How Vantagepoint Determines Task Terms to Use When Rolling Up Task Detail on the Invoice
Vantagepoint uses a specific hierarchy to determine the task terms to use when rolling up phase detail on a project's invoices.
- If the Task Terms option is not selected on the Sub-Level Terms tab of the Billing Terms form at the phase level, Vantagepoint uses the phase terms. If no phase terms are defined, Vantagepoint uses the project-level terms.
- If the Task Terms options is selected, Vantagepoint uses the terms of the first task in the series that it matches when generating the invoice.
- If no task in the series has terms specified, Vantagepoint uses the phase's terms.
- If the phase does not have terms defined, Vantagepoint uses the project-level terms.
- If the project does not have terms specified and it is part of a billing group, Vantagepoint uses the terms for the main project.
- If the main
project of the billing group does not have terms defined, the following occurs:
- If you are generating draft invoices, Vantagepoint 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, Vantagepoint does not print the task information on the final invoice.
Parent Topic: Phase or Task (Sub-Level) Billing Terms