Contents of the Manage Reference Structures Screen
Use the fields and options to configure the Manage Reference Structures screen.
Reference No
Field | Description |
---|---|
Reference No |
Enter the top level of the reference number. The number of characters must match the length of the first reference number segment that you specified on the Configure General Ledger Settings screen. |
Name |
Enter a descriptive name for the reference number. Costpoint displays this name on screens and reports. |
Options
Field | Description |
---|---|
Use in Data Entry |
If you want to use the reference number when you enter data on transaction screens, select this check box. |
Reference Heading
If you select Use in Data Entry, these options are enabled so that you can identify the reference number field on transaction screens on which this reference number will be used. You can select either of the two reference number labels that were defined on the Configure General Ledger Settings screen.
Table Window
Click to add a new record to the table window or click an existing row to make changes to it.
Field | Description |
---|---|
Level |
Costpoint displays the level number automatically for the next row when you add a row or complete the row above. The first row should be the first level of the reference number. Its length must match the length specified on the Configure General Ledger Settings screen for the first reference number level. |
Level Name |
Enter a name for the level. |
Length |
The first level's length must match the length specified on the Configure General Ledger Settings screen for the first reference number level. Note that any delimiters are counted as part of the overall length of the reference structure. |