PRINT RETROACTIVE BILLING WORKSHEET

Use this screen to print worksheets for retroactive bills that have been generated by the Calculate Retroactive Bills process. Retroactive bill worksheets assist you in the review and modification of your retroactive bills by detailing how the bills were calculated. Costpoint produces retroactive bills by applying revised billing rates to invoices previously submitted to the customer. The bills are calculated using revised provisional indirect rates on direct cost amounts for cost-reimbursable projects or using revised loaded labor rates on direct labor hours for loaded labor rate projects. After retroactive bills are calculated, you can modify them on the Manage Standard Bills screen and print them on the Print Standard Bills screen.

Print this report immediately after the Calculate Retroactive Bills process. You do not have to print the report, but we recommend that you do so as part of your internal quality control procedures for retroactive billings.

Each time you execute the Calculate Retroactive Bills screen, Costpoint deletes any existing rows from the table storing the retroactive bill worksheets. After calculating your retroactive bills, print the worksheets that you have calculated before you execute the Calculate Retroactive Bills process again. This procedure applies even if you are calculating a retroactive bill for a project that is different from an existing worksheet.

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

Projects

Option

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

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.

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.

Non-Contiguous Ranges

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.

Options

Select Calculation Type

Loaded Labor Rates

Select this option to print only the projects that have been calculated using revised loaded labor rates.

Indirect Costs

Select this option to print only the projects that have been calculated using revised provisional indirect cost rates.

Group By

Use this group box to control how the loaded labor rate information is sorted on the bill. This group box is unavailable if the Indirect Costs calculation type is selected.