Use this screen to print worksheets for retroactive bills that have been generated by the Calculate Retroactive Bills process (Projects\Process\Billing). Retroactive bill worksheets assist you in the review and edit of your retroactive bills by detailing how the bills were calculated. The system produces retroactive bills by applying revised billing rates to invoices previously submitted to the customer. The bills are calculated using revised provisional indirect rates on direct cost amounts for cost-reimbursable projects or using revised loaded labor rates on direct labor hours for loaded labor rate projects. After retroactive bills are calculated, you can edit them in the Edit Standard Bills screen (Projects\Transactions\Billing) and print them in the Print Standard Bills screen (Projects\Transactions\Billing).
This screen consists of three blocks and one subtask. You can use them as follows:
Use the Identification block to enter a parameter ID and parameter description. You can set up a parameter and then retrieve it when you need to print similar reports.
Use the Selection Ranges block to enter project ranges that limit the projects displayed on the report.
Use the Options block to select the calculation and sorting methods for the report.
Use the Project Non-Contiguous Ranges subtask to enter non-contiguous project ranges.
Print this report immediately after the Calculate Retroactive Bills process (Projects\Process\Billing). You do not have to print the report, but we recommend that you do so as part of your internal quality control procedures for retroactive billings.
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Note: The system deletes all the existing rows from the Z_BLPRBIL_RPT table each time you execute the Calculate Retroactive Bills process. You should print the worksheets each time you run the Calculate Retroactive Bills process and before you run the process for the next set of retroactive 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 projects for which you want to print retroactive bills.
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 record 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 Option field, you must enter a project number 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 project number for the range that you want to include on the report.
If you select "All," "Range," or "From Beginning" in the Option field, you must enter a project number in this field.
If you select "One" or "To End" in the Option field, this field will be inactive.
Select this checkbox if you want to select a noncontiguous range of projects to print on the report. You must complete the Project Non-Contiguous Ranges subtask if you select this checkbox.
Use the fields in this block to select calculation and sorting options for the report.
Use the radio buttons in this group box to select which type of retroactive bill you want to print.
Select this radio button to print only the projects that have been calculated using revised loaded labor rates.
Select this radio button to print only the projects that have been calculated using revised provisional indirect cost rates.
Use the radio buttons in this group box to control how the loaded labor rate information will be sorted on the bill. This group box will be unavailable if you selected the Indirect Costs calculation type.
Select this radio button to sort by billable labor category.
Select this radio button to sort by employee.
* 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.
Z_BLPRBIL_RPT
