Use this screen to view and change progress payment bills that have been generated by the Calculate Progress Payment Bills screen (Projects\Process\Billing).
This allows you to adjust the bill before you print and post it. You can edit only existing bills created by the calculation process; you cannot enter additional rows or insert additional rows into existing bills.
The method of editing the bills depends on the type of billing line. You can edit some lines on the main screen and change others in the Line Detail subtask. You can edit billing lines in the Line Detail subtask by changing the Billing Amount, Hold Amount, or Write Off Amount of a transaction. After editing the line detail, use the recalculation process in the Line Detail subtasks. Edits made directly on the main screen are automatically incorporated into later calculations on the bill.
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Warning: Making edits to the billing amounts in this screen will cause a discrepancy between what has been billed and the costs that have been incurred. This may cause problems during an audit. There is no audit trail to record how or why a change is made in this screen. The best way to adjust billing amounts is to make adjustments to the original source journal of the transaction. |
This screen consists of one block, eight tabs, and five subtasks. They can be used in the following manner:
Use the Progress Payment Project block to review the project for which a bill has been calculated.
Use the Billing Details tab to review the customer and billing date. You can edit the invoice ID, status, and due date fields in this tab.
Use the Section 1; Box 1 tab to enter the contracting and paying office addresses.
Use the Section 1; Box 2 tab to enter the contractor address information.
Use the Section1; Box 3-8 tab to enter contract information, rates, and progress payment request information.
The Line Info 9-19 tab displays lines 9-19 of Government Form 1443. Most fields in this tab are non-editable. You can edit lines 12a, 12b, and 18.
The Line Info 20-26 tab displays lines 20-26 of Government Form 1443. Most fields in this tab are non-editable. You can edit lines 20a, 21a, 21d, 23, and 26.
Use the Line 13 Costs tab to review the calculations for Line 13. The fields in this tab are non-editable.
Use the Certification Info tab to enter rep name, rep title, officer name, and officer title.
The Line 9 Detail subtask contains a table window that displays all the cost detail to support Line 9 of Government Form 1443.
The Line 10 Detail subtask contains a table window that displays all the cost detail to support Line 10 of Government Form 1443.
The Line 14a Detail subtask contains a table window that displays all the cost detail to support Line 14a of Government Form 1443.
The Line 14b Detail subtask contains a table window that displays all the cost detail to support Line 14b of Government Form 1443.
The Line 14d Detail subtask contains a table window that displays all the cost detail to support Line 14d of Government Form 1443.
Review this screen after you have calculated progress payment bills, but before you print the final bills. Note that this screen is not required, but is recommended as part of your internal quality control procedures.
Use the field in this group box to identify the project that is being invoiced.
This non-editable field displays the project for which that progress billing was generated by the Calculate Progress Payment Bills process (Projects\Process\Billing).
This screen displays only bills that have been calculated; you cannot add records to this screen.
The unlabeled field to the right displays the project description. It is also non-editable.
Select this subtask link to open the Line 9 Detail subtask, which contains a table window that displays all the cost detail to support Line 9 of Government Form 1443.
Select this subtask link to open the Line 10 Detail subtask, which contains a table window that displays all the cost detail to support Line 10 of Government Form 1443.
Select this subtask link to open the Line 14a Detail subtask, which contains a table window that displays all the cost detail to support Line 14a of Government Form 1443.
Select this subtask link to open the Line 14b Detail subtask, which contains a table window that displays all the cost detail to support Line 14b of Government Form 1443.
Select this subtask link to open the Line 14d Detail subtask, which contains a table window that displays all the cost detail to support Line 14d of Government Form 1443.
Changes to this screen update the following tables:
PRG_PMT_EDIT_DETL (Progress Payment Edit Detail)
PRG_PMT_EDIT_HDR (Progress Payment Edit Header)
