Use this screen to print standard bills using government form 1034, Public Voucher For Purchases and Services Other Than Personal. These bills must have been calculated through the Calculate Bills process (Projects\Process\Billing) and must be residing in the Edit Standard Bills screen (Projects\Transactions\Billing). You can print any bill, regardless of type (e.g., commercial, government), on a form 1034. You can print bills that have been designated as "Selected" or "Unselected." If you are using Bill Groups, you can print only bills that are part of your user group.
Use the Project Non-Contiguous Ranges subtask to identify the type of non-contiguous range that you want to print.
|
|
Note: You can use the Print Options screen to archive a report for later viewing or printing. Select File » Print Options from the menu (you can also click the Print Options icon on the toolbar), select the Archive checkbox, and enter the appropriate parameters in the Archive group box. You can use the Archived Reports screen (Administration\Review\Archived Reports) to view or print the archived report. This is useful if you need to reprint a bill after posting. You cannot reprint bills after posting unless you archive them. |
You must compute standard bills and edit them, if necessary, before printing them. You must print bills before posting them.
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 projects, invoices, billing cycles, bill groups, and project managers for which you want to print the reports. You can also select the billing period start and end dates.
Invoice Projects *
Use this drop-down box to select the range of projects that you want to include on 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, a starting project number for the range that you want to include on the report.
If you select "One," "Range," or "To End" in the Invoice Projects Option field, you must enter a project number in this field.
If you select "All" or "From Beginning" in the Invoice Projects Option field, this field will be inactive.
|
|
Note: You must enter the invoice level of the project in this field. |
Enter, or use Lookup to select, an ending project number for the range that you want to include on the report.
If you select "All," "Range," or "From Beginning" in the Invoice Projects Option field, you must enter a project number in this field.
If you select "One" or "To End" in the Invoice Projects Option field, this field will be inactive.
|
|
Note: You must enter the invoice level of the project in this field. |
Select this checkbox to use non-contiguous ranges on the report. You must use the Project Non-Contiguous Ranges subtask to complete the information needed for this option.
Invoices *
Use this drop-down box to select the range of invoices that you want to print. The following options are available:
All - Select this option to include all available invoices. The Start and End fields are disabled for this option.
One - Select this option to include only one invoice. 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 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 invoices from the beginning of the available invoices to a specific 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 invoices from a specific invoice to the end of all the available 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 number for the range that you want to include on the report.
If you select "One," "Range," or "To End" in the Invoices Option field, you must enter a invoice number in this field.
If you select "All" or "From Beginning" in the Invoices Option field, this field will be inactive.
Enter, or use Lookup to select, an ending invoice number for the range that you want to include on the report.
If you select "All," "Range," or "From Beginning" in the Invoices Option field, you must enter a invoice number in this field.
If you select "One" or "To End" in the Invoices Option field, this field will be inactive.
Billing Cycles *
Use this drop-down box to select the billing cycles that you want to include in the range to be printed. 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.
|
|
Note: You assign Billing Cycles in the Controls tab of the Project Billing Information screen (Projects\Maintain\Billing). |
Enter, or use Lookup to select, a starting billing cycle for the range that you want to include on the report.
If you select "One," "Range," or "To End" in the Billing Cycles Option field, you must enter a billing cycle in this field.
If you select "All" or "From Beginning" in the Billing CyclesOption field, this field will be inactive.
Enter, or use Lookup to select, an ending billing cycle for the range that you want to include on the report.
If you select "All," "Range," or "From Beginning" in the Billing Cycles Option field, you must enter a billing cycle in this field.
If you select "One" or "To End" in the Billing Cycles Option field, this field will be inactive.
Bill Groups *
Use this drop-down box to select the bill groups that you want to include in the range to be printed. 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 groups. 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.
|
|
Note: You assign Billing Groups in the Controls tab of the Project Billing Information screen (Projects\Maintain\Billing). |
Enter, or use Lookup to select, a starting bill group for the range that you want to include on the report.
If you select "One," "Range," or "To End," in the Bill Groups Option field, you must enter a 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 on the report.
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.
Project Managers *
Use this drop-down box to select the project managers that you want to include in the range to be printed. The following options are available:
All - Select this option to include all available project managers. The Start and End fields are disabled for this option.
One - Select this option to include only one project manager. 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 project managers. 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 project managers from the beginning of the available project managers to a specific project managers 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 project managers from a specific project manager to the end of all the available project managers. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
|
|
Note: You assign Project Managers in the Details tab of the Project User Flow (Projects\Maintain\Project). |
Enter, or use Lookup to select, a starting project manager for the range that you want to include on the report.
If you select "One," "Range," or "To End," in the Project Managers Option field, you must enter a project manager in this field.
If you select "All" or "From Beginning" in the Project Managers Option field, this field will be inactive.
Enter, or use Lookup to select, an ending project manager for the range that you want to include on the report.
If you select "All," "Range," or "From Beginning" in the Project ManagersOption field, you must enter a invoice number in this field.
If you select "One" or "To End" in the Project ManagersOption field, this field will be inactive.
Billing Period Start Date
Enter the billing period start date that you want printed on the bills. The date in the From field in the Billing Period group box in the Edit Standard Bills screen (Projects\Transactions\Billing) will automatically display in this field.
Enter, or use Calendar Lookup to select, the billing period ending date for this bill.
Use the fields in this block to select options to print unselected invoices and to sort by bill format code.
Select this checkbox to print "Unselected" invoices. Please note that all "Unselected" invoices will be printed with a heading indicating that they are draft invoices.
Select this checkbox to sort the forms by bill format code, then invoice ID, then project ID.
* A red asterisk denotes a required field.
Select this link to open the Project Non-Contiguous Ranges subtask, where you can identify the type of non-contiguous range that you want to print.
Information for this report is contained in the following tables:
BILL_EDIT_INVC_HDR (Bill Edit Invoice Header)
BILL_EDIT_DETL (Bill Edit Detail)
PRG_PMT_EDIT_HDR (Progress Payment Edit Header)
PRG_PMT_EDIT_DETL (Progress Payment Edit Detail)
