Use this screen to create report tables from which the Unbilled Analysis Report and Unbilled Reason Code Report can be printed. This process creates the RPT_PROJ_UNBILLED table for use in running the Unbilled Analysis Report, and the RPT_UNBILLED_RSN table for use in printing the Unbilled Reason Code Report.
Run this process after posting revenue and billing for the month, and before printing the Unbilled Analysis Report or Unbilled Reason Code Report.
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 block to select the ending subperiod, the subsequent billing ending subperiod, and the project number.
Project
Use this drop-down box to select the range of projects that you want to include in the report. The following options are available:
All - Select this option to include all available projects. The Start and End fields are disabled for this option.
One - Select this option to include only one 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. 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 from the beginning of the available projects to a specific project 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 from a specific project to the end of all the available projects. 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, the beginning project for which you want to update the report tables. The system will update tables only for projects that have a project number falling within the range entered in the Start and End fields.
Enter, or use Lookup to select, the ending project that you want to include in the range. The system will update tables only for projects that have a project number that falls within the range entered in the Start and End fields.
Ending Subperiod
Enter, or use Lookup to select, the ending fiscal year to include in the table. Revenue and billing data will be included in the table, up to and including the fiscal year, period, and subperiod entered in these fields.
Period *
Enter, or use Lookup to select, the ending period to include in the table. Revenue and billing data will be included in the table, up to and including the fiscal year, period, and subperiod entered in these fields.
Enter, or use Lookup to select, the ending subperiod to include in the table. Revenue and billing data will be included in the table, up to and including the fiscal year, period, and subperiod entered in these fields.
Subsequent Billing Ending Subperiod
Enter, or use Lookup to select, the subsequent billing ending fiscal year to include in the table. Use a fiscal year, period, and subperiod in these fields that represents the period in which the bills for the period in the Ending Subperiod fields were posted.
Period *
Enter, or use Lookup to select, the subsequent billing ending period to include in the table. Use a fiscal year, period, and subperiod in these fields that represents the period in which the bills for the period in the Ending Subperiod fields were posted.
Enter, or use Lookup to select, the subsequent billing ending subperiod to include in the table. Use a fiscal year, period, and subperiod in these fields that represents the period in which the bills for the period in the Ending Subperiod fields were posted.
Use the fields in this block to select the type of report you want to print.
Select this checkbox to create the RPT_PROJ_UNBILLED table. You can use this table to print the Unbilled Analysis Report.
Select this check box to create the RPT_UNBILLED_RSN table.
* A red asterisk denotes a required field.
This program uses data in the following tables for this process:
PROJ_SUM (Project Summary table)
PROJ_BURD_SUM (Project Burden Summary)
PROJ_BILL_HS (Project Billing History)
BILLING_SUM (Billing Summary)
UNBILLED_RSN_CD (Unbilled Reason Codes)
This process creates the following tables:
RPT_PROJ_UNBILLED (Report Project Unbilled)
RPT_UNBIILED_RSN (Report Unbilled Reason Codes)