Use this screen to print standard invoices calculated and updated in the Edit Standard Bills screen (Projects\Transactions\Billing). You can print invoices for selected and/or unselected bills, and limit which bills will be printed by billing user group, billing cycle, project, and project manager.
Rates for hours-based pools print as currency amounts, rather than percentages.
This screen consists of three blocks and one subtask. They can be used in the following manner:
Use the Identification block to enter a parameter ID and description. Using a stored parameter can expedite the printing of standard reports.
Use the Selection Ranges block to limit the bills to be printed. You can also select the billing period and the billing currency in this block.
Use the Options block to select the reports to be printed and indicate whether you want to include unselected and detail bills in the process.
Use the Project Non-Contiguous Ranges subtask to enter non-contiguous ranges of projects to be included in the process.
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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 bills and make your updates before printing. You can print both selected and unselected invoices before posting.
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 limit the range of bills that you want to print by project, billing cycle, bill group, project manager, and invoice. You can also enter billing currency and the billing period dates.
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 ProjectsOption field, you must enter a project number in this field.
If you select "All" or "From Beginning" in the ProjectsOption field, this field will be inactive.
Enter, or use Lookup to select, an ending project number for the range that you want to include in the process.
If you select "All," "Range," or "From Beginning" in the ProjectsOption field, you must enter a project number in this field.
If you select "One" or "To End" in the Projects Option field, this field will be inactive.
Select this checkbox to enter a non-contiguous range of projects that will print on the report. You must populate the table window in the Project Non-Contiguous Ranges subtask if you select this checkbox.
Billing Cycles
Use this drop-down box to select the range of billing cycles that you want to include on the report. The following options are available:
All - Select this option to include all available billing cycles. The Start and Billing Cycles 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 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 Cycles Option 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 range of bill groups that you want to include on the report. 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 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 range of project managers that you want to include on the report. 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 manager 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.
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 Managers Option field, you must enter a bill group in this field.
If you select "One" or "To End" in the Project Managers Option field, this field will be inactive.
Invoices
Use this drop-down box to select the range of invoice numbers that you want to include on the report. The following options are available:
All - Select this option to include all available invoice numbers. The Start and End fields are disabled for this option.
One - Select this option to include only one invoice number. 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 invoice numbers. 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 invoice numbers from the beginning of the available invoice numbers to a specific invoice number 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 invoice numbers from a specific invoice number to the end of all the available invoice numbers. 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 in the process.
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 Period Dates
This non-editable field displays the "Range" option. You must enter the range of dates in which transactions included on this bill fall.
Enter, or use Calendar Lookup to select, the starting date that will appear on the bills. This will be the starting date on all bills selected for printing unless you override the date in the Edit Standard Bills screen (Projects\Transactions\Billing).
Please enter the date with leading zeroes. For example:
Enter "January 7, 2002" as "01/07/2002"
Enter, or use Calendar Lookup to select, the billing period end date to be printed on the bills. This will be the ending date on all bills selected for printing unless you override the date in the Edit Standard Bills screen.
Please enter the date with leading zeroes. For example:
Enter "January 7, 2002" as "01/07/2002"
Billing Currency
Use this drop-down box to select the range of billing currencies that you want to include on the report. The following options are available:
All - Select this option to include all available billing currencies. The Start and End fields are disabled for this option.
One - Select this option to include only one billing currency. 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 currencies. 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 currencies from the beginning of the available billing currencies to a specific billing currency 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 currencies from a specific billing currency to the end of all the available billing currencies. 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 currency for the range that you want to include on the report.
If you select "One," "Range," or "To End," in the Billing Currency Option field, you must enter a billing currency in this field.
If you select "All" or "From Beginning" in the Billing Currency Option field, this field will be inactive.
Enter, or use Lookup to select, an ending billing currency for the range that you want to include in the process.
If you select "All," "Range," or "From Beginning" in the Billing Currency Option field, you must enter a billing currency in this field.
If you select "One" or "To End" in the Billing Currency Option field, this field will be inactive.
Use the fields in this block to select the reports to be printed. You can include detail and unselected invoices in the process.
Use the radio buttons in this group box to select the documents you wish to print.
Select this radio button to print the bills without printing the supporting schedules.
Select this radio button to print the supporting schedules without printing the bills.
Bills and Supporting Schedules
Select this radio button to print both the bills and the supporting schedules.
Use the checkboxes in this group box to select the type of invoices you want to print.
If you select this checkbox, invoices with a status of "Unselected" will be printed. Unselected invoices are printed with a heading of "Draft" at the top of the invoice.
Select this checkbox to print detail invoices, or leave it unchecked to print only summary invoices. The detail invoices are identified in the Supporting Schedule Headers (Detail Bills) subtask of the Project Billing Information screen (Projects\Maintain\Billing).
Select this checkbox to print ACRN data and allocation amounts at the summary invoice level. Before you can print ACRN data and allocation amounts, you must have first set up ACRN billing information in the Maintain ACRN Bills screen (Projects\Maintain\Billing), and you must have executed the Calculate ACRN Billings screen (Projects\Process\Billing).
* A red asterisk denotes a required field.
Select this link to open the Project Non-Contiguous Ranges subtask, where you can enter non-contiguous ranges of projects to be included in the process.
This screen uses the following tables:
BILL_EDIT_DETL
BILL_EDIT_INVC_HDR
PROJ_BILL_ACRN
PROJ_ACRN_DETL
The information on the bills and supporting schedules is taken from the Billing Edit Detail and the Billing Edit Invoice Header tables. The information on the Accounting Appropriation Data report is taken from the Maintain ACRN Bills tables.
