PRINT STANDARD BILLS

Use this screen to print standard invoices calculated and updated in the Edit Standard Bills screen (Projects » Billing » Edit Billings). You can print invoices for selected and/or unselected bills. You can limit which bills will be printed by billing user group, billing cycle, project, and project manager.

Rates for hours-based pools print as currency amounts, rather than percentages.

You must compute bills and make your updates before printing. You can print both selected and unselected invoices. You should print invoices before posting.

Select Project

Use these options to select the range of projects for which you want to print invoices. You can print invoices for all projects initialized in the Project Billing Info screen (Projects » Billing » Billing Master or Projects » Project Setup » Revenue Setup). If you are using billing user groups and/or billing cycles, you can print invoices only for those projects that are authorized for your user group and/or billing cycle. 

Range

Use this drop-down list to select the range option of projects to be included. Valid options are:

The default for this field is All.

From

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

To

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

Noncontiguous Range

Use this field to select a noncontiguous range of projects that will print on the report.

List Mode

Select this check box to create a customized, non-contiguous, list in the list box. The list mode function is different from using a Range because you can include or exclude any projects of your choice.

Using the Range drop-down list, select one of the following options:

Enter the project in the From field and/or the To field. Click the Apply button to add this project or range of projects to the Noncontiguous Range list box. Once you have selected the list mode, any projects appearing in the From/To range will not be printed unless they have been added to the Noncontiguous Range list box with the Apply button. To remove a selection from the Noncontiguous Range list box, highlight the row and click the Remove button.

Apply

After you have selected the List Mode check box and entered a To/From project, click the Apply button to include the project (or range of projects) to be printed in the noncontiguous range.

Remove

Use this button to remove a project or a range of projects that you previously selected.

Select Billing Cycle

Use these options to select the range of billing cycles for which you want to print. Your selection of projects will be limited to those included in the range of billing cycles selected. Set up billing cycles in the Billing Cycle screen (Projects » Billing » Controls).

Range

Use this drop-down list to select the range option of billing cycles to be included. Valid options are:

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 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 field, this field will be inactive.

Select Bill Group

Use these options to select the range of user groups for which you want to print.  You are limited to user groups to which you belong. Your selection of projects will be limited to those included in the range of user groups selected.

Range

Use this drop-down list to select the range option of bill groups to be included. Valid options are:

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 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 field, this field will be inactive.

Select Project Manager

Use these options to select the range of project managers you want to print.

Range

Use this drop-down list to select the range of project managers to be included. Valid options are:

The default for this field is All.

From

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

To

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

Select Invoice

Use these options to select the range of invoices you want to print. Invoices within this range for the projects selected will be printed.

Range

Use this drop-down list to select the range option of invoices to be included. Valid options are:

The default for this field is All.

From

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

To

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

Select Billing Dates

Use this group box to select billing date ranges that will be printed on the bills.

Billing Period Start Date

Enter the starting date that will appear on the bills. This will be the starting date on all bills selected for printing unless you override the date in the Edit Standard Bills screen (Projects » Billing » Edit Billings).

Please enter the date with leading zeroes. For example:

Enter January 7, 2002 as 01/07/2002

Billing Period End Date

Enter the billing period end date to be printed on the bills. This will be the ending date on all bills selected for printing unless you override the date in the Edit Standard Bills screen (Projects » Billing » Edit Billings).

Please enter the date with leading zeroes. For example:

Enter January 7, 2002 as 01/07/2002

Billing Currency

Enter, or use to select, the three-letter code for the currency of the bills to be printed.

Select Printing

Use this group box to select the documents you wish to print.

Bills Only

Select this option to print the bills without printing the supporting schedules.

Supporting Schedules Only

Select this option to print the supporting schedules without printing the bills.

Bills and Supporting Schedules

Select this option to print both the bills and the supporting schedules.

Include Unselected Invoices

If you select this check box, invoices with a status of Unselected will be printed.

Include Detail Invoices

Select this check box to print out detail invoices, or leave it blank to print only summary invoices.  The detail invoices are identified in the Supporting Schedule Headers (Detail Bills) subtask of the Project Billing Info screen (Projects » Billing » Billing Master or Projects » Project Setup » Revenue Setup).

Print ACRN Data

Select this check box to print ACRN data and allocation amounts at the summary invoice level.  For ACRN data and allocation amounts to be eligible to print, ACRN billing information must be set up in the Maintain ACRN Bills screen (Projects » Billing » Billing Master), and the Calculate ACRN Billings screen (Projects » Billing » Calculate Billings) must have been processed.

Report Sources

The information on the bills and supporting schedules is taken from the Billing Edit Detail and the Billing Edit Invoice Header tables.

Table Information

This screen uses the following tables:

BILL_EDIT_DETL

BILL_EDIT_INVC_HDR

PROJ_BILL_ACRN

PROJ_ACRN_DETL

The information on the bills and supporting schedules is taken from the Billing Edit Detail and the Billing Edit Invoice Header tables.  The information on the Accounting Appropriation Data report is taken from the Maintain ACRN Bills tables.