ACTIVATE INSTANCE CONTROL

Use this screen to activate a series of interface instances as part of a Costpoint process.

After entering your preferences, click process.gif to start the activation process.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this group box to specify the interface instances you want to include in this process.

Instance Group

This field displays One to indicate that you can only enter one instance group. Use the field on the right to enter an instance group name for this process.

Interface

This field displays One to indicate that you can only enter one interface instance. Use the field on the right to enter, or use binoculars.gif to select the integration interface you want to use.

Instance

Use this drop-down list box to select the desired range of instances you want to include in this process. The following options are available:

Non-Contiguous Ranges

Select this check box to include multiple instance ranges. You must then specify the instances you want to include in this process using the Non-Contiguous Interface Instances subtask. When you select this check box, Costpoint automatically sets the Instance drop-down list box to All.

Options

Use this group box to specify additional options for this process.

Instance Status

Use this group box to specify instance status options.

Activate All In The Instance Group

Select this option to activate all instances included in the group.

Subtask

Subtask

Description

Non-Contiguous Interface Instances

Click this link to open the Non-Contiguous Interface Instances subtask and specify multiple interface instance ranges you want to include on this process.