Other Info Tab

Use this tab to access miscellaneous billing options, such as transaction limitations based on period of performance, billing heading, billing of inventory issues, pay when paid, and transaction currency.

Warning: Changing the billing currency for a project that has previous billings results in incorrect cumulative billing figures.

Contents

Field	Description
Limit Transactions To Period of Performance	Select this checkbox if you want this project's calculated billings to exclude any transactions that are outside the period of performance. If you select this checkbox, the fiscal year and period of each transaction are evaluated for this project during automatic billing computations. Any transactions outside of the project's period of performance remain in Open Billing Detail until the period of performance is amended. You can enter the period of performance setup roles on the Manage Workflow Roles screen.
Pay When Paid	Select this checkbox if your project is subject to a Pay When Paid clause. Used with Costpoint Accounts Payable, Pay When Paid allows you to exclude vendors whose vouchers have charged the project from being paid until the customer has been billed and has paid the invoice(s) that you have selected. For more information, please see "Pay When Paid Items."
Bill Heading	Enter the billing description or Statement of Work that you want to print on the header of the bill. This field is optional and can contain a maximum of 254 characters; however, it is used for the Articles or Services section on the Form 1034. You can modify this description on the Header subtask of the Manage Standard Bills screen before printing bills.

Bill Inventory Issues As

Use the options in this group box to update Open Billing Detail with either cost or units information when posting inventory. Use this group box only if you are using Costpoint Inventory.

Field	Description
Cost	Select this option to update Open Billing Detail with the cost information when inventory is posted.
Units	Select this option to update Open Billing Detail with the units information when inventory is posted.
Account	Select this option to update Open Billing Detail with the account information when inventory is posted.
CLIN	If you have selected the Units option, you can designate the CLIN that is inserted into Open Billing Detail during the posting. If the Units option is selected, you must enter either a CLIN or a catalog. You cannot enter both a CLIN and a catalog on the same screen. is available.
Catalog	If you have selected the Units option, you can designate the pricing catalog that is inserted into Open Billing Detail during the posting. If the Units option is selected, you must enter either a CLIN or a catalog. You cannot enter both a CLIN and a catalog on the same screen. is available.
Source Project	This non-editable field displays the project that is associated with the selected CLIN. This field is not available if you selected a Catalog.

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Other Info Tab

Use this tab to access miscellaneous billing options, such as transaction limitations based on period of performance, billing heading, billing of inventory issues, pay when paid, and transaction currency.

Warning: Changing the billing currency for a project that has previous billings results in incorrect cumulative billing figures.

Contents

Field	Description
Limit Transactions To Period of Performance	Select this checkbox if you want this project's calculated billings to exclude any transactions that are outside the period of performance. If you select this checkbox, the fiscal year and period of each transaction are evaluated for this project during automatic billing computations. Any transactions outside of the project's period of performance remain in Open Billing Detail until the period of performance is amended. You can enter the period of performance setup roles on the Manage Workflow Roles screen.
Pay When Paid	Select this checkbox if your project is subject to a Pay When Paid clause. Used with Costpoint Accounts Payable, Pay When Paid allows you to exclude vendors whose vouchers have charged the project from being paid until the customer has been billed and has paid the invoice(s) that you have selected. For more information, please see "Pay When Paid Items."
Bill Heading	Enter the billing description or Statement of Work that you want to print on the header of the bill. This field is optional and can contain a maximum of 254 characters; however, it is used for the Articles or Services section on the Form 1034. You can modify this description on the Header subtask of the Manage Standard Bills screen before printing bills.

Bill Inventory Issues As

Use the options in this group box to update Open Billing Detail with either cost or units information when posting inventory. Use this group box only if you are using Costpoint Inventory.

Field	Description
Cost	Select this option to update Open Billing Detail with the cost information when inventory is posted.
Units	Select this option to update Open Billing Detail with the units information when inventory is posted.
Account	Select this option to update Open Billing Detail with the account information when inventory is posted.
CLIN	If you have selected the Units option, you can designate the CLIN that is inserted into Open Billing Detail during the posting. If the Units option is selected, you must enter either a CLIN or a catalog. You cannot enter both a CLIN and a catalog on the same screen. is available.
Catalog	If you have selected the Units option, you can designate the pricing catalog that is inserted into Open Billing Detail during the posting. If the Units option is selected, you must enter either a CLIN or a catalog. You cannot enter both a CLIN and a catalog on the same screen. is available.
Source Project	This non-editable field displays the project that is associated with the selected CLIN. This field is not available if you selected a Catalog.