Use this subtask to identify customer billing addresses and each customer's percentage of responsibility for the billing. If you have a project for which more than one customer shares the funding, enter each customer, customer name, address code, and percentage of project responsibility in the table window.
The system will produce a separate bill for each customer identified in this screen, showing each customer's percentage of the total bill computed.
If the customer displays in this screen as a result of a default from the Customer table, you must use this subtask to view the customer before saving the record.
Use this subtask before you save the Project Billing Information screen (Projects\Maintain\Billing). Even if the customer displayed is the default from the Customers screen (Accounting\Maintain\Customers), you must access this subtask before the record can be saved. Any changes to the default should be entered before the bill is calculated.
Use the table window to enter and review customer information.
Customer *
The customer for this project from the Basic Info screen in the Project User Flow (Projects\Maintain\Project) will be displayed in this editable field.
This non-editable field displays the customer name for this project from the Basic Info screen in the Project User Flow (Projects\Maintain\Project). Use the New Line button on the toolbar to enter additional customers.
This field displays the address code (based on the billing default address) for the customer entered in the Customer column.
This field displays "100%" as a default. If you add one or more customers to this table, edit this column to distribute project responsibility among the selected customers. You cannot save the main screen unless this column equals 100%. If you have a project for which more than one customer shares the funding, enter each customer's ID, address code, and percentage of project responsibility in this table window. Projects set up with a billing formula of "Progress Payment" can have only one customer.
The system will produce a separate bill for each customer identified in this screen, showing each customer's percentage of the total bill computed.
* A red asterisk denotes a required field.
Changes to this screen update the PROJ_CUST_SETUP (Project Customer Setup) screen.