Costpoint Online Help

Contents of the Export Work Centers Screen

Use the fields and options to configure the Export Work Centers screen.

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, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
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 on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on 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 on 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 this group box to define the selection criteria for the work centers that will be included in the process. If you select Select New/Changed Work Centers in the Selection Options field, the Options fields in this group box will default to All.

Work Center

Field Description
Options

From the drop-down list, select the range option for selecting work centers to include in the export process. Valid options are:

  • All: Select this option to include all work centers in the process.
  • One: Select this option to include only one work center in the process. Enter the work center in the Start field.
  • Range: Select this option to include a range of work centers. Enter the beginning value in the Start field and the ending value in the End field.
  • From Beginning: Select this option include range of work centers starting with the first work center record up to the work center you enter in the End field.
  • To End: Select this option include range of work centers starting with the work center you enter in the Start field up to the last work center record.
Start

If your Options selection is One, enter, or to select, the individual work center to include in the process. If your Option selection is Range or To End, enter, or click to select, the beginning work center.

End

If your Options selection is From Beginning or Range, enter, or to select, the ending work center.

Work Center Organization

Field Description
Options

From the drop-down list, select the range option for selecting work centers by organization. Valid options are:

  • All: Select this option to include all work center organizations in the process.
  • One: Select this option to include only one work center organization in the process. Enter the work center organization in the Start field.
  • Range: Select this option to include a range of work center organizations. Enter the beginning value in the Start field and the ending value in the End field.
  • From Beginning: Select this option include range of work centers organizations starting with the first work center organization record up to the work center organization you enter in the End field.
  • To End: Select this option include range of work center organizations starting with the work center organization you enter in the Start field up to the last work center organization record.
Start

If your Options selection is One, enter, or to select, the individual work center organization to include in the process. If your Option selection is Range or To End, enter, or click to select, the beginning work center organization.

End

If your Options selection is From Beginning or Range, enter, or to select, the ending work center organization.

Work Center Type

Field Description
Options

From the drop-down list, select the range option for selecting work centers by type. Valid options are:

  • All: Select this option to include all work center types in the process.
  • One: Select this option to include only one work center type in the process. Enter the work center type in the Start field.
  • Range: Select this option to include a range of work center types. Enter the beginning value in the Start field and the ending value in the End field.
  • From Beginning: Select this option include range of work centers types starting with the first work center type record up to the work center type you enter in the End field.
  • To End: Select this option include range of work center types starting with the work center type you enter in the Start field up to the last work center type record.
Start

If your Options selection is One, enter, or to select, the individual work center type to include in the process. If your Option selection is Range or To End, enter, or click to select, the beginning work center type.

End

If your Options selection is From Beginning or Range, enter, or to select, the ending work center type.

Options

Field Description
Selection Options

From the drop-down list, select whether to manually specify manufacturing orders or include all manufacturing orders with changes since the last time the process was ran. Valid options are:

  • Manually Select Work Centers
  • Select New/Changed Work Centers
Update Last Download Time/Date

Select this check box to update the Last Down Date/Time value. The time will be used as the reference for future exports using New/Changed Work Centers.

Last Download Time/Date

This field displays the date and time of the last export process.

Generate

Use this group box to specify the location and name of the export file.

Field Description
File Location

Enter the location of the file you are exporting. There are two ways to do this:

  • In the File Location field, enter, or click to select, the alternate file location where you want to store the export file. Alternate file locations are set up on the Manage Alternate File Locations screen.
  • Leave the File Location field blank. When you execute this application, the export file is saved to the Costpoint database. Use the Export Files application to retrieve it and save it to a location on the network.
File Name

Enter, or click to select, the name of the export file when it is saved.

Overwrite File

Select this option to overwrite any existing export file.