Costpoint Online Help

Contents of the Update Vendor Credit Card Number Screen

Use the fields and options to configure the Update Vendor Credit Card Number screen.

Update Vendor Credit Card Number

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

Vendor

Field Description
(Option)

Use this drop-down list to select the range to include. Valid options are:

  • All: Select this option to include all available records (for example, all vendors). The Start and End fields are disabled for this option. This is the default.
  • One: Select this option to include only one record and then enter that record in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of records. Enter the beginning record for the range in the Start field and enter the ending record of the range in the End field.
  • From Beginning: Select this option to include a range of records that begins with the first of all the available records and ends with the record that you enter in the End field. The Start field is disabled for this option.
  • To End: Select this option to include a range of records that begins with the specific record that you enter in the Start field and ends with the last of all the available records. The End field is disabled for this option.
Start

Enter, or click to select, the starting record for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending record for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Action Menu

Field Description
Update Vendor Credit Card Number

Click drop-down list and select this option to run the update process.