Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Billing Unit Hold Dialog Box

Use these fields and options to specify that all or some of the units for a units transaction be held and not billed on the current invoice.

Field Description
Project This field displays the project associated with the transaction. The project displays as a hyperlink. Click it to access more information about the project.
Phase This field displays the phase, if any, associated with the transaction.
Task This field displays the task, if any, associated with the transaction.
Unit This field displays the name and number of the unit associated with the transaction.
Unit Table This field displays the unit table associated with the transaction.
Employee This field displays if you use the Employee Realization Reporting feature and the unit is set up with the Employee-Specific Revenue check box selected (in Settings > Accounting > Units).

This field shows you the employee, if any, who is associated with the unit transaction.

To turn on the Employee Realization Reporting feature, you set Enable Employee Realization by Employee to Yes in Settings > Accounting > Labor Options.

Date This field displays the transaction date.
Show Math on Invoice If the Show Math on Bill setting is selected for a unit in Settings > Accounting > Units, this field displays a summary of the math used to calculate the billing extension for the unit transaction. The summary uses this format: Unit quantity label @ Billing rate. For example 17.0 Miles @ 0.31 indicates that the transaction has a quantity of 17 units and each unit is being billed at 31 cents.
Description This field displays the description entered for the transaction.
Quantity This field prefills with the number of units entered for the original transaction. Leave this number as is if you want to hold the entire transaction. If you want to hold only a portion of the units, enter the number of units to place on hold for the transaction.
Rate This field displays the unit's billing rate that is used to calculate the billing extension amount for the transaction. The billing rate is specified for the unit in its associated unit table in Settings > Accounting > Units.
Billing Extension This field displays the billing extension amount for the unit transaction. This is calculated by multiplying the billing rate in the Rate field times the number of units in the Quantity field. This is the amount that will be billed on the invoice.
Hold

Click this button to hold the number of units entered in the Quantity field for the transaction and not bill those units on the current invoice.

You are returned to the Units tab of the Interactive Billing form, where you see the following:

  • If you entered a portion of the units to hold, the original transaction is split in two. A new transaction displays in the Units grid with a Hold status and shows the number of units to hold and not bill on the current invoice. The original transaction with its original status displays in the grid with its number of units reduced to reflect the units being held.
  • If you did not change the prefilled number of units for the transaction, the transaction displays in the Units grid with its original number of units, and its status changed to Hold. You cannot add this transaction to the current invoice.
Cancel Click this button to return to the Units tab without holding the any of the transaction. The transaction remains in the grid on the Units tab with its original status and unit quantity.