| Field | Description |
|---|
| Consolidate Printing of Phases
|
Select this option to consolidate all detail at the project level when printing the invoice (do not show labor, expense, and unit charges broken out by phase).
|
| Consolidate All Posting
|
Select this option to combine and apply all Accounts Receivable postings for the project to the specific phase or phase and task that you specify. Project, phase, and task detail will display on the invoice based on the other printing options you select from this tab (and the Task Sub-Level Terms tab, if applicable), but the actual postings to the AR ledger will be consolidated to the phase or phase/task that you select.
If you choose to consolidate posting, you must enter the phase in the
Phase to Post field and the task (if tasks exist) in the
Task to Post field.
The result of selecting this option depends on whether the project is set up with two or three levels of work breakdown structure.
-
For a two-level WBS, Vision consolidates the invoice posting or postings for the project to the phase specified in the
Phase to Post field.
-
For a three-level WBS, Vision consolidates the invoice posting or postings for the project to the phase specified in the
Phase to Post field and the task specified in the
Task to Post field.
|
| Phase To Post
|
If you select the
Consolidate All Posting option, select the phase to which Vision should post the invoice amounts.
|
| Task To Post
|
If you select the
Consolidate All Posting option, and the phase entered in the
Phase to Post field has tasks, select the task to which Vision should post invoice amounts.
If the current project does not have three levels of work breakdown structure, this field is disabled for editing.
|
| Consolidate Tax Posting
|
Select this option if you want all tax liability on an invoice posted to the phase(s) and task(s) that you specify. This option is available at the WBS1 (specify phase and task) and WBS2 (specify task) levels and follows the behavior of the
Consolidate All Posting option.
This allows for the posting of all tax liability to be controlled without affecting the posting of the other invoice components.
|
| Phase to Post
|
If you selected the
Consolidate Tax Posting option, specify the WBS2 phase level to use when consolidating the tax liability posting.
|
| Task to Post
|
If you selected the
Consolidate Tax Posting option, specify the WBS3 task level to use when consolidating the tax liability posting.
|
| Phase Terms
|
Select this option to allow billing terms to be established at the phase level, and to generate the final invoice using the terms established for the individual phases. If terms are not established for a phase, Vision uses the project’s billing terms.
This field is not available if you chose to
Consolidate Printing.
|
| Phase Rollup Grouping
|
Select the position within the phase number on which you want to rollup, or consolidate, billing detail on the invoice.
This field is not available if you chose to
Consolidate Printing.
|
| Limits by Phase
|
Select this option to enforce the upset limit billing terms for each phase. Otherwise, Vision will enforce the upset limit for the project totals.
This field is not available if you chose to
Consolidate Printing.
|
| Interest by Phase
|
Select this option to print the interest charges on the invoice by phase. Otherwise, Vision applies interest billing terms set at the project level to the whole project.
This field is not available if you chose to
Consolidate Printing.
|
| Taxes by Phase
|
Select this option to print the tax charges on the invoice by phase. Otherwise, Vision applies tax billing terms set at the project level to all phase detail.
This field is not available if you chose to
Consolidate Printing.
If
Tax when Invoiced is selected under
Retainage on the Misc tab for one or more phases, you cannot select this option unless you first select
Retainage by Phase.
|
| Retainage by Phase
|
Select this option to print the retainage amounts on the invoice by phase. Otherwise, Vision applies retainage billing terms set at the project level to all phase detail.
This field is not available if you chose to
Consolidate Printing.
|
| Consolidate Printing of Tasks
|
Select this option to consolidate any tasks for the project up to the project level, but print phase detail on the invoice, using project terms.
Selecting this option allows you to print detail at the phase level (using project-level terms) without having to set up billing terms for each individual phase simply to meet this need.
|
| Task Rollup Grouping
|
Select the position within the task number on which you want to roll up, or consolidate, billing detail on the invoice.
This field is not available if you chose to
Consolidate Printing.
|
