SELECT BILLS FOR POSTING

Use this screen to update the status of your standard bills to either Selected or Unselected using a mass update feature. This feature is available for standard and progress payment bills only; you must update customer product bills, milestone/percent complete and project product bills individually in the Edit Customer Product Bills, Edit Milestone/Percent Complete and Edit Project Product Bills screens, respectively (all in Projects » Billing » Edit Billings). You can also update standard bills individually in the Edit Standard Bills screen.

You can use this screen for three purposes.

1. You can mass update the status of standard bills to "Selected" before posting. Before a bill can be posted, its status must be Selected. Bills that have a status of Unselected will not be posted and will be retained in the Edit Standard Bills screen. You can update bills by project or invoice and by bill group and billing cycle.

2. You can update the status to Selected before printing final standard bills. (If your company prints draft copies of the bills for review purposes, you can print draft copies while the bills have an Unselected status. A message indicating the Unselected status will be printed at the top of each bill.)

3. You can mass update the status of the standard bills to Unselected. This is helpful if you need to re-calculate a range of bills, since the status of a bill must be "Unselected" before it can be re-calculated.

Select Invoice or Project

Use this group box to limit the invoices or projects to be updated.

Select By

Using the drop-down list, choose the method by which bills are selected. Options are Invoice or Project.

Range Option

From the drop-down list, select the appropriate option for the bills you want to update. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

From

Enter, or use to select, the starting billing cycle for the range you want to include. If you select All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending billing cycle for the range you want to include. If you select All, One, or To End in the Range Option field, this field will be inactive.

Select Bill Group

Use this group box to limit the projects to be updated by billing group.

Range Option

From the drop-down list, select the appropriate range of billing groups to update. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

From

Enter, or use to select, the starting bill group for the range you want to include. If you select All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending bill group for the range you want to include. If you select All, One, or To End in the Range Option field, this field will be inactive.

Select Billing Cycle

Use this group box to limit the projects to be updated by Billing Cycle.

Range Option

From the drop-down list, select the appropriate range of billing cycles to update. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

From

Enter, or use to select, the starting billing cycle for the range you want to include. If you select All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending billing cycle for the range you want to include. If you select All, One, or To End in the Range Option field, this field will be inactive.

Set Billing Status

Use the drop-down list to select the billing status to be used for updating the selected records. Options are Selected or Unselected. All bills within the selected parameters will be updated to the status selected here.

Select Bill Type

Use this group box to select the type of bills that you want to update.

Standard Bills

Select this option to update standard bills.

Progress Payment Bills

Select this option to update only those bills that have a progress payments billing formula.

Update

Click the Update icon on the toolbar when you are ready to update the status of the bills using the parameters you have selected.

Table Information

Changes to this screen update the following tables:

BILL_EDIT_INVC_HDR

PRG_PMT_EDIT_HDR