Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Where Default Billing Terms are Used

Default billing terms are used in many areas of Vantagepoint.

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, Vantagepoint disables options for previewing and printing invoices.
Batch Billing To use default terms when a project does not have billing terms defined, select the Use Default Terms for Draft Invoices option in the Override Billing Terms for this Invoice Creation section of the Invoice Creation tab in Billing > Batch Billing.

If this option is not selected, Vantagepoint 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:
  1. On the Reports tab of the Reporting form in My Stuff > Reporting, set the Type option to Billing.
  2. Click Unbilled Detail and Aging.
  3. In the Detail Options section of the Options tab, select the Use Reporting Default Terms option.
Revenue Generation To calculate revenue for projects that do not have billing terms defined (including fee only jobs), select the Use reporting rates for billing rate based calculations option in Accounting > Revenue Generation. Selecting this option tells Vantagepoint to use the project reporting default terms when generating revenue for regular projects. If this option is not selected, Vantagepoint does not calculate revenue based on unbilled transactions for projects that do not have defined billing terms.
Project Reporting at Billing Rates and Refresh 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 billing rates for fee only jobs.
To run project reports at billing rates, select the Rates for Reporting (Not Invoicing) option in one of two places:
  • The Labor section on the Rates tab of the Default Billing Terms form in Settings > Billing > Default Terms
  • The Labor section on the Rates tab of the Billing Terms form in Hubs > Projects > Billing Terms.
This determines how much to charge for your fee-based job. In addition, labor, expense, consultant, and unit charges will not display on the invoice.