home Dashboard
  - Display
  - Dashparts
- My Approval Tasks
  - Display the My Approval Tasks Screen
  - Contents of the My Approval Tasks Screen
BI Controls

System Administration
Security
Job Management
Workflow

Index

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Glossary

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Receiving Controls

Related Topics:

Configure Receiving Settings
Use the Configure Receiving Settings screen to establish control parameters and default information for customizing Costpoint Receiving.
Manage Vendor Rejection Reasons
Use the Manage Vendor Rejection Reasons screen to establish vendor rejection reason codes and their descriptions.

Parent Topic: Receiving

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Receiving Controls

Related Topics:

Configure Receiving Settings
Use the Configure Receiving Settings screen to establish control parameters and default information for customizing Costpoint Receiving.
Manage Vendor Rejection Reasons
Use the Manage Vendor Rejection Reasons screen to establish vendor rejection reason codes and their descriptions.

Parent Topic: Receiving

Receiving Controls