Use this subtask to identify customer billing addresses and each customer's percentage of responsibility for the billing. If you have a project for which more than one customer shares the funding, enter each customer, customer name, address code, and percentage of project responsibility in the table window.
Costpoint will produce a separate bill for each customer identified in this screen, showing each customer's percentage of the total bill computed.
If the customer displays in this screen as a result of a default from the Customer table, you must use this subtask to view the customer before saving the record.
This non-editable field displays the project from the main screen. The field to the right displays the project description.
The customer for this project from the Basic Info screen (Projects » Project Setup » Project Master) will be displayed in this editable column. Use the New Line icon on the toolbar to enter additional customers.
This non-editable field displays the customer name for this project from the Basic Info screen (Projects » Project Setup » Project Master). Use the New Line icon on the toolbar to enter additional customers.
This column displays the address code (based on the billing default address) for the customer entered in the Customer column.
This column displays 100% as a default. If you add one or more customers to this table, edit this column to distribute project responsibility among the selected customers. You cannot save the main screen unless this column equals 100%. If you have a project for which more than one customer shares the funding, enter each customer's ID, address code, and percentage of project responsibility in this table window. Projects set up with a billing formula of Progress Payment can have only one customer.
Costpoint will produce a separate bill for each customer identified in this screen, showing each customer's percentage of the total bill computed.