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Contents of the Calculate Progress Payment Bills Screen

Use the fields and options to configure the Calculate Progress Payment Bills screen.

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, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
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 on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on 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 on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this block to limit the progress payment bills that are calculated.

Subperiod

Use these fields to select the fiscal year, period, and subperiod. All transactions in Open Billing Detail up to and including the fiscal year, period, and subperiod entered here are included in the calculation of progress payment billings.

Field Description
Option

This field always displays One.

Fiscal Year

Enter, or click to select, the fiscal year for which you want to calculate billings.

Period

Enter, or click to select, the period for which you want to calculate billings.

Subperiod

Enter, or click to select, the subperiod for which you want to calculate billings.

Ending Date

Once you have made your selections, this field displays the date for the selected subperiod.

Projects

Use these fields to narrow the scope of projects to be calculated.

Field Description
Option

Enter, or click the to select, the range of projects for which you want to calculate progress payment bills. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

The value entered in this field varies depending on the Option that you selected. If you selected All projects, this field is inactive. If you selected One project, enter the project in this field. If you elected to calculate a Range of projects, enter the starting project in this field. If you selected the From Beginning option, this field is inactive. If you selected the To End option, enter the beginning project for the range in this field.

Use to select values from the appropriate table.

End

The value entered in this field varies depending on the Option that you selected. If you selected All projects or only One project, this field is inactive. If you elected to calculate for a Range of projects, enter the ending project in this field. If you selected the From Beginning option, enter the ending project for the range in this field. If you selected the To End option, this field is inactive.

Use to select values from the appropriate table.

Bill Groups

Use these fields to select the billing user groups to be included in the billing calculations. Billings are calculated only for projects that have been assigned one of the selected billing user groups on the Manage Project Billing Information screen. This selection is disabled if the Assign Bills to User Groups check box on the Configure Billing Settings screen is not selected.

Field Description
Option

Select the appropriate range of billing user groups to be included in the billing calculations. Valid selections are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the starting billing user group code for the billing user groups to be included in the billing calculations. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending billing user group code for the billing user groups to be included in the billing calculations. If you select All, One, or To End in the Option field, this field is inactive.

Billing Cycles

Use these fields to select the billing cycle to be included in the billing calculations. Billings are calculated only for projects that have been assigned one of the selected billing cycles on the Manage Project Billing Information screen. This selection is disabled if the Use Billing Cycles check box on the Configure Billing Settings screen is not selected.

Field Description
Option

Select the appropriate range of billing cycles to be included in the billing calculations. Valid selections are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

From

Enter, or click to select, the starting billing cycle code for the billing cycles to be included in the billing calculations. If you select All or From Beginning in the Option field, this field is inactive.

To

Enter, or click to select, the ending billing cycle code for the billing cycles to be included in the billing calculations. If you select All, One, or To End in the Option field, this field is inactive.

Options

Field Description
Invoice Date

Enter the invoice date, or use the system date as the default. This date displays in the 8B. Date of This Request field on the Section 1; Box 3-8 tab of the Manage Progress Payment Bills screen. This date can be edited and prints on the progress payment bill in box 8B of the header.

Current Activity Only

Select this check box to calculate only those bills that have current activity. If this check box is selected, only those bills that have transactions on the Manage Open Billing Detail or the Manage Subcontractor Progress Payments screens are calculated. This saves processing time because Costpoint does not calculate bills for which there is no current activity.

Rate Type for Line 12A

Select the appropriate burden rate type, Actual or Target, to be used in the calculation of line 12a, Total Costs Incurred To Date.

Exclude Calculation of the Loss Ratio

Select this check box to exclude the calculation of the loss ratio amount from the progress payment computation. Your selection here is not saved to the Costpoint database; each time you calculate progress payment bills, you must select this check box if you want to exclude the loss ratio calculation.