When a project's phase is opened on the Billing Terms form, and the phase is sub-divided into tasks, the Sub-Level Terms tab is enabled for editing. Use this tab to determine how to display task detail on the final invoice.
Contents
| Field | Description |
|---|
| Consolidate Printing of Tasks
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Select this option to consolidate all detail at the phase level when printing the invoice (do not show labor, expense, and unit charges broken out by task).
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| Consolidate Posting
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Select this option to combine and apply all Accounts Receivable postings for the project to the specific phase and task you specify. Project, phase, and task detail display on the invoice based on the other printing options you select from this tab and the Phase Sub-Level Terms tab, but the actual postings to the AR ledger are consolidated to the phase/task that you select.
Vision consolidates the invoice posting or postings for the phase to the phase specified in the
Phase to Post field and to the task specified in the
Task to Post field.
|
| Phase To Post
|
If you select the
Consolidate Posting option, select the phase to which Vision should post the invoice amounts.
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| Task To Post
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If you select the
Consolidate Posting option, and the phase entered in the
Phase to Post field has tasks, select the task to which Vision should post the invoice amounts.
If the current project does not have three levels of work breakdown structure, this field is disabled for editing.
|
| Task Terms
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Select this option to allow billing terms to be set up at the task level, and to generate the final invoice using the terms established for the individual tasks. If terms are not established for a task, Vision uses the phase’s billing terms. If no phase terms exist, Vision uses the project terms.
This field is not available if you chose to
Consolidate Printing.
|
| Task Rollup Grouping
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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.
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| Limits by Task
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Select this option to enforce the upset limit billing terms for each task. Otherwise, Vision will enforce the upset limit set on the Misc tab of the phase level's Billing Terms.
This field is not available if you chose to
Consolidate Printing.
|
| Interest by Task
|
Select this option to print the interest charges on the invoice by task. Otherwise, Vision uses the interest billing terms set on the Misc tab of the phase level's Billing Terms.
This field is not available if you chose to
Consolidate Printing.
|
| Taxes by Task
|
Select this option to print the sales tax charges on the invoice by task. Otherwise, Vision uses the task charge billing terms set on the Misc tab of the phase level's Billing Terms.
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 tasks, you cannot select this option for a phase unless you first select
Retainage by Task.
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| Retainage by Task
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Select this option to print the retainage amounts on the invoice by task. Otherwise, Vision applies retainage billing terms set on the Misc tab of the phase level's Billing Terms to the whole project.
This field is not available if you chose to
Consolidate Printing.
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