POST MILESTONE PERCENT COMPLETE BILLS

Use this screen to post milestone/percent complete bills. These are the bills residing in the Edit Milestone/Percent Complete Bills screen. Note that only those bills with a status of Selected are posted. Selected means the bill has been accepted for posting. After the posting process, these bills are still retained on the Manage Milestone Percent Complete Bills screen but are used only for completing future milestone bills. Any bills with a status of Unselected are retained in that screen. Posted and unposted bills can be differentiated by the presence of a company-wide invoice number that appears only on unposted records. In addition, the Current Amt Due column is zero on posted bills.

For more information, see "The Posting Process" topic.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Accounting Period

Use this group box to select the period in which you would like to post your bills.

Option

This field always displays One.

Start Fiscal Year

Enter, or click to select, the fiscal year to which the bills are posted.

Start Period

Enter, or click to select, the period to which the bills are posted.

Start Subpd

Enter, or click to select, the subperiod to which the bills are posted.

Ending Date

This non-editable field displays the ending date.

Projects

Option

Use this drop-down list to select the range of bills you want to post. Valid options are:

The default for this field is All.

Start

Enter, or click to select, the starting value for the range you want to include. If you select All or From Beginning in the Options field, this field is inactive.

End

Enter, or click to select, the ending value for the range you want to include. If you select All, One, or To End in the Options field, this field is inactive.

Customers

Option

Use this drop-down list to select the range of bills you want to post. Valid options are:

The default for this field is All.

Start

Enter, or click to select, the starting value for the range you want to include. If you select All or From Beginning in the Options field, this field is inactive.

End

Enter, or click to select, the ending value for the range you want to include. If you select All, One, or To End in the Options field, this field is inactive.

Invoice Numbers

Option

Use this drop-down list to select the range of bills you want to post. Valid options are:

The default for this field is All.

Start

Enter, or click to select, the starting value for the range you want to include. If you select All or From Beginning in the Options field, this field is inactive.

End

Enter, or click to select, the ending value for the range you want to include. If you select All, One, or To End in the Options field, this field is inactive.

Bills User Groups

Option

Use this drop-down list to select the range of bills you want to post. Valid options are:

The default for this field is All.

Start

Enter, or click to select, the starting value for the range you want to include. If you select All or From Beginning in the Options field, this field is inactive.

End

Enter, or click to select, the ending value for the range you want to include. If you select All, One, or To End in the Options field, this field is inactive.

Sort By

1st Sort

Use this drop-down box to select the order in which you want to sort the Milestone/Percent Complete Journal. Available options are:

Post Bills

Click the arrow to the right of and select Post Milestone/Percent Complete Bills to post the bills. This selection is not available until you print the journal entry.

Print/Post Bills

Click the arrow to the right of and select Print/Post Milestone/Percent Complete Bills to print the journal entry and post the bills.