Contents of the Billing Expense by Vendor Tables Form
Use the fields and options to create and modify Billing Expense by Vendor tables.
Contents
The fields and options in this section display at the top of the form.
Field | Description |
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Rate table search | Use the field next to the form title to search for and select an existing expense by vendor table to view or edit.
Click the filter drop-down arrow
on the left side of the search field, and select one of the following search types:
For information about creating and using searches, see the Search Vantagepoint help topics. |
x of x | Use these arrow icons to scroll through the expense by vendor tables and open a different record on the form. The numbers show you which record you are viewing out of the total number of records in the search results. |
+ New Rate Table |
Click + New Rate Table to create a new expense by vendor table. |
Click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Table name records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking
to the right of the grid. This opens the List View Settings dialog box.
Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results. For information about selecting columns, see Select Columns for a Grid. For more information and instructions on how to use list view, see Use the List View. |
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After you have switched to list view, click the Switch to Detailed View icon to switch back to the detailed view of the form. Detail view is the default view that displays when you open a form for the first time; thereafter, the view that was active when you closed the application will display when you open. The detail view is the format that is described in help topics in the Help system. | |
Edit | Click this button to open all fields in the form for editing. |
Other Actions | Click this option and choose an option from the drop-down list:
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Header Information
Field | Description |
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Table Name | Enter a name for the table. The name displays in place of the table number on all drop-down lists for expense by vendor tables in Billing Terms Setup.
If the table is project- or client-specific, you may want to enter the client or project name or number. |
Table Number | Enter a number by which to identify this table. Assign sequential numbers to help identify tables quickly. |
Currency | If you use multiple currencies, select the currency to use for all employees in the table. The default is the functional currency of the active company. You can change the selection in this field unless the rate table is currently selected for a project in Billing Terms. If you try to change the currency for a table that is in use, Vantagepoint displays a prompt to indicate that you cannot change the currency. |
Properties
Field | Description |
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Organization, Principal, Project Manager, Supervisor, Code | Use these Lookup fields to associate an organization, principal, project manager, supervisor, or code with the selected expense table. Only users with record access rights have access to the selected table when entering billing terms, working on project plans, or entering project service estimates.
You can limit the tables available to a particular user with the following lookup criteria:
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Vendors Grid
Field | Description |
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Vendor | Select the vendor number to which you want to apply the multiplier amount. |
Name | Vantagepoint automatically enters the vendor name based on the vendor number. |
Multiplier | Enter the multiplier to apply to the associated vendor, using up to four decimal places. Enter 1.0 to bill the vendor at cost. |
This icon displays at the end of the row when you click or hover over a grid row. Click the icon to select one of these actions for that row:
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Filter |
Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results. |
+ Add Vendors |
Click + Add Vendors to create a new vendor entry. Choose vendors from the Consultant Name Lookup dialog box and click Select. Enter the multiplier and press Enter or click outside the row to add the new vendor entry to the Billing Expenses by Vendor table. |