Costpoint Help

Contents of the Create E-Invoice File Screen

Use the fields and options to configure the Create E-Invoice File screen.

Identification

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. After 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. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

FieldDescription
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

DescriptionEnter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

FieldDescription
Projects Option

Use this drop-down list to select the range of projects to be included in the process. The options available are:

  • All: The Start and End fields are disabled for this option. This is the default.
  • One: The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of projects.
  • From Beginning: The Start field is disabled for this option.
  • To End: The End field is disabled for this option.
Starting Project

Enter, or click to select, the beginning project ID that you want to be included in the process. If you select All or From Beginning in the Projects Option field, this field is disabled.

Ending Project

Enter, or click to select, the ending project ID that you want to be included in the process. If you select All, One, or To End in the Projects Option field, this field is disabled.

Non-Contiguous Ranges

Select this checkbox to choose a non-contiguous range of projects to include in the process. Use the Project Non-Contiguous Ranges subtask to select the ranges.

Billing Cycles Option

Use this drop-down list to select the range of billing cycles to be included in the process. The options available are:

  • All: The Start and End fields are disabled for this option. This is the default.
  • One: The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of projects.
  • From Beginning: The Start field is disabled for this option.
  • To End: The End field is disabled for this option.
Starting Billing Cycle

Enter, or click to select, the beginning billing cycle that you want to be included in the process. If you select All or From Beginning in the Billing Cycles Option field, this field is disabled.

Ending Billing Cycle

Enter, or click to select, the ending billing cycle that you want to be included in the process. If you select All, One, or To End in the Billing Cycles Option field, this field is disabled.

Bill Group Option

Use this drop-down list to select the range of bill groups to be included in the process. The options available are:

  • All: The Start and End fields are disabled for this option. This is the default.
  • One: The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of projects.
  • From Beginning: The Start field is disabled for this option.
  • To End: The End field is disabled for this option.
Starting Bill Group

Enter, or click to select, the beginning bill group that you want to be included in the process. If you select All or From Beginning in the Bill Group Option field, this field is disabled.

Ending Bill Group

Enter, or click to select, the ending bill group that you want to be included in the process. If you select All, One, or To End in the Bill Group Option field, this field is disabled.

Project Managers Option

Use this drop-down list to select the range of project managers to be included in the process. The options available are:

  • All: The Start and End fields are disabled for this option. This is the default.
  • One: The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of projects.
  • From Beginning: The Start field is disabled for this option.
  • To End: The End field is disabled for this option.
Starting Project Manager

Enter, or click to select, the beginning project manager that you want to be included in the process. If you select All or From Beginning in the Project Managers Option field, this field is disabled.

Ending Project Manager

Enter, or click to select, the ending project manager that you want to be included in the process. If you select All, One, or To End in the Project Managers Option field, this field is disabled.

Invoices Option

Use this drop-down list to select the range of invoices to be included in the process. The options available are:

  • All: The Start and End fields are disabled for this option. This is the default.
  • One: The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of projects.
  • From Beginning: The Start field is disabled for this option.
  • To End: The End field is disabled for this option.
Starting Invoice

Enter, or click to select, the beginning invoice ID that you want to be included in the process. If you select All or From Beginning in the Invoices Option field, this field is disabled.

Ending Invoice

Enter, or click to select, the ending invoice ID that you want to be included in the process. If you select All, One, or To End in the Invoices Option field, this field is disabled.

Country Code Option

Use this drop-down list to select the range of country codes to be included in the process. The options available are:

  • All: The Start and End fields are disabled for this option. This is the default.
  • One: The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of projects.
  • From Beginning: The Start field is disabled for this option.
  • To End: The End field is disabled for this option.
Starting Country Code

Enter, or click to select, the beginning country code that you want to be included in the process. If you select All or From Beginning in the Country Code Option field, this field is disabled.

Ending Country Code

Enter, or click to select, the ending country code that you want to be included in the process. If you select All, One, or To End in the Country Code Option field, this field is disabled.

Alternate File Location

Enter, or click to select, the location where all the individual e-invoice files will be stored. Alternate file locations are set up in the Manage Alternate File Locations screen.

Billing Currency Option

Use this drop-down list to select the range of billing currencies to be included in the process. The options available are:

  • All: The Start and End fields are disabled for this option.
  • One: The End field is disabled for this option. This is the default.
  • Range: Select this option to include a contiguous range of projects.
  • From Beginning: The Start field is disabled for this option.
  • To End: The End field is disabled for this option.
Starting Billing Currency

Enter, or click to select, the beginning billing currency that you want to be included in the process. If you select All or From Beginning in the Billing Currency Option field, this field is disabled.

Billing Currency Code

Enter, or click to select, the ending billing currency that you want to be included in the process. If you select All, One, or To End in the Billing Currency Option field, this field is disabled.

Subtask

Subtask Description
Project Non-Contiguous Ranges Click this link to open the Project Non-Contiguous Ranges subtask and specify a non-contiguous range of projects.

Table Information for the Create E-Invoice File Screen

Changes to the Create E-Invoice File screen update the E_INVC table.

Parent Topic:

Create E-Invoice File (Opt-In Available)