CREATE UNBILLED ANALYSIS REPORT

Use this screen to create report tables from which the Unbilled Analysis Report and Unbilled Reason Code Report can be printed. This process creates the RPT_PROJ_UNBILLED table for use in running the Unbilled Analysis Report, and the RPT_UNBILLED_RSN table for use in printing the Unbilled Reason Code Report.

Run this process after posting revenue and billing for the month, and before printing the Unbilled Analysis or Unbilled Reason Code Report.

Compute For

Use this group box to select the tables you would like to create. If you select the Unbilled Analysis Report check box, the RPT_PROJ_UNBILLED will be created. If you select the Unbilled Reason Code Table check box, the RPT_UNBILLED_RSN table will be created.

Select Project

Use this group box to select the range of projects to include in the table.

Range Option

Use this drop-down list to select the range to include on this report. 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 project ID to include on the report. 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 project ID to include on the report. If you select All, One, or To End in the Range Option field, this field will be inactive.

Select Ending Subperiod

Use these drop-down lists to select the ending subperiod for which to run the report. Revenue and billing data will be included in the table, up to and including the fiscal year, period, and subperiod entered in this group box.

Fiscal Year

Use the drop-down list to select the ending fiscal year to include in the table.

Period

Use the drop-down list to select the ending period to include in the table.

Subperiod

Use the drop-down list to select the ending subperiod to include in the table. The unnamed adjacent field will display the date after you select the subperiod.

Select Subsequent Billing Ending Subperiod

Use these drop-down lists to select the subsequent billing ending subperiod to include in the table. Use a fiscal year, period, and subperiod in this group box that represents the period in which the bills for the period in the Select Ending Subperiod group box were posted.

Fiscal Year

Use the drop-down list to select the subsequent fiscal year to include in the table.

Period

Use the drop-down list to select the subsequent period to include in the table.

Subperiod

Use the drop-down list to select the subsequent subperiod to include in the table. The unnamed adjacent field will display the date after you select the subperiod.

Create Report Table

Click this icon on the toolbar to create the report table.

Table Information

This program uses data in the following tables:

PROJ_SUM (Project Summary table)

PROJ_BURD_SUM (Project Burden Summary)

PROJ_BILL_HS (Project Billing History)

BILLING_SUM (Billing Summary)

UNBILLED_RSN_CD (Unbilled Reason Codes)

This process creates the following tables:

RPT_PROJ_UNBILLED

RPT_UNBILLED_RSN