Contents of the Manage Standard Bills Screen

Use the fields and options to configure the Manage Standard Bills screen.

Identification

Use these non-editable fields to review the project and customer information. The system populates the fields in this block when the Calculate Standard Bills process is executed and a record for this project and customer is produced. The project descriptions and customer name automatically display.  

Use this block after you run the Calculate Standard Bills process but before you print the final bills.

After you have viewed and, if necessary, edited your standard bills, you can print and post them using the Print Standard Bills and Post Standard Bills screens, respectively. You can also use the Manage Standard Bills screen to change the status of your bills. You can print your bills while they are in an Unselected or Selected Status, but only Selected bills can be posted.

Field	Description
Project	This non-editable field displays the project you are billing. Click and select the bill you want to review. You cannot add new bills in this screen; only existing bills that have been generated using the Calculate Standard Bills screen can be accessed. The non-editable field to the right displays the project description.
Customer	This non-editable field displays the customer established on the Manage Project Billing Information screen. The non-editable field to the right displays the description of the customer.

Table Window

Field	Description
Group Description	This field displays the group description of this bill line. These groups appear on the bill as separate subtotals. The groups are defined on the Manage Generic Billing Formats screen or, if a 1035 format is specified, the function code (labor, non-labor, etc.) of the account group for this project determines the group description. When establishing a T&M bill on the Manage Generic Billing Formats screen, place the Hours group before the Cost group so that the bill is formatted correctly. If you see a Group Description of Other, this indicates a design or other error and should be investigated. Highlight the line with the Group Description of Other and open the Detail subtask. This assists you in analyzing the cause of the problem. Review the accounts, orgs, pool amounts, and fees that exist on the Other line and check to see that they have been properly set up in the billing format.   Lines with a Group Description of  Withholding or Withholding Release represent the total withholding amount and the total withholding release amount for a standard bill that was calculated for the specified fiscal year, period, and subperiod for this project in both the functional and billing currencies.
Line Description	This field displays the line description of this bill line. Billing lines with the same group description comprise a group. The lines are defined on the Manage Generic Billing Formats screen or, if a 1035 format is specified, the account name determines the line description.
Retro Line Description	If you selected the Allow Consolidated Standard/Retroactive Bills check box on the Configure Billing Settings screen, this field displays the label you specified on the Labels for Print Standard Bills group box for this bill. Otherwise, this field is blank.
Line Type	This field displays the line type for this bill line. The line types determine how the costs are presented on the bill. On T&M projects, the Hours line type is used for labor while the Cost type is used for costs. On Non-T&M projects, the Cost line type is used for costs and the Units type is used for units.
Quantity	This field is used only if the Line Type is Hours or Units. If the Line Type is Hours, this field displays the number of hours by labor category by rate. If the Line Type is Units, this field displays the number of units by unit type.
Rate	This field is used only if the Line Type is Hours or Units. The amount displayed represents either per hour or per unit rate, depending on the Line Type.
Billing Currency Rate	This field displays the Hours or Units rate in the billing currency for this invoice.
Amount	This field displays the amount that is printed in the Current Amount column of the bill. For Hours and Units line types, the amount is the Quantity times the Rate. For Cost line types, this field is the total of the transaction amounts of the accounts that have been assigned this bill line. This column is in functional currency. This amount is always posted to the Billing and Accounts Receivable history tables even if the billing currency is in a currency other than functional.
Billing Currency Amount	This field displays, in the billing currency, the amount that is printed in the Current Amount column of the bill. For Hours and Units line types, the amount is the Quantity times the Billing Currency Rate. For Cost line types, this field is the total of the billing currency transaction amounts of the accounts that have been assigned this bill line.
Sales Tax	This field displays the sales tax applied to this line amount.
Billing Currency Sales Tax	This field displays, in the invoice's billing currency, the sales tax applied to this line amount.
ITD Qty	If the Line Type is Hours, this field displays the number of inception-to-date hours. If the Line Type is Units, this field is used to display the number of inception-to-date units. This field is used only if the Line Type is Hours or Units.
ITD Amount	This field displays the amount that is printed in the Cumulative Amount column of the bill. For Hours and Units line types, the amount is usually the Quantity times the Rate. For Cost line types, this field is the total of the inception-to-date transaction amounts of the accounts that have been assigned this bill line.
Billing Currency ITD Amount	This field displays the amount, in this invoice's billing currency, that is printed in the Cumulative Amount column of the bill. For Hours and Units line types, the amount is usually the Quantity times the Billing Currency Rate. For Cost line types, this field is the total of the inception-to-date billing currency transaction amounts of the accounts that have been assigned this bill line.
ITD Sales Tax	This column displays previously billed tax amounts in functional currency.
Billing Currency ITD Sales Tax	This column displays previously billed tax in billing currency.
Group No, Line No	These exposed fields are used by Costpoint web services to connect a third-party application to your Costpoint Billing tables.

Subtasks

Subtask	Description
Exchange Rates	Click this link to open the Exchange Rates subtask.
Detail	Click this link to open the Detail subtask, where you can review and edit the individual transactions lines that make up the overall bill. This subtask is very useful for analyzing transactions that make up line totals on the bill. The Customs Info subtask is available from this subtask.