Printing Outstanding Accounts Receivable on Invoices
You can print outstanding accounts receivable amounts on your invoices.
The outstanding accounts receivable amounts print in different locations on the invoice depending on whether you are generating the invoice for the project as a whole, for each individual phase, for each individual task, or for a billing group.
To print outstanding accounts receivable for: | Select this option on the AR & BTD tab of the Billing Terms form |
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Entire project | Select the
Project AR option, at the
project level of billing terms.
Deltek displays a list of outstanding accounts receivable at the project level only. This information appears in a section called Outstanding Invoices. |
Each phase, with breakout at phase level | Select the
Phase AR option, at the
project level of billing terms.
Deltek displays accounts receivable broken out at the phase level, regardless of whether you have tasks, in a section called Outstanding Invoices. This option is available only if the project is set up with at least two levels of work breakdown structure. This option is not available if you chose to Consolidate Printing of Phases on the Sub-Level Terms tab. |
Each phase, with breakout at task level | Select the
AR
Phase Totals option at the
project level of billing terms.
Deltek displays accounts receivable sub-totals under phase-level headings, calculating totals for each phase by adding the total accounts receivable amounts for each phases's tasks. Deltek displays an Outstanding Invoices section for each phase that has detail at the task level, adding the total of all task detail to the appropriate phase's Outstanding Invoices section. This option is available only if the project is set up with three levels of work breakdown structure. This option is not available if you chose to Consolidate Printing of Phases or Consolidate Printing by Task. |
Each task | Select the
AR Breakout option at the
project level of billing terms.
Deltek displays accounts receivable at the lowest level of the current project's work breakdown structure for a project with three WBS levels. For example, if a project has three phases and phases 1 and 2 have two tasks, but phase 3 has no tasks, Deltek shows detail at the task level for phases 1 and 2, and shows detail at the phase level for phase 3. Deltek displays phase and task detail in the Outstanding Invoices section. This option is available only if the project is set up with three levels of work breakdown structure. This option is not available if you chose to Consolidate Printing of Phases or Consolidate Printing by Task. |
A billing group or each project in a billing group | Select Group or Project in the Print AR by field on the Billing Groups form. Deltek displays the Outstanding Invoices section for the entire billing group or for each project in the billing group. |