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

Prompts

Use the Cash Forecast prompts to configure the Cash Forecast report.

Prompt Message

Description

Company

Select the single company to use when running the report.

Cash template

Select the cash template to use to display the report.

Frequency code

Select a frequency code:

  • Daily

  • Monthly

  • Weekly

Select Organization(s)

In the Keywords field, enter a portion of one or more organization IDs and click Search to list organizations to include in the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.