Use this screen to print "project product" invoices entered in the Enter Project Product Bills screen (Projects\Transactions\Billing). You can print invoices for selected and/or unselected bills. If you are using billing groups, you can only print invoices that are part of your user group.
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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. |
Enter and save bills before printing. You can print both selected and unselected invoices. However, if you print an unselected invoice, a draft invoice line will be printed at the top of the invoice. This will go away only when the invoice is selected. You should always print 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 number of bills that are printed. You can limit the bills by currency, project, invoice number, project type, customer, customer type, or bill groups.
Billing Currency *
This non-editable field displays "One" because you can print for 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 the field that you want to use to limit the bills to be printed. You can choose project, project type, customer, customer type, or invoice number to limit your selection. You must then choose a range option and enter values in the Start and End fields.
Use this drop-down box to select the range option that you want to use the limit bills to be printed. The values that are entered in the Start and End fields will be based on the selection made in the Select field. 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 Option field, you must enter a value in this field.
If you select "All" or "From Beginning" in the Select Option 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 Option field, you must enter a value in this field.
If you select "One" or "To End" in the Select Option field, this field will be inactive.
Bill Groups
Use this drop-down box to select the range option for the bill groups that you want to print. 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 groups for the range that you want to include on the report.
If you select "One," "Range," or "To End" in the BillGroups 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.
Use the fields in this block to select the values that you want to print on the bill, to print selected and unselected invoices, and to establish how subtotals should be printed on the bill.
Use the checkboxes in this group box to select values that you want to display on the printed bill.
Select this checkbox to print the project number on the invoice.
Select this checkbox to print the project name on the invoice.
Switch Invoice and Bill Number Location
Select this checkbox to reverse the location of the invoice and bill number. Typically, the invoice number prints in the top left corner of the bill. The bill number prints in the center of the invoice header information.
Select this checkbox to print the invoice number on the invoice.
Select this checkbox to print the bill number on the invoice.
Use the checkboxes in this group box to select printing of selected and unselected bills.
Select this checkbox to print bills with a "Selected" status.
Select this checkbox to print bills with an "Unselected" status.
Use the radio buttons in this group box to select the method for printing subtotals.
All 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 Currency
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 is available only when the Billing Currency on this screen is not your company's functional currency.
All Subtotals in Both Billing and Functional Currency
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:
PROJ_PROD_INVC_HDR (Project Product Invoice Header)
PROJ_PROD_INVC_LN (Project Product Invoice Line)
