Use this subtask to format your milestone/percent complete bills. You can print up to five different columns of information on the bill. You can create customized headings for each of these columns and specify the order in which they appear. Options also exist for printing various data in the header and footer.
This non-editable field displays the project ID from the main screen. The field to the right displays the project name from the main screen.
This non-editable field displays the customer ID from the main screen. The field to the right displays the customer name from the main screen.
This non-editable field displays the company-wide invoice number from the main screen.
You can select up to six different columns of information to print on the bill: Scheduled Value, Percent Complete, Amount Billable, Current Amt Due, Previous Amt Billed, and Current Retainage. To print a column of information, select the corresponding check box. The Current Retainage check box is available only if you selected LINE ITEM in the Retainage field in the main screen.
Enter a column number from 1 to 5 for each selected column. This number designates the order, left to right, in which the columns will be printed. If you have selected a column to print, you must designate a column number.
Enter up to 25 alphanumeric characters to describe the column contents.
Use this group box to control the options for printing additional data in the heading of the invoice.
Select this check box to print the bill number. You can enter the bill number in the Addresses subtask.
Select this check box to print the statement of work. You can enter the statement of work in the Statement of Work subtask.
Select this check box to print the customer purchase order number. You can enter the customer purchase order number in the Maintain Project Master screen (Projects » Project Setup » Project Master) or the Basic Info screen (Projects » Project Setup » Project Master). This PO number can be edited in the header of the main screen.
Click this check box to print the prime contract number. You can enter the prime contract number is the Maintain Project Master screen (Projects » Project Setup » Project Master) or the Basic Info screen (Projects » Project Setup » Project Master).
Use this group box to select information to be printed in the footer section of the bill.
Click this check box to print the cumulative previous amount billed in the footer of the bill. Note that this value is the previous amount billed only for the billing lines that compose the current amount due. In other words, it does not include retainage, sales tax, or miscellaneous charges. You can view this amount in the Summary Info subtask.