How Deltek Determines Task Terms to Use When Rolling Up Task Detail on the Invoice

Deltek uses a specific hierarchy to determine the task terms to use when rolling up phase detail on a project's invoices.

1. If the Task Terms option is not selected on the Sub-Level Terms tab of the Billing Terms form at the phase level, Deltek uses the phase terms. If no phase terms are defined, Deltek uses the project-level terms.
2. If the Task Terms options is selected, Deltek uses the terms of the first task in the series that it matches when generating the invoice.
3. If no task in the series has terms specified, Deltek uses the phase's terms.
4. If the phase does not have terms defined, Deltek uses the project-level terms.
5. If the project does not have terms specified and it is part of a billing group, Deltek uses the terms for the main project.
6. If the main project of the billing group does not have terms defined, the following occurs:
   • If you are generating draft invoices, Deltek uses the reporting default terms when generating draft invoices, if Use default terms for draft invoices is selected on the Batch Billing form.
   • If you are generating final invoices, Deltek does not print the task information on the final invoice.