ASSIGN BILLING WITHHOLDING CODES

Use this screen to quickly assign withholding codes to project billing setup records when you receive notification that they are subject to withholding. It also allows you to change the withholding code when rates are increased or reduced, or when withholding is no longer required. In addition, you can specify replacement of certain existing withholding codes. You can only update projects that belong to your login company.

You can use this utility to assign a billing withholding code on the basis of:

• A project’s withholding code status (whether it already has a code assigned), and

• A range of project IDs, billing formulas, customer IDs (based on project master or billing master), billing user groups, and project types.

You can save your selections in this utility as stored parameters.  

If this process fails during execution, you can restart it.

For more information about global withholding, see Global Withholding.

Location

Select

Withholding Code to Assign

Enter, or click to select, the billing withholding code to be assigned to the selected billing projects. This utility updates the Billing Withholding Code (PROJ_BILL_INFO. BILL_WH_CD) with the value you select here for the projects that match all the selected criteria on this screen. The withholding code description displays in the field to the right.

Code Assignment Option

Assign Code to All (with or without Existing Code)

Select this option to assign the selected withholding code to all selected billing projects, whether or not they currently have an assigned withholding code. The utility also selects the Subject to Withholding check box on the Global Withholding tab of the Manage Project Billing Information screen for any project that does not already have that check box selected.

Assign Only if No Withholding Code Exists

Select this option to assign the selected withholding code only to selected billing projects which do not currently have an assigned withholding code. The utility also selects the Subject to Withholding check box on the Global Withholding tab of the Manage Project Billing Information screen for any project that does not already have that check box selected.

Assign Only if Withholding Code Exists

Select this option to assign the selected withholding code only to selected billing projects which already have an assigned withholding code.

Replace Only Specific Withholding Code(s)

Select this check box to specify particular withholding codes to be replaced. This option is enabled only if the Assign Only if Withholding Code Exists option has been selected.

Billing Projects

Include Inactive Projects

Select this check box to update inactive projects.

Use Customer from

Billing Master

Select this option to use the customer from the Billing Master (the Customers subtask of the Manage Project Billing Information screen). If a project has multiple customers, and any customer is in the selection range, the project is updated.

Project Master

Select this option to use the customer from the Project Master.

Selection Ranges

Billing Project

Use these options to select the range of billing projects to which you want to assign billing codes.

Option

Use this drop-down list to select the range of projects to be included. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

Start

Enter, or click to select, the starting project for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive. Clicking displays billing projects from the PROJ_BILL_INFO table.

End

Enter, or click to select, the ending project for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive. Clicking displays billing projects from the PROJ_BILL_INFO table.

Non-Contiguous Range

Select this check box to choose a noncontiguous range of projects. Use the Billing Project Non-Contiguous Ranges subtask to select the ranges.

Customer

Use these options to select the range of customers to which you want to assign billing codes.

If you selected the Billing Master option in the Use Customer from group box, the application selects customers from the Billing Master (the Customers subtask of the Manage Project Billing Information screen). If you selected the Project Master option in the Use Customer from group box, the application selects customers from the Project Master.

Option

Use this drop-down list to select the range of customers to be included. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

Start

Enter, or click to select, the starting customer for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive. If you selected the Billing Master option in the Use Customer from group box, clicking displays customers from the PROJ_CUST_SETUP table (the Customers subtask of the Project Billing Information screen). If you selected the Project Master option in the Use Customer from group box, clicking displays customers from the PROJ table.

End

Enter, or click to select, the ending customer for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive. If you selected the Billing Master option in the Use Customer from group box, clicking displays customers from the PROJ_CUST_SETUP table (the Customers subtask of the Manage Project Billing Information screen). If you selected the Project Master option in the Use Customer from group box, clicking displays customers from the PROJ table.

Non-Contiguous Range

Select this check box to choose a noncontiguous range of customers. Use the Customer Non-Contiguous Ranges subtask to select the ranges.

Project Type

Use these options to select the range of project types to which you want to assign billing codes.

Option

Use this drop-down list to select the range of project types to be included. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

Start

Enter, or click to select, the starting project type for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive. The project types available when you click are from the PROJ table.

End

Enter, or click to select, the ending project type for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive. The project types available when you click are from the PROJ table.

Non-Contiguous Range

Select this check box to choose a noncontiguous range of project types. Use the Project Type Non-Contiguous Ranges subtask to select the ranges.

Billing User Group

This group box is enabled only if you select the Assign Bills to User Groups check box on the Configure Billing Settings screen.

Use these options to select the range of user groups to which you want to assign billing codes.

Option

Use this drop-down list to select the range of user groups to be included. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

Start

Enter, or click to select, the starting user group for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive. The user groups available when you click are from the BILL_GRP_USERS table.

End

Enter, or click to select, the ending user group for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive. The user groups available when you click are from the BILL_GRP_USERS table.

Non-Contiguous Range

Select this check box to choose a noncontiguous range of user groups. Use the Billing User Group Non-Contiguous Ranges subtask to select the ranges.

Billing Formula

Option

Use this drop-down list to select the range of user groups to be included. Valid options are:

• All

• One

The default for this field is All.

Start

If you selected One as your Option, enter, or click to select, the billing formula. The user groups available when you click are from the BILL_FORMULA_COMP table, based on company ID.

If you selected All as your Option, this field is inactive.

Non-Contiguous Range

Select this check box to choose a noncontiguous range of user groups. Use the Billing Formula Non-Contiguous Ranges subtask to select the ranges.

WH Code to Replace

Use these options to select a range of withholding codes to replace. This group box is enabled only if Replace only Specific Withholding Codes is selected in the Code Assignment Option group box.

Option

Use this drop-down list to select the range of withholding codes to replace. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

Start

Enter, or click to select, the starting withholding code for the range you want to replace. If you select All or From Beginning in the Option field, this field is inactive. The withholding codes available when you click are from the BILL_WH_CODE table.

End

Enter, or click to select, the ending withholding code for the range you want to replace. If you select All, One, or To End in the Option field, this field is inactive. The withholding codes available when you click are from the BILL_WH_CODE table.

Subtasks