Prompts

These are Standard Invoice with Backup prompts.

Prompt Message	Description
Company	Select one company from the list.
Primary group	Select an option to use as a primary grouping for the report: Billing Cycle Billing Group Customer Invoice Project Billing Group and Billing Cycle are optional in Costpoint. If you use these options and want to use them in your report, you must perform the following steps within Costpoint to populate the necessary data: Billing Cycle — To use Billing Cycle on the report, you must first select Use Billing Cycles check box on the Configure Billing Settings screen. Then establish the Billing Cycle in Projects > Billing > Billing Controls > Manage Billing Cycles. Then link the Billing Cycle to the project via the Manage Project Billing Information screen. Billing Groups — To use Billing Groups on the report, select the Assign Bills to User Groups check box on the Configure Billing Settings screen. Then establish the Billing Group in Projects > Billing > Billing Controls > Manage Billing User Groups. Then link the Billing User Group to the Project via the Manage Project Billing Information screen.
Print status	Select the status of bills to include on the report: Selected Unselected
Limit projects	Enter a portion of one or more IDs or billing cycles in the Keywords field to narrow the primary group you selected in the previous field. You can use the steps in entering keywords in the Keywords search fields to return the results you are looking for.
Print detail invoices	Select this option to print the individual transactions lines that make up the overall bill.
Print supporting schedules	Select this option to print supporting schedules along with the bill.