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"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Configure Billing Settings

Use this screen to set up system-wide parameters for various billing functions and identify default values for many billing screens.

You can set up the structure and automatic numbering of invoices and usage documents. You can also identify several default values for the billing screens including remittance addresses, billing formats, price catalogs, payment terms, sales tax codes, and shipping methods. You can also select system-wide parameters for posting progress payment (Form 1443) invoices, cost of sales accruals, editing of PLCs, billing group usage, and treatment of AP discounts. In the Units Usage User Defined Field Labels group box, you can label the user-defined columns on the Manage Unit Usage screen.

Note: A "usage document" is a basic data entry device, similar to a timesheet, that is used to record the usage of units (for example, hours of computer time or numbers of copies used by a particular project). You create a usage document in Costpoint each time you use the Manage Unit Usage screen to add new "units used" information. This information is then posted to projects, to Costpoint Fixed Assets, and/or to service centers. The unit usage feature works with Costpoint Product Definition, where you can set up items and pricing catalogs for those items. An item is defined as a product, good, or service. For more information on using units in Costpoint, see the "Units" topic.

Set up this screen before calculating billings or entering unit usage. You can modify the information after the bills have been calculated. However, if you make modifications to the Last Company Wide Invoice No or the Last Usage Document No and Costpoint must reuse a number, you cannot save your billings or your usage documents. In general, the only time you modify the last number used is when your documents are numbered by fiscal year; for example, you change "FY01-000000" to "FY02-000000" at the start of fiscal year 2002 billings.

You can enter a default billing cycle, remittance address, billing format, price catalog, payment terms, sales tax code, and/or shipping method only after you set up each desired default item in its respective maintenance screen. If you modify the defaults or the system-wide settings after calculating bills, you must recalculate the bills to reflect the desired modifications.

Note: The UI profile you are assigned may have caused some fields to be hidden on your screen. For more information, contact your system administrator.