Use this tab to format your milestone/percent complete bills. You can print up to five different columns of information on the bill. You can create customized headings for each of these columns and specify the order in which they should display. Options also exist for printing other data in the header and footer.
Use this tab before you print or post the bill.
Use the fields in this group box to select the columns to print on the bill. You can select up to six different columns of information:
Scheduled Value
Percent Complete
Amount Billable
Current Amount Due
Previous Amount Billed
Current Retainage
To print a column of information, select the corresponding checkbox. The Current Retainage checkbox is available only if you selected "LINE ITEM" in the Retainage field in the main screen.
Enter a column number from "1" to "5" for each selected column. This number designates the order, left to right, in which the columns will print. If you have selected a column to print, you must also designate a column number.
Enter up to 25 alphanumeric characters to describe the column contents.
Select this checkbox to include the scheduled value on the bill. The scheduled value is entered in the table window on the main screen.
Select this checkbox to include the percent complete on the bill. The percent complete is entered in the table window on the main screen.
Select this checkbox to include the amount billable on the bill. The amount billable is displayed in the table window on the main screen.
Select this checkbox to include the current amount due on the bill. The current amount due is displayed in the table window on the main screen.
Select this checkbox to include the previous billed amount on the bill. The previous billed amount is displayed in the table window on the main screen.
Select this checkbox to include the current retainage on the bill. The current retainage is displayed in the table window on the main screen.
Use the checkboxes in this group box to control the options for printing additional data in the heading of the invoice.
Select this checkbox to print the bill number. You can enter the bill number in the Addresses subtask.
Select this checkbox to print the statement of work. You can enter the statement of work in the Statement of Work tab.
Customer Purchase Order Number
Select this checkbox to print the customer purchase order number. You can enter the customer purchase order number in the Basic Info screen in the Project User Flow (Projects\Maintain\Project), which can be edited in the header of the main screen.
Select this checkbox to print the prime contract number. You can enter the prime contract number in the Basic Info screen in the Project User Flow (Projects\Maintain\Project).
Use the fields in this group box to select information to print in the footer section of the bill.
Select this checkbox to print the cumulative previous amount billed in the footer of the bill.
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Note: This value is the previous amount billed only for the billing lines that compose the current amount due. In other words, it does not include retainage, sales tax, or miscellaneous charges. You can view this amount in the Summary Information tab. |
Changes to this table update the MILESTONE_INVC_HDR (Milestone Invoice Header) table.
