Use this tab to determine how much detail is printed on the hours-based portion of a bill, and how that information is sorted, summarized, and subtotaled. Think of the Detail Information group box as defining the rows down the side of the bill, and the Column Information group box as defining the columns across the page. (As you will see, this is not a perfect analogy, but it may help you visualize all the details of this subtask.) Use the Primary Sort and Secondary Sort group boxes to determine how the detail information rows are sorted and how certain values are subtotaled.
Complete this tab, if applicable, when you set up a generic billing format with hours-based lines. Complete this tab before you calculate bills.
Use the checkboxes in the Detail Information group box to determine whether each type of data is printed on summary lines or detail lines.
Select this checkbox to print the labor category code on the bill.
Select this checkbox to print the name of the labor category on the bill. If you select both this and the Show Labor Category checkbox, the labor category code and name will both print on the same line of the bill.
Select this checkbox to print the current hourly billing rate for each labor category on the bill. The rate will print on the same line as the labor category to which it applies.
Select this checkbox to print the name of the employee (or A/P vendor) who charged hours to the project on the bill.
Select this checkbox to print the timesheet date under the employee or vendor name on the bill. This option will be available only if you select the Show Employee Vendor Name checkbox.
Select this checkbox to print the comments from the timesheet under the timesheet date on the bill. This option will be available only if you select the Show Timesheet Date checkbox.
Use the checkboxes in this group box to select the columns that will print on the bill. Subtotals will print in each column for hours and/or amounts, based on your selections in the Detail Information group box.
Select this checkbox to print the total hours billed to date on the invoice. Cumulative hours will be grouped by the selections made in the Detail Information group box.
Show Current Period Hours Billable
Select this checkbox to print the currently billable hours on the invoice.
Use the radio buttons in this group box to determine the order in which the lines defined in the Detail Information group box are printed and subtotaled. For example, if you elected to print the labor category name and sort on the labor category name, the program will print only the labor category name subtotal lines with their summary information.
Select this radio button to use the labor category name as your primary sort.
Select this radio button to use the labor category code as your primary sort.
Select this radio button to use the employee vendor name as your primary sort.
Select this radio button to use the billing rate as your primary sort.
Use the radio buttons in this group box to select an additional sort of the data to be presented. If you do not want additional sorting to occur, select the same sort as the primary sort.
Select this radio button to use the labor category name as your secondary sort.
Select this radio button to use the labor category code as your secondary sort.
Select this radio button to use the employee vendor name as your secondary sort.
Select this radio button to use the billing rate as your secondary sort.
* A red asterisk denotes a required field.
Changes to this screen update the BILL_FRMT (Billing Format) table.