Manage Project Product Bills
Use this screen to manually enter product invoices for projects.
Project product invoices can contain multiple line items. Discounts and sales tax are recorded by line as well. (Enter non-project product invoices on the Manage Customer Product Bills screen.) You can also use this screen to enter delivery-type invoices for projects that use progress payment bills. You can also use this screen free form by entering an item description quantity and unit cost. The catalog item number and revision must be left blank if you are using this screen in this manner. The Calculate Standard Bills program does not update this screen. Invoices entered in this screen do not remove billable units from Open Billing Detail, nor do amounts and units billed through this screen update billing history tables. Only A/R history and G/L Detail tables are updated with these invoice amounts.
If the Enable Project Product Bills for iRAPT check box is selected on the Configure Billing Settings screen, additional fields display on this screen. These fields are key components for the generation of a iRAPT invoice using Project Product Bills.
To enter an invoice into this screen, you must first set up projects on the Manage Project Billing Information screen. You must also set up customers on the Manage Customers screen. If you are invoicing products by CLIN, you must set up the CLIN and item for the project being invoiced. If you are invoicing by price catalog, you must set up the price catalog and item for the item being invoiced. You must assign unit prices to the items being invoiced. If sales tax is accrued on invoices, you must initialize the Sales Tax table with sales tax rates.
If discounts and shipping/handling charges are reflected on invoices, you must initialize the A/R default accounts before posting these invoices. Initialize A/R default accounts on the Configure Accounts Receivable Settings screen.
This screen has four tabs:
- Billing Detail: Use this tab to enter the customer, purchase order number, invoice number, terms, due date, and invoice date. You can also select the status of the invoice in this tab.
- Address Info: Use this tab to enter the billing and remittance address for this invoice. You must update this tab before printing or posting the invoice.
- Other Info: Use this tab to enter other, or miscellaneous, charges that you want to print and post on your project product bills. You can include up to three different other charges on a bill.
- Notes: Use this tab to enter any notes you would like to have as part of this bill.