Use this screen to print a report that displays ACRN project data and values. This screen evaluates record data in the Maintain ACRN Bills screen (Projects\Maintain\Billing).
You can click the Preview Default Report icon to print the report output to your screen, or you can click the Print Default Report icon to send the report to a printer, file, or via e-mail.
Use this screen when you need to determine whether project ACRN data has been entered correctly during initialization and/or to review ACRN allocation amounts that have been computed using the Calculate ACRN Bills application (Projects\Process\Billing).
You can print the Print ACRN Billing Edit Report at any time.
Printing before executing the Calculate ACRN Bills process (Projects\Process\Billing): the report will display 0.00 values in the Current ACRN Allocation Amounts column in that screen; however, this may be beneficial if you have initialized project data and would like to review your data entry.
Printing after executing the Calculate ACRN Bill process (Projects\Process\Billing), but before posting bills: the report will include the ACRN Funded Value, Current ACRN Allocation Amount, Total ACRN Allocation Amount, and Remaining ACRN Value. Using this report, you can determine whether the Current ACRN Allocation Amount should be edited before printing the Standard Bill. Also, the report will provide a warning if the total allocation amount (calculated by the Calculate ACRN Billings application (Projects\Process\Billing) or edited via the Maintain ACRN Bills screen (Projects\Maintain\Billing)) does not equal the invoice amount (calculated by the Calculate Bills application (Projects\Process\Billing)). An inequality between the two amounts can occur if there is not adequate funding for the calculated allocation amounts, if there are over-ceiling amounts that could not be allocated (over-ceiling amounts are not currently allocated because no account ID exists for these records), or if someone incorrectly edited allocation amounts.
Printing after executing the Calculate ACRN Bills (Projects\Process\Billing) and before posting your bills: the report will not display Current ACRN Allocation Amounts, but will provide an accurate Total ACRN Allocation Amount and Remaining ACRN Value amount, which may be useful if funds are diminishing. The Project Manager can use this report to determine whether additional funding may be required to complete the task.
This screen has one subtask, Project ACRN Non-Contiguous Ranges, where you can create a customized, non-contiguous list of projects to include in the report. This function is different from using a range because you can include or exclude any projects of your choice.
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.
Projects
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. 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 records. 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 records from the beginning of the available records to a specific record 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 records from a specific record to the end of all the available records. 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 project that will be the starting point for the report.
Enter, or use Lookup to select, the project that will be the ending point for the report.
Select this checkbox to create a customized, non-contiguous list of project to include in the report. You can include or exclude any projects of your choice. Use the Project ACRN Non-Contiguous Ranges subtask to select the projects.
Billing Groups
This option will be available only if the Assign Bills to User Groups checkbox is selected in the Billing Settings screen.
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. 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 records. 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 records from the beginning of the available records to a specific record 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 records from a specific record to the end of all the available records. 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 bill group that will be the starting point for the report.
Enter, or use Lookup to select, the bill group that will be the ending point for the report.
Use this group box to include or exclude active and inactive ACRN projects.
Select this checkbox to include ACRN projects that are active because the Active checkbox is selected in the Maintain ACRN Bills screen (Projects\Maintain\Billing).
Select this checkbox to include ACRN projects that are inactive because the Active checkbox is unselected in the Maintain ACRN Bills screen (Projects\Maintain\Billing).
Include Projects with no Current Allocation Amounts
Select this checkbox to include ACRN projects that do not have any ACRN current allocation amounts. You would select this checkbox when verifying initialized project data.
Select this checkbox to include ACRN or ACRN/Line Item data and amounts designated as “inactive” in the Active field of the Maintain ACRN Bills screen (Projects\Maintain\Billing). Leaving the checkbox unselected is beneficial because it reduces the number of rows printed on the report for a project that has several inactive ACRN or ACRN/Line Items.
Fully Allocated ACRNs/Line Items
Select this checkbox to include ACRN or ACRN/Line Item data and amounts that have a remaining ACRN value equal to 0.00, according to the Remaining ACRN Value field in the Maintain ACRN Bills screen (Projects\Maintain\Billing).
* A red asterisk denotes a required field.
If you selected the Non-Contiguous Ranges checkbox, use this subtask link to open the Project ACRN Non-Contiguous Ranges subtask, where you can create a customized, non-contiguous list of projects to include in the report. This function is different from using a range because you can include or exclude any projects of your choice.
The following are source tables whose data is evaluated when you print this report:
PROJ_BILL_ACRN (Maintain ACRN Bills)
PROJ_ACRN_DETL (Maintain ACRN Bills)
PROJ (Maintain Project Master)