Configure Autocreation Settings
You can use the optional autocreation feature in Costpoint Fixed Assets to automatically create Asset Master records by importing data from Costpoint Purchasing, Receiving, and/or Accounts Payable, thus reducing the need for duplicate data entry in Costpoint Fixed Assets.
If you are licensed for Costpoint Purchasing and Receiving, use this screen to select your preferred default options.
The data on this screen is company-specific and will be available for use only by your company of login. If you have set up multiple companies in Costpoint, you can enter data on this screen for each company only by using the separate company login for each.
You can enter, edit, view, or use data on this screen only for your login company. If you have multiple companies, you cannot view, enter, edit, or use data from this screen for any company other than your company of login.
You can use the selections on this screen (Configure Autocreation Settings) to control how data is initially captured (as a default) from Costpoint Purchasing and Receiving during autocreation. The following options are available:
- You can automatically populate the City, State/Province, Postal Code, and Country fields on the Manage Autocreation Transactions screen with data from the Ship ID in the PO Line fields on both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens in Costpoint Receiving and the Manage Autocreation Transactions screen;
- You can populate the Price field on the Manage Autocreation Transactions screen with the PO cost or with no cost (for autocreation transactions that capture data at time of receipt rather than at time of posting);
- You can populate the Short Desc field on the Manage Autocreation Transactions screen with the first 30 characters from the PO Line Desc field; and
- You can populate the Long Desc field on the Manage Autocreation Transactions screen with all data from the PO Line Desc field.