Use this tab to determine what will be printed in the heading of the bill.
Use this tab when setting up generic formats. You can change the information in this tab at any time but all bills that have not been posted must be recalculated in order to reflect that changes made in this tab.
Use the radio buttons in this group box to select the set of contract values, if any, you want to print on the billing header.
Select this radio button to print only the contract value information on the billing header.
Select this radio button to print only the funded value information on the billing header.
Select this radio button to print both contract value and funded value information on the billing header.
Select this radio button if you do not want to print either the contract value or the funded value information on the billing header.
Use the checkboxes in this group box to select options for printing header information.
Select this checkbox to show the percentage of the value billed to date.
This percentage will be calculated in accordance with your selection in the Contract Value group box and will be based on the following:
Select Show Contract Value in the Contract Value group box if you want the percentage to be based on the contract value.
Selected Show Funded Value in the Contract Value group box if you want the percentage to be based on the funded value.
Select Show Both in the Contract Value group box if you want two percentages with one based on the contract value and one based on the funded value.
Select Show Neither in the Contract Value group box if you do not want a percentage to display.
Select this checkbox to display the total of amounts billed to date, including this billing. This checkbox controls both the printing of the Cumulative column on the bill and the Cumulative Billed to Date line in the header.
Show Individual Sales/VAT Tax Lines
Select this checkbox to print a tax line for each tax code used when the invoice was calculated. If you do not select this checkbox, all tax codes used in the calculation of the invoice will be combined and printed on one line.
You will typically select this checkbox if your invoice contains sales or VAT tax from multiple taxing authorities.
Select this checkbox to print the latest period of performance from the Enter Project Modifications screen (Projects\Transactions\Project).
Select this checkbox to print the remittance address on the billing header.
Select this checkbox to print the customer's name and billing address on the heading of the bill.
Select this checkbox to print the project number and title on the heading of the bill.
Select this checkbox to print the Prime Contract No from the Details subtask of the Basic Info screen in the Project User Flow (Projects\Maintain\Project) on the heading of the bill.
Select this checkbox to print the Subcontractor No from the Details subtask of the Basic Info screen in the Project User Flow (Projects\Maintain\Project) on the heading of the bill.
Select this checkbox to print the program manager's name on the billing header.
* A red asterisk denotes a required field.
Changes to this tab update the BILL_FRMT (Billing Format) screen.