Use this screen to print Progress Payment Bills using government form 1443, Contractor's Request for Progress Payment. These bills must have been calculated through the Calculate Progress Payment Bills process (Projects\Process\Billing) and must be residing in the Edit Progress Payment Bills screen (Projects\Transactions\Billing). You can print bills that have been designated as "Selected" or "Unselected." If you are using bill groups, you can print only progress payment bills that are part of your user group.
This screen is made up of three blocks and one subtask. You can use them in the following manner:
Use the Identification block to set up stored parameters for printing bills.
Use the Selection Ranges block to limit the range of bills to be printed by project, invoice number, billing cycle, bill groups, and project manager.
Use the Options block to select printing options.
Use the Project Non-Contiguous Ranges subtask to enter non-contiguous project ranges.
|
|
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 the progress payment bills and edit them, if necessary, before you print them. You must print the 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 limit the invoices to be printed. You can restrict the printing of invoices by project, invoice number, billing cycle, bill group, and project manager.
Projects *
Use this drop-down box to select the range option for projects that you want to include in the range of bills to be printed. 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 Projects Option field, you must enter a project number in this field.
If you select "All" or "From Beginning" in the Projects Option field, this field will be inactive.
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 Projects Option 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 print non-contiguous ranges of projects. You must complete the table window in the Project Non-Contiguous Ranges subtask if you select this checkbox.
Invoices *
Use this drop-down box to select the range option for invoices that you want to include in the range of bills to be printed. 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 range option for billing cycles that you want to include in the range of bills 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.
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 option for bill groups that you want to include in the range of bills 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 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 option for project managers that you want to include in the range of bills 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 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 project manager in this field.
If you select "One" or "To End" in the Project Managers Option field, this field will be inactive.
Use the fields in this block to select an invoice date and to include unselected invoices in the bills to be printed.
Use the fields in this group box to select print options.
Enter, or use Calendar Lookup to select, the invoice date that you want to print in line 8B of the Progress Payment Bills form. This date will be used only for bills that do not have an invoice date entered in the Edit Progress Payment Bills screen (Projects\Transactions\Billing).
Select this checkbox to print bills that have an "Unselected" status. You can print bills with either an "Unselected" or "Selected" status, but you can post only "Selected" bills.
"Unselected" invoices will print with a "Draft" statement at the top of the invoice.
* A red asterisk denotes a required field.
Select this link to open the Project Non-Contiguous Ranges subtask, where you can enter non-contiguous project ranges.
This screen uses the following tables:
PRG_PMT_EDIT_HDR (Progress Payment Edit Header)
PRG_PMT_EDIT_DETL (Progress Payment Edit Detail)
