Field Descriptions

Table Information

 

 

Detail Levels

What can I do in this subtask?

Use this subtask to enter lower-level (or "back-up") bills, which are used to support the actual bill entered on the main screen. The amounts from these back-up bills are summarized on the actual bill. Back-up bills use the same company-wide invoice number and bill number, if used, as the actual bill. They are not separately posted or tracked on the aging reports. You cannot change any of their amounts in the Edit Standard Bills screen (Projects\Transactions\Billing); you must make changes to the actual bill. The purpose of the back-up bills is to provide billing information at a more detailed level. Within this screen, you also have the option of printing supporting schedules for the lower-level bills. Note that projects with a billing formula of "Progress Payment" do not have supporting schedules.

When should I use this subtask?

Initialize this subtask before calculating bills for the project.  You can make changes to this subtask at any time but you must recalculate the bills in order for the changes to become effective.

Field Descriptions

Detail Levels

Use the fields in this table window to list the project levels that should print a detail bill.

Project

Enter, or use Lookup to select, a valid lower-level project. Only projects levels that are lower than the billing level will be available for selection.

Project Name

This non-editable field displays the name of the selected project.

Print Supporting Schedule

Enter a "Y" (Yes) or "N" (No) to designate whether this specific lower-level bill should also generate a supporting schedule. You can print standard bills and supporting schedules from the Print Standard Bills screen.

Table Information

Changes to this screen update the PROJ_BILL_INFO (Project Billing Information) table.