Manage Application/Content Links

Use this screen to specify which types of content can be linked to a specific Costpoint application and result set.

After defining a content type in the Manage Content Types screen, use this screen to link that content type to one or more Costpoint applications. For example, you could create a content type called Vendor Invoice in the Manage Content Types screen and then use this application to link a vendor invoice to records in screens such as Manage Accounts Payable Vouchers.

You can also use this screen to determine how the CMS content object is linked to the Costpoint record. You define a linking rule by mapping a Costpoint application and result set to a specific content type. You must identify the key fields of the result set and match (link) them to corresponding content type data fields.

You can specify other non-key Costpoint database fields in the result set and link them to the Content Type data fields. This can simplify Costpoint data entry. For example, you could scan a vendor invoice into your CMS and add content properties. Later, you could go into Costpoint to create a voucher. Instead of manually entering the data into the Costpoint fields, you could copy the data from CMS directly into Costpoint.

You can also specify rules on how content properties can be modified from within Costpoint and how many links can be made for a given content type/Costpoint record. Users can perform these actions on the Linked Content Files screen, available from applications when you click Attach.