Use this screen to print your milestone/percent complete bills. Note that these are the unposted bills currently residing in the Enter Milestone/Percent Complete Bills screen (Projects\Transactions\Billing). As noted in the documentation for Enter Milestone/Percent Complete Bills, the billed history for each project is retained in that screen. You can print posted and unposted milestone/percent complete bills, since they both reside in the Enter Milestone/Percent Complete Bills screen. However, posted bills will not contain a company-wide invoice number, and the Current Amt Due field will be zero for these bills.
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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. |
Use this screen after you have edited the bills in the Enter Milestone/Percent Complete Bills screen (Projects\Transactions\Billing) and before you have posted the bills.
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 bills to be printed by billing currency, billing group, and billing cycle.
Billing Currency *
This non-editable field displays "One" because you can print only one billing currency at a time.
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.
Select
Use this drop-down box to select project, customer, or invoice for your report. The selection that is made in this field will determine what should be entered in the Start and End fields. 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 on the report.
If you select "One," "Range," or "To End" in the Select field, you must enter a value in this field.
If you select "All" or "From Beginning" in the Select field, this field will be inactive.
Enter, or use Lookup to select, an ending value for the range that you want to include on the report.
If you select "All," "Range," or "From Beginning" in the Select field, you must enter a value in this field.
If you select "One" or "To End" in the Select field, this field will be inactive.
Billing Cycles *
Use this drop-down box to select the range of billing cycles for your report. 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 cycles. 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 records 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.
Billing Groups *
Use this drop-down box to select the range of billing groups for your report. The following options are available:
All - Select this option to include all available billing groups. The Start and End fields are disabled for this option.
One - Select this option to include only one billing 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 billing 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 billing groups from the beginning of the available billing groups to a specific billing 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 records from a specific billing group to the end of all the available billing 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 billing group for the range that you want to include on the report.
If you select "One," "Range," or "To End" in the Billing Groups Option field, you must enter a billing group in this field.
If you select "All" or "From Beginning" in the Billing Groups Option field, this field will be inactive.
Enter, or use Lookup to select, an ending billing group for the range that you want to include on the report.
If you select "All," "Range," or "From Beginning" in the Billing Groups Option field, you must enter a billing group in this field.
If you select "One" or "To End" in the Billing Groups Option field, this field will be inactive.
Use the fields in this block to select options for printing.
Use the checkboxes in this group box to include selected and unselected bills for printing.
Select this checkbox to print bills with a status of "Selected." A status of "Selected" indicates that this invoice is selected for posting when invoices are posted. Unselected invoices are not posted.
Select this checkbox to print bills with a status of "Unselected." If "Unselected" bills are printed, a line will print across the top of the bill indicating that the bill is a draft. You must select the bill in order to eliminate this line.
Use the radio buttons in this group box to select options for printing.
Subtotals in Billing Currency Only
Select this radio button to print invoices in only the billing currency. This is the default setting.
Tax Subtotals in Both Billing and Functional Currencies
Select this radio button to print invoices in the billing currency, but with the sales/value added tax subtotals in both the billing and functional currencies. This selection will be available only when the Billing Currency on this screen is not your company's functional currency.
All Billing Subtotals in Both Billing and Functional Currencies
Select this radio button to print all invoice subtotals in both the billing and functional currencies. This selection is available only when the Billing Currency on this screen is not your company's functional currency.
* A red asterisk denotes a required field.
This screen uses the following tables:
MILESTONE_INVC_HDR (Milestone Invoice Header)
MILESTONE_INVC_LN (Milestone Invoice Line)
