Use this screen to set up reference numbers and, if appropriate, link them to account/organization combinations. You must set up the top level of the reference structure on the Manage Reference Structures screen before you can set up any lower-level elements on this screen.
You must use this screen to:
Set up reference numbers to be used in data entry, before you can enter them on transaction screens.
Set up reference numbers to be used as alternate reporting structures, before you can use them to generate reports.
Enter the reference number that you want to set up, including the period delimiters.
Enter a name for the reference number. Costpoint displays this name on screens and reports.
Costpoint displays the level of the reference number automatically, based on the entry in Reference No and on the reference structure set up on the Manage Reference Structures screen.
Select this check box if you will use the reference number in data entry. If you do not select this check box, the reference number is used as an alternate reporting structure.
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Subtask |
Description |
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Link to Acct/Orgs |
If you intend to use the reference number as an alternate reporting structure and not for data entry, click this link to open the Link to Acct/Orgs subtask. On the subtask, you link the reference number to account/organization combinations. |