Costpoint Online Help

Prompts

Use the Aged Open Billing Detail prompts to configure the Aged Open Billing Detail report.

Prompt Message

Description

Company

Select a company.

Fiscal Year

Select the desired fiscal year.

Period

Select the period number.

Subperiod

Select the subperiod number.

Primary Group

Select the primary grouping for the report:

  • Account
  • Customer
  • Organization
  • Project
  • Project Manager

Secondary Group

Select a secondary sort option:

  • None
  • Account
  • Customer
  • Organization
  • Project
  • Project Manager

Date to Age By

Enter or select the date to age by.

Project Level

Select the project level at which you want the report printed. All lower levels will be rolled up for the report. Select Transaction Level to include all levels of detail.

Organization Level

Select the organization level at which you want the report printed. All lower levels will be rolled up for the report. Select Transaction Level to include all levels of detail.

Account Level

Select the account level at which you want the report printed. All lower levels will be rolled up for the report. Select Transaction Level to include all levels of detail.

Limit projects

In the Keywords field, enter a portion of one or more IDs or names to narrow the primary group you selected in the previous field.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Column 1 Aging Range

Enter a range to age by in the following three columns. You can edit the default ranges as necessary as long as date ranges do not overlap from column to column.

Defaults from 0 up to 30.

Column 2 Aging Range

Enter the column range for aging. Defaults from 31 up to 60.

Column 3 Aging Range

Enter the column range for aging. Defaults from 61 up to 90.

Column 4 Aging Range

This defaults to the last number in Column 3 aging range plus one.

Set Range

When you edit the default ranges, click Set Range to reset the first numbers in columns 2, 3, and/or 4.