UPDATE BILLING TABLES BILL LABOR CATEGORY DESCRIPTION

This utility updates the Billing Labor Category Description (bill_lab_cat_desc) in source projects and transaction projects that  populate Open Billing Detail (OPEN_BILLING_DETL). The process reviews the T&M Rate Order (TM_RT_ORDER) table to determine the Source Project ID (srce_proj_id) and then replaces the Billing Labor Category in Open Billing Detail. 

You should generally run toolkits only when instructed to do so, either by user bulletins, installation instructions, or manuals, or by Costpoint General or Technical Support.

Location

Selection Ranges

Projects

Use this group box to limit the projects that need to be updated.

Option

Use the drop-down list to select the range of projects to be updated. Options are:

• All — Select this option to process all projects that meet the transaction posting criteria.

• Range — Select this option to process a range of projects as specified in the Start and End fields. 

• One — Select this option to process a project as specified in the Start field. 

Start, End

After selecting the Range or One option in the Option drop-down list, enter, or click to select, the beginning (Start) and ending (End) project.

Options

Select Tables

Use this group box to select which tables you would like to update.

Open Billing Detail

Select this check box to update the Open Billing Detail table for new labor category descriptions. Select this check box if you think that some unbilled transactions are linked to incorrect descriptions.

Billing History

Select this check box to update the Closed Billing Detail and Billing History tables. Selecting this check box updates records that were already billed.

Execute

Click to start the utility.