Billing Phase Grouping Dialog Box

Use this dialog box to manage phase groups for billing phases.

Location

To display the dialog box, complete the following steps:

  1. On the Vision Navigation menu, click Billing > Billing Terms.
  2. On the Billing Terms form, create or open a valid record.
  3. Click the Fees tab.
  4. Click the Phase Grouping button. The Phase Grouping button is only enabled when Percent complete by phase as fixed amount or Percent complete by phase as percent of fee is selected in the Fee Method field.

Contents

Billing Phase Grouping Grid Toolbar

Field Description
Billing Phase Grouping Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Billing Phase Grouping Grid Columns

Field Description
Phase Group Use this field to enter a title for the phase group. You can enter up to 10 alphanumeric characters for the title that will be used as an option for the Group column on the Billing Phases grid of the Fees tab.

If you select the Hide Detail check box on this dialog box, the invoice that you produce will contain a row for each phase group. Rows of phase groups on an invoice will be sorted by the title that you enter in the Phase Group field.

Name Use this field to enter the phase group name that will be shown on the invoices. The name that you enter can be up to 100 alphanumeric characters long.
Print Header Select this check box if you want the phase group name entered in the Name field to be printed on the invoice. This check box is selected by default.

When you select the Hide Detail check box on this dialog box, the Print Header field is not enabled.

Print Subtotal Select this check box to include the subtotal for a phase group on the invoice. This check box is selected by default.

When you select the Hide Detail check box on this dialog box, the Print Subtotal field is not enabled.

Hide Detail Select this check box to hide the details of each billing phase associated with a phase group when printing an invoice. Invoices that you produce will display one row per phase group. The row includes the totals for the phase group. Multiple rows of phase groups on an invoice are sorted by the phase group title that you enter in the Phase Group field on the Billing Phase Grouping dialog box.
Add Space After Select this check box to add a space after each phase group on the invoice.