Use this tab to select a generic format or the government form 1035 format. You must set up the generic formats in the Generic Billing Formats screen before you can select them in this screen.
If you select the 1443 or 1035 formats, the system will automatically use the function code of the account to group the billable amounts on the lines of the bill. You will also have to specify the cost plus/fixed price format or the T&M format if you select the government 1035 format.
You can customize the format and the grouping of the billable costs if you select the generic billing format.
You can also select a supporting schedule format in this tab.
Select the format for the bill before you calculate bills. If you need several formats for tasks of the project, you should set up the billing level at level two or below.
You can change the format information at any time, but you must recalculate any unposted bills in order for the change in format to take effect.
What steps are required if I need to change the billing format?
Use the following steps if you need to change the billing format:
Set up any new generic billing format that is needed for this bill in the Generic Billing Formats screen (Projects\Maintain\Billing).
Select the new format in the Format Tab of the Project Billing Information screen (Projects\Maintain\Billing).
Recalculate any unposted bills in order for the change in billing format to take effect.
What should I do if I see an OTHER line on my bill after it has been computed?
A bill that displays an "OTHER" line at the top of the bill or in the Edit Standard Bills screen indicates that an account that has been charged to the project has not been properly assigned to a billing line on the generic format that has been selected.
The easiest way to solve this problem is to use the Billing Detail subtask of the Edit Standard Bills screen (Projects\Transactions\Billing) to identify the account/organization combinations that have not been properly assigned. You can then go to the Generic Billing Formats screen (Projects\Maintain\Billing) and solve the problem by assigning the missing account/organization combinations to a billing line.
Can I make any adjustments to the standard 1035 billing formats?
The only adjustments that can be made to the standard formats is information in the heading of the bill. You can use the Header tab of the Generic Billing Formats screen (Projects\Maintain\Billing) to make these adjustments.
The method for grouping billable amounts on the bill is determined by function code and account. This cannot be changed when you are using a standard 1035 format.
Use the radio buttons in this group box to select the billing format, the roll-up level, and the supporting schedule format code for this project.
Select this radio button to use one of the user-defined generic billing formats. In the blank field to the right, enter the generic billing format code that you want to use for this project. You can set up these formats in the Generic Billing Formats screen (Projects\Maintain\Billing).
Select this radio button to use the Government 1443 (progress payment) billing format.
If you select this option, you must have selected the Progress Payment Bills formula in the Billing Formula drop down box.
You will calculate these bills in the Calculate Progress Payment Bills screen (Projects\Process\Billing), edit them in the Edit Progress Payment Bills screen (Projects\Transactions\Billing), and print them in the Print Progress Payment Bills screen (Projects\Transactions\Billing).
Select this radio button to print a standard Form 1035 bill for this project. 1035 bills use function codes to determine how to group costs for billing purposes. Pools are displayed separately.
If you select this option, you must select either the Print Cost Plus or Fixed Price Format or Print Using T&M Format radio buttons displayed in the Government 1035 Format Information group box.
Use the fields in this group box to determine the level and whether the billing format is T&M or Cost Plus. Information is this group box is relevant only if you have selected the Govt 1035 Billing Format radio button.
Print Cost Plus or Fixed Price Format
Select this radio button to print a Cost Plus 1035 billing format.
This format will group the amounts on the bill according to the function code of the account. All labor will be displayed in the top section of the bill and the non-labor will be displayed by account below the labor section. The indirect amounts will be displayed by pool in the lower section of the bill along with the fee.
Select this radio button to print a T&M billing format. The hours, PLC, and PLC descriptions will be displayed at the top of the bill. The non-labor costs will be displayed in the next section and any fee will follow.
Enter the account level at which to roll up the costs for printing purposes.
Enter the supporting schedule format code, if any, for the detail supporting schedules you want to print for this project's billings. You can set up these user-defined formats in the Supporting Schedule Formats screen.
Changes to this table update the PROJ_BILL_INFO (Project Billing Information) table.