Where Default Billing Terms are Used
Default billing terms are used in many areas of Deltek.
Application or Feature | Description |
---|---|
Interactive Billing | Default billing terms are not used. You cannot view invoices for projects without defining terms for individual projects. If you select a project that does not have billing terms defined, you can view labor, expense, and unit transaction cost amounts. However, Deltek disables all preview and print invoice command options. |
Batch Billing | Select the
Use default terms for draft invoices option on the Main tab of Batch Billing to use default terms when a
project does not have billing terms defined.
If this option is not selected, Deltek does not print invoices for projects that do not have billing terms defined. Final invoices do not use default terms for projects without defined billing terms. |
Unbilled Detail and Aging Report | To generate this report using reporting default terms, select Use Reporting Default Terms on the Options tab. | in the desktop application, click in the Options column for the report, and select
Revenue Generation (for calculating WIP @ Billing) | To calculate revenue for projects that do not have billing terms defined (including fee only jobs), select the Use project reporting default terms for WIP @ Billing calculations option in . Selecting this option tells Deltek to use the project default terms when generating revenue for regular projects. If this option is not selected, Deltek does not calculate revenue for projects that do not have defined billing terms. |
Project Reporting at Billing Rates and Refresh Project Billing Extensions Utility | Reporting default terms are used by default when you generate reports at billing rates, or when you refresh project billing extensions for projects that do not have billing terms defined. These terms can also be used to calculate fees for fee only jobs. Select the Use for Project Reporting and Revenue Generation, but not for Invoices option on the Labor, and/or Expenses/Units tab to run project reports at billing rates to determine how much to charge for your fee-based job, and the labor, expenses, or unit charges will not display on the invoice. |