Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Export Project Manufacturing Data Screen

Use the fields and options to configure the Export Project Manufacturing Data 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.

Export Options

Field Description
Changes Since Last Export

Select this check box to include only the record changes since the last time that the export process ran.

Charging Information

Select this check box to indicate whether or not charging information will be exported. If you select this check box, the export includes data for projects, accounts, organizations, inventory abbreviations, and PLC.

Charging and Employee Information

Select this check box to indicate whether or not charging and employee information will be exported. If you select this check box, the export includes data for projects, accounts, organizations, inventory abbreviations, PLC, Employee, Employee Leave, and Project Work Force

Map Costpoint User-Defined Labels to Shop Floor Time Employee Values

If you use SFT, then use this group box to map user-defined labels for the Shift, Shift Policy, Schedule Cycle, and Policy Group fields in SFT. You must initially set up user-defined labels in the Manage Employee User-Defined Labels screen, and then select the appropriate user-defined labels in this group box. The fields in this group box are only available if you select the Charging and Employee Information check box.

Field Description
Shift

Enter, or click to select, the user-defined label which is used to assign Shift values to SFT employees.

Shift Policy

Enter, or click to select, the user-defined label which is used to link Shift Policy values to SFT employees.

Schedule Cycle

Enter, or click to select, the user-defined label which is used to assign Schedule Cycle values to SFT employees.

Policy Group

Enter, or click to select, the user-defined label which is used to assign Policy Group values to SFT employees.

Parts and Bills of Material

Select this check box to indicate whether or not basic master data in materials will be exported. If you select this check box, the export includes data for parts, manufacturing bills of material, work centers, and operations (labor and subcontractor).

Manufacturing Order Information

Select this check box to indicate whether or not manufacturing order related information will be exported. If you select this check box, the export includes data for manufacturing orders, MO updates, MO status updates, MO issues, MO schedule updates, and MO routings.

Set released MOs to "PENDING" in Manufacturing Execution

Select this check box so that MOs with a Released status in Costpoint will be set to a PENDING status in MES. This check box applies only for exports to MES.

Set released MOs to "HOLD" in Shop Floor Time

Select this check box so that MOs with a Released status in Costpoint will be set to a HOLD status in Shop Floor Time. This check box applies only for exports to SFT.

Include Total Quantities Completed/Rejected/MRB in MO Routing Export to Shop Floor Time

Select this check box if you want to include total completed, rejected, or MRB quantities in the export process to SFT. This check box applies only for exports to SFT.

Note:

You usually include the total completed, rejected, MRB quantities in the initial download to address the partial inspections and completions done in Costpoint before exporting project manufacturing data to SFT. The fields are updated in SFT, and then the changes are sent back to Costpoint. You should avoid selecting this check box in subsequent updates to prevent overriding of data.

Suppliers and PO Inspection Information

Select this check box to indicate whether or not data related to purchase order inspections will be exported. If you select this check box, the export includes data for vendors, purchase orders, and purchase order receipts.