Use the fields and options to refresh billing extensions.
Toolbar Options
| Field | Description |
|---|
| Run
|
After entering data on the form, click this option to run the Refresh Billing Extensions process immediately.
Deltek displays a message when the process is completed.
|
 Schedule
|
After entering data on the form, click this option to schedule the Refresh Billing Extensions process to run at a later time, based on options that you specify on the Schedule dialog box.
|
Fields
| Field | Description |
|---|
| Saved Options
|
From the drop-down list, select a set of options to use for this Refresh Billing Extensions session. Click the Global Options or Personal Options folder to expand options, and click the set that you want to use.
If no one in your enterprise has saved options, these folders will be empty.
|
| Organize
|
Click this option to display the Organize Options dialog box, where you can save all current settings, such as the accounting period range, to use for future Refresh Billing Extensions processes .
To establish a set of global options as the default, select
Use as default options on the Organize Options dialog box.
|
| Default
|
Click this option to restore the default Refresh Billing Extensions options.
|
| Select Specific
Projects
|
To select
projects for the Refresh Billing Extensions process, click
Search and select
projects. The default is
All Projects.
|
| Range of accounting periods
|
Enter a beginning and ending date to determine the range of periods for which to refresh billing extensions.
You can leave the first field blank, in which case
Deltek will refresh billing extensions for all transactions since the beginning of transaction history.
You must, however, enter a date in the ending period field.
Deltek ignores the range of accounting periods entered here if you schedule the Refresh Billing Extensions process to run at a later time and you choose the
Always run in the Current period option or the
Always run in the Prior period option on the Options tab of the Schedule dialog box.
|
| Unbilled transactions only
|
Select this option if you want to refresh the billing extensions for only those transactions that have not yet been billed. These are the transactions with a status of Bill (to be billed), Hold, Delete, or Write-off.
|
| Include
labor adjustments
|
Select this option to update all labor adjustment (LA) transactions.
|
| Include interactive billing modifications
|
Select this option to update extension amounts for transactions entered or modified through Interactive Billing. Selecting this option updates the BIED (Billing Expense Detail) and BILD (Billing Labor Detail) tables. The Refresh Billing Extensions process recalculates the billing extension amount in all types of transactions in these tables.
Although information for billing extensions in the BIED and BILD tables is not used in
Deltek, this information can be useful for custom reports.
|
| Include historical transactions
|
Select this option to update all
Project Labor History (HL) and
Project Expense History (HE) transactions.
|
