Use this screen to print standard invoices calculated and updated on the Manage Standard Bills screen. You can print invoices for selected and/or unselected bills. You can limit which bills are printed by billing user group, billing cycle, project, and project manager.
Rates for hours-based pools print as currency amounts, rather than percentages.
You must compute bills and make your updates before printing. You can print both selected and unselected invoices. You should print invoices before posting.
), select the Archive check box, and enter the appropriate parameters in the Archive group box. You can use the Print Archived Reports screen to view or print the archived report. This is useful if you need to reprint a bill after posting. You cannot reprint bills after posting unless you archive them.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.
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.
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Use these options to select the range of projects for which you want to print invoices. You can print invoices for all projects initialized on the Manage Project Billing Information screen. If you are using billing user groups and/or billing cycles, you can print invoices only for those projects that are authorized for your user group and/or billing cycle.
Use this drop-down list to select the range option of projects to be included. Valid options are:
All
One
Range
From Beginning
To End
The default for this field is All.
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.
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.
Select this check box to choose a noncontiguous range of projects to print on the report. Use the Project Non-Contiguous Ranges subtask to select the ranges.
Use these options to select the range of billing cycles for which you want to print. Your selection of projects is limited to those included in the range of billing cycles selected. Set up billing cycles on the Manage Billing Cycles screen.
Use this drop-down list to select the range option of billing cycles to be included. Valid options are:
All
One
Range
From Beginning
To End
The default for this field is All.
Enter, or click to select, the starting billing cycle for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.
Enter, or click to select, the ending billing cycle for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.
Use these options to select the range of user groups for which you want to print. You are limited to user groups to which you belong. Your selection of projects is limited to those included in the range of user groups selected.
Use this drop-down list to select the range option of bill groups to be included. Valid options are:
All
One
Range
From Beginning
To End
The default for this field is All.
Enter, or click to select, the starting bill group for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.
Enter, or click to select, the ending bill group for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.
Use these options to select the range of project managers you want to print.
Use this drop-down list to select the range of project managers to be included. Valid options are:
All
One
Range
From Beginning
To End
The default for this field is All.
Enter, or click to select, the starting project manager for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.
Enter, or click to select, the ending project manager for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.
Use these options to select the range of invoices you want to print. Invoices within this range for the projects selected are printed.
Use this drop-down list to select the range option of invoices to be included. Valid options are:
All
One
Range
From Beginning
To End
The default for this field is All.
Enter, or click to select, the starting invoice for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.
Enter, or click to select, the ending invoice for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.
Use this group box to select the billing date ranges that are printed on the bills.
This field always displays Range.
Enter the starting date to be printed on the bills. This is the starting date on all bills selected for printing unless you override the date on the Manage Standard Bills screen.
Enter the date with leading zeroes. For example, enter January 7, 2002 as 01/07/2002.
Enter the billing period end date to be printed on the bills. This is the ending date on all bills selected for printing. If specified, Costpoint uses the end date on this screen instead of the end date on the Manage Standard Bills screen, which is populated by Calculate Standard Bills.
Enter the date with leading zeroes. For example, enter January 7, 2002 as 01/07/2002.
Use this drop-down list to select the range option of currencies to be included in the bills. Valid options are:
All
One
Range
From Beginning
To End
The default for this field is All.
Enter, or click to select, the starting invoice for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.
Enter, or click to select, the ending invoice for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.
Use this group box to select the documents you wish to print.
Select this option to print the bills without printing the supporting schedules.
Select this option to print the supporting schedules without printing the bills.
Select this option to print both the bills and the supporting schedules.
If you select this check box, invoices with a status of Unselected are printed.
Select this check box to print ACRN data and allocation amounts at the summary invoice level. For ACRN data and allocation amounts to be eligible to print, ACRN billing information must be set up on the Manage ACRN Bills screen, and the Calculate ACRN Bills screen must have been processed.
Select this check box to print out detail invoices, or leave it blank to print only summary invoices. The detail invoices are identified on the Detail Levels subtask of the Manage Project Billing Information screen.
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Subtask |
Description |
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Project Non-Contiguous Ranges |
If you selected the Non-Contiguous Ranges check box, use the Project Non-Contiguous Ranges subtask to select a noncontiguous range of projects. |