How Vision Determines the Task Terms to Use When Rolling Up Task Detail on the Invoice

Vision uses a specific hierarchy to determine the task terms to use when rolling up phase detail on a project's invoices.

1. If Task Terms is not selected on the Sub-Level Terms tab at the phase level, Vision uses the phase terms. If no phase terms are defined, Vision uses the project-level terms.
2. If Task Terms is selected, Vision uses the terms of the first task in the series that it matches when generating the invoice.
3. If no task in the series has terms specified, Vision uses the phase's terms.
4. If the phase does not have terms defined, Vision uses the project-level terms.
5. If the project does not have terms specified and it is part of a billing group, Vision uses the terms for the main project.
6. If the main project of the billing group does not have terms defined, the following occurs:
   • If you are generating draft invoices, Vision 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, Vision does not print the task information on the final invoice.