Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Calculate Standard Bills

Use this screen to calculate your Costpoint billings, based on information you have set up on the Manage Project Billing Information screen.

After you have calculated billings, you can review them in the screens on the Edit Billings menu. Refer to the "Calculate Bills" topic for more information.

Calculate billings after all transactions for the period to be billed have been posted. If you are using cash basis billing, be sure to run the Update Cash Basis Information screen before you calculate billings. For system-calculated bills, you must calculate billings before you can edit, print, and post your bills.

Only bills in an Unselected status can be calculated. This application does not calculate/recalculate values for bills in other billing statuses (Selected, Reverse, Void, and Hold).

Note: Costpoint has four tables that improve the processing performance of the Compute Revenue and Calculate Standard Bills applications. You can run the Synchronize Project Performance Tables utility to add existing project data to the four tables. You must run this utility if you upload data using scripts. You may also want to run this utility at month end, before calculating revenue or standard bills, to ensure that the performance tables are in synch. See the documentation for the Synchronize Project Performance Tables utility for more information.

The tables are: Project Hierarchy (PROJ_HIERARCHY), Source Project Mapping (PROJ_SRCE_PROJ), Invoice Level Mapping (PROJ_INVC_PROJ), and Revenue Level Mapping (PROJ_REV_PROJ).

This screen has two tabs:

  • Options: Use this tab to select parameters for calculating standard bills.
  • Withholding Release: Use this tab to specify a release-of-withholding percentage to be included in the billing calculations.
Note: The UI profile you are assigned may have caused some fields to be hidden on your screen. For more information, contact your system administrator.