BILLING DETAIL HISTORY TRANSACTIONS

Use this subtask to view the individual transactions of each bill line. This allows you to see the specific source documents that were included on each bill line. Depending on the line type, different information is displayed in the table window. All information in this screen is non-editable.

You must post billings before you can view them in this subtask.

Invoice Project

These fields display the invoice project and project description from the main screen.

Group Description

This field displays the billing group description from the selected line on the Billing Detail History subtask.

Line

This field displays the line description from the selected line on the Billing Detail History subtask.

Line Type

This field displays the line type from the selected line on the Billing Detail History subtask.

Table Window

Regardless of the bill line type, transaction information is always provided for items such as account, organization, billed amount, retainage amount, over ceiling amount, and subperiod posted. Additional columns of information are also displayed for each of the different types of bill lines.

For Cost line types, information is provided for items such as vendor ID, vendor name, voucher number, A/P invoice number, journal entry number, and transaction description.

For Hours line types, information is available for items such as PLC, PLC description, billing rate, GLC, GLC description, employee name, and timesheet date.

For Units line types, information is provided for items such as CLIN, catalog, item number, revision ID, item description, sales tax, quantity, price, and usage date.

The following fields are included in this table.

"Cost" Line Type Table Window

Transaction Project

This non-editable field displays transaction project from the Billing Detail History screen.

Account

This non-editable field displays the account to which this transaction was posted.

Organization

This non-editable field displays the organization to which this transaction was posted.

Pool Number

This non-editable field displays the pool number associated with indirect amounts on this line.

Type

This non-editable field displays the pool type for this line.

Sales Tax

This non-editable field displays the tax code used for this line.

Sales Tax Amt

This non-editable field displays the tax amount for this line in the functional currency.

Billing Currency Sales Tax Amt

This non-editable field contains the tax amount for this line in the billing currency.

Billed Amount

This non-editable field displays the amount billed for this transaction in the functional currency.

Billing Currency Billed Amount

This non-editable field displays the amount billed for this transaction in the billing currency.

Discount Amount

This non-editable field displays the discount amount for this transaction.

Billing Currency Discount Amount

This non-editable field displays the discount amount for this transaction in the billing currency.

Write Off Amount

This non-editable field displays the amount of write off for this line.

Prev Billed Amount

This non-editable field displays any previously billed portion of this transaction.

Billing Currency Prev Billed Amt

This non-editable field displays any previously billed amount in the billing currency.

Retainage Amount

This non-editable field displays any retainage on the invoice in the functional currency.

Billing Currency Retainage Amount

This non-editable field displays any retainage on the invoice in the billing currency.

Over Total Ceiling Amt

This non-editable field displays any over total ceiling amounts in the functional currency.

Billing Currency Over Total Ceiling Amt

This non-editable field displays any over ceiling total amounts in the billing currency.

Over Fee Ceiling Amt

This non-editable field displays any over fee ceiling on the invoice in the functional currency.

Billing Currency Over Fee Ceiling Amt

This non-editable field displays any over fee ceiling on the invoice in the billing currency.

Over Cost Ceiling Amt

This non-editable field displays any over cost ceiling on the invoice in the functional currency.

Billing Currency Over Cost Ceiling Amt

This non-editable field displays any over cost ceiling on the invoice in the billing currency.

Source

This non-editable field displays the source of the transaction. It will be either user-entered or system-generated.

Transaction Description

This non-editable field displays the transaction description from the general ledger or, for indirect amounts, the pool description for the transaction.

Post FY Cd

This non-editable field displays the fiscal year in which the transaction was posted.

Post Pd No

This non-editable field displays the period in which the transaction was posted.

Post Sub Pd

This non-editable field displays the subperiod in which the transaction was posted.

Journal

This non-editable field displays the source journal for the transaction.

Post Seq No

This non-editable field displays the post sequence number of the transaction.

ID Type

This non-editable field displays the ID type of the transaction.

ID

This non-editable field displays the ID for the transaction.

Name

This non-editable field displays the name associated with the ID type for this transaction.

A/P Vchr No

This non-editable field displays the Accounts Payable voucher number for this transaction.

A/P Invoice No

This non-editable field displays the Accounts Payable invoice number for this transaction.

JE No

This non-editable field displays the journal entry number associated with this transaction.

Reason For Write Off

This non-editable field displays the reason for any write offs on this transaction.

Reference 1

This non-editable field displays the reference number charged with this transaction.

Reference 2

This non-editable field displays the reference number charged with this transaction.

Comments

This non-editable field displays any comments associated with this transaction.

Source Project

This non-editable field displays the source project of the transaction.

Transaction Amount

This non-editable field displays the transaction amount.

Cash Receipt Amount

This non-editable field displays the cash receipt amount.

Cash Receipt Number

This non-editable field displays the cash receipt number.

"Hours" Line Type Table Window

Transaction Project

This non-editable field displays the transaction project from the Billing Detail History subtask.

PLC

This non-editable field displays the Project Labor Category (PLC) that was used in this transaction.

PLC Description

This non-editable field displays the description associated with the PLC.

Billed Hours

This non-editable field displays the number of billed hours for this transaction.

Billing Rate

This non-editable field displays the billing rate, in functional currency, that was used on the transaction.

Billing Rate Before Discount

If you are using PLC discounts, this non-editable field displays the rate before discount in the functional currency.

Billing Currency Billing Rate

This non-editable field displays the billing rate in the billing currency.

