Before You Run This Report

Certain tasks must be performed in Costpoint before you run the Standard Invoice with Backup report.

Perform the tasks in the following list:

• Set up project data, including any ceilings, overrides, units data, and PLC rates.

• Set up cost pools and associated provisional rates.

• Set up customer information.

• Establish remit to and bill to addresses.

• Set up generic billing formats.

• Set up supporting schedule formats.

• Set up project billing information.

• Manage ACRN bills, if the project is subject to ACRN billing requirements.

• Use Manage Open Billing Detail to edit transaction records, if necessary.

• Load labor rates, if necessary.

• Update cash basis Information, if necessary.

• Calculate billings.

• Make necessary edits in the Manage Standard Bills application.

• Calculate ACRN billings.

• Make necessary edits in the Manage ACRN Bills application.