CREATE UNBILLED ANALYSIS REPORT TABLES

Use this screen to create report tables from which the Unbilled Analysis Report and Unbilled Reason Code Report can be printed. This process creates the RPT_PROJ_UNBILLED table for use in running the Unbilled Analysis Report, and the RPT_UNBILLED_RSN table for use in printing the Unbilled Reason Code Report.

Run this process after posting revenue and billing for the month, and before printing the Unbilled Analysis or Unbilled Reason Code Report.

For more information, see the "Unbilled Receivables" 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.

Selection Ranges

Project

Use these fields to select the range of projects to include in the table.

Option

Enter, or click to select, the range you want to create. Valid selections are:

The default for this field is All.

Start

Enter, or click to select, the starting project ID to include on the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending project ID to include on the report. If you select All, One, or To End in the Option field, this field is inactive.

Ending Subperiod

Use these fields to select the ending subperiod for which to run the report. Revenue and billing data are included in the table, up to and including the fiscal year, period, and subperiod entered in this group box.

Fiscal Year

Enter, or click  to select, the ending fiscal year to include in the table.

Period

Enter, or click  to select, the ending period to include in the table.

Subperiod

Enter, or click  to select, the ending subperiod to include in the table. The unnamed adjacent field will display the date after you select the subperiod.

Subsequent Billing Ending Subperiod

Use these fields to select the subsequent billing ending subperiod to include in the table. Use a fiscal year, period, and subperiod in this group box that represents the period in which the bills for the period in the Ending Subperiod group box were posted.

Fiscal Year

Enter, or click  to select, the subsequent fiscal year to include in the table.

Period

Enter, or click  to select, the subsequent period to include in the table.

Subperiod

Enter, or click  to select, the subsequent subperiod to include in the table. The unnamed adjacent field will display the date after you select the subperiod.

Options

Use this block to select the tables you would like to create.

Unbilled Analysis Report

Select this check box to create the RPT_PROJ_UNBILLED table.

Unbilled Reason Code Table

Select this check box to create the RPT_UNBILLED_RSN table.

Create Unbilled Analysis Report

Click on the toolbar to create the report table.