Use this screen to update the status of your standard bills or progress payment bills to either "Selected" or "Unselected" using a mass update feature.
This feature is available for standard and progress payment bills only; you must update customer product bills, milestone/percent complete, project product bills, and manual bills individually in the Enter Customer Product Bills (Projects\Transactions\Billing), Enter Milestone/Percent Complete Bills (Projects\Transactions\Billing), Enter Project Product Bills (Projects\Transactions\Billing), and Enter Manual Bills (Projects\Transactions\Billing) screens, respectively.
You can also update standard bills or progress payment bills individually in the Edit Standard Bills (Projects\Transactions\Billing) or Edit Progress Payment Bills (Projects\Transactions\Billing) screens. Options are available to update by ranges of invoices, billing groups, and billing cycles.
Use this screen whenever you need to update the status of a range of bills.
You will use this screen many times during the billing cycle. The status of the bill defines what can be done with the bill. You must update the status of the bill to "Selected" before it can be posted and before final invoices can be printed (invoices can be printed when they are unselected but only in a draft format). You must set a bill's status to "Unselected" to recalculate the bill.
You can manually update the status of an individual bill in the Edit Standard Bills or Edit Progress Payment Bills screens.
What processes can I execute if a bill is on "Selected" or "Unselected" status?
If a bill is on "Selected" status you can:
Print the bill in the Print Standard Bills or Print Progress Payment Bills screens.
Post the bill in the Post Standard Bills or Post Progress Payment Bills screen.
You cannot:
Change information on a bill that is on "Selected" status in the Edit Standard Bills or Edit Progress Payment Bills screen.
Recalculate a bill.
If a bill is on "Unselected" status you can:
Edit information on the bill.
Print draft copies of the bill.
Recalculate the bill.
You cannot print final bills or post the bill.
What types of bills can this process update?
Bills currently in the Edit Standard Bills or Edit Progress Payment Bills screens can be updated by this process.
You must select the appropriate radio buttons in the Select Bill Type group box to identify the screen that you want to update. You must manually update the status of bills in the Enter Project Product Bills, Enter Manual Bills, Enter Customer Product Bills, and Enter Milestone/Percent Complete Bills screens.
Why would I use bill groups or bill cycles in this screen?
Select the billing cycles or bill groups drop-down boxes only if you have set up billing cycles and billing groups in the Project Billing Information screen.
Use either one of these selections to limit your update of the Edit Standard Bills or Edit Progress Payment Bills screens to specific sets of bills. Use of this feature is helpful, as the Edit Standard Bills screen generally contains records that are in multiple stages of completion. Since final invoices cannot be printed or posted until the bill has been selected, it can be useful to place groups or cycles on "Selected" or "Unselected" status.
You can establish billing groups by user, bill type, customer, etc. You can then use the bill groups to calculate, edit, print, and post bills.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use the fields in this group box to select options for bill groups, billing cycles, and invoice or project selection method.
Use this drop-down box to limit the selection to invoices or projects to be updated.
Use this drop-down box to select the range option for project or invoice that you want to include in the process. The following options are available:
All - Select this option to include all available projects or invoices. The Start and End fields are disabled for this option.
One - Select this option to include only one invoice or project. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of projects or invoices. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the projects or invoices from the beginning of the available projects or invoices to a specific project or invoice in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the projects or invoices from a specific project or invoice to the end of all the available projects or invoices. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option
Enter, or use Lookup to select, a starting invoice or project number for the range that you want to include in the process. If you select "One," "Range," or "To End," in the Select By Option field, you must enter an invoice or project number in this field. If you select "All" or "From Beginning" in the Select By Option field, this field will be inactive.
Enter, or use Lookup to select, an ending invoice or project number for the range that you want to include in the process. If you select "All," "Range," or "From Beginning" in the Select By Option field, you must enter an invoice or project number in this field. If you select "One" or "To End" in the Select By Option field, this field will be inactive.
Bill Groups
Use this drop-down box to select the range option for bill groups that you want to include in the process. The following options are available:
All - Select this option to include all available bill groups. The Start and End fields are disabled for this option.
One - Select this option to include only one bill group. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of bill groups. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the bill groups from the beginning of the available bill groups to a specific bill group in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the bill groups from a specific bill group to the end of all the available bill groups. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option
Enter, or use Lookup to select, a starting bill group for the range that you want to include in the process. If you select "One," "Range," or "To End," in the Bill Groups Option field, you must enter an bill group in this field. If you select "All" or "From Beginning" in the Bill Groups Option field, this field will be inactive.
Enter, or use Lookup to select, an ending bill group for the range that you want to include in the process. If you select "All," "Range," or "From Beginning" in the Bill Groups Option field, you must enter a bill group in this field. If you select "One" or "To End" in the Bill Groups Option field, this field will be inactive.
Billing Cycles
Use this drop-down box to select the range option for billing cycles that you want to include in the process. The following options are available:
All - Select this option to include all available billing cycles. The Start and End fields are disabled for this option.
One - Select this option to include only one billing cycle. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of billing cycles. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the billing cycles from the beginning of the available billing cycles to a specific billing cycle in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the billing cycles from a specific billing cycle to the end of all the available billing cycles. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, a starting billing cycles for the range that you want to include in the process. If you select "One," "Range," or "To End," in the Billing Cycles Option field, you must enter an billing cycles in this field. If you select "All" or "From Beginning" in the Billing Cycles Option field, this field will be inactive.
Enter, or use Lookup to select, a ending billing cycles for the range that you want to include in the process. If you select "All," "Range," or "From Beginning," in the Billing Cycles Option field, you must enter an billing cycles in this field. If you select "All" or "To End" in the Billing Cycles Option field, this field will be inactive.
Use the Options block to select the billing status and the bill type.
Use the drop-down box to select the billing status to be used to updating the selected records. Options are "Selected" or "Unselected." All bills within the selected parameters will be updated with the status selected here.
Use the radio buttons in this group box to select the type of bills that you want to update.
Select this radio button to update standard bills.
Select this radio button to update only those bills that have a progress payments billing formula.
* A red asterisk denotes a required field.
Changes to this screen update the following tables:
BILL_EDIT_INVC_HDR (Bill Edit Invoice Header)
PRG_PMT_EDIT_HDR (Progress Payment Edit Header)