Billing Currency Rate Before Discount

If you are using PLC discounts, this non-editable field displays the rate before discount in the billing currency.

Billed Amount

This non-editable field displays the amount that was billed in the functional currency.

Billing Currency Billed Amount

This non-editable field displays the amount billed in the billing currency.

Write Off Hours

This non-editable field displays the number of hours that were written off.

Hours Prev Billed

This non-editable field displays the hours that were previously billed.

Prev Billed Amt

This non-editable field displays the previously billed amount in the functional currency.

Billing Currency Prev Billed Amt

This non-editable field displays the previously billed amount in the billing currency.

Account

This non-editable field displays the account to which this transaction was posted.

Organization

This non-editable field displays the organization to which this transaction was posted.

Source

This non-editable field displays the source of the transaction. It will be either user-entered or system-generated.

Transaction Description

This non-editable field displays the transaction description from the general ledger or, for indirect amounts, the pool description for the transaction.

GLC

This non-editable field displays the General Labor Category that was used in the transaction.

GLC Description

This non-editable field displays the General Labor Category description used for the transaction.

Post FY Cd

This non-editable field displays the fiscal year in which the transaction was posted.

Post Pd No

This non-editable field displays the period in which the transaction was posted.

Post Sub Pd

This non-editable field displays the subperiod in which the transaction was posted.

Journal

This non-editable field displays the source journal for the transaction.

Post Seq No

This non-editable field displays the post sequence number of the transaction.

ID Type

This non-editable field displays the ID type of the transaction.

ID

This non-editable field displays the ID for the transaction.

Name

This non-editable field displays the name associated with the ID type for this transaction.

T/S Date

This non-editable field displays the timesheet date for the transaction.

A/P Vchr No

This non-editable field displays the Accounts Payable voucher number for this transaction.

A/P Invoice No

This non-editable field displays the Accounts Payable invoice number for this transaction.

JE No

This non-editable field displays the journal entry number associated with this transaction.

Reason For Write Off

This non-editable field displays the reason for any write offs on this transaction.

Reference 1

This non-editable field displays the reference number charged with this transaction.

Reference 2

This non-editable field displays the reference number charged with this transaction.

Comments

This non-editable field displays any comments associated with this transaction.

Source Project

This non-editable field displays the source project of the transaction.

Transaction Amount

This non-editable field displays the transaction amount.

Transaction Hours

This non-editable field displays the transaction hours incurred.

Cash Receipt Amount

This non-editable field displays the cash receipt amount.

Cash Receipt Number

This non-editable field displays the cash receipt number.

"Units" Line Type Table Window

Transaction Project

This non-editable field displays the transaction project from the Billing Detail History subtask.

CLIN

This non-editable field displays the CLIN number used for the transaction.

Catalog

This non-editable field displays the catalog used for the transaction.

Item Number

This non-editable field displays the item number from the catalog or CLIN that was used for the transaction.

Revision ID

This non-editable field displays the revision ID used in the transaction.

Item Description

This non-editable field displays the item description for the item in the transaction.

Sales Tax

This non-editable field displays the tax code used for this line.

Sales Tax Amt

This non-editable field displays the tax amount for this line in the functional currency.

Billing Currency Sales Tax Amt

This non-editable field contains the tax amount for this line in the billing currency.

Billed Quantity

This non-editable field displays the quantity that was billed for this line.

Unit Price

This non-editable field displays the unit price in the functional currency.

Billing Currency Unit Price

This non-editable field displays the unit price in the billing currency.

Billed Amount

This non-editable field displays the amount that was billed in the functional currency.

Billing Currency Billed Amount

This non-editable field displays the amount billed in the billing currency.

Write Off Units

This non-editable field displays the number of units that were written off for this line.

Unit Prev Billed

This non-editable field displays the units that were previously billed for this line.

Prev Billed Amt

This non-editable field displays the previously billed amount in the functional currency.

Billing Currency Prev Billed Amt

This non-editable field displays the previously billed amount in the billing currency.

Account

This non-editable field displays the account to which this transaction was posted.

Organization

This non-editable field displays the organization to which this transaction was posted.

Source

This non-editable field displays the source of the transaction. It will be either user-entered or system-generated.

Transaction Description

This non-editable field displays the transaction description from the general ledger or, for indirect amounts, the pool description for the transaction.

Post FY Cd

This non-editable field displays the fiscal year in which the transaction was posted.

Post Pd No

This non-editable field displays the period in which the transaction was posted.

Post Sub Pd

This non-editable field displays the subperiod in which the transaction was posted.

Journal

This non-editable field displays the source journal for the transaction.

Post Seq No

This non-editable field displays the post sequence number of the transaction.

Usage Date

This non-editable field displays the usage date for the line.

Reason For Write Off

This non-editable field displays the reason for any write offs on this transaction.

Reference 1

This non-editable field displays the reference number charged with this transaction.

Reference 2

This non-editable field displays the reference number charged with this transaction.

Long Item Description

This non-editable field displays the long item description from the Item Billing screen.

Comments

This non-editable field displays any comments associated with this transaction.

Source Project

This non-editable field displays the source project of the transaction.

Transaction Amount

This non-editable field displays the transaction amount.

Transaction Quantity

This non-editable field displays the transaction quantity.

Cash Receipt Amount

This non-editable field displays the cash receipt amount.

Cash Receipt Number

This non-editable field displays the cash receipt number.

Source Tables

BILL_INVC_HDR_HS

BILLING_DETL_HIST