Use this screen to print a summary of the bills posted for a given fiscal year, period, and subperiod. You can establish a different grouping criterion for the report, and the report will sort based on that selection. The source for all information to be printed on this report is the A/R Header History (AR_HDR_HS) table.
Use this screen any time you want to print a report of the bills posted for a given fiscal year, period, and subperiod. No special preprocessing is necessary for this 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 sorting for the report and the fiscal year, period, and subperiod that should be printed.
Use this drop-down box to designate how the grouping will be selected. Valid options are "Project," "Customer," "Customer Name," "Project Manager," "Organization," and "Invoice." The default for this field is "Project."
Use this drop-down box to select the range option for your report. The range will be based in the selection made in the drop-down box to the left. 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, a starting value for the range that you want to include in the report. If you select "One," "Range," or "To End," in the Option field, you must enter a value in this field. If you select "All" or "From Beginning" in the Option field, this field will be inactive.
Enter, or use Lookup to select, an ending value for the range that you want to include in the report. If you select "All," "Range," or "From Beginning" in the Option field, you must enter a value in this field. If you select "One" or "To End" in the Option field, this field will be inactive.
Accounting Period *
Use this drop-down box to select the range of fiscal years, periods, and subperiods that you want to include on your report. The following options are available:
All - Select this option to include all available periods. The Start and End fields are disabled for this option.
One - Select this option to include only one fiscal year, period, and subperiod. 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 fiscal years, periods, and subperiods. 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 fiscal years, periods, and subperiods from the beginning of the available periods to a specific period 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 periods from a specific period to the end of all the available periods. 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 fiscal year for the range of fiscal years that you want to include in the report. If you select "One," "Range," or "To End," in the Accounting Period Option field, you must enter a value in this field. If you select "All" or "From Beginning" in the Accounting Period Option field, this field will be inactive.
Enter, or use Lookup to select, a starting period for the range of periods that you want to include in the report. If you select "One," "Range," or "To End," in the Accounting Period Option field, you must enter a value in this field. If you select "All" or "From Beginning" in the Accounting Period Option field, this field will be inactive.
Enter, or use Lookup to select, a starting subperiod for the range of subperiods that you want to include in the report. If you select "One," "Range," or "To End," in the Accounting Period Option field, you must enter a value in this field. If you select "All" or "From Beginning" in the Accounting Period Option field, this field will be inactive.
This non-editable fields displays the ending date of the subperiod entered in the Start Subpd field.
Enter, or use Lookup to select, an ending fiscal year for the range of fiscal years that you want to include in the report. If you select "All," "Range," or "From Beginning" in the Accounting Period Option field, you must enter a value in this field. If you select "One" or "To End" in the Accounting Period Option field, this field will be inactive.
Enter, or use Lookup to select, an ending period for the range of periods that you want to include in the report. If you select "All," "Range," or "From Beginning" in the Accounting Period Option field, you must enter a value in this field. If you select "One" or "To End" in the Accounting Period Option field, this field will be inactive.
Enter, or use Lookup to select, an ending subperiod for the range of subperiods that you want to include in the report. If you select "All," "Range," or "From Beginning" in the Accounting Period Option field, you must enter a value in this field. If you select "One" or "To End" in the Accounting Period Option field, this field will be inactive.
This non-editable field displays the ending date of the subperiod entered in the Start Subpd field.
Use the checkboxes in this block to select options for subtotaling, page breaking, and sorting. You can also print the bill number on the report.
Select this checkbox to print the bill number on the report. The invoice number will always be printed on the report.
Select this checkbox to subtotal the invoice amount by the value selected in the Select By drop-down box. Leave this checkbox empty to print only a grand total on the report. This checkbox is selected by default and will not be available if you choose "Invoice" in the Select By drop-down box.
Select this checkbox to insert a page break after each subtotal. This checkbox will be available only if the Subtotal checkbox is selected. Leave this checkbox empty to omit a page break after the subtotal. This checkbox will be unavailable if you selected "Invoice" in the Select By drop-down box.
Sort by Organization Level ____ and below
Enter the highest organization level that you want printed on the report. This field is not visible unless you selected "Organization" in the Select By drop-down box.
* A red asterisk denotes a required field.
The source for the data printed on this report is the AR_HDR_HS (Accounts Receivable Header History) table.