Costpoint Help

Dela Tab

Use this tab to view the results of Dela's evaluation of the invoice.

FieldDescription
Dela Review

This displays the outcome of Dela's review of the invoice. If the approval method is Recommend, possible outcomes are:

  • Dela Evaluated Review Advised: The invoice is flagged for additional review due to variations.
  • Dela Recommended: The invoice meets the approval criteria and is recommended for selection. Costpoint updates the Status field on the Billing Detail tab to UNSELECTED.

If the approval method is Enforce, possible outcomes are:

  • Dela Evaluated Manual Approval Required: Manual review and approval are required.
  • Dela Approved: The invoice meets the approval criteria and is automatically selected by Dela. Costpoint updates the Status field on the Billing Detail tab to SELECTED.
Dela Confidence Setting

This displays the confidence level entered on the Configure Billing Settings screen.

Dela Reason

This displays the explanation on Dela's evaluation result.

Dela Reviewed Date

This displays the date Dela completed the review.

Dela User ID

This displays the user who calculated the invoice.

If Dela determines the invoice matches historical billing patterns (i.e. the Dela Review field displays either Dela Recommended or Dela Approved), users assigned to the Primary Billing Analyst (PBA) and Backup Billing Analyst (BBA) roles will receive a notification email. No notification is sent for invoices flagged for manual review.

Note: Use the Manage Project Roles screen to assign users to the PBA and BBA roles.

Parent Topic:

Tabs of the Manage Project Product Bills Screen